RevSend MCP Server

Free-text recipient lookup, e.g. "Sarah Johnson VP of Marketing at Acme" or a LinkedIn URL. A first name alone is not enough, include company, email, or LinkedIn. Thin identity will not run recipient research.

Full name of the recipient. Do not pass a first name alone.

Recipient first name. Also pass lastName plus company, email, or LinkedIn.

Recipient last name

Work email, used for recipient research identity match

Current company name. Required with a full name unless email or LinkedIn is provided.

Company website domain, e.g. acme.com

Job title

City or region

LinkedIn profile URL

Extra context that is not identity (team, occasion, known hobbies)

The gifting occasion slug. Use list_occasions to see valid slugs with names/tones. Omit if no specific occasion applies.

Up to 3 recipient persona slugs that best describe the recipient (role and lifestyle). Use list_personas to see valid slugs with names.

Recipient interests and hobbies gathered from the user, e.g. ["coffee", "hiking", "baking"]

Desired gift vibes/styles, e.g. ["cozy", "luxurious", "practical"]

Contexts to avoid for this recipient, e.g. ["alcohol", "religious"]

Relationship between sender and recipient

Minimum budget in cents (e.g., 2500 for $25)

Maximum all-in budget in cents including estimated shipping (e.g., 10000 for $100). Catalog search reserves shipping so recommendations stay within this total.

Maximum number of recommendations to return

Full name of the recipient. A first name alone will not trigger research, also pass company, email, or LinkedIn, or ask the user first.

Recipient first name. Not enough on its own for public research.

Recipient last name

Work email for identity lookup

Current company name. Required with a full name unless email or LinkedIn is provided.

Company website domain

Job title

City or region

LinkedIn profile URL

Free-text description of the recipient, occasion, budget, and known interests. Used when structured fields are incomplete.

Known interests and hobbies, e.g. ["golf", "coffee"]. When omitted and identity is strong, public research may fill these in.

The gifting occasion slug. Use list_occasions to see valid slugs. Omit if no specific occasion applies.

Up to 3 recipient persona slugs. Use list_personas to see valid slugs.

Desired gift vibes/styles, e.g. ["cozy", "luxurious", "practical"]

Contexts to avoid, e.g. ["alcohol", "religious"]

Relationship between sender and recipient

Minimum budget in cents (e.g., 2500 for $25). Parsed from recipientInfo when omitted.

Maximum all-in budget in cents including estimated shipping (e.g., 10000 for $100). Defaults to $150 when omitted. Recommendations and later imports stay within this total.

Maximum number of recommendations to return

When true, skip recipient research / public-web recipient research even if identity is present. Research is already skipped when identity is too thin (first name only, or name without company/email/LinkedIn).

Gift search query including audience or occasion context

Optional maximum all-in budget in cents including estimated shipping.

Optional minimum target price in cents (USD).

Maximum number of product candidates to return

Search term for gift title

Maximum number of results

Product name/title

Product price in dollars (e.g., 29.99). One of price or priceCents is required.

Product price in cents (e.g., 2999). One of price or priceCents is required.

Array of product image URLs

Source vendor (e.g., "amazon", "target")

URL where the product can be purchased

Clean up long retail titles (default: true)

Custom shipping cost in cents. When omitted, RevSend charges estimated shipping. If budgetMaxCents is set, shipping is reduced so gift + shipping stays within that all-in budget.

Optional all-in budget in cents including estimated shipping (e.g. 7500 for $75). When set, shipping is adjusted so the charged total does not exceed this amount. The gift price itself must still be at or under this budget.

Save to user favorites after import

Selected product options for this specific order (e.g., {"size": "Large", "color": "Navy Blue", "engraving": "John Smith"}). Provide the actual chosen values, not lists of available options.

Product variants such as sizes or colors. When two or more are provided they are created in so the sender or recipient can choose one.

When sending immediately after import, the variant title to select (e.g. "M").

When true, import all variants and let the recipient choose size/color on the claim page.

The ID of the physical gift to send. Required unless giftIds is provided.

Multiple gift IDs for a gift box. Use with sendAll=true to send every gift in one delivery, or sendAll=false so the recipient chooses one.

When sending multiple gifts, true sends all in one delivery. False lets the recipient choose one gift. Defaults to true for a single gift and false for a gift box.

Optional brand template ID to apply to the order. Must belong to your organization. Defaults to org default/first template.

The product variant ID (if gift has multiple options). Applied to giftId, or the first gift in giftIds.

Variant title/label to match on the gift (e.g. "M"). Applied to giftId, or the first gift in giftIds.

When true, do not pre-select a variant so the recipient can choose size/color on the claim page. Applied to giftId, or the first gift in giftIds.

Per-gift variant choices for multi-item gift boxes.

Full name of the recipient

Organization name of the recipient

Email address of the recipient

Personal message printed on the handwritten note. The line limit follows notePaperSize and defaults to the 5×7 card (10 lines, about 45–55 characters per full line). Notes over the limit are rejected. Supports variables like {{recipient_first_name}} and {{sender_first_name}}.

Sheet the handwritten note is plotted on. The line limit follows this size and defaults to the 5×7 card (10 lines, about 45–55 characters per full line).

Short order description shown on the orders list (e.g. "Bundle for Vince"). Defaults to a bundle summary for multi-gift orders.

Shipping address (if known upfront)

Include a handwritten note (+$3.95). When true, every note is checked against the line limit for notePaperSize (10 lines on the default 5×7 card) before the order is sent.

Send a branded gift email (sender company logo and colors) with a claim link. Requires recipientEmail.

Email subject line (used when sendEmail is true)

Custom email body message template (used when sendEmail is true). Unless redemptionPageMessage is provided, also shown on the gift redemption page. Supports variables: {{recipient_first_name}}, {{sender_first_name}}, etc.

Custom message shown on the gift redemption page, when it should differ from the email message (messageTemplate). Supports variables like {{recipient_first_name}} and {{sender_first_name}}.

Custom text for the call-to-action button in the email (default: "View Reward")

When true, include the recipient claim URL in the response (only when the recipient must submit their address)

Hide the package contents from the recipient on the redemption page, showing a "Surprise!" message instead of the gift details

When true, hide the expiration warning on the recipient redemption page

Custom text for the step 1 button on the recipient claim screen (default: "Open Your Gift")

Additional email addresses that will receive order status notifications (shipped, delivered, viewed, etc.) for this order

Custom display name for the From header of the recipient email (e.g., "Acme Rewards Team"). The From address is always your connected email account; only the name shown in the recipient's inbox changes.

Custom Reply-To email address for the recipient email. Replies go to your connected email account when omitted.

Product name/title

Product price in dollars (e.g., 29.99). One of price or priceCents is required.

Product price in cents (e.g., 2999). One of price or priceCents is required.

Array of product image URLs

Source vendor (e.g., "amazon", "target")

URL where the product can be purchased

Custom shipping cost in cents. When omitted, RevSend charges estimated shipping. If budgetMaxCents is set, shipping is reduced so gift + shipping (+ handwritten note if included) stays within that all-in budget.

Optional all-in budget in cents including estimated shipping and a handwritten note when includeHandwritten is true (e.g. 7500 for $75). When set, shipping is adjusted so the charged total does not exceed this amount.

Selected product options for this specific order (e.g., {"size": "Large", "color": "Navy Blue", "engraving": "John Smith"}). Provide the actual chosen values, not lists of available options.

Product variants such as sizes or colors. When two or more are provided they are created in so the sender or recipient can choose one.

Variant title/label to select after import (e.g. "M"). Ignored when letRecipientChooseVariant is true.

When true, do not pre-select a variant so the recipient can choose size/color on the claim page.

Optional brand template ID to apply to the order. Must belong to your organization. Defaults to org default/first template.

Full name of the recipient

Organization name of the recipient

Email address of the recipient

Personal message printed on the handwritten note. The line limit follows notePaperSize and defaults to the 5×7 card (10 lines, about 45–55 characters per full line). Notes over the limit are rejected. Supports variables like {{recipient_first_name}} and {{sender_first_name}}.

Sheet the handwritten note is plotted on. The line limit follows this size and defaults to the 5×7 card (10 lines, about 45–55 characters per full line).

Short order description shown on the orders list (e.g. "Bundle for Vince"). Defaults to a bundle summary for multi-gift orders.

Shipping address (if known upfront)

Include a handwritten note (+$3.95). When true, every note is checked against the line limit for notePaperSize (10 lines on the default 5×7 card) before the order is sent.

Send a branded gift email (sender company logo and colors) with a claim link. Requires recipientEmail.

Email subject line (used when sendEmail is true)

Custom email body message template (used when sendEmail is true). Unless redemptionPageMessage is provided, also shown on the gift redemption page. Supports variables: {{recipient_first_name}}, {{sender_first_name}}, etc.

Custom message shown on the gift redemption page, when it should differ from the email message (messageTemplate). Supports variables like {{recipient_first_name}} and {{sender_first_name}}.

Custom text for the call-to-action button in the email (default: "View Reward")

When true, include the recipient claim URL in the response (only when the recipient must submit their address)

Hide the package contents from the recipient on the redemption page, showing a "Surprise!" message instead of the gift details

When true, hide the expiration warning on the recipient redemption page

Custom text for the step 1 button on the recipient claim screen (default: "Open Your Gift")

Additional email addresses that will receive order status notifications (shipped, delivered, viewed, etc.) for this order

Custom display name for the From header of the recipient email (e.g., "Acme Rewards Team"). The From address is always your connected email account; only the name shown in the recipient's inbox changes.

Custom Reply-To email address for the recipient email. Replies go to your connected email account when omitted.

Campaign ID to use for gifts

Existing bulk campaign to attach this physical order batch to. The batch is added to that campaign.

Creates a bulk campaign with this name and attaches the batch. When bulkCampaignId is also set, renames that campaign instead.

Description stored on every physical order. Defaults to the bulk campaign name, then the physical campaign name.

Optional brand template ID to apply to all orders in this batch. Must belong to your organization. Defaults to campaign template when campaignId is provided, then org default/first template.

Direct gift selection (alternative to campaignId)

Upload key from create_bulk_order_upload_url. Use this instead of inline orders for more than 100 recipients (up to 25000).

Inline recipients, max 100. For larger batches upload JSON to sourceS3Key.

Create a QR hotlink for every order. Each order must include redirectUri, including rows in an uploaded source file.

Digital message shown to the recipient on the claim page (before submitting their address) and used as the address collection email body. Supports variables like {{recipient_first_name}} and {{sender_first_name}}.

Custom message shown on the claim page, when it should differ from the address collection email body (messageTemplate). Applied to every order in this batch. Supports variables like {{recipient_first_name}} and {{sender_first_name}}.

Subject line for address collection emails

Custom text for the call-to-action button in address collection emails (default: "View Reward")

Send branded RevSend email address-collection emails to orders without a mailing address. Claim links are always returned as a fallback.

Include handwritten notes. When true, every recipient note is checked against the line limit for notePaperSize (10 lines on the default 5×7 card) before the batch is charged or queued.

Sheet for every note in the batch unless a row sets its own size. Omit to copy the campaign size, then the 5×7 card.

Show the gift as coming from the CRM contact owner. Defaults to the campaign setting when omitted.

Send all gifts immediately

Charge and deduct budget immediately. Set to false to create orders now and defer billing for later.

Create a CRM task (HubSpot/Salesforce, whichever the org has connected) for each order in the batch

Hide the package contents from recipients on the redemption page, showing a "Surprise!" message instead of the gift details. Applied to every order in this batch.

When true, hide the expiration warning on the recipient redemption page

Custom text for the step 1 button on the recipient claim screen, applied to every order in this batch (default: "Open Your Gift")

Additional email addresses that will receive order status notifications (shipped, delivered, viewed, etc.) for every order in this batch

Custom display name for the From header of the recipient email (e.g., "Acme Rewards Team"). The From address is always your connected email account; only the name shown in the recipient's inbox changes.

Custom Reply-To email address for the recipient email. Replies go to your connected email account when omitted.

Physical order batch id returned by create_physical_order_bulk

The ID of the digital campaign to use

Optional brand template ID to apply to the order. Must belong to your organization. Defaults to campaign template, then org default/first template.

Email address of the recipient. Required when deliveryMethod is EMAIL. Omit for LINK delivery.

Full name of the recipient

Organization name of the recipient

Salesforce Account Id (001…) for this recipient. When set, the CRM task is logged on this account and no contact search is run.

Salesforce Contact Id (003…) for this recipient. When set, the CRM task is logged on this contact.

Salesforce Lead Id (00Q…) for this recipient. When set, the CRM task is logged on this lead.

HubSpot Contact Id for this recipient. When set, the CRM task is logged on this contact and no contact search is run.

HubSpot Company Id for this recipient. When set, the CRM task is logged on this company and no contact search is run.

Custom message to include with the gift. Used as the email body and, unless redemptionPageMessage is provided, also shown on the gift redemption page.

Custom message shown on the gift redemption page, when it should differ from the email message (messageTemplate). Supports variables like {{recipient_first_name}} and {{sender_first_name}}.

Email subject line (required for EMAIL delivery)

Custom text for the call-to-action button in the email (default: "View Reward")

How to deliver the gift - EMAIL sends a branded gift email, LINK returns a shareable URL

When true, include the recipient claim URL in the response

When true, hide the expiration warning on the recipient redemption page

Custom text for the step 1 button on the recipient claim screen (default: "Open Your Gift")

Additional email addresses that will receive order status notifications (delivered, viewed, redeemed, etc.) for this order

Custom display name for the From header of the recipient email (e.g., "Acme Rewards Team"). The From address is always your connected email account; only the name shown in the recipient's inbox changes.

Custom Reply-To email address for the recipient email. Replies go to your connected email account when omitted.

The ID of the digital campaign to use

Optional brand template ID to apply to all orders in this batch. Must belong to your organization. Defaults to campaign template, then org default/first template.

List of recipients (max 2000). LINK delivery can omit email when a Salesforce Account, Contact, or Lead Id, or a HubSpot Contact or Company Id, is set.

Custom message template to include with the gift. Used as the email body and, unless redemptionPageMessage is provided, also shown on the gift redemption page.

Custom message shown on the gift redemption page, when it should differ from the email message (messageTemplate). Applied to every order in this batch. Supports variables like {{recipient_first_name}} and {{sender_first_name}}.

Email subject line (required for EMAIL delivery)

Custom text for the call-to-action button in the email (default: "View Reward")

How to deliver the gift - EMAIL sends a branded gift email, LINK returns a shareable URL

Create a CRM task (HubSpot/Salesforce, whichever the org has connected) for each order in the batch

When true, hide the expiration warning on the recipient redemption page

Custom text for the step 1 button on the recipient claim screen, applied to every order in this batch (default: "Open Your Gift")

Additional email addresses that will receive order status notifications (shipped, delivered, viewed, etc.) for every order in this batch

Custom display name for the From header of the recipient email (e.g., "Acme Rewards Team"). The From address is always your connected email account; only the name shown in the recipient's inbox changes.

Custom Reply-To email address for the recipient email. Replies go to your connected email account when omitted.

Whether you plan to create or update a campaign

Campaign type

Required when intent is update

Campaign name

Digital reward value in dollars

Digital campaign currency code

Physical campaign gift options

Default digital message template

Default headline template for digital campaign emails

Default physical note template. The line limit follows notePaperSize and defaults to the 5×7 card (10 lines).

Sheet the handwritten note is plotted on. The line limit follows this size and defaults to the 5×7 card (10 lines, about 45–55 characters per full line).

Digital campaign allowCharity setting

Digital campaign requireEmail setting

Campaign visibility setting

Campaign one-off setting

Archive state for update planning

Optional org brand template ID

Additional planning notes or business context

Type of campaigns to list

Maximum number of results

Campaign name

Gift options available in this campaign

Default digital message template

Default physical note template. The line limit follows notePaperSize and defaults to the 5×7 card (10 lines).

Sheet the handwritten note is plotted on. The line limit follows this size and defaults to the 5×7 card (10 lines, about 45–55 characters per full line).

Whether this campaign is intended as a one-off

Whether this campaign is private to the creator

Optional org brand template ID

Physical campaign ID to update

Updated campaign name

Updated gift options

Replace existing gift options when giftOptions is provided

Updated digital message template

Updated physical note template. The line limit follows notePaperSize and defaults to the 5×7 card (10 lines).

Sheet the handwritten note is plotted on. The line limit follows this size and defaults to the 5×7 card (10 lines, about 45–55 characters per full line).

Updated isOneOff setting

Archive/unarchive this campaign

Updated private setting

Updated org brand template ID (null clears it)

Campaign name

Reward value in dollars (e.g., 25.00)

Currency code

Default message template for campaign orders

Default headline template for campaign orders

Whether recipients may direct rewards to charity

Whether recipient email is required

Whether this campaign is intended as a one-off

Whether this campaign is private to the creator

Optional org brand template ID

Digital campaign ID to update

Updated campaign name

Updated reward value in dollars

Updated currency code

Updated default message template

Updated default headline template

Updated allowCharity setting

Updated requireEmail setting

Updated isOneOff setting

Archive/unarchive this campaign

Updated private setting

Updated org brand template ID (null clears it)

Maximum number of results

Filter by order status

Order ID or reference number

Maximum number of results

Filter by order status

Order ID or reference number

Limit to this team. Team leads can only pass a team they lead.

Limit to a team with this name. Team leads can only pass a team they lead.

Include invoiced spend and funnel counts on or after this date (YYYY-MM-DD or ISO datetime). Spend uses the invoice date. Funnel counts use the send date.

Include invoiced spend and funnel counts on or before this date, inclusive.

Page size. Maximum 500.

nextCursor from the previous page.

Limit to this team. Team leads can only pass a team they lead.

Limit to a team with this name. Team leads can only pass a team they lead.

Include gifts sent on or after this date (YYYY-MM-DD or ISO datetime).

Include gifts sent on or before this date, inclusive.

Limit to gifts sent by this user id.

Limit to gifts sent by this email address.

Limit to this gift status.

Limit to digital gift cards or physical gifts.

Match sender name or email, recipient name or email, company, gift label, or campaign.

Page size. Maximum 500.

nextCursor from the previous page.

Limit to this team. Team leads can only pass a team they lead.

Limit to a team with this name. Team leads can only pass a team they lead.

Include invoiced spend and funnel counts on or after this date (YYYY-MM-DD or ISO datetime). Spend uses the invoice date. Funnel counts use the send date.

Include invoiced spend and funnel counts on or before this date, inclusive.

Limit to this team. Team leads can only pass a team they lead.

Limit to a team with this name. Team leads can only pass a team they lead.

Include gifts sent on or after this date (YYYY-MM-DD or ISO datetime).

Include gifts sent on or before this date, inclusive.

csv for Excel, or json for rows.

Limit to this team. Team leads can only pass a team they lead.

Limit to a team with this name. Team leads can only pass a team they lead.

Include gifts sent on or after this date (YYYY-MM-DD or ISO datetime).

Include gifts sent on or before this date, inclusive.

Limit to gifts sent by this user id.

Limit to gifts sent by this email address.

Limit to this gift status.

Limit to digital gift cards or physical gifts.

Match sender name or email, recipient name or email, company, gift label, or campaign.

Include invoiced spend and funnel counts on or after this date (YYYY-MM-DD or ISO datetime). Spend uses the invoice date. Funnel counts use the send date.

Include invoiced spend and funnel counts on or before this date, inclusive.

Gift rows per page. Maximum 2000. Follow nextCursor until it is null.

nextCursor from the previous page. User, team, and campaign tables are on the first page only.