Send4

ai.send4由 send4.ai 發布官方發布者v1.0.0更新於 Nov 4, 2026

Ask about and change your Send4 flows, campaigns, conversations, leads and calendar.

已驗證Streamable HTTP可網頁執行效率與工作流溝通與協作商業與電商

概覽

AI 產生的概覽

由 Send4 託管的 MCP 伺服器,讓 AI 助理讀取並修改你的 Send4 流程、活動、對話、潛在客戶與行事曆。

可以做什麼
  • 讀取工作區資料:對話、潛在客戶、會議、成員、頻道、成效與訊息用量
  • 檢視流程:列出與讀取流程、檢查流程、瀏覽卡片類型、範本與角色設定,查看執行紀錄、流失點與對話說明
  • 建立流程:建立、複製與編輯草稿,儲存角色設定,建議卡片文案,演練流程,預覽或切換流程狀態
  • 執行活動:預覽受眾與發送、建立草稿、發送、加入收件人、更新、暫停、恢復或取消,建立與標記潛在客戶
  • 處理收件匣與行事曆:回覆、主動發起對話、指派或接手對話、恢復 AI、標記退訂、預約與更新會議
  • 管理團隊與信箱:預覽並寄送成員邀請、變更角色、重寄邀請、查看信箱設定並建立信箱地址
適用情境
適合使用 Send4 訊息流程與活動的人:想用自然語言查詢成效、找出對話流失的環節、起草或修正流程、準備活動,或處理收件匣與行事曆事務,而不必在 Send4 應用程式裡逐項點選。
執行需求
遠端 Streamable HTTP 端點 mcp.send4.ai/mcp,無需安裝。需要 Send4 帳號且為付費方案,或已綁定信用卡的 14 天試用;需要 Client Admin 在工作區設定中開啟 Allow AI assistants;透過瀏覽器以 OAuth(含動態用戶端註冊)登入,每人使用自己的帳號。
安裝前請注意
助理以你的身分、依你的角色與連線時勾選的權限行事。寫入類工具可發送簡訊與電子郵件、發送會產生費用的活動、開關流程、邀請或停用團隊成員、建立信箱地址;部分不可復原的操作需要預覽碼並由你確認。讀取結果會遮蔽電話與電子郵件,對話內容僅在獲准後分享。讀取的資料會傳送給助理供應商。客戶訊息屬不可信輸入,可能夾帶注入指令。所有變更都會記入稽核紀錄。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Send4,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/ai.send4%2Fmcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "mcpServers": {
    "send4": {
      "type": "http",
      "url": "https://mcp.send4.ai/mcp"
    }
  }
}

README

[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.

[MCP: Streamable HTTP] [Sign-in: OAuth] [Hosted at mcp.send4.ai] [License: MIT]

Help centre · Tools · Permissions · Troubleshooting · Security


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.

One-click setup

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

[Claude]
Claude

claude.ai and Claude Desktop
[ChatGPT]
ChatGPT

Business and Enterprise
[Add to Cursor]
Add to Cursor

One click, then sign in
[Add to VS Code]
Add to VS Code

Use from Copilot Chat
[Claude Code]
Claude Code

One command in the terminal
[Le Chat]
Le Chat

Mistral
[Perplexity]
Perplexity

Custom connector
[Grok]
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

  • 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

AssistantWhere you add Send4Guide
Claude (claude.ai, Claude Desktop)Customize → Connectors (Pro, Max), or an owner under Organization settings → Connectors (Team, Enterprise)Connect Claude
Claude Codeclaude mcp add --transport http send4 https://mcp.send4.ai/mcpConnect Claude
ChatGPTchatgpt.com/plugins → Add custom MCP server (Business, Enterprise)Connect ChatGPT
Grokgrok.com/connectors → New Connector → CustomConnect Grok
VS Code (GitHub Copilot)The button above, or MCP: Add Server → HTTPConnect VS Code
CursorThe button above, or ~/.cursor/mcp.jsonConnect Cursor
Le ChatIntelligence → Connectors → Add ConnectorConnect Le Chat
PerplexityAccount settings → Connectors → + Custom connectorConnect Perplexity
Gemini CLI, Codex CLI, opencodeOne or two commandsConnect from the terminal

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. A Client Admin switches it on. In Send4, open Settings → Integrations → AI assistants and turn on Allow AI assistants under Workspace access.
  3. You sign in as yourself. Each person connects with their own Send4 login.

How it works

mermaid
flowchart LR    A["Your assistant<br/>Claude, ChatGPT, Cursor…"] -- "MCP over HTTPS" --> B["mcp.send4.ai/mcp"]    A -. "first time: sign in<br/>and choose what it may do" .-> C["app.send4.ai"]    B --> D["Your Send4 workspace<br/>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. You tick what this assistant may 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, off until a Client Admin allows it for the workspace and you tick it when you connect.

PermissionWhat it allows
Read flows, runs, campaigns and usageEvery connection has this. Reads your flows, runs, campaigns, analytics and plan usage, and changes nothing. Phone numbers and email addresses are masked.
Read conversation messagesWhat customers and the AI said to each other, and the details a flow collected.
Build and change flowsCreate flows, change their cards, rehearse them and switch them on.
Create and launch campaignsCreate campaigns, add and tag leads, and launch, pause or cancel a campaign.
Reply to customers and manage conversationsReply, text someone first, assign, take over from the AI, and book, move or cancel meetings.
Invite and manage team membersInvite managers and agents, change their role, and deactivate them.
Create email addressesCreate new email addresses for the workspace on Send4.

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

ToolWhat it does
get_contextWhich workspace and person this connection belongs to, what it was granted, and what it wasn't.
list_conversationsYour inbox, filtered as on the Conversations page, without the messages.
list_leadsYour leads and tags, filtered as on the Leads page.
list_meetingsThe meetings on your Send4 calendar.
find_meeting_timesThe free times for a customer, or the times a meeting could move to. Nothing is booked.
list_membersThe people in your workspace. A Client Admin sees their details, and anyone else sees names.
list_channelsYour sending numbers and mailboxes, and whether a campaign can send from each.
get_performanceConversations started, replies, details collected, bookings and cost over time.
get_message_usageMessages and SMS parts sent and received, their cost, and your monthly SMS limit.

For Client Admin and Client Agent

ToolWhat it does
list_flowsYour flows, with their status and what starts them.
read_flowOne flow in full, with its cards, settings and wiring.
check_flowEverything the flow builder would flag on a flow.
list_card_typesEvery type of card a flow can use.
describe_card_typeWhat one type of card does and which settings it takes.
get_flow_building_guideSend4's rules and common traps for building a flow.
list_flow_templatesThe ready-made flows a new flow can start from.
list_personasThe identities a flow's AI can speak as.
list_flow_runsThe runs of one flow and how each ended.
get_flow_healthHow many runs of a flow started lately and how they ended.
get_drop_offWhere conversations stop, across your flows or card by card in one.
explain_conversationWhat happened in one conversation or flow run, which cards it went through, and what's still missing.
compare_card_textHow new wording differs from a card's current text. Nothing is saved.

For Client Admin only

ToolWhat it does
get_account_usageWhat you've used against your plan in a month.
list_campaignsYour campaigns, with their status and results.
read_campaignOne campaign's status, progress and results.
get_campaign_reportA launched campaign's report, by card, day and meeting.
Reading customer messages · 1 tool
ToolWhat it does
read_conversationWhat was said in one conversation. Every role.
Building flows · 9 tools
ToolWhat it does
create_flowStart a draft flow, blank or from a template.
duplicate_flowCopy a flow into a new draft. The copy gets its own webhook address, so anything that sends to the old one has to move.
edit_flowChange a draft or switched-off flow: its cards, where each one leads, what starts it, its name and its settings. All the changes are saved together or not at all, and the answer reports anything they broke. A live flow can only be renamed.
save_personaCreate or change a persona. A persona used by a live flow can't be changed.
suggest_card_changeLeave new wording on one card for a person to accept in the builder. It changes nothing live, so it works on a live flow too.
rehearse_flowPlay a flow as the customer on Send4's simulator. Nobody is texted, but webhook, email and Hanna cards still send for real, marked as tests.
read_rehearsalRead what was said in a rehearsal.
preview_flow_statusSee what switching a flow on, or a live flow off, would do, without doing it. Send4 gives the assistant a summary to show you and ask for your yes.
set_flow_statusSwitch a flow on or off. Switching one on, or a live one off, needs the code from that preview.
Running campaigns · 12 tools
ToolWhat it does
preview_campaign_audienceCount who a campaign would reach, before creating it.
create_campaignCreate a draft campaign. Nothing is sent.
preview_campaign_launchRun every launch check and work out the cost, without sending anything. Send4 gives the assistant a summary to show you and ask for your yes.
launch_campaignSend a draft campaign to its recipients, using the code from that preview.
preview_added_recipientsCount who would be added to a campaign, without adding anyone. Send4 gives the assistant a summary to show you and ask for your yes.
add_campaign_recipientsAdd those people to the campaign, using the code from that preview. On a running campaign, they'll be messaged.
update_campaignChange the pace, sending hours or goal of a campaign that's scheduled, running or paused.
pause_campaignStop starting new people. Conversations already going carry on.
resume_campaignStart new people again.
cancel_campaignStop a campaign for good. A draft is deleted.
create_leadAdd one lead. This sends nothing.
tag_leadsAdd tags to leads or take them off.
Working the inbox and calendar · 9 tools
ToolWhat it does
send_messageReply to a customer. Once sent, it can't be taken back, and the AI stops answering that conversation.
preview_new_conversationCheck how a typed phone number reads and the exact text, without sending anything. Send4 gives the assistant a code for it.
start_conversationText someone first. A typed number needs the code from that preview; a lead doesn't. Once sent, it can't be taken back, and no flow answers until the AI is resumed.
assign_conversationGive a conversation to a team member, or to nobody. The AI keeps answering.
take_over_conversationPause the AI so a person answers.
resume_aiHand a paused conversation back to the AI.
mark_lead_opted_outStop texting a number, for a customer who asked in words other than STOP. Only a person can opt it back in, on the lead's page.
book_meetingBook or move a meeting. This doesn't tell the customer.
update_meetingCancel a meeting, or mark it completed or a no-show. A cancellation tells the customer only if the assistant is asked to.
Managing your team · 4 tools
ToolWhat it does
preview_member_inviteSee who would be invited, in which role, and the seats in use, without sending anything. Send4 gives the assistant a summary to show you and ask for your yes.
invite_memberInvite someone as a manager or agent, using the code from that preview. Nobody can be made an admin this way.
update_memberChange someone's role between manager and agent, or deactivate or reactivate them.
resend_invitationSend a fresh link to someone whose invitation is still pending.
Setting up email · 2 tools
ToolWhat it does
get_mailbox_setupWhether this workspace can have an email address on Send4 and on which domains, whether it can connect its own mailbox, and the Send4 page that does it.
create_mailboxCreate an email address on Send4. It sends nothing until a flow or a campaign uses it.
Used by the in-chat views · 1 tool
ToolWhat it does
get_flow_mapDraw one flow card by card, for the flow map view.

Example workflows

A Monday report

"Give me last week's report: conversations started, reply rate, meetings booked, how each running campaign did, and where people dropped off."

The assistant reads your performance, campaigns and drop-off, and writes the report. Nothing changes. Some assistants offer this as the ready-made weekly_report request.

Fix the card that loses people

"Which card in my quote flow loses the most people? Suggest clearer wording for it."

The assistant finds the card and leaves the new wording on it as a suggestion. You read it in the flow builder and accept it or not. Needs Build and change flows.

Change a live flow safely

"Make the opening message of my booking flow friendlier."

A live flow is never edited in place. The assistant duplicates it, changes the copy, rehearses it as a customer and checks it. Switching the copy on and the original off each wait for your yes. Needs Build and change flows.

Launch a campaign

"Count the leads tagged spring, create a draft campaign for them with the reactivation flow, sending on weekdays 9:00–17:00, and check it before launch."

The assistant counts the audience and creates the draft. Before launch, Send4 runs every check and works out the cost, and the assistant shows you that summary. Nothing is sent until you say yes. Needs Create and launch campaigns.

Hand a conversation to a person

"Which conversations are waiting for a person? Take over the one from this morning's form."

The assistant pauses the AI on that conversation so you can answer yourself. To hand it back, ask it to resume the AI. Needs Reply to customers and manage conversations.

Data and security

  • You sign in with your Send4 account, through your browser. No API key or password goes into the assistant.
  • It acts as you. Every tool runs in your workspace, with your role. It can't do more than you can in Send4.
  • Your admin sets the limits, and you choose within them. The workspace switches decide what any assistant may do. When you connect, you tick what this one may do.
  • Contact details are masked. Read answers mask phone numbers and email addresses. Customer messages are shared only when the workspace allows conversation content and you tick Read conversation messages.
  • The big steps wait for your yes. These are launching a campaign, adding people to one, switching a flow on or a live flow off, inviting someone, and texting a number you typed. Before any of them, Send4 gives the assistant a summary to show you. After your yes, only what that summary described runs.
  • A live flow is never edited in place. The assistant changes a copy, and you switch it over.
  • No passwords in the chat. No tool takes a mailbox password. You connect your own mailbox yourself, in Send4.
  • Every change is recorded. Changes appear in your Audit log, marked as made through an AI assistant.
  • Requests are rate-limited per connection. A refused request says when to try again.

Where your data goes: what an assistant reads goes to the company behind it, under your own account with them. Check their terms before you allow conversation content.

Messages are data, not instructions: customers write the messages an assistant reads, and a message could try to give the assistant instructions. Don't let an assistant that reads conversations also manage your team.

Admin notes: managing access

Switch it on and choose what assistants may change

In Settings → Integrations → AI assistants, under Workspace access:

  • Allow AI assistants lets people connect an assistant to their own account. On its own, an assistant can then read, and change nothing.
  • Allow conversation content lets connections read messages and the details flows collected.
  • Under What assistants may change, each kind of change has its own switch: Build and change flows, Reply to customers and manage conversations, Create and launch campaigns, Invite and manage team members and Create email addresses.

All of these are off to begin with. See docs/permissions.md.

Monitor what assistants change

Every change an assistant makes appears in Settings → Audit log, marked as made through an AI assistant, with the person who connected it.

Revoke access

  • One person, one assistant: they open Settings → Integrations → AI assistants and select Disconnect beside it. Its access ends immediately.
  • Everyone at once: a Client Admin turns off Allow AI assistants and selects Switch off. Every assistant in the workspace is disconnected, and nobody can connect one until an admin switches it on again.

Troubleshooting

You seeWhat to do
"Connecting AI assistants needs a plan, or a trial with a card on file"A Client Admin sets up a plan under Settings → Plan & billing.
The assistant can't connect at allA Client Admin turns on Allow AI assistants.
A tool you expected is missingThe workspace switch is off, you didn't tick it, or your role can't use it. Ask "What can you do in Send4?".
The sign-in page says you'll return to "an app on this computer"Normal for Claude Code, VS Code, Cursor and terminal tools. Continue only if you started it from that app.

More in docs/troubleshooting.md.

Security

Please report a security problem privately, never in a public issue. Use Report a vulnerability on this repository's Security tab, or see SECURITY.md.

Support and feedback

  • A setup step is wrong or something doesn't work: open an issue. Issues are public: never paste access tokens, passwords, or your customers' messages, names, numbers or addresses.
  • Something you'd like an assistant to do: open an issue with the Idea form.
  • Account, plan or workspace questions: [email protected]
  • Help centre: send4.ai/support/ai-assistant-tools

Licence

The guides and configuration in this repository are MIT licensed. Send4 itself is a commercial service, used under its terms.

來源:README.md,提交 28aa3e1

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