Build your email flows by asking Claude.
Connect SmartyTap to Claude and describe the flow you want. Claude 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
- 11
- SmartyTap flow tools
- SmartyTap scopes
- 6
- SmartyTap scopes
- until you turn them on
- Drafts
- until you turn them on
What is SmartyTap in Claude?
SmartyTap in Claude lets you build, check and turn on SmartyTap email flows by asking Claude. Claude 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 flow tool.
The flow and email tools your AI app can use on the SmartyTap connection, and the scope each one needs.
| Tool | What it does | Scope | Changes anything? |
|---|---|---|---|
| workflows.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, personalization tokens, and whether you can send texts. | workflows:read | No |
| workflows.list | Lists your flows, newest first, with status and trigger. | workflows:read | No |
| workflows.get | Reads one flow: status, revision, trigger, filters, re-entry, steps and Splits, including each email and text. | workflows:read | No |
| workflows.preview_email | Renders a flow email with sample data and returns the subject, preview text, HTML and plain text, with any errors. | workflows:read | No. Sends and saves nothing. |
| workflows.preview_sms | Renders a flow text message with sample data, your brand name and opt-out line, and returns its length and any errors. | workflows:read | No. Sends and saves nothing. |
| workflows.create | Creates a flow as a Draft. A retry with the same operation ID returns the same flow instead of a copy. | workflows:write | Saves a Draft, which sends nothing |
| workflows.update | Replaces a flow’s name, trigger and steps with an edited definition. Editing a flow that is on also needs workflows:run. | workflows:write | Yes. Asks you first. |
| workflows.update_messages | Changes only some of a flow’s text messages. Editing a flow that is on also needs workflows:run. | workflows:write | Yes. Asks you first. |
| workflows.activate | Turns a Draft on after checking every step. A flow that isn’t ready stays Draft, with a list of what to fix. | workflows:run | Yes. Asks you first. |
| workflows.deactivate | Turns a flow back into a Draft. No one new enters, waiting customers are cancelled and queued emails and texts pause. | workflows:run | Yes. Asks you first. |
| workflows.trigger | Starts a flow that is on for one customer, as if they had triggered it. | workflows:run | Yes |
| email_documents.get | Reads one flow or campaign email: subject, preview text and content. | workflows:read | No |
| email_documents.preview | Renders an email as a customer sees it. | workflows:read | No. Sends and saves nothing. |
| email_documents.apply_ops | Writes or edits an email’s subject, preview text and content. | workflows:write | Yes. Asks you first. |
| email_documents.undo | Undoes a change to an email. | workflows:write | Yes. Asks you first. |
Full tool names start with chargezen. and end with a version, for example chargezen.workflows.create.v2. The email tools also work with smartytap:read and smartytap:write. The connection also has the connection profile, product search, so an email can feature real products, and ten campaign tools for one-off emails and texts to lists and segments.
Connect in a few minutes.
- 1
Add the server
In Claude, add 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, review what the app may do, and select Allow.
- 3
Describe the flow
Tell Claude 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 Claude to turn the flow on.
Six SmartyTap scopes.
Your AI app asks for these when you connect, plus workspace:read for the connection profile and product search, and you allow them on the Chargezen sign-in screen. Your teammate permissions in Chargezen still apply on top.
| Scope | What it allows | Chargezen permission needed |
|---|---|---|
| workflows:read | Read your flows and what they can be built from, and preview their emails and texts. | Workflows: View |
| workflows:write | Create flows as Drafts and edit them and their emails and texts. | Workflows: Manage |
| workflows:run | Turn flows on and off and start them for a customer. Also needed to edit a flow that is on. | Workflows: Manage |
| smartytap:read | Read your campaigns, preview their emails and texts, and count a campaign’s recipients. | SmartyTap: View |
| smartytap:write | Create and edit Draft campaigns and their emails and texts. | Campaigns: Manage |
| smartytap:send | Launch and cancel campaigns, and send yourself a test. | Campaigns: Manage |
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
- Claude 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 Claude after you connect. Each says which tools it uses.
Build a flow
Saves a Draft. Nothing sends until it’s on.
“Send an email to customers each time their order gets the vip tag. Thank them and tell them about free shipping on their next order. Save it as a draft.”
Reads options, writes the email, previews it and creates a Draft on the Order tags added trigger.
“Build a browse abandonment flow: when someone views a product and hasn’t ordered, wait 4 hours, then email them about that product. Only once every 30 days.”
Creates a Draft with the Viewed Product trigger, an exit filter and 30-day re-entry.
“Create a first-order thank-you flow that waits two hours after the order, then sends a short note from our founder.”
Creates a Draft on Order created with no re-entry.
Check and edit
Reads, previews and edits.
“List my SmartyTap flows and tell me which ones are on.”
Uses list.
“Show me a preview of the email in my thank-you flow with sample data.”
Uses get and preview_email. Sends nothing.
“In my backorder flow, add a three-day wait and a second email asking if they still want the item.”
Uses get, update and the email tools. Claude asks before saving the change.
Turn on and off
Needs the workflows:run scope.
“Turn on the vip tag flow.”
Uses activate. Claude asks first; if a step isn’t ready, the reply lists what to fix.
“Turn off browse abandonment while we restock.”
Uses deactivate. Waiting customers are cancelled and queued emails pause.
Plan with your catalog
Product search finds products an email can feature.
“Find our cold brew products and draft a fulfilled-order follow-up with brewing tips for each.”
Uses product search, then creates a Draft with a Split on SKUs.
“Which triggers and personalization tokens 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.
Keep the final say
Ask your AI app to save Drafts only. It drafts and previews the flow, and you turn it 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 Claude to mcp.chargezen.com/mcp/smartytap and ask for the flow you want. Claude reads your triggers and senders, writes the email, saves the flow as a Draft and turns it on when you ask.
Eleven flow tools, four email tools that read, preview, edit and undo changes to an email, and ten campaign tools for one-off emails and texts to lists and segments, plus the connection profile and product search. The Chargezen MCP server page lists them all.
No. 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 need your OK, so Claude asks you first. Running a flow for one customer isn't marked that way. Teammates without the Workflows: Manage permission can't turn flows on at all.
Only what 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 Claude plan that lets you add custom connectors (remote MCP servers). Check Claude’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. AI features run on Finn credits. Pro includes 25,000 a month. Starter doesn't include any, and you can add them.
Keep exploring.
