--- title: Klaviyo remote MCP connector slug: agent-platform/docs/klaviyo-remote-mcp-connector createdAt: 2026-11-04T00:00:00.000Z --- The Klaviyo remote Model Context Protocol (MCP) connector in Mark (Optimizely Agent Platform) brings your Klaviyo email and SMS marketing data into Mark. Use [Mark chat](docId\:dtNBEttEGVvkhNkwNypLM), [agents](docId\:w7MSVijPnuFqu4nXDo_bq), and [workflows](docId:2HD0fUsIsfdek516VtN9l) to build campaigns, analyze performance, audit flows, and target audiences from natural-language requests. :::hint{type="info"} **Note** Klaviyo manages the Klaviyo remote MCP. See the [Klaviyo MCP server documentation](https://developers.klaviyo.com/en/docs/klaviyo_mcp_server) in the Klaviyo Developer Portal for available tools and data. ::: First, a [Mark administrator](docId\:pe0pbUJveWrG8ewvZWDRE) must [connect the Klaviyo remote MCP to Mark](docId\:HJyAxQte10lRMNRLeNM7r). After the administrator adds the MCP server, individual Mark [users](docId\:L0Ntt9JQmG6fQIJK_Y7C7) and [agent builders](docId\:HOJ_6dibwNf8Qz7WMIDie) log in to Klaviyo to access their data from Mark. Administrators only need to add the Klaviyo remote MCP once. ## Use cases The following use cases show how you can use Klaviyo connector tools in Mark to build campaigns faster, compare channel performance, and act on predicted customer value. ### Build a campaign from a one-line brief **Goal** – Replace many clicks across Klaviyo screens with a review-and-approve step. **Draft a multichannel campaign** – Use `get_segments` or `create_segment` to find or create the audience. Use `upload_image_from_url` and `create_email_template` or `create_dnd_email_template` to build the email, and `create_campaign` to create a single draft with both the email and the SMS message. Use `create_coupon_code` or `bulk_create_coupon_codes` and `create_translation` for unique codes and each language. Use `render_email_template` to preview the email with sample profiles and catch broken personalization, and then use `schedule_campaign_message` to schedule the send. Mark requires your explicit approval before it schedules or sends. Example prompt: *Build a Black Friday campaign for VIPs who bought in the last 90 days: an email plus an SMS reminder 4 hours later, unique 20%-off codes, English and Spanish. Draft only.* ### Compare email and SMS performance **Goal** – Judge email and SMS side by side, without pulling numbers by hand. **Weekly performance digest** – Use `get_campaign_report` and `get_flow_report` to pull results by channel, audience, and tag. Compare SMS with MMS to see whether the higher MMS cost pays off. Use `query_metric_aggregates` for daily trends to spot sudden changes in unsubscribes or bounces, and `ask_analytics_question` to investigate why a number moved. This use case only reads data, so it is a safe first step to confirm that the connection can access real data. Example prompt: *Compare revenue per recipient, click rate, and unsubscribe rate for email and SMS over the last 30 days, by audience. Flag anything outside normal ranges.* ### Read A/B test results and roll out the winner **Goal** – Make sure test results are read and winning versions are rolled out. **Test readout and rollout** – Use `get_campaign_report` and `get_flow_report` to read A/B test results by variation. Ask Mark to summarize the winner and its lift, and use `update_flow_action` to update the flow email to the winning version. Before a test, use `render_email_template` to preview each version with several sample profiles. The Klaviyo API cannot create a split inside a campaign, because each message holds exactly one version. Mark can draft the test versions and analyze the results, but you must set up the split in Klaviyo. Example prompt: *Summarize every A/B test from Q3, rank the winners by lift in conversion rate, and list which flow emails still use the losing version.* ### Audit flow health **Goal** – Find weak steps, slow timing, and flows that never went live. **Abandoned cart, welcome, and browse abandonment flows** – Use `get_flows` to list flows by status and trigger. Use `get_flow_report` to find where people drop off, and compare email and SMS steps. Use `get_flow_action` and `get_flow_message` to review step settings and content, and then use `update_flow_action` or `update_flow` to change delays, templates, or status after you approve. Editing a transactional flow email turns it into a marketing email that needs review again. The tool warns you before it makes this change. Example prompt: *Audit all live flows: show each step's click and conversion rate, flag SMS steps with unsubscribe rates above 1%, and list flows still in draft.* ### Target by predicted customer value **Goal** – Send to the people most likely to respond, and protect deliverability. **Win-back segment** – Use `get_profiles` to read predicted lifetime value, churn risk, and expected next order date, and `create_segment` to build a segment such as high value and high churn risk. Check the segment size before sending, draft an email and SMS win-back offer with unique codes, and suppress contacts who never engage. Mark requires your explicit approval to suppress contacts. Predictions are available only if your Klaviyo account qualifies for predictive analytics. Example prompt: *Create a segment of customers with predicted lifetime value in the top 20% and churn risk above 60%, tell me how many there are, and draft an email plus SMS win-back.* ## Connect the Klaviyo remote MCP to Mark The first person to connect a third-party service to Mark should be an administrator of that service. Administrator access installs the complete set of tools, so Mark adds every available tool. If a non-administrator connects the service first, Mark installs only the tools that account can access. ### Add Klaviyo connection As a Mark administrator, complete the following steps: 1. Go to **Connectors** in Mark. 2. (Optional) Enter *Klaviyo* in the search bar to filter the connectors list. 3. Click **Connect** on the **Klaviyo** tile. ![Klaviyo tile on the Connectors tab with a Connect button](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/KGL9hAanQxKDdhbBpZquP_connect-klaviyo-mcp.png) 4. Log in to Klaviyo. 5. On the access request screen, click **Approve**. ![Klaviyo MCP Server access request screen with Cancel and Approve buttons](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Fj102qfxpceWcfxJnZ6yC_klaviyo-approve-access.png) 6. Review the requested permissions, and then click **Allow**. ![Klaviyo MCP Server permissions list showing the account information the app can access](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/M1jRSK4ZLJoxPJWgtCwM7_klaviyo-permissions-1.png) ![End of the Klaviyo permissions list with Allow and Deny buttons](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ZeSQSHrNG6FM8j8TlJrTh_klaviyo-permissions-2.png) A confirmation message displays, and you can close the pop-up window. ### Configure Mark tools After [adding the Klaviyo connection](docId\:HJyAxQte10lRMNRLeNM7r), Mark prompts you to select which tools to enable and optionally customize their display names. As a Mark administrator, complete the following steps: 1. Deselect any tools you do not want to add to Mark. 2. (Optional) Update any tool's display name. ![Connect Remote MCP Provider dialog listing Klaviyo tools to enable](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/U3i5JgNIFPysVJd4Tn8Jm_klaviyo-tools.png) 3. Click **Finish**. The Klaviyo tile displays **Connect** on the **Connectors** tab for Mark users to authenticate with their personal accounts. To update the available tools or names, see [Update tools](docId\:HJyAxQte10lRMNRLeNM7r). ## Authenticate with Klaviyo Each Mark user and agent builder logs in to Klaviyo individually to access their data from Mark. User-level authentication ensures you access only the data your Klaviyo account is authorized to view. Before you begin, confirm that a Mark administrator has connected the Klaviyo remote MCP to Mark. Until an administrator connects it, the Klaviyo tile displays **Contact admin** instead of **Connect** and you cannot select it. To authenticate, complete the following steps in Mark: 1. Go to **Connectors**. 2. (Optional) Enter *Klaviyo* in the search bar to filter the connectors list. 3. Click **Connect** on the **Klaviyo** tile. 4. Log in to Klaviyo. After you log in, the Klaviyo connector tools are available in [Mark chat](docId\:dtNBEttEGVvkhNkwNypLM), [agents](docId\:w7MSVijPnuFqu4nXDo_bq), and [workflows](docId:2HD0fUsIsfdek516VtN9l). ## Klaviyo connector tools The available tools depend on which tools your administrator enabled. For the full list of tools, see the [Klaviyo MCP server documentation](https://developers.klaviyo.com/en/docs/klaviyo_mcp_server) in the Klaviyo Developer Portal. The Klaviyo connector tools are grouped into the following categories: - **Launching campaigns** – Create campaigns, build and assign email templates, upload images, and schedule or send campaign messages. - **Audiences** – Create segments, and read segments, lists with profile counts, and profiles, including predicted lifetime value and churn risk. - **Offers and languages** – Create coupon codes in bulk, translations, and universal content. - **Flows** – List flows, read flow actions and messages, update flow actions and status, and create flows. - **Analysis** – Pull campaign and flow reports by channel, audience, tag, A/B variation, and SMS or MMS, query metric trends over time, and ask plain-English analytics questions. - **Testing and QA** – Preview an email template with sample personalization data. ## Safety limits and data notes - **Approvals** – Sending, scheduling, subscribing, and suppressing contacts stop for your explicit approval. - **Draft-only edits** – You can edit a campaign's template only while the campaign is a draft. - **Access limits the data** – Data that the connection is not allowed to read does not appear, so low numbers can reflect missing access rather than low volume. - **Two number sources do not match** – Trend data counts events when they happened, while campaign and flow reports count from the send date. Do not compare the two directly. ## Update tools To rename, add, or remove tools, a Mark administrator must delete the Klaviyo tools registry and re-add it. Complete the following steps: 1. Follow the steps in [Delete a tool registry](docId\:SXjD3qqg-0gS2g4KajfyO). 2. [Add Klaviyo connection](docId\:HJyAxQte10lRMNRLeNM7r). 3. [Configure Mark tools](docId\:HJyAxQte10lRMNRLeNM7r). :::hint{type="info"} **Note** If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See [Turn generative AI off across Optimizely applications](docId\:X5U0kKD2azV5cIdNqwGNj). :::