Ask Optimove anything, in Any Language.
Optimove MCP connects your AI assistant directly to your Optimove tenant — so you can query campaigns, promotions, journeys, and platform health using natural language, from the tools you already use.
Optimove MCP is a hosted, secure connector that links your AI assistant to your live Optimove data. Once connected, you can ask questions about your campaigns, promotions, triggers, journeys, segments, and platform health — and get answers in plain language, without leaving your assistant.
The connector mostly reads and inspects your tenant. It can create drafts for you to review, but it can never activate, schedule, send, or delete anything in production. You stay in control.
Works with the clients you already use
- Claude.ai (web) and Claude Desktop
- ChatGPT (Developer Mode connectors)
- Codex
- Claude code (Terminal)
- Cursor
- VS Code
- Kiro
- GitHub Copilot CLI (by Microsoft)
- Microsoft Copilot
Start by asking the connector to show you things. Each of these is a first-class surface you can query directly — no reports to build, no exports to wait for, just ask. (Want it to build something too? That's the next section.)
Inspect any campaign — past, scheduled, or running. See status, schedule, target group, attached promotions, channels, and success/failure breakdowns.
Look up any discount, voucher, free-gift, or custom promotion and view its rules, value, validity window, attached campaigns, and redemption performance.
Inspect real-time and event triggers and the campaigns they fire — handy for tracing why a specific customer received a specific message.
Walk through multi-step customer journeys: each stage, the condition between stages, and the campaign at each node.
See the segments and Target Groups on your tenant — including size, definition, and last refresh time.
Pull live platform-health signals: which services are up, which jobs are running, recent errors, and where today's pipeline stands.
Search Optimove product documentation in-line, so your assistant can answer "how do I…" questions with citations from the official docs.
Ask about email templates on your tenant, and look up images from your template image library. The assistant can find the right asset by name or description and pull it into a template. Available to MCP beta users; email only.
Search your template image library by what's actually in the picture — on-image text, brand, colors, objects, theme, offer or CTA, and keywords — not just filenames and manually-set tags. Ask for "something with kids clothes" or "our last slots game announcement" and the assistant returns matching assets, ready to drop into a template.
Describe what you want in plain English, and the connector builds it for you inside Optimove.
No builder screens, no manual setup. You describe what you need, the assistant assembles it using the official Optimove APIs, and it appears in your Optimove account ready to use. The building blocks below are created and ready to drop into a campaign; the campaign itself is always created as a draft for you to review and activate.
Building blocks it creates for you
These are the ingredients of a campaign. The connector creates them in your tenant so you can select them in the campaign builder — on their own they don't message anyone or go into effect until you attach them to a campaign and activate it.
"Create a target group of customers who deposited in the last 14 days but haven't opened an email." Saved to your tenant, ready to select.
"Create a trigger for a customer's first deposit." Becomes available to pick in the campaign builder's trigger dropdown.
"Create a calculated attribute for average deposit over the last 30 days." Ready to use in segmentation and personalization.
"Create an action for a 10% bonus credit." Saved as a reusable action you can attach to a campaign.
"Create a free-spins promotion valid for 7 days." Created and ready to attach to a campaign.
"Create an email template for a weekend free-spins offer." The assistant writes the template in HTML and saves it to your tenant, ready to open in the HTML editor. New templates default to Liquid personalization.
Create an email template — saved to your platform
Describe the email you want in plain English and the AI Template Creation Agent builds it as an HTML template and saves it straight to your Optimove tenant. You can create a new template from scratch (new templates default to Liquid personalization), duplicate an existing template and transform it for a new campaign (the origin template determines whether it uses Legacy or Liquid personalization), or refine copy, subject line, and CTA over a multi-turn chat. When you're ready, open the deeplink from the chat to jump into the Optimove HTML editor and keep editing.
Template creation through external AI clients is a beta capability for users connected to Optimove via MCP — it isn't a broad public release yet. Wider availability is targeted for a future Optimove AI release later in 2026. Full AI image generation, the BeeFree Visual Editor, and richer previews are available inside Optimove Content Studio.
Find the right image — without opening the media library
Image Explorer is AI-powered search across your tenant's existing template image library. It reads what each image actually depicts — text printed on the image, brand, dominant colors, objects, theme, the offer or CTA, and keywords — so you can describe the asset you want instead of remembering what it was called. There are two ways in: ask the assistant to search the catalog and it returns matching assets, or open the interactive gallery and browse the results yourself. Either way, you can pull the image you pick straight into the template you're building or editing — no trip to the media library in the Optimove UI.
The interactive gallery shows real thumbnails in clients that support rich interactive output (for example Claude Cowork). In clients that don't, the assistant returns the same results as a list — describing each image and referring to it by name — and inserts the one you choose. Search quality is identical either way; only the way results are displayed changes.
Through external clients the agent finds and inserts images from your existing template image library using Image Explorer — it can't generate brand-new AI images. Output is HTML only (the BeeFree Visual Editor isn't supported through MCP yet) and email only (SMS and push aren't supported through this path yet). Image thumbnails render in clients that support interactive output; elsewhere the assistant lists images by name and description. If your assistant renders a full HTML preview of the template, image links may still appear broken in that preview — they resolve normally once the template is opened in Optimove.
The campaign — always a draft you approve
"Create an email campaign using the BONUS10 promotion for my high-value segment." You get a fully assembled draft campaign — channel, content, audience, and promotion wired together — sitting in Optimove exactly like one you'd build by hand. Nothing sends until you review it and hit activate.
Drafting multi-step Streams ("a 3-step welcome journey for new sign-ups") is on the way. It isn't live yet — for now, build Streams in Optimove as usual.
The building blocks above are created in your tenant, but none of them messages anyone or goes live on its own — they only do something once they're part of a campaign. And the campaign itself is always a draft you review and activate. The connector never sends, schedules, or deletes anything on your behalf. You stay in control of what actually goes out.
See how teams put the connector to work — instant dashboards, win-back programs, QA agents, real-time triggers, and more. The full Use Case Library groups every guide by category, and each one includes the recipe, a ready-to-use prompt, and an interactive walkthrough.
Browse all use cases by category
Worked examples across Reporting & Insights, Automation & QA, Campaign Creation, Segmentation & Programs, Retention Strategy, and Onboarding & Adoption.
You'll need an active Optimove tenant, your usual Optimove credentials (with the roles for the data you want to reach), and an MCP-compatible AI client. There's nothing to install — the connector is hosted at https://mcp.optimove.net/mcp.
Choose your client below to expand its setup steps.
Set up in Claude.ai
Open claude.ai and sign in.
Click your profile icon → Settings → Connectors.
Click Add custom connector.
Enter Name: Optimove and URL: https://mcp.optimove.net/mcp.
Click Add. Claude opens an Optimove sign-in page — sign in with your normal credentials and approve access.
In any chat, click + in the composer → Connectors → toggle Optimove on.
Set up in Claude Desktop
Open Claude Desktop.
Go to Settings → Connectors.
Click + → Add custom connector.
Enter Name: Optimove and URL: https://mcp.optimove.net/mcp.
Click Add and complete the Optimove sign-in flow.
In any chat, enable the Optimove connector from the + menu.
Set up in ChatGPT
Open chatgpt.com and go to Settings → Apps & Connectors.
Scroll to Advanced settings and toggle Developer mode on.
Return to Apps & Connectors and click Create.
Fill in Name = Optimove, a short description, MCP Server URL = https://mcp.optimove.net/mcp, Authentication = OAuth.
Click Create and complete the Optimove sign-in flow.
In any chat, click + → More → Optimove.
Set up in Cursor & other MCP clients
Add a remote MCP server entry pointing to https://mcp.optimove.net/mcp with OAuth authentication. The exact menu path varies by client — check your client's documentation for its connector or MCP-server settings.
The full technical reference, including the tool catalog and authentication detail, lives in the Optimove Developer Hub.
Set up in Microsoft Copilot
Microsoft Copilot works a little differently from the other clients. Instead of adding a connector directly, you build an agent in Microsoft Copilot Studio, add the Optimove MCP as a tool, and publish that agent to Microsoft 365 Copilot. Marketers then @-mention Optimove in the Copilot chat they already have open. Every user signs in as themselves, so their Optimove permissions and PII masking apply exactly as they do in the Optimove UI.
Microsoft Copilot Studio changes often, so treat the steps below as general guidance and confirm them against Microsoft's current documentation (links at the end). These steps are for the new Copilot Studio experience — Classic works the same way, the clicks just differ.
Add the Optimove MCP to your agent. In Copilot Studio, open your agent's Tools page and select Add a tool → New tool → Model Context Protocol. Enter a server name and description, set the Server URL to https://mcp.optimove.net/mcp, and choose OAuth 2.0 → Dynamic discovery for authentication (the Optimove MCP supports dynamic client registration). Create the connection and add it to the agent.
Publish. Select the chevron next to Publish (top right) — not the Publish button itself. In the Publish agent dialog, select and configure Microsoft 365 Copilot (add Microsoft Teams too if you want both — they're separate channels). If the agent is missing a name, description, or instructions, the dialog says so — fix and continue. Select Publish and wait for it to finish. On success, the dialog offers to share your agent or add it to the organization catalog.
Roll it out. For just you or demos, use the share option — instant, no admin needed. For the whole org, choose add to the organization catalog, which sends it to your admin for review.
Admin approves (org rollout only). In admin.microsoft.com, go to Agents → All agents → Requests, pick the agent, and Publish. Admins can review capabilities, data access, and maker info first.
Use it in Copilot. Open Copilot (m365copilot.com, or Copilot inside Teams, Outlook, Word, Excel, or PowerPoint). Go to the Agent Store, find it under Built by your org, and Install. In any chat, type @ → pick Optimove → ask. The first tool call shows a Connect card — sign in with your Optimove user, pick your tenant, then return to the chat and ask again.
Any change to the agent needs a new publish before users see it, and each publish creates a new version.
Microsoft references
Pick a starting point for your role.
For Marketers
- "Show me all active promotions and their attached campaigns"
- "Which campaigns are scheduled for tonight, and which Target Group is each one going to?"
- "What promotion is attached to campaign 92481, and how has it performed in the last 7 days?"
- "Create a Target Group of customers who deposited in the last 14 days but haven't opened an email"
- "Create a free-spins promotion valid for 7 days, then draft an email campaign that uses it"
- "Create an email template for a weekend free-spins offer and save it to my tenant"
- "Duplicate my welcome email template, then refresh the subject line and CTA for a summer promotion"
- "Find an image in my library with kids clothes for a summer promo and add it to the template"
- "Show me the gallery of images we've used for slots game announcements"
- "Find a hero image with 'Free Spins' text on it in our brand colors and drop it into the template"
For Operations & CSMs
- "Which campaigns didn't complete as expected in the last 24 hours?"
- "List all channels configured on this tenant and which ones are currently enabled"
- "Show me how the first-deposit trigger is configured and which campaigns it fires"
For Leadership
- "Summarize this week's campaign performance versus last week, across all channels"
- "How many campaigns are currently running, scheduled, and in draft?"
Sign-in opens but doesn't complete
Confirm your AI client is up to date. If you're using ChatGPT, confirm Developer mode is enabled. On a corporate network, confirm your firewall allows outbound HTTPS to mcp.optimove.net.
"Tool requires approval" on every call
Read-only tools should run without per-call approval. If they prompt every time, your client may be in strict approval mode — check the client's tool-approval settings.
Connector shows as disconnected
Tokens expire if not used. Re-open Settings → Connectors and click Reconnect. If reconnect fails, confirm your Optimove account is still active and your role hasn't changed.
Empty or partial responses
The connector inherits your Optimove user role. If you can't see an entity in the Optimove UI, you won't see it through the connector. Ask your Optimove admin to confirm your role assignment.
I don't see image thumbnails, or template images look broken in the preview
Two different things, both expected:
- No thumbnails in the gallery. Image Explorer's interactive gallery renders real thumbnails only in clients that support rich interactive output (for example Claude Cowork). In other clients you get the same results as a list, with each image described and named — search itself works exactly the same.
- Broken image links in an HTML preview. If your assistant renders the template's HTML in chat, image links may display as broken there. They resolve normally once you open the template in the Optimove HTML editor via the deeplink.
The agent also can't generate new AI images through MCP — it finds and inserts images from your existing library instead.
Optimove customers can reach support through the standard channels. To report a problem with the connector, open a ticket through the support portal.
Open a ticket to report an MCP bug or issue — support.optimove.com
Training and how-to guides — academy.optimove.com
API and integration reference — developer.optimove.com
Reach your assigned Customer Success Manager.
| Term | Meaning |
|---|---|
| Campaign | A configured message-send: a target group, a channel, content, and a schedule. |
| Promotion | A reward attached to a campaign — discount, voucher, free gift, or custom — with rules and a validity window. |
| Trigger | A real-time or event-based condition that fires a campaign. |
| Journey / Stream | A multi-step customer flow with stages, conditions, and a campaign at each node. |
| Target Group | A defined audience — the recipients of a campaign. |
| Segment | A reusable audience definition, evaluated dynamically. |
| Channel | A delivery mechanism — email, SMS, push, in-app, web push, etc. |
| Mission Control | Optimove's operational dashboard for platform health and job state. |
| Tenant | A single Optimove customer environment. |
| MCP | Model Context Protocol — the open standard used to connect AI assistants to data and tools. |
| Template | A reusable email layout — content, images, and personalization — that you attach to a campaign. Created and edited through the AI Template Creation Agent in the MCP beta. |
| Template image library | Your tenant's stored image assets for email templates. Through MCP, the agent searches this library with Image Explorer and inserts the image you pick into a template. |
| Image Explorer | AI-powered search over your template image library. Finds images by what they depict — on-image text, brand, colors, objects, theme, offer or CTA, keywords — rather than by filename or manual tags. Available as a search action and as an interactive gallery. |
| Liquid / Legacy personalization | The two personalization syntaxes for templates. New templates default to Liquid; a duplicated template keeps the origin template's syntax. |