Connect Claude, Cursor and other AI apps (MCP)

What is the SmartReach MCP server?

The SmartReach MCP server lets an AI assistant work with your SmartReach account. You can connect Claude, Cursor or any other app that supports MCP (Model Context Protocol). Then you can ask questions in plain words, for example:

• "Which of my campaigns are running, and how are they doing?"
• "Who replied to my Q4 outreach campaign this week?"
• "Is my new campaign ready to start? What is missing?"
• "Add these five people to my webinar follow-up campaign."

The assistant signs in as you. It has your role and permissions, and it can only see and change the teams that you choose when you connect.

What it can do

Read your data

• Which teams you are in
• Campaigns, their settings and their stats
• Whether a campaign is ready to start
• The prospects in a campaign, and a list of your prospects
• The activity of a prospect: emails sent, opens, clicks and replies, with the email subjects and text
• Who replied in a campaign, when, and the sentiment
• Your sending mailboxes
• The do-not-contact list

Make changes (only if you allow changes when you connect)

• Add and update prospects
• Add prospects to a campaign
• Change a prospect's status, or pause a prospect in a campaign
• Create campaign drafts with their email steps
• Start, pause and resume campaigns
• Add to the do-not-contact list

Every change is shown to you first. The assistant must confirm it before SmartReach makes it. The assistant cannot delete anything.

Before you start

• You need a SmartReach account. A Viewer cannot connect: the Viewer role has no API access.
• The server address is:

https://api.smartreach.io/mcp

Connect Claude

Step 1

In Claude, open Settings > Connectors and click Add custom connector.

Step 2

Enter a name, for example SmartReach, and the server address https://api.smartreach.io/mcp. Click Add, then Connect.

Step 3

A SmartReach page opens. Log in to SmartReach if you are not logged in.

Step 4

On the consent page, check what Claude asks to do, and choose the teams it can use:

• Only the teams I choose (up to 20 teams), or
• All my teams, and teams I join later.

Click Allow. You go back to Claude, and the SmartReach tools are ready to use. Click Deny to cancel.

Connect Cursor or another MCP app

Add a remote MCP server with the address https://api.smartreach.io/mcp. In Cursor, add this to your MCP settings (mcp.json):

{
  "mcpServers": {
    "smartreach": {
      "url": "https://api.smartreach.io/mcp"
    }
  }
}

The app opens the SmartReach sign-in and consent page the first time you use it. Follow Steps 3 and 4 above. You do not need an API key.

See or disconnect your connected apps

Open Team Settings > Integrations > SmartReach API Key. The Connected apps list shows each app you connected, its access (read, or read and change), its teams, and when you first connected it.

Click Disconnect to end a connection. The app loses access at once. To use it again, connect it again.

Good to know

• The assistant acts as you. It can see and do what you can do in each team you chose, and nothing more. If your role in a team changes, the connection follows your new role.
• Your data goes to the assistant. What the tools return, including email text and replies from prospects, is sent to the AI app you use. Use an AI app that your company allows.
• Replies are written by prospects. A reply can contain text that looks like an instruction. A well-built assistant treats it as data. Check what the assistant suggests before you confirm a change.
• Limits. An app can make up to 60 tool calls each minute. If it makes more, it is asked to wait.

Troubleshooting

• Claude says it couldn't reach or check the server. Check that the address is exactly https://api.smartreach.io/mcp: api, not app, with /mcp at the end and no slash after it. Then remove the connector and add it again.
• "The Viewer role has no API access". Your role in that team is Viewer. Ask an Owner or Admin of your team for a role that includes API access.
• The assistant cannot see a team. It sees only the teams you chose when you connected. Disconnect the app and connect it again to choose other teams.
• Something else fails. Contact support and tell us the app you use and the time it failed.