Build your email flows by asking ChatGPT.
Connect SmartyTap to ChatGPT and describe the flow you want. ChatGPT reads your senders and triggers, writes the email, previews it, saves it as a Draft and turns it on when you say so.
- SmartyTap flow tools
- 8
- SmartyTap flow tools
- scopes you choose
- 3
- scopes you choose
- until you turn them on
- Drafts
- until you turn them on
What is SmartyTap in ChatGPT?
SmartyTap in ChatGPT lets you build, check and turn on SmartyTap email flows by asking ChatGPT. ChatGPT connects to Chargezen's MCP server at mcp.chargezen.com/mcp/smartytap, signs in as you, and can only do what your Chargezen permissions and the scopes you approved allow.
Every SmartyTap tool.
The tools your AI app can use on the SmartyTap connection, and the permission each one needs.
| Tool | What it does | Scope | Changes anything? |
|---|---|---|---|
| authoring_options | Lists what a flow can be built from in your workspace: triggers, the properties filters compare, re-entry modes, delay units, your email senders, lists and segments, and personalization tokens. | smartytap:read | No |
| list | Lists your flows, newest first, with status and trigger. | smartytap:read | No |
| get | Reads one flow: status, revision, trigger, filters, re-entry, steps and Splits, including each email. | smartytap:read | No |
| preview_email | Renders a flow email with sample data and returns the subject, preview text, HTML and plain text, with any errors. | smartytap:read | No. Sends and saves nothing. |
| create | Creates a flow as a Draft. A retry with the same operation ID returns the same flow instead of a copy. | smartytap:write | Saves a Draft, which sends nothing |
| update | Replaces a flow’s name, trigger and steps with an edited definition. Editing a flow that is on also needs smartytap:send. | smartytap:write | Yes, marked as a change your AI app should confirm |
| activate | Turns a Draft on after checking every step. A flow that isn’t ready stays Draft, with a list of what to fix. | smartytap:send | Yes, marked as a change your AI app should confirm |
| deactivate | Turns a flow back into a Draft. No one new enters, waiting customers are cancelled and queued emails pause. | smartytap:send | Yes, marked as a change your AI app should confirm |
Full tool names start with chargezen.smartytap_flows., for example chargezen.smartytap_flows.create.v2. The connection also includes the connection profile and product search, so an email can feature real products. Campaign tools (one-off sends) are not part of the connection.
Connect in a few minutes.
- 1
Add the server
In ChatGPT’s connector settings, add Chargezen as a custom connector (remote MCP server) with the URL https://mcp.chargezen.com/mcp/smartytap.
- 2
Sign in to Chargezen
Pick the workspace to connect and the scopes to allow: read, write, send, or any mix.
- 3
Describe the flow
Tell ChatGPT the trigger, who should get it and what the email should say. It writes the email and saves a Draft.
- 4
Check, then turn it on
Preview the email in the chat. When it looks right, ask ChatGPT to turn the flow on.
Three scopes, chosen when you connect.
You approve scopes on the Chargezen sign-in screen. Your teammate permissions in Chargezen still apply on top.
| Scope | What it allows | Chargezen permission needed |
|---|---|---|
| smartytap:read | Read your flows, senders, personalization, lists and segments, and preview flow emails. | View SmartyTap |
| smartytap:write | Create flows as Drafts and edit them. | Manage SmartyTap flows |
| smartytap:send | Turn flows on and off, so they start or stop emailing customers. Also needed to edit a flow that is on. | Manage SmartyTap flows |
What happens when you ask for a flow.
The order your AI app follows, using the tools in the table above.
- Reads the options
- authoring_options returns your triggers, senders, lists, segments and personalization tokens, so the flow uses what your workspace really has.
- Writes the email
- ChatGPT writes the subject, preview text and body itself, with tokens like {{ profile.first_name }}. Marketing emails include {{ unsubscribe_url }}.
- Previews it
- preview_email renders the email with sample data and lists any errors before anything is saved.
- Saves a Draft
- create saves the flow as a Draft. A Draft sends nothing, and you can open it in the SmartyTap flow builder.
- Turns it on
- activate checks every step. If something is missing, like a sender, the flow stays Draft and the reply says what to fix.
Prompts to try.
Copy one into ChatGPT after you connect. Each says which tools it uses.
Build a flow
Saves a Draft. Nothing sends until it’s on.
“When an order gets the wholesale tag, email the customer our reorder instructions and their account manager’s address. Make it transactional and save it as a draft.”
Creates a Draft on Order tags added, filtered on wholesale.
“Make a refund flow: a plain refund notice right away, then after 30 days an invitation back, but only if they haven’t ordered again.”
Creates a Draft on Order refunded with an exit filter, a delay and a marketing email.
“Draft an email for orders over $200 that thanks the customer personally, sent one hour after the order.”
Creates a Draft on Order created with a total filter.
Check and edit
Reads, previews and edits.
“Which of my flows are drafts, and what does each one do?”
Uses list and get.
“Preview the refund notice email and fix anything that reads like a sales pitch.”
Uses preview_email, then update. ChatGPT asks before saving.
“Change my browse abandonment flow so people can get it again only after 45 days.”
Uses get and update on the re-entry rule.
Turn on and off
Needs the smartytap:send scope.
“Turn on the wholesale flow.”
Uses activate. ChatGPT asks first.
“Pause every flow that emails about discounts.”
Uses list, get and deactivate for each match, asking before each one.
Learn what’s possible
Read-only questions.
“What triggers can a SmartyTap flow start from in my store?”
Uses authoring_options.
“Which email senders can my flows use?”
Uses authoring_options.
Flows built in the flow builder with steps the tools can’t edit come back without a definition; edit those in the builder. Nothing here sends a one-off email: flows only email customers after a trigger, once they’re on.
Good habits.
Start with read and write
Connect with smartytap:read and smartytap:write first. Your AI app can draft and preview flows, and you turn them on in Chargezen.
Preview before you save
Ask for a preview of every email. It catches missing tokens and broken links before the flow exists.
Name the trigger plainly
"Each time an order gets the vip tag" maps cleanly to the Order tags added trigger filtered on that tag.
Let every order start the right email.
Flows, campaigns, forms and customer data in one app, on the same customer record as the rest of Chargezen.
- Starter $20 a month
- Pro $199 a month
- Same features on both plans
Common questions
Yes. Connect ChatGPT to mcp.chargezen.com/mcp/smartytap and ask for the flow you want. ChatGPT reads your triggers and senders, writes the email, saves the flow as a Draft and turns it on when you ask.
Eight flow tools: authoring_options, list, get, preview_email, create, update, activate and deactivate, plus the connection profile and product search. There are no campaign tools for one-off sends.
Creating a flow only saves a Draft, which sends nothing. Turning a flow on or off, and editing a flow, are marked as changes that affect customers, so ChatGPT asks you first under its usual tool-approval settings. You can also leave out the smartytap:send scope and turn flows on yourself in Chargezen.
Only what the scopes you approved and your own Chargezen permissions allow. The SmartyTap endpoint serves SmartyTap tools only. One connection works in one workspace and acts as the teammate who connected it.
You need a ChatGPT plan and settings that let you add custom connectors (remote MCP servers). Check ChatGPT’s connector settings for your plan.
SmartyTap Starter is $20 a month for 2,500 contacts and 25,000 emails. Pro is $199 a month, or $1,990 a year, for 25,000 contacts and 250,000 emails. Flows are included in both plans.
Keep exploring.
