Instantly MCP Server

List email accounts with cursor-based pagination (100 per page).

PAGINATION: If response contains pagination.next_starting_after, there are MORE results. Call again with starting_after= to get next page. Continue until pagination.next_starting_after is null.

Status codes: 1=Active, 2=Paused, -1/-2/-3=Errors Provider codes: 1=IMAP, 2=Google, 3=Microsoft, 4=AWS

Returns accounts with warmup status and campaign eligibility.

Get account details, warmup status, and campaign eligibility by email.

Returns comprehensive account information including:

• Connection status and provider info

• Warmup configuration and progress

• Daily limits and sending gaps

• Tracking domain settings

Create email account with IMAP/SMTP credentials.

Provider codes:

• 1: IMAP (generic)

• 2: Google Workspace

• 3: Microsoft 365

• 4: AWS SES

Requires valid IMAP and SMTP credentials for email sending.

Update account settings (partial update).

Common updates:

• first_name, last_name: Display name

• warmup: Warmup configuration (limit, advanced settings)

• daily_limit: Max emails per day (1-100)

• sending_gap: Minutes between emails (0-1440)

• tracking_domain_name: Custom tracking domain

Only include fields you want to update.

Manage account state: pause, resume, enable/disable warmup, or test vitals.

Actions:

• pause: Stop all sending from this account

• resume: Re-enable sending

• enable_warmup: Start warmup process

• disable_warmup: Stop warmup process

• test_vitals: Test IMAP/SMTP connectivity

Use test_vitals to diagnose connection issues.

🚨 PERMANENTLY delete an email account. CANNOT UNDO!

This action:

• Removes the account from all campaigns

• Deletes all account data

• Cannot be reversed

Confirm with user before executing!

Create email campaign. Two-step process:

Step 1: Call with name/subject/body to discover available sender accounts Step 2: Call again with email_list to assign senders

Personalization variables:

• {{firstName}}, {{lastName}}, {{companyName}}

• {{email}}, {{website}}, {{phone}}

• Any custom variables defined for leads

Use sequence_steps for multi-step follow-up sequences.

IMPORTANT API v2 Structure:

• Each step must have type="email"

• Subject/body wrapped in variants array: variants=[{subject, body}]

• Delay is in DAYS (not minutes)

• Body should be HTML formatted

List campaigns with cursor-based pagination (100 per page).

PAGINATION: If response contains pagination.next_starting_after, there are MORE results. Call again with starting_after= to get next page. Continue until pagination.next_starting_after is null.

Note: search filters by campaign NAME only, not by status. To filter by status, use campaign_status in get_daily_campaign_analytics.

Returns campaign list with status, lead counts, and performance metrics.

Get campaign details: config, sequences, schedules, sender accounts, tracking, status.

Returns comprehensive campaign information including:

• Email sequences and their content

• Schedule configuration

• Sender account assignments

• Tracking settings (opens, clicks)

• Campaign status and statistics

Update campaign settings (partial update).

Common updates:

• name: Campaign display name

• sequences: Email sequence steps

• email_list: Sender account assignments

• daily_limit: Max emails per day per account

• email_gap: Minutes between sends

• open_tracking, link_tracking: Tracking toggles

Only include fields you want to update.

Activate campaign to start sending.

Prerequisites (all required):

1. At least one sender account assigned (email_list)

2. At least one lead added to the campaign

3. Email sequences configured

4. Schedule configured

Use get_campaign to verify all prerequisites are met.

Pause campaign to stop sending.

Effects:

• Immediately stops all email sending

• Leads remain in the campaign

• In-progress sequences are paused

Use activate_campaign to resume sending.

🚨 PERMANENTLY delete a campaign. CANNOT UNDO!

⚠️ REQUIRES USER CONFIRMATION before executing!

This action:

• Permanently removes the campaign

• Deletes all campaign data, sequences, and settings

• Removes leads from this campaign (leads themselves are NOT deleted)

• Cannot be reversed

Before calling this tool, you MUST:

1. Confirm with the user that they want to delete this campaign

2. Verify the campaign_id is correct

3. Warn them this action cannot be undone

Find all campaigns that a specific contact/lead is part of.

Useful for:

• Checking if a lead is already in any campaigns

• Finding duplicate enrollments

• Auditing lead campaign membership

Returns list of campaigns the contact email is enrolled in.

List leads with cursor-based pagination (100 per page).

PAGINATION: If response contains pagination.next_starting_after, there are MORE results. Call again with starting_after= to get next page. Continue until pagination.next_starting_after is null.

Filter values:

• FILTER_VAL_CONTACTED: Leads that have been contacted

• FILTER_VAL_NOT_CONTACTED: Leads not yet contacted

• FILTER_VAL_COMPLETED: Leads that completed sequence

• FILTER_VAL_ACTIVE: Currently active leads

Use distinct_contacts=true to deduplicate by email.

Get lead details by ID.

Returns comprehensive lead information including:

• Contact details (email, name, company, phone)

• Custom variables

• Campaign/list membership

• Sequence status and history

• Interest status

Create a single lead with custom variables.

Use skip_if_in_campaign=true to prevent duplicates (recommended).

Custom variables must match field names defined in the campaign. Example: {"industry": "Technology", "company_size": "50-100"}

For bulk imports (10+ leads), use add_leads_to_campaign_or_list_bulk instead.

Update lead (partial update).

⚠️ IMPORTANT: custom_variables REPLACES the entire object! To preserve existing custom variables:

1. First call get_lead to retrieve current values

2. Merge your changes with existing values

3. Pass the complete merged object

Example: If lead has {"industry": "Tech"} and you want to add {"size": "Large"}, you must pass {"industry": "Tech", "size": "Large"} - not just {"size": "Large"}

List lead lists with cursor-based pagination (100 per page).

PAGINATION: If response contains pagination.next_starting_after, there are MORE results. Call again with starting_after= to get next page. Continue until pagination.next_starting_after is null.

Lead lists are containers for organizing leads outside of campaigns. Use has_enrichment_task filter to find lists with auto-enrichment enabled.

Create a lead list.

Set has_enrichment_task=true to enable automatic lead enrichment. Enrichment adds company info, social profiles, and other data.

Update lead list name, enrichment settings, or owner.

Get email verification statistics for a lead list.

Returns breakdown of verification results:

• Valid emails

• Invalid/bounced emails

• Risky emails

• Unknown status

Bulk add up to 1,000 leads. 10-100x faster than create_lead.

Provide EITHER campaign_id OR list_id (not both).

Each lead requires at minimum an email address. Custom variables must match campaign field definitions.

Use skip_if_in_campaign=true to prevent duplicates (recommended).

🗑️ PERMANENTLY delete a lead. CANNOT UNDO!

This action:

• Removes the lead from all campaigns and lists

• Deletes all lead data and history

• Cannot be reversed

Confirm with user before executing!

🚨 PERMANENTLY delete a lead list. CANNOT UNDO!

⚠️ REQUIRES USER CONFIRMATION before executing!

This action:

• Permanently removes the lead list

• Leads in the list may be orphaned (check your workflow)

• Cannot be reversed

Before calling this tool, you MUST:

1. Confirm with the user that they want to delete this list

2. Verify the list_id is correct

3. Warn them this action cannot be undone

Move or copy leads between campaigns/lists.

Runs as background job for large operations.

Source selection (use one):

• ids: Specific lead IDs to move

• search + campaign/list_id: Filter leads by search term

• filter + campaign/list_id: Filter by status

Destination (use one):

• to_campaign_id: Target campaign

• to_list_id: Target list

Set copy_leads=true to copy instead of move.

Get Instantly MCP server information.

Returns server version, loaded categories, and configuration status. Useful for debugging and verifying server setup.