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AI agents & MCP
The whole CRM is exposed as a Model Context Protocol server, so agents and services can operate it directly.
Integrationsabout 5 min
By the end you'll be able to
- Connect Claude, ChatGPT, Codex or Claude Code to the CRM
- Have an agent design a whole email, images and all
- Turn a spreadsheet of send dates into a month of drafts
- Understand what a connected agent is allowed to do
Walk through it
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Settings → AI agents holds your connection URL, step-by-step setup for each tool, and the live list of everything an agent can call. Keep it open in a tab while you set your client up.
Good to know
- A connected agent is you. It sees exactly the brands you can see and can do exactly what you can do — no more. Someone else connecting their own client gets their own access, not yours.
- A few lists that hang off another record — the people enrolled in a workflow, a list’s members, a company’s contacts, a contact’s history — still read from your default brand rather than the one you switched to, so they can come back empty for a brand that genuinely has rows. Ask the agent to search that brand directly instead, and read an empty answer from one of those as "ask another way", not as "there is nothing there".
- Emails an agent writes still go through approval before anything is sent, and consent and suppression rules still apply. Deletes are soft deletes, so a mistake is recoverable.
- A date an agent sets on a draft is a plan, not a commitment — nothing sends off it. Approving the email is still a separate, human step, so a forty-row spreadsheet cannot turn into forty sends by itself.
- Test copies only ever go to Zenia users, never to contacts, and they are left out of an email’s results. Outside production they only reach allowlisted addresses — the agent can see which teammates those are before it sends, and a copy to anyone else comes back as skipped.
- Agents build emails from the same blocks the editor uses, so anything they make can be opened and edited by hand afterwards. Ask for raw HTML — a design from an agency, or markup you already have — and the agent can put that in instead; the email then opens on the builder’s HTML tab, exactly as if you had pasted it there yourself, and the markup is what sends.
- Claude on the web and ChatGPT connect from Anthropic’s and OpenAI’s servers, not from your computer. They need Zenia deployed at a public address — they cannot reach a development copy running on your laptop.
- Automations that cannot open a browser use a service key instead, issued by whoever runs the API service. There is no self-serve key generation, on purpose.
Common questions