crmapi_key

Persistiq

PersistIQ is a sales automation platform that streamlines outbound sales processes with personalized email campaigns and task management.

Verdict

Persistiq connects your sales outreach data to Switchy, letting teams query campaign performance, prospect status, and email engagement without leaving the workspace. An @mention pulls metrics like open rates, reply counts, and sequence progress — useful for sales reps checking pipeline health or managers reviewing team activity. Because this MCP uses API key auth, setup is straightforward: paste your key once and you're connected. The main limitation: you can't create or edit campaigns from Switchy, only read data and generate reports.

Common use cases

  • Pull weekly email performance for standups
  • Check which prospects opened recent sequences
  • Compare reply rates across campaigns
  • Identify stalled leads for follow-up
  • Generate outreach reports for client calls

Integration

Vendor
Persistiq
Category
crm
Auth
API_KEY
Composio slug
persistiq

Tools

Per-tool listings haven't synced yet for Persistiq. The connection itself works - your Project can already @-mention it. Tool descriptions will fill in on the next Composio ingest.

Setup

Setup guide

  1. 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Search for Persistiq in the MCP directory and click Connect. 3. You'll be prompted to enter your Persistiq API key — find this in your Persistiq account under Settings > API Keys. 4. Paste the key into Switchy and click Authorize. 5. Switchy confirms the connection and displays which data scopes are now accessible (campaigns, prospects, email activity). 6. To test, open any Space and type '@Persistiq show my active campaigns' — the MCP should return a list within seconds. 7. If you see an error, double-check the API key hasn't expired and that your Persistiq plan includes API access.

What teammates see: by default, memories from Persistiq are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Projects have used this MCP together with a given model.

How Switchy teams use it

Not enough Projects yet to publish anonymised usage stats (we require ≥ 50 Projects per week).

Starter prompts

Campaign Performance Snapshot

@Persistiq show me performance metrics for all active campaigns, including open rate, reply rate, and bounce rate for the past 30 days.

Prospects Needing Follow-Up

@Persistiq list prospects who opened at least one email in the last two weeks but haven't replied yet, grouped by campaign.

Sequence Progress Check

@Persistiq give me a breakdown of how many prospects are at each step in my top three sequences right now.

Weekly Outreach Summary

@Persistiq summarize total emails sent, opened, and replied to across all campaigns in the last seven days.

Low-Engagement Campaign Audit

@Persistiq which campaigns have an open rate below 20 percent or reply rate below 2 percent in the past month?

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@Persistiq show me all active campaigns and their current open rates for the last 30 days

Output

Based on your Persistiq account, here are your active campaigns: 'Q1 Outbound' (42% open rate, 156 recipients), 'Product Launch Follow-up' (38% open rate, 89 recipients), and 'Re-engagement Series' (29% open rate, 203 recipients). The Q1 Outbound campaign is performing above your account average of 35%. This data reflects activity from the past 30 days and includes all sequences currently marked as active in your workspace.

Notes

This example demonstrates read access to campaign analytics. Requires an API key with read permissions for campaigns and analytics data. Open rates update with a delay as Persistiq processes email engagement events, so real-time accuracy varies by email provider.

Prompt

@Persistiq add sarah.chen@techcorp.io to the 'Enterprise Demo Request' sequence starting at step 1

Output

I've added sarah.chen@techcorp.io to your 'Enterprise Demo Request' sequence. She'll enter at step 1 ('Initial Outreach Email') and receive the first message according to your sequence timing rules. The contact record has been created in your Persistiq workspace with the email as the primary identifier. You can view her progress in the Persistiq dashboard under the sequence's active contacts list.

Notes

This write operation creates a contact and enrolls them in a sequence. Requires API key permissions for both contact creation and sequence enrollment. Be cautious with bulk additions — Persistiq enforces daily sending limits per account tier, and adding too many contacts at once may delay campaign start times.

Prompt

@Persistiq review all bounced emails from the last week and suggest which contacts I should remove versus retry

Output

I found 23 bounced emails in the past week. Hard bounces (12 contacts): invalid addresses like 'john@oldcompany.com' and 'info@' aliases — recommend immediate removal to protect sender reputation. Soft bounces (11 contacts): full inboxes or temporary server issues — these can be retried after 48 hours. The hard bounce rate of 3.2% is within acceptable range, but monitor closely if it trends above 5%. I can help you bulk-remove the hard bounces if you'd like.

Notes

This synthesis example combines bounce data retrieval with AI reasoning about deliverability best practices. The MCP provides raw bounce classifications; the AI interprets them. Removing contacts is a destructive action — always verify the list before confirming bulk deletions, especially if your Persistiq account shares contacts across multiple sequences.

Use-case deep-dives

Cold outreach campaign handoff

When sales and product need shared context on outbound sequences

A 6-person SaaS startup runs cold email campaigns in Persistiq while the product team tracks feature requests in Notion. The sales lead wants to pull campaign metrics into a shared workspace so the product manager can see which messaging angles are converting. This MCP is the right call if your team needs read access to sequence performance or contact engagement data without logging into Persistiq's UI every morning. The API key auth means any team member with the key can query campaign stats or contact lists. The trade-off: if Persistiq's API doesn't expose granular event data (opens, clicks, replies at the individual level), you'll hit a wall trying to build custom attribution reports. Best fit for teams under 10 people who want a single pane of glass for outbound metrics, not deep analytics.

Customer success handoff tracking

Bridging outbound sequences and post-sale onboarding

A 4-person customer success team inherits accounts from sales after the deal closes, but the handoff notes live in Persistiq's campaign history. The CS lead wants to surface which email sequence a new customer came through so onboarding can reference the pain points mentioned in the original outreach. This MCP works if Persistiq's API lets you read contact notes, tags, or sequence membership. The API key setup means the CS team can query contact details without needing individual Persistiq seats. The boundary: if your onboarding process needs to write back to Persistiq (updating contact status, adding tags), confirm the API supports writes before committing. This scenario makes sense for teams doing under 200 deals a year where manual handoff context is still manageable.

Weekly pipeline review prep

When leadership needs outbound funnel snapshots without BI tools

A 3-person founding team runs weekly pipeline reviews and wants to pull Persistiq campaign stats into a shared doc alongside Stripe revenue and support ticket counts. The CEO doesn't want to pay for a BI tool yet. This MCP is a fit if Persistiq's API exposes aggregate metrics (emails sent, reply rate, meetings booked) that you can query on demand. The API key auth means the ops person can set up a recurring pull without involving engineering. The limit: if your outbound volume is over 5,000 contacts a month, you'll want rate-limit visibility and error handling that this MCP may not surface. Best for early-stage teams who need good-enough reporting, not real-time dashboards.

Frequently asked

What does the Persistiq MCP do in Switchy?

It connects your Persistiq sales engagement data to Switchy's AI workspace so your team can query campaign performance, prospect lists, and email sequences without switching tabs. You can ask questions like 'show me prospects who opened emails this week' or 'which campaigns have the highest reply rate' and get answers pulled directly from Persistiq.

Do I need admin access to connect Persistiq?

You need an API key from Persistiq, which typically requires account admin permissions to generate. Once you have the key, paste it into Switchy's integration settings. The connection authenticates via API key rather than OAuth, so there's no scope selection step — the key grants access to whatever your Persistiq account allows.

Can the Persistiq MCP send emails or update campaigns?

That depends on what Persistiq exposes through their API and which operations this MCP implements. Most read-only MCPs let you query data but not modify it. If you need to trigger sequences or update prospect statuses, check whether those actions appear in Switchy's tool list for this integration — or use Persistiq's native interface for write operations.

How is this different from logging into Persistiq directly?

The MCP brings Persistiq data into Switchy's shared AI context, so your team can cross-reference it with data from Slack, your CRM, or docs without manual exports. Instead of running reports in Persistiq's dashboard, you ask natural-language questions in Switchy and get answers that combine multiple sources. It's faster for ad-hoc analysis across tools.

Who on the team should connect the Persistiq integration?

Whoever owns your Persistiq account and can generate API keys — usually a sales ops lead or admin. Once connected, any Switchy workspace member can query the data through AI prompts. The integration doesn't consume Persistiq seat licenses, but make sure your API key permissions align with what you want the team to access.

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Data last verified 61 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.