How to Connect Smartlead to Claude Using MCP (Setup Guide)

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Once Smartlead is connected with Claude or similar, you can ask Claude to audit your sending accounts, summarize campaign performance, or check which leads replied but are still active in sequences all without opening the Smartlead dashboard.
You can pull live data, diagnose deliverability issues, and get structured answers about your campaigns just by typing a question.
This guide covers the setup from start to finish. It takes under 5 minutes.
TL;DR
What This Guide Covers
How to connect Smartlead to Claude using MCP (Model Context Protocol). Once connected, Claude gets live access to your campaigns, sending accounts, lead lists, and deliverability data—no dashboard or coding required. Setup takes under 5 minutes with just an API key.
Prerequisites
A paid Smartlead account, Claude Desktop (Mac or Windows), Node.js (LTS version), and your Smartlead API key.
The 5 Steps
Get your API key, install the Smartlead MCP server, configure your local JSON file, connect Claude, and test using prompts like account health checks, campaign summaries, and reply gap audits.
Key Facts
116+ tools across 6 categories. The MCP server is free with any paid Smartlead plan. Requires Node.js (LTS version) to run locally.
Most Common Failure
Tools not appearing after restart is usually a JSON syntax error. Validate using jsonlint.com. API key issues are often caused by trailing spaces—verify in a plain-text editor.
Day-One Prompts to Try
Check connected email accounts, identify top-performing campaigns, and analyze reply rates to quickly validate your setup.
What You'll Need Before You Start
Before you begin, make sure you have:
- A Smartlead account on any paid plan.
- Claude Desktop installed on your laptop/desktop
- Node.js installed. Download the LTS version from nodejs.org. This is required for the
npxcommand that runs the MCP server. If you skip this step, you'll hit a "npx command not found" error in Step 4. - Your Smartlead API key. You'll grab this in Step 1 (it lives under Settings > Integrations > API Keys)
- Time take: < 5 minutes
That's it. No terminal expertise or special permissions required.
Step 1: Get Your Smartlead API Key
In your Smartlead dashboard, go to Settings → Integrations → API Keys. You'll see an API key listed there, click to copy it.
If you haven't generated one before, there may be a button to create a new key. Do that, then copy it.
One thing worth noting: treat this key like a password.
It gives whoever holds it full API access to your Smartlead account. Don't paste it into a shared doc or send it over Slack.
We'll talk about where it actually goes in a moment and it's a local file only you can access.
For the full API reference and what each endpoint does, the complete docs are here: API Doc
Step 2 - Install and Configure Claude Desktop
If you don't have Claude Desktop yet, download it from [claude.ai/download](https://claude.ai/download) and install it.
It runs on Mac and Windows. The setup is straightforward, just install it like any other app.
Once it's installed, you need to find (or create) the MCP configuration file. This is a JSON file that tells Claude Desktop which MCP servers to connect to. Here's where it lives depending on your OS:
- Mac:`~/Library/Application Support/Claude/claude_desktop_config.json`
- Windows: `%APPDATA%\Claude\claude_desktop_config.json`
On Mac, you can open Finder, press `Cmd + Shift + G`, and paste the path `~/Library/Application Support/Claude/` to navigate there directly.
On Windows, press `Win + R`, type `%APPDATA%\Claude\`, and hit Enter.
If the file doesn't exist yet, that's normal, especially if you haven't connected any MCP servers before.
Create the `Claude` folder first if it doesn't exist, then create the file. You can use any text editor (TextEdit on Mac in plain text mode, Notepad on Windows, or something like VS Code if you have it).
Step 3 - Add the Smartlead MCP Server Configuration
Open `claude_desktop_config.json` in your text editor. Paste in the following configuration:
Add the following block inside your JSON file, replacing your-api-key-here with your Smartlead API key:
{
"mcpServers": {
"smartlead": {
"command": "npx",
"args": ["-y", "@smartlead/mcp-server"],
"env": {
"SMARTLEAD_API_KEY": "your-api-key-here"
}
}
}
}
Replace your-api-key-here with the API key you copied in Step 1. The key goes inside the quotes without spaces and extra characters.
If the file already has other MCP servers configured, don't replace everything. Just add the `"smartlead"` block inside the existing `"mcpServers"` object. It'll look something like this:
The key rule: one `mcpServers` object, with each server as a named block inside it. Don't create two separate `mcpServers` sections.
Save the file when you're done.
If you already have other MCP servers configured, add Smartlead inside your existing JSON like this:
{
"mcpServers": {
"some-other-server": {
"command": "...",
"args": [...]
},
"smartlead": {
"command": "npx",
"args": ["-y", "@smartlead/mcp-server"],
"env": {
"SMARTLEAD_API_KEY": "your-api-key-here"
}
}
}
}
Step 4 - Restart Claude Desktop
This part confuses people: you need to fully quit Claude Desktop, not just close the window. On Mac, right-click the Claude icon in the menu bar and choose Quit.
On Windows, find it in the system tray, right-click, and exit.
Then reopen it.
Once Claude Desktop is back open, look for the tools indicator, it usually appears as a hammer icon or a small tools count in the interface.
If Smartlead MCP connected successfully, you should see Smartlead's tools listed there. The number of available tools should be in the hundreds.
If you don't see anything change, jump ahead to the Troubleshooting section, the most common cause is a JSON syntax error in the config file.
Step 5 - Test the Connection With Your First Prompt
Here are three prompts to try right away. These are designed to give you an immediate, useful result rather than just confirming the connection works.
Prompt 1 - Account health check:
Try this prompt in Claude to check your account health:
> "Check all my connected email accounts and tell me if any have disconnected or have warmup issues."
This pulls live account status across your entire workspace. Good for a quick sanity check before a campaign goes out.
Prompt 2 - Campaign summary:
Use this prompt to identify your top-performing campaigns:
> "Summarize my top 5 campaigns by reply rate from the last 30 days."
This gives you a ranked view of what's working. Claude will pull campaign stats directly from Smartlead and format them into a readable summary.
Prompt 3 - Reply detection gap:
Use this prompt to identify reply gaps and missed opportunities:
> "Show me leads who replied in the last 7 days but are still active in sequences."
This is the kind of thing that normally requires you to cross-reference multiple views in the dashboard. With MCP, Claude can just go get that data directly.
What to expect: Claude will call the relevant Smartlead tools in the background, retrieve live data from your account, and respond with a structured answer. The first run may take 10 to 20 seconds depending on how much data it's pulling which is normal. It's making real API calls, not pulling from a cache.
Troubleshooting Common Setup Issues
Most setup problems come down to one of four things: a JSON syntax error, a bad API key, a missing Node.js installation, or no config file to begin with. Work through the relevant section below and you should be back on track in under two minutes.
Tools not appearing after restart
Nine times out of ten this is a JSON syntax error. Even a single missing comma or misplaced bracket will cause Claude Desktop to silently ignore the config file.
Open the config file and paste its contents into jsonlint.com. It'll highlight the exact line with the error. Fix it, save, and restart Claude Desktop.
Also double-check the file path. On Mac, the path is case-sensitive. Claude with a capital C. Make sure the file is saved as plain text, not rich text format.
Authentication error / API key rejected
Go back to Smartlead Settings > Integrations > API Keys and regenerate the key. Then update the config file with the new key.
The most common cause is a trailing space when pasting. If you copied from a browser, sometimes whitespace gets included. Paste the key into a plain-text editor first (like Notepad), verify it looks clean, then paste it into the config file.
npx command not found
This means Node.js isn't installed on your machine.
Install it from nodejs.org and download the LTS version. After installation, restart Claude Desktop and try again.
Claude Desktop doesn't have a config file
Create it manually. Navigate to the folder path for your OS (from Step 2). Create the Claude folder if it doesn't exist, then create a new text file named claude_desktop_config.json. Paste in the configuration from Step 3 and save.
Make sure the filename extension is exactly .json and not .json.txt.
On Windows, file extensions can be hidden by default. In Notepad, save as "All Files" and type the full filename including the .json extension.
What You Can Do Now (The 116+ Tools at a Glance)
Once you're connected, Smartlead MCP gives Claude access to six categories of tools covering essentially everything in your Smartlead account:
1. Campaign management - create campaigns, modify settings, pause or resume, analyze performance data
2. Lead lifecycle - add leads to campaigns, update lead statuses, pull individual lead data, manage lists and segments
3. Email account management - check connection health across all sending accounts, monitor warmup status, review sending limits and usage
4. Deliverability diagnostics - analyze bounce patterns, check domain health signals, identify accounts showing spam indicators
5. Analytics - pull reply rates, open rates, and sequence performance at the campaign or account level, get multi-period comparisons
6. Webhook automation - configure triggers based on campaign events like replies, bounces, or unsubscribes
The full list of available tools, including what each one does and what parameters it accepts, is in the [Smartlead API documentation].
Frequently Asked Questions
The MCP server itself is free. There's no additional cost beyond your Smartlead subscription. You just need an active paid plan to access an API key. On the Claude side, it works on both the free tier and Pro plan.
Smartlead MCP supports any client implementing the Model Context Protocol standard. Claude Desktop is the most tested. Cursor and Continue.dev also support MCP. OpenAI tools do not currently support MCP natively.
MCP access requires an API key, available on all paid Smartlead plans. Free trials may not include access. Check Settings → Integrations → API Keys to confirm.
It’s technically possible but not recommended. Each user should connect with their own API key to maintain proper tracking, accountability, and avoid conflicts across sessions.
Yes, as long as it remains local. The risk comes from sharing it. Never commit it to public repositories or share it externally. If exposed, regenerate it immediately from your Smartlead settings.
Your API key will stop working, and Claude will return authentication errors. To restore access, reactivate your account, generate a new API key, update your config, and restart Claude.
Wrapping Up!
You're set up.
From here, the most useful thing is to just start asking questions.
The more specific, the better. Claude works best with Smartlead MCP when you give it a concrete task: a specific time window, a specific campaign, a specific problem to diagnose. Vague prompts get vague answers; specific prompts get structured, actionable data.
If you want to explore the full list of available tools and what each one does, the Smartlead API documentation has everything laid out.
The full help center reference is here: Smartlead MCP full documentation.
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