How to manage your funnels with the systeme.io MCP server
In this article, you will learn how to manage your systeme.io funnels using natural language through our native MCP server. By connecting an AI tool like ChatGPT or Claude, you can easily create and retrieve funnels and opt-in funnel steps seamlessly without leaving your chat window.
What you will need:
A systeme.io account
An MCP key generated from your systeme.io account (How to use the systeme.io MCP server (Model Context Protocol))
An AI tool connected to your systeme.io account using MCP keys:
1. Managing funnels
The MCP server allows you to perform basic actions on your funnels directly from the chat. Just provide the name of the funnel and specify the action you want to perform.
a. Create a funnel: You can ask the AI to generate a brand new funnel in your account.
Example: Create a new funnel named "Summer campaign".
b. List and retrieve funnels: You can use the AI to browse through your existing funnels or search for a specific one without having to navigate through your dashboard manually.
Example: List my 3 recent funnels.
Or find the funnel named "Marketing strategies".
2. Managing funnel steps
Once you have a funnel created, you can instruct the AI to manage the steps inside of it.
a. Create an opt-in funnel step: Tell the AI to add a new opt-in step to an existing funnel. You will need to provide the name of the step and the funnel you want to add it to.
Example: Create an opt-in funnel step named "Summer leads" for the "Summer Campaign" funnel.
Note: The more details you include in your prompt, the better the generated page will match your desired design and content.
b. List and retrieve opt-in funnel steps: You can ask the AI to retrieve and display a list of all the opt-in steps within a specific funnel.
Example: List all opt-in funnel steps for the "Summer campaign" funnel.
c. Manage webinar funnel pages: You can instruct the AI to create all essential webinar funnel pages (including webinar registration, webinar thank you, and webinar broadcast pages). You can also easily view and search through your existing webinar funnels and their pages.
d. Regenerate page content: You can use the AI to completely regenerate the content of a webinar page.
Notes:
Supported steps: Opt-in page, Opt-in thank you page, Link in bio, Info page, Inline form, Popup form, Webinar registration, Webinar thank you, and Webinar broadcast pages.
Content editing: While the AI can regenerate the full content of a webinar page, small targeted edits (e.g., updating only a single headline) are not supported. It can only replace the step's full content.
Deletions: Deleting funnels and funnel steps through the MCP server is not currently supported.