Instantly MCP Server

by bcharleson
Verified
# Instantly MCP Server - Testing Status This document tracks the testing status of all tools in the Instantly MCP Server. ## Tool Testing Progress | # | Tool Name | Status | Notes | |---|-----------|--------|-------| | 1 | `instantly_list_campaigns` | ✅ VERIFIED | Successfully lists campaigns with pagination support | | 2 | `instantly_list_leads` | ❌ NOT WORKING | Persistent format issues - "Invalid email address" API error | | 3 | `instantly_delete_lead` | ✅ VERIFIED | Successfully deletes leads by ID | | 4 | `instantly_create_lead` | ✅ VERIFIED | Successfully creates new leads with proper data | | 5 | `instantly_get_lead` | ✅ VERIFIED | Successfully retrieves lead details by ID | | 6 | `instantly_update_lead` | ✅ VERIFIED | Successfully updates existing lead information | | 7 | `instantly_list_accounts` | ✅ VERIFIED | Successfully lists all email accounts with stats | | 8 | `instantly_get_account` | ✅ VERIFIED | Successfully retrieves detailed account information | | 9 | `instantly_test_account_vitals` | ✅ VERIFIED | Successfully retrieves account health information | | 10 | `instantly_get_warmup_analytics` | ✅ VERIFIED | Successfully retrieves warmup data for accounts | ## Detailed Test Results ### 1. `instantly_list_campaigns` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully retrieved 36 campaigns from the Instantly account - **Pagination**: Confirmed working with `next_starting_after` parameter - **Notes**: Tool successfully identifies campaign status and provides summary ### 2. `instantly_list_leads` - **Test Date**: Current - **Test Result**: ❌ FAILED - **Details**: Multiple approaches attempted but still fails with "Invalid email address" API error - **Attempted Fixes**: - Implemented direct API call with simplified response formatting - Added proper content type negotiation in headers - Tried various response formats (JSON, text, markdown) - Added extensive debugging and error handling - Used the `contacts` array for email search - Implemented automatic retry with empty request body - Tested with various limit parameters - **Decision**: Marking as not working; will revisit in future release ### 3. `instantly_delete_lead` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully deleted lead from the account - **Test ID**: 3c8654f7-5b0f-4579-9f51-772a3bea593b - **Response**: Clear confirmation message showing lead was removed - **Notes**: Proper formatting of response with ID confirmation ### 4. `instantly_create_lead` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully created a new lead with full details - **Test Case**: Created lead with email testlead123@example.com, first name Test, last name User - **Response**: Complete lead object returned with ID, timestamps, and all details - **Lead ID Created**: 3c8654f7-5b0f-4579-9f51-772a3bea593b - **Notes**: Full JSON response is properly displayed in Claude Desktop ### 5. `instantly_get_lead` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully retrieved lead details by ID - **Test ID**: 3c8654f7-5b0f-4579-9f51-772a3bea593b - **Retrieved Details**: - First Name: Test - Last Name: User - Email: testlead123@example.com - Company Domain: example.com - Created: March 16, 2025 - **Notes**: Response is well-formatted with proper details in Claude Desktop ### 6. `instantly_update_lead` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully updated lead information - **Test ID**: 3c8654f7-5b0f-4579-9f51-772a3bea593b - **Changes Made**: - First name changed from "Test" to "TestUpdated" - Company name added: "Test Company" - **Notes**: Changes were successfully applied and verified in the response ### 7. `instantly_list_accounts` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully retrieved 398 email accounts from the Instantly account - **Statistics**: - Google: 297 accounts (74.6%) - Microsoft: 100 accounts (25.1%) - Custom IMAP/SMTP: 1 account (0.3%) - **Status Breakdown**: - Active: 397 accounts (99.7%) - Paused: 1 account (0.3%) - **Formatting**: Clean output with proper provider and status categorization - **Notes**: The tool successfully summarizes account information and provides helpful statistics ### 8. `instantly_get_account` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully retrieved detailed information for Instantly accounts - **Response Format**: JSON structure containing account information - **Retrieved Data**: Account email, status, and configuration details - **Notes**: Tool correctly retrieves individual account information for review and management ### 9. `instantly_test_account_vitals` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully retrieved vital health information for email accounts - **Tested Accounts**: - curry@my253paymentpros.com - mike@my253paymentpros.com - mike.curry@go253paymentpros.com - msteinberg@hedgestonebusinessconsulting.com - **Response Format**: Clean JSON structure displaying account health status - **Notes**: Tool properly returns account health data for diagnostics and monitoring ### 10. `instantly_get_warmup_analytics` - **Test Date**: Current - **Test Result**: ✅ SUCCESS - **Details**: Successfully retrieved warmup analytics data for email accounts - **Tested Accounts**: - curry@my253paymentpros.com - mike@my253paymentpros.com - mike.curry@go253paymentpros.com - msteinberg@hedgestonebusinessconsulting.com - **Response Format**: JSON array of email accounts with associated analytics data - **Result Analysis**: Tool provides detailed information that helps assess account health and warmup progress - **Notes**: The results can be used with the account vitals test to create a comprehensive health overview