Klaviyo Automation

Klaviyo Automation via Rube MCP

Selective Reading Rule

Start with:

• references/senior-master-standard.md
• references/usage-routing.md
• references/quality-checklist.md

Then load only the inherited docs, scripts, assets, or examples that match the user's actual task.

Automate Klaviyo email and SMS marketing operations through Composio's Klaviyo toolkit via Rube MCP.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Klaviyo connection via RUBE_MANAGE_CONNECTIONS with toolkit klaviyo
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit klaviyo
3. If connection is not ACTIVE, follow the returned auth link to complete Klaviyo authentication
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. List and Filter Campaigns

When to use: User wants to browse, search, or filter marketing campaigns

Tool sequence:

1. KLAVIYO_GET_CAMPAIGNS - List campaigns with channel and status filters [Required]

Key parameters:

• channel: Campaign channel - 'email' or 'sms' (required by Klaviyo API)
• filter: Additional filter string (e.g., equals(status,"draft"))
• sort: Sort field with optional - prefix for descending (e.g., '-created_at', 'name')
• page_cursor: Pagination cursor for next page
• include_archived: Include archived campaigns (default: false)

Pitfalls:

• channel is required; omitting it can produce incomplete or unexpected results
• Pagination is mandatory for full coverage; a single call returns only one page (default ~10)
• Follow page_cursor until exhausted to get all campaigns
• Status filtering via filter (e.g., equals(status,"draft")) can return mixed statuses; always validate data[].attributes.status client-side
• Status strings are case-sensitive and can be compound (e.g., 'Cancelled: No Recipients')
• Response shape is nested: response.data.data with status at data[].attributes.status

2. Get Campaign Details

When to use: User wants detailed information about a specific campaign

Tool sequence:

1. KLAVIYO_GET_CAMPAIGNS - Find campaign to get its ID [Prerequisite]
2. KLAVIYO_GET_CAMPAIGN - Retrieve full campaign details [Required]

Key parameters:

• campaign_id: Campaign ID string (e.g., '01GDDKASAP8TKDDA2GRZDSVP4H')
• include_messages: Include campaign messages in response
• include_tags: Include tags in response

Pitfalls:

• Campaign IDs are alphanumeric strings, not numeric
• include_messages and include_tags add related data to the response via Klaviyo's include mechanism
• Campaign details include audiences, send strategy, tracking options, and scheduling info

3. Inspect Campaign Messages

When to use: User wants to view the email/SMS content of a campaign

Tool sequence:

1. KLAVIYO_GET_CAMPAIGN - Find campaign and its message IDs [Prerequisite]
2. KLAVIYO_GET_CAMPAIGN_MESSAGE - Get message content details [Required]

Key parameters:

• id: Message ID string
• fields__campaign__message: Sparse fieldset for message attributes (e.g., 'content.subject', 'content.from_email', 'content.body')
• fields__campaign: Sparse fieldset for campaign attributes
• fields__template: Sparse fieldset for template attributes
• include: Related resources to include ('campaign', 'template')

Pitfalls:

• Message IDs are separate from campaign IDs; extract from campaign response
• Sparse fieldset syntax uses dot notation for nested fields: 'content.subject', 'content.from_email'
• Email messages have content fields: subject, preview_text, from_email, from_label, reply_to_email
• SMS messages have content fields: body
• Including 'template' provides the HTML/text content of the email

4. Manage Campaign Tags

When to use: User wants to view tags associated with campaigns for organization

Tool sequence:

1. KLAVIYO_GET_CAMPAIGN_RELATIONSHIPS_TAGS - Get tag IDs for a campaign [Required]

Key parameters:

• id: Campaign ID string

Pitfalls:

• Returns only tag IDs, not tag names/details
• Tag IDs can be used with Klaviyo's tag endpoints for full details
• Rate limit: 3/s burst, 60/m steady (stricter than other endpoints)

5. Monitor Campaign Send Jobs

When to use: User wants to check the status of a campaign send operation

Tool sequence:

1. KLAVIYO_GET_CAMPAIGN_SEND_JOB - Check send job status [Required]

Key parameters:

• id: Send job ID

Pitfalls:

• Send job IDs are returned when a campaign send is initiated
• Job statuses indicate whether the send is queued, in progress, complete, or failed
• Rate limit: 10/s burst, 150/m steady

Common Patterns

Campaign Discovery Pattern

1. Call KLAVIYO_GET_CAMPAIGNS with channel='email'
2. Paginate through all results via page_cursor
3. Filter by status client-side for accuracy
4. Extract campaign IDs for detailed inspection

Sparse Fieldset Pattern

Klaviyo supports sparse fieldsets to reduce response size:

fields__campaign__message=['content.subject', 'content.from_email', 'send_times']
fields__campaign=['name', 'status', 'send_time']
fields__template=['name', 'html', 'text']

Pagination

• Klaviyo uses cursor-based pagination
• Check response for page_cursor in the pagination metadata
• Pass cursor as page_cursor in next request
• Default page size is ~10 campaigns
• Continue until no more cursor is returned

Filter Syntax

- equals(status,"draft") - Campaigns in draft status
- equals(name,"Newsletter") - Campaign named "Newsletter"
- greater-than(created_at,"2024-01-01T00:00:00Z") - Created after date

Known Pitfalls

API Version:

• Klaviyo API uses versioned endpoints (e.g., v2024-07-15)
• Response schemas may change between API versions
• Tool responses follow the version configured in the Composio integration

Response Nesting:

• Data is nested: response.data.data[].attributes
• Campaign status at data[].attributes.status
• Mis-parsing the nesting yields empty or incorrect results
• Always navigate through the full path defensively

Rate Limits:

• Burst: 10/s (3/s for tag endpoints)
• Steady: 150/m (60/m for tag endpoints)
• Required scope: campaigns:read
• Implement backoff on 429 responses

Status Values:

• Status strings are case-sensitive
• Compound statuses exist (e.g., 'Cancelled: No Recipients')
• Server-side filtering may return mixed statuses; always validate client-side

Quick Reference

When to Use

This skill is applicable to execute the workflow or actions described in the overview.

Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.