Send4

Send4 MCP server

Connect Claude, ChatGPT, Cursor, VS Code and other AI assistants to your Send4 workspace.

Ask about your flows, campaigns, conversations and usage in your own words, and let the assistant make the changes your workspace allows.

Help centre · Tools · Permissions · Troubleshooting · Security

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The Send4 MCP server is hosted by Send4 at https://mcp.send4.ai/mcp. There's nothing to install or run: add the address to your assistant, sign in to Send4 in your browser, and choose what the assistant may do. This repository holds the setup guides, the tool list and the place to report a problem. It does not contain the server's code.

It's listed in the official MCP Registry as ai.send4/mcp, so an assistant that reads the registry can find it by name.

One-click setup

Pick your assistant. Cursor and VS Code install from the button; the others open a short guide.

Claude

claude.ai and Claude Desktop

ChatGPT

Business and Enterprise

Add to Cursor

One click, then sign in

Add to VS Code

Use from Copilot Chat

Claude Code

One command in the terminal

Le Chat

Mistral

Perplexity

Custom connector

Grok

Custom connector

Gemini CLI, Codex CLI and opencode: see Connect from the terminal .

Prefer to set it up by hand? Any assistant that supports remote MCP servers takes the address:

https://mcp.send4.ai/mcp

Contents

• What you can do
• Supported assistants
• Before you start
• How it works
• Tools and permissions
• Example workflows
• Data and security
• Admin notes: managing access
• Troubleshooting
• Security
• Support and feedback

What you can do

• Understand your flows: "What does my website form flow do?"
• Find out what went wrong: "Why did yesterday's conversation from the quote form stop?"
• See where people drop off: "Which flow lost the most people this week?"
• Check your numbers: "How did last week compare with the week before?" or "How close are we to our SMS limit this month?"
• Build and fix flows: "Build a draft flow that thanks a new lead, asks for their address and books a site visit."
• Run campaigns: "Create a draft campaign for leads tagged *spring*, and check it before launch."
• Work the inbox and calendar: "Which conversations are waiting for a person?" or "Find a free 30-minute slot on Thursday."

More in examples/prompts.md.

Supported assistants

Another assistant should work too if it connects to a remote MCP server over Streamable HTTP and signs in through your browser (OAuth with dynamic client registration).

Before you start

1. A plan that includes it. Every paid plan does, and so does the 14-day trial once a card is on file. Starter has no campaigns, so campaign tools aren't offered there.
2. Your workspace allows it. AI assistants are on for every workspace unless a Client Admin has switched them off, under Settings → Integrations → AI assistants.
3. You sign in as yourself. Each person connects with their own Send4 login.

How it works

flowchart LR

A["Your assistant Claude, ChatGPT, Cursor…"] -- "MCP over HTTPS" --> B["mcp.send4.ai/mcp"] A -. "first time: sign in and choose what it may do" .-> C["app.send4.ai"] B --> D["Your Send4 workspace as you, with your role"]

1. You add the address to your assistant.
2. You sign in to Send4 in your browser. Send4 shows the account you're signed in to and the choices your role and your workspace allow, already ticked. You untick what this assistant shouldn't do and select Connect.
3. The assistant asks Send4 for its tools. It only hears about the tools this connection can use.
4. You ask in your own words. The assistant picks the tools, and Send4 runs each one as you: your workspace, your role, your choices.

The workspace always comes from your sign-in. An assistant can't point a tool at another workspace.

Tools and permissions

Every connection can read. Each kind of change is a separate permission: on for the workspace unless a Client Admin switches it off, and ticked when you connect unless you untick it.

All tools

Open a group to see its tools. Each name links to that tool's full definition in tools/: its description, its inputs and its safety hints, exactly as your assistant receives them.

Reading your workspace · 26 tools

For every role

For Client Admin and Client Agent

| [describe_card_type](tools/describe_card_type