Simplero
All-in-one marketing software for course creators, coaches and online marketers.
Verdict
Common use cases
- Tag inbound leads from chat transcripts
- Bulk-import webinar attendees to email lists
- Look up student enrollment before support calls
- Update contact records during sales conversations
- Audit administrator permissions across accounts
Integration
- Vendor
- Simplero
- Category
- other
- Auth
- API_KEY
- Tools
- 19
- Composio slug
simplero
Tools
- Add Tag to Contact
Tool to add a tag to a contact identified by email address. Use when you need to tag a contact for segmentation or tracking purposes.
- Bulk Subscribe to List
Tool to add multiple subscribers to a list in a single asynchronous request (max 1,000 per request). Use when you need to bulk import subscribers into a list. Returns a token to track the operation status.
- Create or Update Administrator
Tool to create a new administratorship or update an existing one with the same email. Use when you need to add a new administrator to Simplero or update their role and permissions.
- Create or Update Contact
Tool to create a new contact or update an existing contact with the same email. Use when you need to add a new contact to Simplero or update their information.
- Find Contact By Email
Tool to find and retrieve a contact by email address. Use when you need to look up contact details using an email address.
- Find Subscription By Email
Tool to find subscriptions for a specific list by email address. Use when you need to search for subscriptions associated with an email in a particular list.
- Get Administrator By ID
Tool to retrieve a single administratorship by internal ID. Use when you need detailed information about a specific administrator including user, account, role, and permission details.
- Get Administrators
Tool to retrieve all administratorships for the account. Use when you need to get information about account administrators, their roles, and permissions.
- Get Admin Roles
Tool to retrieve all available admin roles for the account including custom roles. Use when you need to list all admin roles such as Co-Owner, Admin, Basic admin, Assistant, Support specialist, Affiliate manager, or custom roles saved on Sk
- Get All Lists
Tool to retrieve all mailing lists configured in the account. Use when you need to view all available lists for managing subscriptions and email campaigns.
- Get Async Request Status
Tool to check the status of an asynchronous API request. Use when you need to monitor the progress of a previously initiated async operation using its token.
- Get Contact By ID
Tool to retrieve a JSON representation of a contact by internal ID. Use when you need to fetch detailed information about a specific contact. Returns 404 if no contact exists with the provided ID.
- Get Invoices
Tool to get invoice information with optional filtering by date and invoice number. Use when you need to retrieve invoices from Simplero. Returns 20 invoices per page ordered by invoice number.
- Get Products
Tool to list all products in the account. Use when you need to retrieve information about all available products including their pricing.
- Remove Administratordestructive
Tool to delete an administratorship by ID. Use when you need to remove an administrator relationship from the system.
- Remove Tag from Contactdestructive
Tool to remove a tag from a contact identified by email address. Use when you need to remove a specific tag from a contact's profile.
- Subscribe to List
Tool to add a new subscriber to a specific mailing list. Use when you need to subscribe a contact with their email address to a list.
- Unsubscribe From List
Tool to unsubscribe a customer from a specific mailing list. Use when you need to remove a contact from a list by their email address.
- Update Contact Credentials
Tool to update a contact's login credentials including email, first name, and last name. Use only with the consent of the contact. At least one identification parameter (email, id, or token) is required.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the MCP Integrations tab. 2. Click 'Add Integration' and select Simplero from the list. 3. Log into your Simplero account, go to Settings > API, and generate a new API key with both read and write scopes enabled. 4. Copy the key and paste it into the Switchy connection dialog, then click 'Connect'. 5. Switchy will verify the key and confirm the connection. 6. Open any Space, type '@Simplero find contact by email' followed by an email address, and send the message. 7. The MCP will return the contact's details, confirming the integration works. 8. You can now @mention Simplero in any Space to invoke its tools — tag contacts, bulk-subscribe lists, or look up subscriptions without switching tabs.
What teammates see: by default, memories from Simplero 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
Tag New Lead
@Simplero add the tag 'qualified-lead' to the contact with email alex@example.comOpen in a Space →
Check Enrollment Status
@Simplero find all subscriptions for the email jordan@example.com and tell me which lists they're onOpen in a Space →
Bulk Import Attendees
@Simplero bulk subscribe these emails to the 'Webinar Follow-Up' list: sam@example.com, taylor@example.com, casey@example.comOpen in a Space →
Update Contact Info
@Simplero create or update a contact with email morgan@example.com, first name Morgan, last name Lee, and phone number 555-0199Open in a Space →
Audit Admin Access
@Simplero get all administrators for this account and show me their roles and permissionsOpen in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@simplero find all contacts tagged 'webinar-attendee' and show me their subscription status for the newsletter list
Found 47 contacts with the 'webinar-attendee' tag. Of these, 31 are actively subscribed to your 'Weekly Newsletter' list, 12 are unsubscribed, and 4 have no subscription record. The most recent attendee (sarah.chen@example.com) joined 2 days ago and is subscribed. The oldest tag was applied 6 months ago to mike.torres@example.com, who unsubscribed last month. This illustrative example shows how Simplero returns contact and subscription data when querying by tag.
This example combines contact lookup with subscription checking. Requires API key with read access to both contacts and lists. Response time increases with tag size—accounts with thousands of tagged contacts may see slower queries. The MCP returns structured data that the AI can filter and summarize.
@simplero create a new contact for jamie.park@startup.io with the tags 'trial-user' and 'product-interested', then subscribe them to the onboarding sequence
Contact created successfully for jamie.park@startup.io (Contact ID: 8472615). Applied tags: 'trial-user', 'product-interested'. Subscribed to list 'Onboarding Sequence' (List ID: 3391). The contact will begin receiving the first email in the sequence within the next hour based on your automation settings. This illustrative example shows Simplero's response after creating a contact and adding them to a list in a single workflow.
This example demonstrates write operations that modify your Simplero account. The MCP creates the contact, applies tags, and adds a subscription—three separate API calls executed in sequence. If the email already exists, Simplero updates the existing contact rather than creating a duplicate. Always verify list IDs before bulk operations.
@simplero review all administrators with 'owner' role and summarize what permissions each one has for billing and content management
Your account has 3 administrators with 'owner' role: Alex Kim (alex@company.com) has full billing access and can manage all content types including courses and memberships. Jordan Lee (jordan@company.com) has billing view-only but full content management rights. Sam Rivera (sam@company.com) has complete access to both billing and content. All three can add or remove other administrators. This illustrative example shows how the AI interprets Simplero's administrator permission data.
This example showcases the AI's ability to synthesize permission data from Simplero's administrator records. Useful for security audits or onboarding reviews. The MCP retrieves raw permission flags; the AI translates them into readable summaries. Administrator changes are sensitive operations—consider requiring confirmation before any write actions that modify roles.
Use-case deep-dives
When Simplero MCP handles pre-launch tagging for small cohorts
A 3-person coaching business is launching a new course and needs to segment their 800-contact list by interest level before the sales sequence starts. The Simplero MCP wins here because it lets the team tag contacts in real-time during discovery calls or post-webinar follow-ups without switching to the Simplero dashboard. The Add Tag and Create or Update Contact tools handle the workflow in a single conversation thread. The threshold: if you're tagging more than 200 contacts per day, the API rate limits start to bite and you'll want a dedicated automation tool instead. For launch windows under two weeks with manual segmentation, this MCP keeps the team in one workspace and cuts the context-switching tax.
Why this MCP simplifies role changes for growing teams
A membership community scales from solo founder to a 2-person ops team and needs to grant admin access without fumbling through Simplero's permission UI. The Create or Update Administrator and Get Administrators tools let the founder assign roles and audit permissions from Switchy during a Zoom call with the new hire. The MCP shines when you're onboarding fewer than 5 admins per quarter and need to verify who has access to billing or content publishing. If you're running a larger org with 10+ admins and formal role hierarchies, you'll outgrow this fast and need a proper identity management system. For small teams adding their first VA or course manager, this MCP turns a 15-minute admin panel hunt into a 2-minute conversation.
When Simplero MCP beats manual CSV uploads for event follow-up
A 5-person event company collects 400 leads at a weekend workshop and needs to import them into a Simplero nurture sequence by Monday morning. The Bulk Subscribe to List tool handles up to 1,000 contacts in one async request, which means the team can paste a spreadsheet into Switchy and track the import status without babysitting the Simplero UI. This MCP is the right call when you're importing under 1,000 contacts per event and the data is already clean. If your events generate 2,000+ leads or you need complex deduplication logic, the single-request limit becomes a bottleneck and you'll want a dedicated ETL pipeline. For quarterly or monthly events with mid-sized attendee lists, this MCP cuts the import workflow from 20 minutes of CSV wrangling to a single prompt.
Frequently asked
What does the Simplero MCP let me do in Switchy?
It connects your Simplero account so AI agents can manage contacts, tags, list subscriptions, and administrators without leaving Switchy. You can ask an agent to find a contact by email, bulk-subscribe people to a list, or add tags for segmentation — all through natural language. The MCP exposes 19 tools covering the core Simplero operations your team runs manually today.
Do I need admin access to connect Simplero via API key?
Yes. You'll need an API key from your Simplero account settings, which typically requires admin or owner permissions to generate. Once connected in Switchy, any team member with access to the workspace can invoke the MCP's tools, but the actions run under the permissions of the API key you provided. If your key lacks certain rights, those operations will fail.
Can the Simplero MCP send emails or trigger automations?
No. The MCP focuses on contact and subscription management — creating contacts, adding tags, bulk-subscribing to lists, and managing administrators. It doesn't expose email-sending or automation-triggering tools. If you need to fire off a campaign or automation, you'll still do that inside Simplero's dashboard or use their separate API endpoints outside this MCP.
How is this different from using Simplero's API directly?
The MCP wraps Simplero's API so AI agents can call it conversationally. Instead of writing code to POST a contact update, you tell an agent "tag this email address with VIP" and it picks the right tool. You lose some granular control — the MCP exposes 19 operations, not the full API surface — but you gain speed for routine tasks your team repeats daily.
Who on my team should connect the Simplero MCP?
Whoever owns your Simplero account and can generate an API key. Once connected, anyone in your Switchy workspace can use the MCP to look up contacts or update tags, but the API key's permissions define what's possible. If you rotate keys or change roles in Simplero, you'll need to reconnect the MCP with the new credentials.