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Connect Reloadify to your AI assistant

Connect Claude, ChatGPT or another AI assistant to Reloadify and ask questions about your shop in plain language.

Written by Francine

What is the Reloadify MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants work securely with other software. With the Reloadify MCP, your own AI assistant retrieves data from Reloadify. Give it write access, and the assistant also prepares things for you.

Think of questions like:

  • “What did my campaigns bring in last month, and which one converted best?”

  • “Why did my newsletter on Tuesday only go to half of the list?”

  • “Create a German version of my summer campaign as a draft.”

What the assistant does and does not do

The assistant works within your permissions. If your user role is not allowed to see or change something, the assistant is not allowed to either.

  • Asking changes nothing. Questions about results, profiles or settings never change anything in your shop.

  • New work starts as a draft or switched off. New campaigns are always a draft. New triggers, flows, pop-ups and landing pages are switched off.

  • You send campaigns yourself. The assistant never sends a campaign.

  • Test emails only go to your team. The assistant only sends test emails to team members of your shop.

  • With write access, some changes go live immediately. Think of switching on a trigger or flow, or unsubscribing a customer. Don’t want that? Then give the assistant read access only.

Before you start

Make sure you have the following:

  • A Reloadify account with an active subscription. With a paused or unpaid subscription, the connection does not work.

  • An AI assistant that supports MCP, such as Claude, ChatGPT, Claude Code, Cursor or VS Code.

The MCP is included in your Reloadify subscription.

Connect your AI assistant

  1. Click your shop name in the top left.

  2. Under Account, click AI assistants.

  3. Find your assistant under Choose your assistant and click Connect. If your assistant is not listed, choose Other assistants.

  4. Follow the steps in the window. Use the button at the top to open your assistant, and the copy button to copy the server URL.

  5. Log in to Reloadify and choose the shops the assistant is allowed to use.

  6. Choose the access level. Make changes is switched on by default: the assistant can then also prepare and change things. Switch it off if the assistant should only read.

  7. Approve the connection.

  8. Click Done in the window.

Your assistant then appears under Connected, with the status Connected. A connection is valid for 90 days.

View or revoke your connections

Under Connected, you see for each assistant since when it has been connected and what access it has (for example Read + write).

  1. Open the AI assistants page.

  2. Click Manage next to the assistant.

  3. Under Your connections, click Revoke next to the connection you want to stop.

The assistant then immediately loses access. Want to connect again? Follow the steps under Reconnect or connect again in the same window.

Connect with a personal access token

Does your assistant not support OAuth? Then use a personal access token. Keep this token secret: anyone with the token has access to your shops.

  1. At the bottom of the AI assistants page, click Advanced: personal access tokens.

  2. Under Token name, enter a recognisable name, for example the name of your assistant.

  3. Under Expires, choose how long the token is valid: 30 days, 90 days, 1 year or never.

  4. Tick Allow write access if the assistant may also prepare things. Leave it unticked for read access only.

  5. Click Create token.

  6. Copy the token right away and store it in a safe place. Reloadify shows the token only once.

  7. In your assistant, enter the server URL https://app.reloadify.com/mcp.

  8. Enter the token in the field for an API key or access token. Does your assistant ask for a header? Then use Authorization as the name and Bearer followed by a space and your token as the value.

A personal token works for every shop you have access to. Want a token for one shop? Then create a token under Shop tokens in the same part of the page. Note: a shop token is visible to the administrators of the shop.

Frequently asked questions and connection issues

Claude asks for an OAuth Client ID and Client Secret.
Leave these fields empty or choose Automatic registration. Reloadify handles the registration itself.

I can’t add a custom connector in Claude.
Do you use Claude Team or Enterprise? Then an owner of your Claude organisation must first add the connector via Organization settings > Connectors. After that, you connect your own account.

I can’t add a custom MCP server in ChatGPT.
Your ChatGPT account or workspace does not allow custom MCP servers. Switch this on in your ChatGPT settings or ask the administrator of your workspace.

The connection gives an error about the URL.
Check that you pasted exactly https://app.reloadify.com/mcp. Don’t add www in front, and keep /mcp at the end. Use the copy button in the window to avoid typos.

The connection worked, but the assistant can’t see my shop.
You did not select that shop while logging in. Click Manage next to the assistant, revoke the connection and connect again. Select all shops the assistant is allowed to use.

The assistant says “Access denied”.
The connection or your user role does not give access to that shop or action. Check that you selected the shop, that the connection has write access and what role you have in the shop. Also check that your subscription is active.

The assistant can only read and can’t prepare anything.
You switched off Make changes while connecting. Click Manage next to the assistant, revoke the connection and connect again with this option switched on. For a personal token, create a new token with Allow write access.

The connection is listed, but the assistant doesn’t use Reloadify in my conversation.
Switch on the Reloadify connector in the conversation itself.

My connection worked, but now it doesn’t.
A connection is valid for 90 days. After that, the assistant no longer has access. Click Manage next to the assistant and follow the steps under Reconnect or connect again.

My personal token no longer works.
Your token has expired. Check Expires in the token list and create a new token.

I lost my personal token.
Reloadify shows a token only once. Create a new token and revoke the old one in the token list.

My colleague already connected. Can I use their connection?
No. Connections are not shared. Every user connects their own AI account and gets the permissions of their own role.

The assistant says “The query took too long”.
Your question covers a long period or contains many filters. Ask for a shorter period or fewer filters.

Can the assistant send a campaign?
No. The assistant prepares a draft, sends a test email to your team and sets a preferred send time. You always send it yourself in Reloadify.

Note: your data and your AI provider

The data the assistant retrieves goes to the AI provider you choose. That provider’s terms apply. So check beforehand how your provider handles your data.

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