# Click2Mail MCP

> Click2Mail manages physical mail and printing jobs directly from your AI agent. List, track, and submit letters, postcards, and certified mailings without opening a web dashboard. You can monitor job status, check account credit balance, access historical transaction records, and calculate estimated costs before you hit send.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** direct-mail, print-on-demand, physical-mail, mailing-automation, certified-mail

## Description

You manage direct mail campaigns through chat, not dashboards. This MCP connects your physical mailing platform to your AI agent, letting you handle letters, postcards, and certified correspondence entirely through natural conversation. Need to know the status of a batch job? Ask your agent instead of logging into the portal. Want to check if your current credit balance covers that big postcard run? Just ask. The system lets you list all uploaded address lists or find specific documents needed for a campaign. Because this tool handles everything from checking historical activity to submitting final production jobs, it's critical infrastructure. You access these capabilities through the Vinkius catalog and connect them once from your preferred AI client. It makes running complex print-on-demand workflows feel as simple as sending an email.

## Tools

### get_mail_credit_balance
Gets the current amount of money available for physical mailing services.

### get_mail_job_cost
Calculates and returns an estimated cost for a specific mail job before it gets submitted to print.

### get_mail_job_details
Provides comprehensive information about a single, specified mailing job.

### get_mail_account_history
Retrieves a full list of past account activities and all associated transactions.

### list_mail_address_lists
Displays all the address files you have uploaded and are available for use in campaigns.

### list_mail_documents
Lists every document file that has been uploaded to support your mailing efforts.

### list_mail_jobs
Shows a list of all current and past physical mail printing and mailing jobs.

### submit_mail_job
Sends the final, approved mailing job to production for actual delivery.

## Prompt Examples

**Prompt:** 
```
List my active mail jobs in Click2Mail.
```

**Response:** 
```
Retrieving your mail jobs... I found 3 items: 'Monthly Invoices' (In Production), 'New Year Postcards' (Mailed), and 'Service Notice' (Pending). Would you like the tracking for the postcards?
```

**Prompt:** 
```
What is the cost for job ID 98765?
```

**Response:** 
```
Checking cost for job 98765... The total estimated cost is $42.50 ($12.50 for printing and $30.00 for postage). You have enough credit to submit this job.
```

**Prompt:** 
```
Show me my current mailing credit balance.
```

**Response:** 
```
Checking account balance... You currently have $150.75 in mailing credits available. This can be used for any future physical mailing jobs.
```

## Capabilities

### Check job status and history
You can list all current mail jobs and retrieve detailed reports on past account activities and transactions.

### Manage mailing assets
The agent lets you view uploaded address lists or documents required for your printed campaigns.

### Calculate job costs upfront
You get an estimate of the total cost, including printing and postage, before committing to a mailing job.

### Monitor account credit
You instantly check your available spending balance for physical mailings.

### Submit final print jobs
The system sends the fully prepared mailing job to production and delivery services.

## Use Cases

### Audit a campaign budget before printing
A Marketing Director needs to know if the new set of postcards is affordable for 5,000 recipients. They ask their agent, 'What's the cost for job ID XYZ?' The agent calls `get_mail_job_cost` and reports the total estimated price immediately.

### Follow up on a delayed certified mailing
An Operations Manager needs to confirm if last month's critical service notice was actually mailed. They ask their agent to 'List all jobs,' which triggers `list_mail_jobs`, showing the current status and tracking details for the specific batch.

### Reconcile monthly spending records
A Finance Analyst is reviewing expenses. Instead of logging into the billing portal, they ask their agent to 'Show me my transaction history,' triggering `get_mail_account_history` and providing all necessary data points for reconciliation.

### Prepare a mailing using stored assets
A team member needs to send an annual report. They ask the agent, 'What documents do we have?' The agent calls `list_mail_documents` and confirms that the necessary report file is uploaded and ready for use.

## Benefits

- You can check the status of any job, whether it's 'Pending' or 'In Production,' simply by calling `list_mail_jobs` and letting your agent read out the results.
- Before submitting a major mailing run, you use `get_mail_job_cost` to get an estimated total. This keeps budget overruns from happening unexpectedly.
- Need proof of spending? Use `get_mail_account_history` to pull transaction records immediately. It saves you the headache of downloading and reviewing spreadsheets.
- You don't have to manually upload files or search for them; your agent can list available assets by calling `list_mail_documents` or `list_mail_address_lists` first.
- When everything is ready, submitting the job via `submit_mail_job` happens in one step. You move from planning straight to execution without leaving your chat window.

## How It Works

The bottom line is that you control complex physical mail workflows using only natural language commands within your existing AI environment.

1. First, subscribe to this MCP and enter your Click2Mail username and password credentials.
2. Next, use your AI agent to request a specific action, like listing all jobs or checking the credit balance.
3. The agent executes the call and provides you with the requested data—the status, cost, or list of assets—right in your chat window.

## Frequently Asked Questions

**How do I check my remaining funds using the get_mail_credit_balance tool?**
You ask your agent to 'Show me my credit balance.' The agent executes `get_mail_credit_balance` and provides you with the current amount available for any future mailing jobs.

**What does list_mail_jobs do?**
`list_mail_jobs` shows all your physical mail printing and mailing campaigns, letting you see which ones are pending or already finished. It's your central status dashboard for everything mailed out.

**I need to know the cost before I submit a job; what tool should I use?**
Use `get_mail_job_cost`. This function takes your desired mail parameters and returns an estimated expense. You can then compare that against the balance you get from `get_mail_credit_balance`.

**How do I submit a job after checking all details?**
Once you've verified everything using asset listings and cost checks, simply ask your agent to 'Submit the mailing job.' This triggers `submit_mail_job`, sending it into production.

**Can I see my transaction history with get_mail_account_history?**
Yes. Calling `get_mail_account_history` retrieves a full log of all transactions and account activities, helping you reconcile spending or track past job details.

**Before I submit a job, how do I use list_mail_address_lists to verify my recipient data?**
The tool retrieves all uploaded address lists for your account. You can confirm that the correct and most recent mailing audience files are available before you finalize costs or submit anything.

**I need more than a simple listing; how do I use get_mail_job_details to see everything about one job?**
It pulls comprehensive data for a single mail job ID. You'll get the full breakdown of printing runs, postage counts, and specific status updates that the general job list can't provide.

**When I use list_mail_documents, what does it tell me about file compatibility?**
This tool lists all attached documents available for mailing. It confirms which files are uploaded and helps you verify they are in the correct format and ready to be processed by Click2Mail.

**Can I check the cost of a mailing before I send it?**
Yes! Use the `get_mail_job_cost` tool with the job ID. The agent will return the estimated production and postage costs for your mailing.

**How do I see if my documents have been printed and mailed?**
Use the `get_mail_job_details` tool. Your agent will fetch the current production status (e.g., In Production, Mailed) and provide tracking info if available.

**Where do I find my Click2Mail API credentials?**
Click2Mail uses your standard account Username and Password for API access. You can find your account details in the Click2Mail portal under Profile.