Integrating Yespo with AI Agents

Yespo connects AI agents directly to your account through the Yespo MCP server. You can describe a task in plain language, review the proposed actions, and let the agent work with supported Yespo data and tools without completing every step manually in the platform.

The Yespo plugin combines the MCP connection with reusable skills for common marketing tasks. The same repository supports Claude Code, Claude Cowork, and OpenAI Codex.

Choose Your AI Agent

How the Integration Works

The connection consists of three layers:

Claude or Codex → Yespo plugin → Yespo MCP server → Yespo account

The Yespo plugin provides reusable instructions and workflows for specific tasks.

The Yespo MCP server provides the tools that let the agent read supported account data and perform approved actions in Yespo.

When you connect the plugin, you sign in to your Yespo account and grant access through the authorization page. You do not need to enter a Yespo REST API key in the plugin settings.

Your Yespo user permissions continue to apply. The agent can access only the organizations and data available to the connected user.

Included Skills

yespo-email-editor

Use this skill to read, clone, translate, and update Yespo email templates while preserving the original builder structure.

The skill supports:

• Reading an existing email template before making changes.
• Cloning a template to preserve the original version.
• Updating text, subject lines, preheaders, and button copy.
• Validating editable elements before applying changes.
• Translating or localizing a complete template.
• Preserving Unicode characters and language-specific content.
• Maintaining per-language CSS where language variants use different styles.
• Replacing existing images through Yespo image upload sessions.
• Preserving the original builder HTML and CSS structure.

The skill is designed for content and asset updates. It does not rebuild the email layout or replace the underlying block structure.

Example tasks:

• Translate email template ID 3935987 into German while preserving its layout and styles.
• Clone template ID 3935987 and update the subject, preheader, and CTA for a summer sale.
• Replace the hero image in template ID 3935987 with the attached image.
• Check all button labels in the template and make their tone consistent.

email-deliverability

Use this skill to audit the technical email deliverability setup of a Yespo organization and its sending domains.

The skill combines:

• Data returned by the get_email_deliverability_setup Yespo MCP tool.
• Public DNS, domain resolution, and HTTPS checks.
• SPF validation.
• DKIM validation.
• DMARC validation.
• MX record checks.
• Domain resolution checks.
• Short-link domain and SSL checks.

The agent produces both:

• A readable Markdown report with findings, risks, and recommended actions.
• A structured JSON report for further processing or comparison.

Public checks show what is currently visible through DNS and HTTPS. The agent can identify configuration problems, but DNS records and certificates must still be updated through the relevant domain, hosting, or infrastructure provider.

Example tasks:

• Audit the email deliverability setup for my Yespo organization.
• Check the SPF, DKIM, DMARC, and MX configuration for mail.example.com.
• Verify that the short-link domain uses a valid SSL certificate.
• Create Markdown and JSON deliverability reports and separate critical issues from recommendations.

yespo-analytics

Use this skill to answer messaging and event analytics questions using data exported from Yespo.

Depending on the request, the skill can query:

• get_messaging_analytics
• get_events_analytics
• get_event_types

The agent downloads the signed CSV or JSON exports, processes the local rows, and calculates the requested rankings, rates, shares, or comparisons.

Use it to:

• Rank campaigns, workflows, or messages by performance.
• Compare broadcast and triggered communications.
• Calculate Delivery Rate, Open Rate, Click Rate, CTOR, Conversion Rate, Bounce Rate, and Unsubscribe Rate.
• Analyze event totals and trends.
• Compare performance across periods.
• Identify messages with unusual combinations of metrics.
• Produce summary tables from raw exports.

Example tasks:

• Rank all email campaigns from last month by Click Rate and include only campaigns with at least 10,000 delivered messages.
• Compare the performance of broadcast and triggered emails for the previous quarter.
• Show PurchaseCompleted events by day for the last four weeks.
• Find messages with a high Open Rate but a low Click Rate and explain the likely causes.

Other Yespo MCP Capabilities

The skills provide structured workflows for common tasks, but the connected agent can also use other supported Yespo MCP tools. Depending on the available tools and your permissions, you can work with:

• Email, Mobile Push, App Inbox, and SMS messages.
• Contacts and static segments.
• Events and contact activity.
• Workflow structure and messages used in workflows.
• Account, workflow, and message analytics.

The available actions may change during the research preview.

Working Safely With AI Agents

Before asking an agent to change data or content:

• Specify the organization, template, workflow, domain, or reporting period clearly.
• Ask the agent to inspect the current state before applying changes.
• Clone important templates before making extensive edits.
• Review translated content, URLs, dynamic variables, and images.
• Check generated deliverability recommendations with the person responsible for your DNS and sending infrastructure.
• Review calculated metrics and applied filters before using the results in business reports.

Avoid including passwords, API keys, payment information, or unrelated personal data in prompts.

Approval and Tool Permissions

Claude and Codex may ask for permission before using a Yespo tool that reads or changes account data.

Keep confirmation enabled for sensitive or destructive actions. Broader permissions may be appropriate for frequently used read-only analytics tools, depending on your organization’s security policies.

The plugin does not bypass Yespo access controls. Actions are performed within the permissions of the user who authorized the connection.

Limitations

During the research preview:

• Email template content and existing images can be updated, but the original builder layout and block structure are preserved.
• Dynamic segments are not supported; the agent works with static segments only.
• Public deliverability checks cannot change DNS records, certificates, or mailbox-provider settings.
• Analytics results depend on the fields and periods available in the generated exports.
• Creating, launching, or scheduling bulk campaigns is not supported.
• AI-generated changes and recommendations must be reviewed before publication or launch.

Requirements

To use a Yespo AI-agent integration, you need:

• An active Yespo account.
• A supported Claude or OpenAI Codex plan.
• Permission to install personal or organization plugins in the selected AI agent.
• Authorization to access the required Yespo organization.

Get Started

Choose your AI agent and follow the corresponding setup guide:

• Setting Up the Yespo Plugin for Claude Code and Claude Cowork
• Setting Up the Yespo Plugin for OpenAI Codex