SIGN UPLOG IN
X (Twitter)LinkedInGitHubDiscordYouTube

How to connect Iterable to Claude

Connect Claude Web, Desktop and Cowork to Iterable MCP. Summarize iterable campaign performance today, add customer to welcome journey, and more using natural language, with authentication handled for you.

Get started for freeGet a demo
Iterable logoIterable
Api Key

Iterable is a cross-channel marketing platform for building campaigns across email, SMS, push, and in-app channels. It helps teams personalize customer journeys and optimize engagement from one place.

116 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Iterable account to Claude via Composio Connect, enabling it to summarize Iterable campaign performance today, add customer to welcome journey, update user email subscription status, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Iterable with

Codex

Connecting Iterable to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Iterable account

Back in Claude, ask it to connect to Iterable or give it any Iterable-related task.

For example, ask Claude to:

  • "Summarize Iterable campaign performance today"
  • "Add customer to welcome journey"
  • "Update user email subscription status"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Iterable account is ready to use.

What is the Iterable Claude Connector, and what's possible with it?

The Iterable MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Iterable account. It provides structured and secure access to your campaigns, users, catalogs, templates, messages, and analytics, so your agent can create campaigns, manage audiences, update catalogs, control messages, and review performance on your behalf.

  • Campaign creation and control: Have your agent create campaigns from existing templates, activate or deactivate triggered campaigns, cancel scheduled campaigns, archive campaigns, or stop campaigns already running.
  • User and audience management: Let the agent create static lists, update users in bulk, export user events, delete users, or remove a person’s data and prevent future collection.
  • Catalog and content management: Direct your agent to create catalogs, add or update catalog items, inspect catalog content and field mappings, and remove items or entire catalogs.
  • Message and template operations: Instruct your agent to review email, in-app, and embedded message templates, create reusable snippets, list message types, and cancel scheduled email, push, web push, in-app, or WhatsApp messages.
  • Campaign reporting and exports: Have your agent retrieve campaign and experiment metrics, then export campaign analytics in CSV or JSON format for further analysis.

Troubleshooting

1. Why does Claude not use the Composio connector for Iterable?

The connector can show as connected, but Claude must use it in each Iterable conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Iterable again.

2. Why does Claude show an MCP server error before Iterable connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Iterable.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Iterable.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Iterable authorization link not work?

The Composio connector is one server. Your Iterable account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Iterable connection.
  • Composio creates a fresh Iterable authorization link.
  • Open that link in your browser and finish the Iterable sign-in.

4. Why do Iterable actions fail after they worked before?

The Iterable connection can expire or lose permission.

  • Ask Claude to inspect the Iterable connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Iterable account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Iterable.
  • If the action still fails with a permission error, check that the connected account has that permission in Iterable itself.

5. How do I switch to a different Iterable account?

Claude can manage the Iterable connection for you.

  • Ask Claude to disconnect or delete the current Iterable account.
  • Ask Claude to connect Iterable again.
  • Open the new Composio authorization link for Iterable.
  • Sign in with the other Iterable account in the browser.
  • After the account connects, ask Claude to retry the Iterable task.

6. Why is my Iterable connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Iterable connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Iterable tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Iterable.
TOOLS

Supported Tools

Every Iterable action and event your agent gets out of the box.

Abort Campaign

Abort a running campaign to stop all in-progress message deliveries.

Activate a triggered campaign

Activates a triggered campaign by its unique ID, allowing it to process events and send messages.

Archive Campaigns

Archives one or more campaigns.

Bulk Update Users

Bulk update user data in Iterable.

Cancel Campaign

Cancel a scheduled or recurring campaign in Iterable.

Cancel Email

Cancel a scheduled email to a specific user in Iterable.

Cancel Export

Cancel a queued or running export created with the 'Start export' endpoint.

Cancel In-App Message

Cancel a scheduled in-app message for a specific user in Iterable.

Cancel Push

Cancel a scheduled push notification to a specific user in Iterable.

Cancel Web Push

Cancel a scheduled web push notification to a specific user in Iterable.

Cancel WhatsApp

Cancel a scheduled WhatsApp message to a specific user in Iterable.

Create a new campaign

Creates a new blast or triggered campaign from an existing template.

Create a catalog

Create a catalog with the specified name in Iterable.

Create Catalog Items

Asynchronously creates or updates up to 1000 catalog items with a single request.

Create a new list

Create a new static list in Iterable.

Create snippet

Creates a new code snippet in Iterable.

Deactivate Triggered Campaign

Deactivate a triggered campaign in Iterable.

Bulk delete templates

Bulk delete one or more base templates from Iterable.

Delete a catalog

Delete a catalog by its name.

Delete a Catalog Item

Deletes the specified item from a catalog.

Delete Catalog Items

Asynchronously deletes catalog items from a specified catalog in Iterable.

Delete a list

Delete a list by its listId.

Delete Metadata Table

Asynchronously deletes a metadata table by its table name.

Delete snippet

Deletes a snippet by its ID (numeric) or name (string).

Delete User By ID

Asynchronously deletes a user by userId from Iterable.

Export data to CSV

Export campaign analytics data in CSV format from Iterable.

Export Campaign Data to JSON

Export Iterable event and user data as newline-delimited JSON, optionally filtered by campaign and date.

Export User Events

Export events for a user identified by either email or userId, optionally requesting custom events.

Forget User

Deletes the specified user's data from the Iterable project and prevents future data collection about them.

Get campaign by ID

Retrieves a campaign by its unique ID.

Get Campaign Metrics

Retrieve performance metrics for one or more specified campaigns, optionally filtered by a date range.

Get Catalog Field Mappings

Tool to retrieve field mappings (field to data type) and undefined fields for a catalog in Iterable.

Get catalog item by ID

Retrieves a specific catalog item by its ID from the specified catalog.

Get email template by ID

Get an email template by templateId.

Get Embedded Messages

Retrieve a user's eligible embedded messages grouped by placement, with optional placement and platform parameters.

Get Embedded Template

Retrieves an embedded message template by its unique ID.

Get Experiment Metrics

Retrieve metrics for email experiments.

Get In-App Messages

Retrieve a user's in-app messages by email or user ID, with optional platform and package filters for app-specific messages.

Get in-app template by ID

Retrieves an in-app template by its unique ID.

Get List Size

Get the number of users within a list.

Get push template by ID

Retrieves a push template by its unique ID.

Get SMS template

Retrieves an SMS template by its unique ID.

Get snippet by ID or name

Retrieves a snippet by its ID (numeric) or name (string).

Get template by client template ID

Find templates by a client-defined template ID.

Get User By ID

Get a user by userId from Iterable.

Get User By ID (Path)

Get a user by userId (path parameter) from Iterable.

Get User Events

Get events for a specific user by userId.

Get User Sent Messages

Get messages sent to a user by email address or userId.

Get Web In-App Messages

Get a user's web in-app messages from Iterable, including non-selective messages and, with a package name, web app-specific messages.

List all campaigns

Retrieves metadata about all campaigns in a project with optional pagination.

List Catalog Items

Get the catalog items for a catalog.

List Catalogs

Retrieve a page of catalog names from Iterable, with pagination information and the total catalog count.

List Channels

Get all message channels within the Iterable project.

List export files

Get the job status and files for an export started with the 'Start export' endpoint.

List Export Jobs

Retrieve a list of recent export jobs for the current project.

List Forgotten User IDs

Get hashed user IDs of forgotten users for GDPR compliance.

List Journeys

Get a list of journeys (workflows) within your Iterable project.

List Lists

Retrieve all lists within a project.

List List Users

Get all users within a list.

List Message Types

Lists all message types within a project.

List Metadata Keys

List all keys in a metadata table.

List Metadata Tables

List available metadata tables in Iterable.

List recurring campaign child campaigns

Retrieve child campaigns generated by a recurring campaign, with pagination, sorting and campaign-state filtering; the rate limit is 100 requests per second per project.

List Snippets

Get all snippets for the current project.

List all templates

Retrieves metadata about all templates in a project with optional pagination.

List User Fields

Get all user fields within a project.

List Webhooks

Get all webhooks configured within the Iterable project.

Merge Users

Merge two user profiles in Iterable.

Preview email template

Generate a fully rendered HTML preview of an email template using custom data.

Preview in-app template

Generate a fully rendered HTML preview of an in-app template using custom data.

Preview List Users

Preview a random sample of up to 5,000 users in an Iterable list without fetching the entire list.

Replace Catalog Item

Asynchronously creates or replaces the specified catalog item in the given catalog.

Replace Metadata Item

Asynchronously creates or replaces the metadata item associated with the specified key.

Schedule Campaign

Schedule an existing campaign to be sent at a specified time.

Send Campaign

Send an existing campaign immediately in Iterable.

Send email template proof

Send a proof of an email template to a specific user.

Send in-app notification to target

Send an in-app notification to a specific user using Iterable.

Send in-app template proof

Send a proof of an in-app template to a specific user using Iterable.

Send push to target

Send a push notification to a specific user using Iterable.

Send push template proof

Send a proof of a push template to a specific user.

Send SMS template proof

Send a proof of an SMS template to a specific user.

Send WhatsApp to target

Send a WhatsApp message to a specific user using Iterable.

Start Export

Start a data export job.

Subscribe to List

Subscribe one or more users to an Iterable list by email, userId, or both.

Subscribe User By ID

Subscribe an Iterable user identified by userId to a specified email list, message type, or message channel subscription group.

Track Embedded Click

Tracks a click event on an embedded message.

Track Embedded Received

Track that an embedded message was received on a device.

Track Embedded Session

Tracks an embedded message session and related impressions in Iterable.

Track Event

Track an event in Iterable.

Track Events in Bulk

Track multiple events in bulk in Iterable, identifying each user by email or userId.

Track Purchase

Track a purchase event in Iterable.

Trigger Campaign

Trigger a ready marketing campaign to send to one or more recipient lists, with optional suppression lists and personalization data.

Trigger Journey

Trigger a journey (workflow) in Iterable for a specific user or list.

Unforget User

Unforgets a previously forgotten user in Iterable, resuming data collection.

Unsubscribe from list

Unsubscribe users from an Iterable list, identifying each subscriber by either email or userId.

Unsubscribe User By ID

Unsubscribe an Iterable user identified by userId from a specified email list, message type, or message channel subscription group.

Update Shopping Cart

Update a user's shopping cart items in Iterable.

Update Catalog Field Mappings

Set a catalog's field mappings (data types) in Iterable.

Update Catalog Item

Asynchronously creates or updates the specified catalog item in the given catalog.

Update email template

Update an existing email template in Iterable.

Update Embedded Template

Updates an embedded message template with the specified fields.

Update in-app template

Update an existing in-app template in Iterable.

Update push template

Updates an existing push template in Iterable.

Update SMS template

Update an existing SMS template in Iterable.

Update snippet by ID or name

Updates an existing snippet by ID (numeric) or creates/updates a snippet by name (string).

Update User

Update user data or add a user if none exists in Iterable.

Update User Email

Updates a user's email address in Iterable.

Update User Subscriptions

Updates user subscription preferences in Iterable.

Bulk Update User Subscriptions

Bulk update subscription preferences for multiple users in Iterable.

Update Webhook

Update an existing webhook configuration in Iterable.

Upsert email template

Create or update an email template in Iterable.

Upsert Embedded Template

Creates an embedded message template if it doesn't exist, or updates all embedded message templates that match the provided clientTemplateId.

Upsert in-app template

Create or update an in-app template in Iterable.

Upsert push template

Create or update a push template in Iterable by clientTemplateId.

Upsert SMS template

Create or update an SMS template in Iterable.

Verify SMS Code

Verifies an SMS code for a phone number and verification profile in Iterable.

FRAMEWORKS

How to build Iterable MCP Agent with another framework

Codex logo

Codex

Use Iterable MCP with Codex

FAQ

Frequently asked questions

With a standalone Iterable MCP server, the agents and LLMs can only access a fixed set of Iterable tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Iterable and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Iterable tools.

Yes, absolutely. You can configure which Iterable scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Iterable data and credentials are handled as safely as possible.

Start with Iterable.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Iterable tool your agent needs.Free to start.

Start building