Klaviyo MCP Server Guide For Agencies

What the MCP server is

The Klaviyo MCP (Model Context Protocol) server is a secure bridge that lets AI assistants like Claude and ChatGPT connect directly to Klaviyo. Once connected, you can talk to your Klaviyo account in plain language: ask questions, pull reports, analyze performance, and draft or create campaigns and templates, without logging into the dashboard and exporting data by hand.

Under the hood it is a wrapper on top of Klaviyo's APIs. You authorize each account separately, and the AI assistant can then read that account's data and take supported actions within the permissions you grant.

Why it matters for agencies

The single biggest advantage for agencies is managing multiple client accounts in one place. You can connect clients and then ask one question across all of them, for example which account is performing well and which one needs attention. Beyond that, agencies use it to:

• Cut reporting time. Generate cross-client and per-account performance summaries in minutes instead of hours.
• Run faster audits. Surface underperforming flows, anomalies, and broken logic on demand.
• Create content faster. Draft campaigns, subject lines, and localized variants informed by what is actually working in the account.
• Take on more clients. The time saved on reporting and analysis frees up capacity per person.

Before you start

To connect an account you will need:

• An Owner, Admin, or Manager role on each Klaviyo account you want to connect.
• A Claude or ChatGPT account. Connecting several accounts (custom connector) requires a paid Claude plan (Pro, Max, Team, or Enterprise) or ChatGPT developer mode. This guide covers Claude setup.
• For Claude Team or Enterprise, someone with permission to add custom connectors must first add the connector to your organization. Members then connect it to their own Klaviyo accounts. See Claude’s custom connector setup instructions.
• The remote MCP server URL: https://mcp.klaviyo.com/mcp

Step 1: Connect multiple client accounts

Use a custom connector for each client account you manage. The steps below describe setup on Claude Pro or Max. For Team or Enterprise, follow Claude’s organization setup instructions, using the account name and URL in steps 3 and 4, then complete Klaviyo authorization in step 6. Repeat the setup for every account.

1. In Claude, open the Connectors area

• In the web browser or desktop app, go to Customize.
• Select Connectors.
• This is where you manage and add integrations.

2. Add a new custom connector

• Click + Add in the Connectors section.
• Select Add custom connector.
• This starts the setup for a new Klaviyo connection.

3. Name the connector clearly

• Enter a name like Klaviyo - [Account Name].
• Use the Klaviyo account name so each connector is easy to identify later.
• Repeat this naming pattern for every account you connect.

4. Enter the connector URL

• Enter https://mcp.klaviyo.com/mcp?company=example-company. Replace example-company with the client account name, using %20 for spaces.
• The company name in the URL helps distinguish connectors. The Klaviyo account you authorize determines which account the connector can access.

5. Confirm you are logged into the correct Klaviyo account

• Before continuing, verify that you are logged into Klaviyo under the account you want to connect.
• This is important so the authorization request is tied to the correct account.

6. Add and approve the connection

• Complete the remaining authentication steps in Claude’s custom connector setup instructions, then add the connector.
• Click Connect to start authorization.

• If Klaviyo shows Select Account, select the client account. If you need to change the Current account on the permissions page, click Switch account, then Switch into beside the correct account.
• Review the requested scopes/permissions.
• Click Allow to complete authorization.

7. Verify the connector and repeat for other accounts

• After approval, the connector will appear in your connectors list.
• In a new Claude chat, use + > Connectors to enable the connector for that client. Enable multiple client connectors only when you intend to compare those accounts.
• Ask Claude to retrieve the connected Klaviyo account’s details and confirm the account name before requesting reports or changes.
• Repeat the same process for each additional Klaviyo account you want to connect.

Step 2: Set up a project per client (recommended)

A best practice we see from advanced agency users is to create a Claude project for each client/Klaviyo account. Name the project after the client account, and in the project instructions add a standing line such as "Use the Klaviyo connector for [Client Name]." This keeps each client’s project context and chat history organized. Skills can be used across Claude, so check the client account and connector when you use them.

The 5 high-value use cases

Sample prompts to share

1. Multi-account reporting and cross-client comparison

The agency-specific superpower.

• Which of my client accounts have declining campaign performance this week, and what are the top 2 things I should investigate for each? Check all Klaviyo MCP connectors.
• Compare welcome flow performance across Account A, Account B, and Account C over the last 30 days. Show revenue, click rate, and placed order rate, and flag the biggest outlier.

2. Analytics and custom reporting

The most common pattern overall.

• Summarize the last 90 days of campaign and flow performance for [Account Name] account. Include top performers, bottom performers, and the 3 metrics I should watch next.
• How is click rate trending week over week, and which campaigns or flows are driving the biggest changes?

3. Audience and segment strategy

Shows strategy value, not just dashboards.

• For our VIP and at-risk segments, use their definitions and engagement data to suggest messaging and calls to action to test. Explain the evidence behind each recommendation.
• What are 5 new segments I should create based on my best-converting audiences, and how would I validate each?

4. Flow audits and anomaly detection

Compresses a manual account review into one prompt.

• Audit this account's core flows and identify broken logic, overlapping flows, underperforming branches, or unusual anomalies.
• Run a 90-day audit and give me a prioritized list of the top 5 fixes most likely to improve conversion.

5. Performance-informed content creation

Where it starts to feel like a strategist.

• Based on this account's best-performing recent campaigns, draft a promotional email for a weekend sale.
• Create localized versions of this SMS for France and Italy, adjusting tone for each market.

Pro tips for power users

Turn repeat work into a skill

If you run the same task often, do not keep re-typing a long prompt. Ask Claude to turn it into a skill, then run that skill each time. One agency does this for campaign creation: their creative team delivers subject lines, taglines, body copy, and images in a deck, and the skill builds campaigns from that copy on demand. Embedding the client account name inside the skill is a good way to reinforce the right connector.

If you are on a token budget, build with a strong model, run with a lighter one

Try creating the skill with a more capable model (for example, Opus), then running the task with a lighter model (for example, Sonnet). Compare the output and usage for your task before making the switch.

Read-only mode for safe exploration

To prevent the connector from changing Klaviyo data, add &read-only=true to its account-specific URL, for example https://mcp.klaviyo.com/mcp?company=example-company&read-only=true. This hides and blocks tools that write or delete data.

You can also control Claude’s connector permissions for individual tools or groups, including blocking tools or requiring approval for tools that write or delete data. Requiring approval still allows those actions after you approve them.

Current capabilities and limits

The assistant can pull reports, run audits, analyze segments, and create draft campaigns and email templates for you to review. It can also schedule and send campaigns when the connector permits write actions and has the required permissions. Review the account, audience, content, and send time before confirming a send. Once a recipient receives a message, you cannot undo it. Treat AI output as a strong first draft and keep a human in the loop, especially for anything customer-facing.

Schedule campaigns that use A/B tests or Smart Send Time in Klaviyo. Sending these campaigns through the MCP server is not supported. See the available MCP tools for the full tool list.

Troubleshooting

Can't connect to the server

Confirm the URL starts with https://mcp.klaviyo.com/mcp?company=example-company, replacing example-company with the client account name and using %20 for spaces. Confirm that you have an Owner, Admin, or Manager role on the Klaviyo account you authorize.

No Klaviyo tools showing up

Recheck the connector setup, then fully quit and relaunch the app to refresh.

Refresh the connector's tool list in Claude.

If a tool reports missing permissions, reconnect the connector and review the requested permissions. Read-only mode hides tools that change data; a connector limited to core tools also omits some tools, including campaign sending.

Wrong account / mixed-up clients

Enable only that client's connector for the chat, and restate the account name in your prompt. If the connector was authorized for the wrong Klaviyo account, reconnect it and select the correct account during authorization.

Inaccurate or inconsistent answers

Start a new chat to reset context, and be specific with relevant keywords and timeframes.