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NotiQ email agent setup

One-prompt runbook for Claude, ChatGPT, and Cursor. Scope: email outreach only. NotiQ has no LinkedIn tools — do not invent any.

1. Connect the MCP first

Client	Auth	Notes
Claude.ai / ChatGPT	MCP OAuth. Click Connect, then paste your `sk_…` key on the consent page.	Leave OAuth Client ID / Secret empty (they are not your API key). Never paste the key into chat.
Cursor	Dashboard API key as `X-API-Key` in `mcp.json`.	Use a separate key from the one OAuth minted. Never rotate or reuse the `MCP OAuth` key.

MCP endpoint: https://mcp.notiq.io. The dashboard /api-mcp page shows the exact URL and a copy-ready mcp.json.

The agent cannot create API keys, change billing, change passwords, manage team seats, or edit white-label settings through MCP.

2. The one prompt

Paste this into Claude, ChatGPT, or Cursor once the MCP is connected:

Set up NotiQ email outreach for me using the NotiQ MCP tools only.
Runbook: https://docs.notiq.io/agent-setup

Steps, in order. Stop and ask me whenever a step needs my input:
1. get_setup_status. Report what is missing (mailbox, template, campaign, credits).
2. list_accounts. If no usable mailbox: create_mailbox_connect_link with mailboxKind one of gmail, outlook, imap, give me the link, wait until I say connected, then list_accounts again.
3. Ask me for ICP (category + location) and lead count if missing. get_credits if needed. create_campaign with userQuery + full numberOfSearch. wait_for_campaign_leads until READY_TO_SEND with extensionStatus null (resume on time_budget). If I already have a campaign, use that instead.
4. create_template (subject, body, signature). Show me the draft first.
5. assign_template. If the campaign is in progress, tell me instead of retrying.
6. preview_lead on one lead. Show me the preview.
7. Summarize mailbox, template, campaign, lead count. Ask for my explicit OK.
8. Only after I confirm, start_campaign. It sends real email.
Rules: email only (no LinkedIn). Never ask me to paste an API key in chat. Do not call tools that are not in tools/list. Do not shrink numberOfSearch for MCP convenience.

3. Step-by-step flow

#	Tool	Purpose	Gate
1	`get_setup_status`	Readiness snapshot	None
2	`list_accounts`	Mailboxes + daily usage	≥1 healthy mailbox
3	`create_mailbox_connect_link`	Browser connect URL	Only if no usable mailbox
4	`create_campaign` + `wait_for_campaign_leads`	Maps search with full `numberOfSearch`; wait until `READY_TO_SEND` with `extensionStatus` null	Or reuse existing campaign
5	`create_template`	Email agent copy	Show draft first
6	`assign_template`	Attach agent	409 while campaign in progress
7	`preview_lead`	Dry-run one email	Show before ask-to-start
8	`start_campaign`	Start/resume sending	Explicit user confirmation

Mailbox kinds

create_mailbox_connect_link requires mailboxKind — exactly one of: gmail · outlook · imap.

The user finishes the connection in the browser. The agent never handles mailbox passwords or OAuth tokens.

wait_for_campaign_leads is MCP-only. It polls GET /campaigns/:id until discovery is ready (READY_TO_SEND / already sending / paused / done) and extensionStatus is null. It keeps polling while the campaign is still discovering or while extensionStatus is "FINDING_LEADS". On time_budget, resume with the same campaignId — do not create a second campaign. Optional minLeads is bounded; default readiness is by status + extension, not a fixed lead count. Discovery does not send email; start_campaign still needs explicit confirmation. Use the user’s full requested numberOfSearch (credit-bound) — do not shrink it for MCP convenience.

Template fields

Email subject, body, and signature only. LinkedIn invite-note fields are not part of the public template write. Template updates (update_template) are echo-all: call get_template first, then send the full writable set.

4. Safety rules

Confirm before start_campaign, send_message, delete_leads_batch, delete_template, delete_campaign, delete_lead, delete_account, and exclude-desk remove_*.
Full Auto agent knowledge and asset uploads are dashboard-only.
If a tool is absent from tools/list, tell the user the MCP build is behind. Do not invent tool names.
If get_setup_status reports a blocker the agent cannot fix (billing, plan, or key), send the user to the dashboard.
Overview goal write value is Meeting booked (not “Meetings”).

5. Troubleshooting

Symptom	Fix
Claude connector fails at Connect	Leave Advanced OAuth Client ID / Secret empty. Paste only the `sk_…` key on the consent page.
Cursor returns 401	Check `headers.X-API-Key` in `mcp.json`. Use a dashboard key, not the `MCP OAuth` key.
`assign_template` returns 409	The campaign is in progress. Pause it or pick another campaign.
`list_accounts` empty after connecting	Re-run `list_accounts`. If still empty, mint a new connect link.
`wait_for_campaign_leads` returns `time_budget`	Call again with the same `campaignId` until `READY_TO_SEND`.
Campaign is `READY_TO_SEND` but `extensionStatus` is `FINDING_LEADS`	“Add more leads” still running — keep waiting until `extensionStatus` is null.
Tool missing from `tools/list`	Production MCP may not be updated yet — ask the workspace owner.