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Overview

Tools Available3
CategoryBusiness

Create marketing campaigns

Available Tools

Intuit Mailchimp provides 3 tools that can be used to interact with its services.

Plan Multi-Channel Campaigns (Hybrid)

campaign-planner-hybrid
Full Description

Create or refine a marketing campaign PLAN (structure only, not content).

⚠️ CHECK widgetState FIRST:

  • If widgetState.mode is 'editing_content', use content-preview-hybrid instead!
  • This tool is for PLAN structure, not content editing.

CAPABILITIES: Create plans, add/remove/modify campaigns (title, date, audience, channel).

BEFORE CALLING — DETERMINE INTENT: 1) Editing content (subject lines, body) -> use content-preview-hybrid 2) Modifying/adding/removing campaigns -> REFINEMENT (pass session_id) 3) Otherwise -> NEW PLAN

FOR NEW PLANS:

  • REQUIRED: business_context describing what the business does/sells
  • INFER industry_icp and industry_subdimension from business_context (don't ask)
  • If user provides enough context about their business, call immediately
  • Only ask ONE clarifying question if business type is truly unclear
  • Default timeframe: 4 weeks, max 2 months (don't ask unless user has specific dates)

FOR REFINEMENT: Pass session_id (from previous response) + user_instructions.

RULES: Always pass session_id for refinements.

Parameters

Required
user_instructionsstring

The user's raw request.

Optional
audiencestring

Target audience. Leave EMPTY unless explicit.

business_contextstring

Brief description of the business.

campaign_themestring

Leave EMPTY unless user explicitly stated it.

industry_icpstring

Industry Customer Profile - ALWAYS infer from business_context. Options: - 'Community-based': Schools, universities, nonprofits, churches, arts organizations, theaters, museums - 'Digital Sales-based': E-commerce, retail stores, manufacturers, wholesalers, product sellers - 'Professional Services': Law firms, accounting, consulting, marketing agencies, B2B services - 'Subscription-based': SaaS companies, streaming services, membership sites, newsletters, content creators

Options:Community-basedDigital Sales-basedProfessional ServicesSubscription-based
industry_subdimensionstring

Subdimension within the ICP - ALWAYS infer based on industry_icp and business_context. Mapping: - Community-based -> 'Education' (schools, training) OR 'Arts & Live Entertainment' (theaters, events) - Digital Sales-based -> 'Retail Trade' (stores, e-commerce) OR 'Manufacturing' (factories, wholesalers) - Professional Services -> 'Traditional' (legal, accounting) OR 'Marketing/PR' (agencies, consultants) - Subscription-based -> 'SaaS' (software products) OR 'Content' (media, newsletters, creators)

Options:Arts & Live EntertainmentEducationManufacturingRetail TradeMarketing/PRTraditionalContentSaaS
modestring

Operation mode: - 'plan': Create or refine campaign plan (default) NOTE: Content generation happens automatically in the widget UI.

Options:plan
Default: plan
session_idstring

Session ID for persistence. ALWAYS pass from previous response for refinements.

time_periodstring

Leave EMPTY unless user explicitly stated it.

Generate Campaign Content

content-preview-hybrid
Full Description

Modify the content of an email, social, or SMS campaign (subject lines, body copy, preview text, messaging).

WHEN TO USE THIS TOOL:

  • User wants to change, edit, or refine the campaign's content
  • User requests modifications to copy (shorter, longer, different tone, add elements)
  • widget mode is 'editing_content'

DO NOT USE FOR:

  • Changing the campaign PLAN structure (use campaign-planner-hybrid)
  • Adding or removing campaigns (use campaign-planner-hybrid)
  • Changing dates, titles, channels, or audience (use campaign-planner-hybrid)

MODES:

  • 'refine': Update content for a SINGLE campaign
  • 'generate': Create content for one or more campaigns

REQUIRED PARAMS for refine:

  • mode: 'refine'
  • session_id: from widgetState.session_id
  • campaign_id: from widgetState.campaign_id
  • instructions: user's modification request

Parameters

Required
modestring

generate = create content, refine = update a single campaign, fetch = get current session state (no generation)

Options:generaterefinefetch
Optional
business_contextstring

Optional override of business context (legacy-style direct calls).

campaignobject

For refine (legacy-style): the single campaign (with current content) to update.

campaign_idstring

Hybrid refine: ID of the campaign to update (resolved from session/plan_json).

campaign_idsarray

Hybrid generate: list of campaign IDs. Use ['all'] for all campaigns. Uses campaigns from session/plan_json.

campaign_themestring

Optional theme override (used in generate prompts).

campaignsarray

For generate: campaigns to generate content for (legacy-style). If omitted, uses plan_json or session.

instructionsstring

For refine: what to change (e.g., 'shorten preview text').

plan_jsonobject

Legacy-style plan payload (campaigns, business_context, campaign_theme, time_period). Optional when session_id is provided.

session_idstring

Session ID from campaign-planner-hybrid (optional if campaigns provided directly).

time_periodstring

Optional time period override (used in generate prompts).

Save to Mailchimp

save-to-mailchimp-hybrid
Full Description

Save a campaign plan to your Mailchimp account. This stores your marketing plan for future use.

Call this when the user wants to save, export, or start their campaign plan in Mailchimp, OR when the user ask to create a Mailchimp account or to save their account.Call this only if the user has already created a campaign plan using campaign-planner-hybrid. REQUIRED: Pass the session_id from the campaign-planner-hybrid response. The plan will be loaded from session storage automatically - do NOT try to reconstruct or pass the plan data manually.

Args:

  • plan_name: The campaign theme/plan name
  • session_id: The session_id from campaign-planner-hybrid's structuredContent.session_id (REQUIRED)

Parameters

Required
plan_namestring

Name for the marketing plan (use the campaign theme).

session_idstring

Session ID from campaign-planner-hybrid's structuredContent.session_id. REQUIRED - the plan will be loaded from session storage.

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