Connect your AI to Charlie

Charlie has no dashboard to learn — your AI is the interface. Claude, ChatGPT, or any MCP-capable client connects to one endpoint and gets 13 typed tools: browse templates, check deliverability, import contacts, activate flows, send campaigns. Setup takes about a minute.

Step 1 — the free test-send (do this first)

Before any trial or plan, prove the thing that matters: where the mail lands. Test-sends to your own inbox are free forever. Once connected (steps below), say:

Browse Charlie's templates, pick a welcome email that fits my store,
adapt the copy, and send a test to my own inbox.

Then open your inbox and check the tab. That's the product demo. The mechanism behind it is documented, not magic.

Step 2a — Claude (custom connector)

1. Open Claude → Settings → Connectors → Add custom connector.
2. Paste https://charlieai.co/mcp.
3. Claude runs the OAuth flow: you'll be asked which .myshopify.com workspace to authorize. Allow.
4. Charlie's 13 tools appear in the connector list. Ask Claude to "list Charlie's tools" to confirm.

Works in Claude on web, desktop, and mobile, and in Claude Code via claude mcp add --transport http charlie https://charlieai.co/mcp.

Step 2b — ChatGPT

1. Open ChatGPT → Settings → Apps & Connectors → Advanced settings → enable Developer mode.
2. Back in Apps & Connectors, choose Create app / Add custom connector.
3. Enter a name and the MCP server URL: https://charlieai.co/mcp, then save and complete the OAuth authorization for your Shopify workspace.
4. Start a new chat, enable the app from the tools/apps menu, and ask it to list Charlie's templates.

Custom MCP connectors in ChatGPT require a Plus, Pro, Business, Enterprise, or Edu plan and are rolling out gradually — if you don't see Apps & Connectors or Developer mode, the feature may not have reached your account yet, or a workspace admin has disabled it. Claude's connector setup (Step 2a) is the most widely available today.

Step 2c — API key (custom agents, scripts, testing)

For integrations that can't do OAuth, request an API key from hello@charlieai.co and pass it as a header on every request — no OAuth dance:

curl https://charlieai.co/mcp \
  -X POST \
  -H 'X-Charlie-API-Key: <your-key>' \
  -H 'content-type: application/json' \
  -H 'accept: application/json, text/event-stream' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'

OAuth discovery for client authors follows the standards: /.well-known/oauth-authorization-server (RFC 8414) and /.well-known/oauth-protected-resource (RFC 9728).

What your AI can do once connected

Free (read scope)	Trial / paid (write scope)
Browse & search all 448 templates	Send campaigns
Read the four flow blueprints	Activate / pause flows
Check workspace status & deliverability	Create / import contacts
Review campaign history
Test-sends to your own inbox

Every write call is recorded in an audit log — you can always see what your AI did, when, with which token. Full tool reference: MCP docs.

Things worth knowing

• No dashboard exists, on purpose. An interactive MCP App UI (deliverability scorecards, campaign tables, flow toggles rendered inside Claude/ChatGPT) arrives with the July 28, 2026 MCP spec release.
• Sending needs a Shopify store. Real sends require the Charlie Shopify app installed — it proves a real store and carries the billing. Reads and test-sends don't.
• Your AI can't bypass the guardrails. Warmup caps, suppression lists, and the 15-sends/contact/month fair-use rule are enforced server-side, whatever the prompt says.

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