Use Mail Merge with AI agents (MCP)

Mail Merge has a public MCP server, so an AI agent you already use can read your Google Sheets, write templates, manage contacts and send campaigns through your Mail Merge account. You talk to the agent in plain language, the agent calls Mail Merge, and every email still goes out from your own Gmail account with the same quotas, tracking and status column as a campaign started by hand.

Note

MCP (Model Context Protocol) is the open standard AI assistants use to connect to external tools. Mail Merge speaks it over HTTPS, so there is nothing to install on your side: you paste one URL into your assistant and sign in with Google. The marketing overview lives at merge.email/ai-agents.

What it is

The server exposes the same features as the web app, grouped as tools an agent can call: account and plan, Google Sheets, templates, contacts, campaigns, analytics, warm-up and settings. The agent only sees the account you sign in with, and only until you revoke it. Each connected agent gets its own access token, listed under Settings → AI agents in the web app.

The server URL

https://merge.email/mcp

The server uses the Streamable HTTP transport and OAuth 2.1. When your assistant connects for the first time, a browser window opens: sign in with the Google account you use with Mail Merge, read the consent page naming the agent, and approve.

Connect Claude

Claude (claude.ai)

1. Open Settings → Connectors.
2. Click Add custom connector.
3. Paste https://merge.email/mcp as the URL and click Connect.
4. Sign in with Google in the window that opens and approve the agent.

Claude Desktop uses the same path: Settings → Connectors → Add custom connector.

Claude Code

claude mcp add --transport http mailmerge https://merge.email/mcp

Then type /mcp in a session, pick mailmerge and follow the sign-in link.

Connect ChatGPT

1. Open Settings → Connectors.
2. Choose Create (in some versions it sits under Advanced → Developer mode).
3. Enter a name, paste https://merge.email/mcp as the server URL, pick OAuth and save.
4. Sign in with Google when prompted and approve the agent.

Note

Custom connectors in ChatGPT are only available on some plans and may need an administrator to enable them in a workspace. Check OpenAI’s current documentation for your plan.

Connect Cursor

Add the server to .cursor/mcp.json in your project (or to the global file from Cursor Settings → MCP):

{
  "mcpServers": {
    "mailmerge": {
      "url": "https://merge.email/mcp"
    }
  }
}

The MCP list then shows mailmerge with a Needs login link. Click it, sign in with Google and approve the agent.

Other clients

Any MCP client that supports remote servers over Streamable HTTP with OAuth works the same way: point it at https://merge.email/mcp. Clients that look up the server’s metadata find it at:

https://merge.email/.well-known/oauth-protected-resource/mcp

Dynamic client registration and PKCE are supported, so no client ID or secret has to be configured in advance.

What the agent can do

Account

Tool	What it does
get_account	Your plan, today’s quota and the features your plan includes.
get_pricing	The current plans and prices.
get_subscription	Your subscription status, billing period and renewal date.
get_billing_portal_link	A link to the billing portal (invoices, payment method, plan changes).
get_team_seats	The seats of your team subscription and who holds them.
assign_team_seat	Gives a seat to a colleague.
unassign_team_seat	Takes a seat back.

Google Sheets

Tool	What it does
list_spreadsheets	The spreadsheets in your Google Drive.
list_sheets	The tabs of a spreadsheet.
read_sheet	The headers and rows of a sheet, the data a campaign merges.

Templates

Tool	What it does
list_templates	Your saved templates.
get_template	A template’s subject and body.
create_template	Saves a new template.
update_template	Changes a template’s name, subject or body.
delete_template	Deletes a template.
duplicate_template	Copies a template.
generate_template	Writes a template with AI from a brief, optionally matching the columns of a sample sheet.
import_google_doc	Turns a Google Doc into a template.

Contacts

Tool	What it does
list_contacts	Your contacts, with filters for unsubscribers and the blocklist.
add_contact	Adds one contact.
import_contacts	Adds many contacts at once.
delete_contacts	Removes contacts.
block_contacts	Puts addresses on the blocklist so no campaign emails them.
unblock_contacts	Removes addresses from the blocklist.
list_contact_lists	Your contact lists.
create_contact_list	Creates a list.
rename_contact_list	Renames a list.
delete_contact_list	Deletes a list (the contacts stay).
add_contacts_to_list	Adds contacts to a list.
remove_contacts_from_list	Removes contacts from a list.

Campaigns

Tool	What it does
list_campaigns	Your active, scheduled and completed campaigns.
get_campaign	One campaign with its progress and settings.
get_campaign_recipients	The per-recipient statuses of a campaign.
get_sequence_stats	How a follow-up sequence is performing.
check_quota	How many emails you can still send today and whether a campaign fits.
send_test_email	Sends a rendered test to your own address.
send_campaign	Starts a campaign from a sheet, a contact list or a typed list of recipients: now, scheduled, or as Autopilot, with an optional follow-up. Supports a dry run that reports what would be sent without sending.
pause_campaign	Pauses a running campaign.
resume_campaign	Resumes a paused one.
stop_campaign	Stops a campaign for good.
reschedule_campaign	Changes the send date of a scheduled campaign.
update_autopilot	Changes the daily volume and window of an Autopilot campaign.
delete_scheduled_campaign	Deletes a scheduled campaign before it starts.

Analytics

Tool	What it does
get_analytics	Sends, opens and clicks over time, with rates and top links.
get_activity	Who opened, clicked and unsubscribed, recipient by recipient.
get_account_events	The history of everything that happened on your account.

Warm-up

Tool	What it does
get_warmup	The status and reputation trend of your warm-up.
enable_warmup	Starts warming up your mailbox.
pause_warmup	Pauses warm-up.
resume_warmup	Resumes it.
stop_warmup	Stops it.
update_warmup_settings	Changes the daily volume and ramp-up.
check_email_reputation	Runs the free reputation check on an address or domain.

Settings

Tool	What it does
set_throttle	Sets the sending speed: as fast as possible, a fixed delay, or a random delay between emails.

Example requests

Once connected, ask the agent the way you would ask a colleague:

• “Read the Leads tab of my Q4 outreach spreadsheet, write a short follow-up email that uses the first name and company columns, and send me a test.”
• “How many emails can I still send today? If the Webinar invite template fits, schedule it to the Webinar contact list for tomorrow at 9am.”
• “Which campaign from last month had the best open rate, and who clicked the pricing link?”
• “Pause the Partners campaign and block everyone who replied asking to be removed.”

Plans and limits

An agent has exactly the permissions of your plan. Nothing is unlocked by connecting one.

	Free	Personal	Professional
Emails per day	50	250	500 with a Gmail address, 1,500 with Google Workspace
Scheduling, delays, campaign history		Yes	Yes
Analytics and activity		Yes	Yes
Autopilot and follow-up sequences			Yes
Email warm-up			Yes

When an agent calls a tool your plan does not include, the call does not fail silently: the tool answers with a message explaining which plan is needed and a link to upgrade, which the agent shows you. Daily quota works the same way: check_quota tells the agent what fits today, and a campaign that does not fit is postponed or refused exactly as it would be in the web app. See Pricing & subscription and Daily sending limits.

Staying in control

• The agent confirms before sending. Before send_campaign the agent is instructed to show you the recipient count, the template and the send time, and to wait for your go-ahead. Read that summary as carefully as you would the send button.
• Dry run first. Ask for a dry run and the agent reports what would be sent (recipients, subject, merge fields) without sending anything.
• Quota check. check_quota tells you how much of today’s quota a campaign would use, so a large list does not surprise you.
• The status column is still there. A campaign started from a Google Sheet by an agent fills the same 📮 status column as one started from the add-on, so you can follow it row by row in the spreadsheet and in Campaigns.
• Pause or stop at any time, from the agent, from the web app or from the add-on.

Tip

Keep a test template and a one-row sheet with your own address around. Asking the agent to “send a test of this to me” before the real campaign catches a missing merge tag in seconds.

Revoke an agent

Open merge.email/app → Settings → AI agents. The card lists every connected agent with the date it connected and when it was last used. Click Revoke next to an agent to cut its access immediately; the next call it makes is refused and it has to go through the sign-in again.

Revoking an agent does not touch your Google connection or your other agents. To remove Mail Merge’s own access to your Google account as well, go to myaccount.google.com/connections, which signs every agent out at once and also stops any running campaign (see Reconnecting your Google account).

Security

• OAuth 2.1 with PKCE. The agent never sees your Google password, and you never type a password into the agent. You sign in on Google’s own page and approve on a Mail Merge consent page that names the agent.
• A token per agent. Each connection gets its own token with its own expiry and refresh, so revoking one agent leaves the others working.
• Revocation is immediate, from Settings → AI agents or from your Google account.
• The same data rules as the app. An agent reads and writes exactly what the web app can, nothing more, and Mail Merge stores nothing new on its behalf. See Permissions and data.