Productivity & Project Management · Loops.so + Claude
Loops.so MCP with Claude: Automate SaaS Email Campaigns and Messaging
The short answer
Claude works with Loops.so through the Model Context Protocol (MCP), an open standard that lets Claude securely use software with permissions you control. Once connected with an API key, Claude can help send emails, manage campaigns, segment contacts and automate SaaS messaging using natural language instructions, with people approving consequential actions.
What is Loops.so?
Loops.so is a modern email platform built for SaaS companies. It helps teams manage three kinds of email: product emails that guide users through the software, marketing campaigns that nurture prospects and customers, and transactional messages such as confirmations and alerts. Product managers, marketing teams, growth leads and customer success teams typically use it to send targeted, timely messages that keep users engaged and informed.
How Claude connects to Loops.so through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and the tool. It lets Claude read information and take actions in Loops.so, while the organisation decides exactly what Claude is allowed to do.
Once connected with an API key, Claude can typically look up contacts, help build audience segments, draft campaign content, prepare sends and check how messages are performing. Your team can ask for these tasks in everyday language rather than navigating every screen by hand.
Permissions and approvals keep people in charge. Access is limited to what the workflow needs, following least-privilege principles. Sensitive actions such as sending a campaign to a large audience can require a person to review and approve before anything goes out, and activity is logged for audit.
What you can automate
Onboarding Email Sequences
A product team can ask Claude to draft a series of welcome and onboarding emails tied to key milestones, such as finishing setup or inviting a colleague. Claude can help segment new sign-ups by plan and role, prepare each step for review, and keep the sequence aligned with what users actually do in the product.
Targeted Re-engagement Campaigns
Customer success and marketing teams often want to win back users who have gone quiet. Claude can help identify inactive contacts based on criteria you define, suggest a tailored message for each group, and prepare the campaign for approval before it is sent.
Transactional Message Support
Operations and support leads can use Claude to review and update the wording of transactional emails such as receipts, password resets and account alerts. Changes can be checked for clarity and tone before they go live, reducing errors in messages users rely on.
Campaign Performance Summaries
Growth leads can ask Claude to summarise how recent campaigns performed, highlighting which segments responded well and which did not. This gives busy leaders a clear picture in minutes, helping them decide where to focus the next round of messaging.
Contact Segmentation for Product Updates
When a new feature launches, a product marketing manager can ask Claude to find the users most likely to benefit, based on the features they already use. The resulting segment can then receive a relevant announcement rather than a broad blast.
An end-to-end workflow: New Feature Launch Announcement
TriggerA product manager marks a new feature as ready for launch in the product roadmap.
Claude reads the feature details and draft announcement supplied by the product team.
Claude identifies contacts in Loops.so who use related features and match the target plan.
Claude drafts a tailored email and a short variation for each segment, and prepares the campaign.
The marketing lead reviews and approves the audience and content before anything is sent.
Once approved, the campaign is sent through Loops.so, and engagement results are logged.
Claude posts a short summary of results to the team's project channel in Microsoft 365 or the CRM.
OutcomeFeature announcements reach the users most likely to act on them, with a clear record of who was contacted and how they responded. Results are typical and will vary by business.
How we set it up
Free Automation Audit
We review your current email and project workflows with you to find the messages and campaigns worth automating. You leave with a clear list of priorities at no cost.
Secure API Key Connection
We connect Claude to Loops.so using an API key, the sign-in method the tool supports. The key is stored securely and access is limited to the permissions the workflow requires.
Workflow Design
We design the end-to-end process across Loops.so and your other systems, such as Microsoft 365, your CRM or your ticketing tool. Human approval points are set for every consequential action.
Testing Against Real Cases
We test the workflow using past campaigns and real contact scenarios to confirm the segments, drafts and approvals behave as expected before anything reaches live users.
Launch, Monitoring and Training
We launch with monitoring and audit logs in place, then train your team so they can use Claude confidently and adjust the workflow as your business grows.
Who benefits
- Product Managers
- Send timely, relevant onboarding and feature messages without waiting on manual campaign set-up.
- Marketing Leads
- Build targeted segments and review performance quickly, using plain language instead of complex menus.
- Customer Success Teams
- Re-engage quiet users with tailored messages and keep account communication consistent.
- Operations and IT Heads
- Keep transactional emails accurate and secure, with clear access controls and audit trails.
Security and control
- Least-privilege API key access, limited to the actions each workflow needs.
- Human approval required before campaigns or large sends go out.
- Audit logs of actions taken through Claude and Loops.so.
- Testing against past cases before any workflow goes live.
- Regular reviews of permissions and workflows as your team and product change.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom need to consider privacy rules such as state consumer privacy laws and the UK GDPR when sending marketing email. Companies in India must meet the Digital Personal Data Protection Act, 2023, while those in the UAE and Saudi Arabia must follow their local data protection laws. Our custom applications can be hosted in India, the United States, the United Kingdom or the European Union, and the hosting region is chosen to meet your legal and contractual requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Loops.so MCP server do?
The Loops.so MCP server is the connector that lets Claude use Loops.so in a controlled way. It makes it possible for Claude to read information such as contacts and campaigns, and to take permitted actions such as preparing or sending emails, within the limits you set. Where an official server is not used, a secure managed connector can provide the same function.
Is it secure to connect Claude to Loops.so?
Security depends on how the connection is set up. We use the API key sign-in method, restrict access to only what each workflow needs, and keep audit logs of activity. Consequential actions such as sending campaigns can require human approval. We cannot guarantee security or compliance on your behalf, but we design around these controls from the start.
What can Claude do with Loops.so?
Typically, Claude can help segment contacts, draft email content, prepare campaigns, review transactional message wording, and summarise campaign performance. It works through natural language, so your team can describe what they need in plain words. The exact actions available depend on the permissions you grant during setup.
How long does setup take?
Timing depends on how many workflows you want to automate and how complex your existing email processes are. A simple connection with one workflow can often be set up quickly, while a wider programme across several systems takes longer. Your free automation audit will give you a realistic timeline for your business.
Which plan or permissions do I need?
You generally need an active Loops.so account and an API key with permissions appropriate to the workflows you plan to run. Requirements can vary, so we confirm the access you need during the free automation audit and set permissions to the minimum necessary.