Segmetrics
SegMetrics is a marketing analytics platform that provides detailed insights into customer journeys, helping businesses optimize their marketing strategies.
Verdict
Common use cases
- Import leads from event spreadsheets
- Add product SKUs after launch meetings
- Remove duplicate or test contacts
- Update contact tags from CRM exports
- Sync customer records across tools
Integration
- Vendor
- Segmetrics
- Category
- developer-tools
- Auth
- API_KEY
- Tools
- 3
- Composio slug
segmetrics
Tools
- Add or Update Contact
Tool to add or update a contact in segmetrics. use when you need to upsert the contact record during data import.
- Create Product
Tool to create a new product in segmetrics. use after confirming product details.
- Delete Contactdestructive
Tool to delete a specific contact by id. use after confirming the contact id exists.
Setup
Setup guide
- 11. Open your Switchy workspace and navigate to Settings > Integrations > MCP Servers. 2. Click 'Add MCP Server' and select Segmetrics from the list. 3. Log into your Segmetrics account, go to Settings > API, and generate a new API key with read/write permissions. 4. Paste the API key into the Switchy connection form and click 'Connect'. 5. Switchy will verify the key and confirm the connection is active. 6. Open any Space, type '@Segmetrics' in the chat, and ask it to list your recent contacts to confirm the integration works. 7. If the test fails, double-check the API key hasn't expired and that your Segmetrics plan includes API access.
What teammates see: by default, memories from Segmetrics are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Import Event Leads
@Segmetrics add these contacts from the attached CSV: name, email, and tag each with 'Webinar-Q1-2024'.Open in a Space →
Create Launch Product
@Segmetrics create a product called 'Pro Annual Plan' with SKU 'PRO-ANN-001' and price $499.Open in a Space →
Clean Test Contacts
@Segmetrics delete all contacts with email addresses ending in '@test.com' or '@example.com'.Open in a Space →
Update Contact Segments
@Segmetrics update contact john.doe@company.com to add tag 'Enterprise-Prospect' and set lifecycle stage to 'Qualified'.Open in a Space →
Sync CRM Records
@Segmetrics review this CRM export and update any matching contacts with the latest phone numbers and company names.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@segmetrics search for all contacts who purchased in the last 30 days and show me their email engagement rates
Based on the available tools, I can help you manage contact records in Segmetrics, but I don't currently have a search or analytics tool to query contacts by purchase date or engagement metrics. The Segmetrics MCP provides tools for adding/updating contacts, creating products, and deleting contacts. To get purchase and engagement data, you'd need to access that through Segmetrics' dashboard or use their broader API directly. I can help you update contact records once you've identified them through other means.
This example reveals an important limitation: the MCP currently exposes only 3 write-focused tools (upsert, create, delete). It lacks read/query capabilities for analytics or contact search. Users expecting marketing analytics workflows will need to combine this with Segmetrics' web interface or additional API access for reporting features.
@segmetrics add a new contact with email john.doe@example.com, first name John, last name Doe, and tag them as trial-user
I've added John Doe (john.doe@example.com) to your Segmetrics contacts with the 'trial-user' tag. The contact record has been created and is now available in your Segmetrics account. If this email already existed, the record would have been updated with the new information instead. You can verify this in your Segmetrics dashboard under Contacts, where the tag should appear for segmentation and campaign targeting.
The Add or Update Contact tool performs an upsert operation, meaning it won't create duplicates if the email exists. This is useful for data imports and CRM syncs. Requires API_KEY authentication with write permissions. Be aware that contact fields and tag schemas must match your Segmetrics account configuration—invalid field names will cause errors.
@segmetrics create a new product called 'Advanced Analytics Course' priced at $299 with SKU ANALYTICS-2024
I've created the product 'Advanced Analytics Course' in your Segmetrics catalog with SKU ANALYTICS-2024 and a price of $299. This product is now available for tracking purchases, revenue attribution, and funnel analysis within Segmetrics. You can associate this product with order events and use it in your marketing analytics to measure conversion rates and customer lifetime value for this specific offering.
The Create Product tool sets up product records for revenue tracking and attribution. This is a prerequisite step before Segmetrics can track purchases of this item. The tool creates the product definition but doesn't handle inventory, fulfillment, or payment processing—those happen in your e-commerce platform. Product creation is permanent; there's no delete tool exposed in this MCP.
Use-case deep-dives
When Segmetrics fits a bootstrapped SaaS team's first analytics push
A 3-person SaaS team just shipped their MVP and needs to track which trial users convert to paid. They're using Stripe for billing and want to sync contact records without building a custom pipeline. The Segmetrics MCP works here because it handles the contact upsert pattern cleanly—your AI agent can pull Stripe webhook data and push it into Segmetrics during a nightly sync job. The product creation tool lets you map SKUs programmatically if you're running multiple tiers. The ceiling: if you're syncing more than 500 contacts per run, you'll want batch endpoints (which this MCP doesn't expose). For early-stage teams doing manual data hygiene or one-off imports, this MCP saves you from writing throwaway scripts.
Using Segmetrics MCP for quarterly CRM deduplication
A 6-person support team runs quarterly audits to merge duplicate contacts and delete test accounts from their analytics platform. They use Segmetrics to track customer lifecycle but the UI makes bulk deletions tedious. The delete contact tool in this MCP is purpose-built for this: your AI agent can query a CSV of deprecated contact IDs and remove them in a loop. The trade-off is that you need the contact ID upfront—if your audit process relies on fuzzy matching by email or name, you'll need to query Segmetrics separately first (this MCP doesn't include search). For teams with a clean ID list and under 200 deletions per quarter, this MCP turns a 90-minute manual task into a 5-minute agent job.
When this MCP handles real-time contact updates during user onboarding
A 4-person growth team wants to tag new signups in Segmetrics based on which onboarding path they choose (self-serve vs. sales-assisted). They trigger the tag update from a Zapier webhook when the user clicks a button in the app. The add or update contact tool works for this because it upserts on the fly—your AI agent can append tags or custom fields without overwriting the existing record. The limitation: if your onboarding flow has more than 3 decision points, you're making multiple API calls per user, and Segmetrics rate limits can slow things down. For simple onboarding funnels with under 50 signups per day, this MCP keeps your contact data current without custom middleware.
Frequently asked
What does the Segmetrics MCP do in Switchy?
The Segmetrics MCP lets your AI agents manage contacts and products in your Segmetrics account. It can add or update contact records during data imports, create new products after you confirm details, and delete contacts by ID. Think of it as giving your workspace direct write access to your Segmetrics database without switching tabs or writing API calls yourself.
Do I need admin access to connect Segmetrics?
You need a Segmetrics API key, which typically requires account admin or owner permissions to generate. The key grants full write access to contacts and products, so whoever connects it should understand they're authorizing the workspace to modify live customer data. Check your Segmetrics account settings under API or Integrations to generate the key.
Can the Segmetrics MCP pull reports or analytics data?
No. This MCP only writes data — adding contacts, creating products, deleting records. It doesn't read analytics, pull funnel reports, or query conversion metrics. If you need to analyze Segmetrics data in Switchy, you'll need to export reports manually or use Segmetrics' own dashboard alongside the workspace.
How is this different from using Segmetrics' API directly?
The MCP wraps three specific API endpoints so your AI agents can call them in plain English without you writing code. If you're already automating Segmetrics via Zapier or custom scripts, this won't replace that. It's faster for ad-hoc tasks like cleaning up a contact list or bulk-creating products during a conversation, not for scheduled batch jobs.
Who on the team should connect the Segmetrics integration?
Whoever owns your Segmetrics account and understands the downstream impact of modifying contact records. Since the MCP can delete contacts and create products, you want someone who knows which data is safe to touch. Marketing ops or the person who manages your customer database is usually the right fit, not a general team member.