Intuit Mailchimp

Apply global styles from a theme template to campaigns.

Create a marketing campaign plan with template suggestions.

This tool is for CREATING new plans, not editing campaigns.

WHEN TO USE THIS TOOL:

• User wants to CREATE a new marketing plan
• User wants to PLAN new campaigns from scratch
• User wants to ADD more campaigns to a plan

DO NOT USE — use edit-campaign instead when:

• User wants to modify, change, edit, or improve a campaign
• User wants to change text, colors, images, theme, layout
• User says 'make it bolder', 'change the headline', etc.
• User references 'this email', 'the campaign', etc.

⚠️ ASK FOLLOW-UP QUESTIONS ONLY IF: You MUST ask follow-up questions BEFORE calling this tool if EITHER condition is true: 1. Missing time_period: User hasn't specified when campaigns should run (e.g., 'Next 4 weeks', 'Q1 2024', specific dates) 2. Missing proper business_context: User hasn't provided BOTH:

• Business name (what the business is called)
• Products/services they offer (what they sell or do)

Do not use generic business_context, always ensure you list specific products/services, the goal of the business, and the industry it is in.

If you have both time_period AND proper business_context (with name + products/services), you can proceed directly without asking follow-up questions. Only ask a max of 2 follow-up questions.

Once you have the proper business context, please call this tool campaign-planner with the proper context.

REQUIRED CONTEXT: 1. Business context (what business, products/services) 2. Campaign goal/theme (optional) 3. Time period (optional)

OUTPUTS:

• List of campaigns with dates, audiences, descriptions
• Each email campaign includes 3 template suggestions
• Interactive carousel widget for browsing

NOTES: NEVER summarize the plan, after the tool call, this tool contains a widget that will display the plan. DO NOT list the campaigns in your response. Briefly confirm the plan is ready and let the user know they can add campaigns Keep any messaging after the showing the widget in your response super short and to the point.

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.

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

Proxy to a specialized AI editing agent that applies ANY change to a campaign — text, visual, thematic, structural, layout, images, colors, tone, and more.

You do NOT need to know how to make the change. Just pass the user's request as modification_request. The downstream agent handles everything.

ALWAYS call this tool when the user wants to change, edit, update, improve, or modify a campaign. This includes:

• Text: rewrite, shorten, headlines, subject lines, copy
• Visual: bolder, colors, theme, backgrounds, layout
• Structure: add/remove sections, reorder blocks
• Style: fonts, spacing, imagery, buttons
• Tone: professional, casual, urgent, playful
• Vague: 'make it better', 'jazz it up', 'modernize it'
• Metadata: change date, title, audience, description

For METADATA changes (date, title, audience, description), pass the new values directly via the optional fields below. These are applied instantly without an AI edit.

Works for email, SMS, and social campaigns.

campaign_id: Use widgetState.selectedCampaignId when the user is in fullscreen editing a specific campaign. When in inline/carousel mode, use widgetState.campaigns (an array of {index, id, title, channel, date}) to resolve the user's reference (e.g. '3rd campaign', 'the social post', 'the March newsletter') to the correct campaign_id. modification_request: the user's request, passed as-is

Edits are reversible. Do not ask for confirmation.

Edit text in an email template. Supports direct replacement or AI-powered generation. Widget-only tool.

Generate or retrieve email content for a campaign.

Fetch email themes with templates for theme selection. Widget-only, not for ChatGPT model.

Wait for campaign enrichment to complete and return enriched data.

Replace an image in an email template with a user-uploaded file. This is a widget-only tool called from the campaign-planner-v3 UI.

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 asks 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. 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

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)