Scribe-skills för AI-agenter

---
name: scribe
description: >-
  Create and manage Scribe email signatures, audit installs, read teammate and
  smart-field data, run marketing campaigns, and pull analytics through the
  Scribe MCP server. Use when the user wants to create, edit, preview, publish,
  or audit email signatures; manage reply and internal variants; add or look up
  teammates; read or set smart fields; organize folders or assets; run or report
  on marketing campaigns; or pull signature analytics, conversions, and visitors
  in Scribe.
---

# Scribe

Manage a Scribe workspace through the Scribe MCP server: signatures and their
reply and internal variants, teammates, smart fields, folders, assets,
integrations, marketing campaigns, analytics, and visitors.

## When to use this skill

Use it whenever the user wants to:

- create, edit, preview, publish, install, or audit email signatures
- add a reply or internal signature variant, or read the installed HTML
- assign signatures to teammates, org units, or rule-based audiences
- add, update, or look up teammates and their email aliases
- read or set smart fields (the merge fields that populate signatures)
- organize folders or upload assets (logos, banners, pictures)
- create, schedule, pause, or report on marketing campaigns
- pull signature analytics (views, clicks, conversions, revenue)
- look up identified visitors and where they came from

## Connection

- Endpoint: `https://mcp.scribe-mail.com/mcp`
- Auth: OAuth sign-in as the user. No API keys are pasted into the client.
- Scope: one user in one workspace. Read tools run automatically. Write tools
  (create, update, delete, publish) ask the user for confirmation in the app.

## Core workflow: create a signature in the fewest calls

From a cold session, a complete signature takes three calls:

1. Call `get_content_schema` first. In one response it returns the strict
   block-tree schema, a flat lookup of every allowed enum value (including the
   non-obvious icon names such as `linkedin-in`, `facebook-f`), and a complete
   worked example with a populated social-icon row.
2. Adapt that example into a `draft_content` block tree and call
   `create_signature` with a `name` and the `draft_content`.
3. Call `publish_signature` to copy the draft into the live `content` and trigger
   installation.

To check the result before going live, call `preview_signature` on the draft and
read the returned HTML for layout and spacing, then publish.

Do not hand-write a block tree or guess enum spellings. Always call
`get_content_schema` before any `create_signature`, `update_signature`,
`update_signature_variant`, or marketing-campaign `content` write. An invalid
tree returns a 422 that names each offending field.

## Common patterns

- Audit installs: `list_signatures` (which templates are published and
  activated), then `list_signature_recipients` (who each one covers), then
  `list_integrations` (any failing connections).
- Verify a signature: `preview_signature` to check the draft layout before you
  publish, and `get_signature_html` to read what a specific recipient receives
  once it is live.
- Add a reply or internal variant: `get_content_schema`, then
  `update_signature_variant` to stage the variant draft, then
  `publish_signature_variant`. Variants need an active Microsoft 365 signatures
  integration.
- Look up teammate data: `list_teammates` (emails and smart-field values), with
  `list_smart_fields` for the field catalog.
- Fill gaps: read with `list_teammates`, then set values with `update_teammate`.
- Target a signature: `set_signature_recipient_rules` for auto-assign and
  conditions, `add_signature_recipients` for specific emails, or
  `add_signature_recipient_entities` for directory org units and groups.
- Run a campaign: `create_marketing_campaign`, then
  `schedule_marketing_campaign`.
- Report engagement: `get_analytics_views` and `get_analytics_clicks` for totals
  and a time series, or set `group_by` to rank signatures, teammates, campaigns,
  or countries. There is no clickthrough-rate field, so compute it as clicks
  divided by views.
- Report conversions: `get_analytics_events_summary` for conversion and revenue
  totals and rankings, and `list_analytics_events` to inspect the raw events.
- Attribute customers: `list_visitors` and `get_visitor` for identified
  end-users, and `get_visitor_breakdown` to rank which signature or teammate
  acquired the most.

## Tool reference

Access key: Read runs automatically, Write asks for confirmation, Delete asks for
confirmation and is destructive.

### Schema

| Tool | Access | What it does |
| --- | --- | --- |
| `get_content_schema` | Read | Returns the signature block-tree schema, all enum values, and a worked example. Call before authoring content |

### Signatures

| Tool | Access | What it does |
| --- | --- | --- |
| `list_signatures` | Read | List signature templates (block trees omitted unless you pass `include_content`) |
| `create_signature` | Write | Create a template, staged as `draft_content` until you publish |
| `update_signature` | Write | Update a template by id, staged as a draft until you publish |
| `preview_signature` | Read | Render a draft or published template to HTML with placeholder values to check layout |
| `get_signature_html` | Read | Get the real installed HTML of a published signature for a specific recipient |
| `publish_signature` | Write | Publish a template so the draft becomes live and installs |
| `install_signature` | Write | Install the current live content without publishing |
| `delete_signature` | Delete | Delete a template and unassign it from teammates |

### Signature variants

A variant is an alternate signature shown on reply emails or on internal
(same-domain) emails. Variants require an active Microsoft 365 signatures
integration; without it, variant writes return a 409 `variants_unavailable`.

| Tool | Access | What it does |
| --- | --- | --- |
| `list_signature_variants` | Read | List a signature's reply and internal variants with their state and content |
| `update_signature_variant` | Write | Create or update a reply or internal variant, staged as a draft until you publish |
| `publish_signature_variant` | Write | Publish a variant so its draft becomes live and redeploys |
| `delete_signature_variant` | Delete | Reset a variant back to the primary signature (the record is kept) |

### Signature recipients

| Tool | Access | What it does |
| --- | --- | --- |
| `list_signature_recipients` | Read | List who a signature is assigned to, with the targeting rules |
| `add_signature_recipients` | Write | Assign a signature to a batch of teammate emails |
| `remove_signature_recipients` | Write | Remove manually assigned recipients from a signature |
| `set_signature_recipient_rules` | Write | Set auto-assign and the smart-field condition rules |
| `add_signature_recipient_entities` | Write | Target a signature at directory org units or groups |
| `remove_signature_recipient_entities` | Write | Untarget directory org units or groups |

### Teammates

| Tool | Access | What it does |
| --- | --- | --- |
| `list_teammates` | Read | List teammates with their emails and smart-field values |
| `create_teammate` | Write | Add a teammate from an email and optional field values |
| `update_teammate` | Write | Set a teammate's smart-field values |
| `delete_teammate` | Delete | Soft-delete a teammate |

### Emails

| Tool | Access | What it does |
| --- | --- | --- |
| `list_emails` | Read | List teammate emails (primary and aliases) |
| `create_email` | Write | Add an alias email to a teammate |
| `update_email` | Write | Change an email address |
| `delete_email` | Delete | Soft-delete an alias email (a primary email cannot be deleted) |

### Smart fields

| Tool | Access | What it does |
| --- | --- | --- |
| `list_smart_fields` | Read | List smart-field definitions with kind and data source |
| `create_smart_field` | Write | Define a custom field, optionally synced from an integration |
| `update_smart_field` | Write | Update a custom field or its integration link |
| `delete_smart_field` | Delete | Delete a custom field and its values on every teammate |

### Folders

| Tool | Access | What it does |
| --- | --- | --- |
| `list_folders` | Read | List signature folders with their signature counts |
| `create_folder` | Write | Create a folder to organize templates |
| `update_folder` | Write | Rename a folder |
| `delete_folder` | Delete | Delete a folder (it must be empty first) |

### Assets

| Tool | Access | What it does |
| --- | --- | --- |
| `list_assets` | Read | List the image library (logos, banners, pictures) |
| `create_asset` | Write | Upload an image from base64 or a source URL |
| `update_asset` | Write | Update an asset's name or role |
| `delete_asset` | Delete | Delete an asset (in-use assets are soft-deleted so they keep rendering) |

### Integrations

| Tool | Access | What it does |
| --- | --- | --- |
| `list_integrations` | Read | List active integrations with status and any error details |
| `list_integration_entities` | Read | List directory org units and groups to target a signature at |

### Financial documents

| Tool | Access | What it does |
| --- | --- | --- |
| `list_financial_documents` | Read | List invoices and credit notes with downloadable PDF links |

### Workspace

| Tool | Access | What it does |
| --- | --- | --- |
| `get_workspace` | Read | Read the workspace plan, status, and invoiced seat count |

### Analytics

There is no clickthrough-rate field. Pair `get_analytics_views` with
`get_analytics_clicks` and compute clicks divided by views.

| Tool | Access | What it does |
| --- | --- | --- |
| `get_analytics_views` | Read | Signature views over a date range, as a time series or a ranked breakdown |
| `get_analytics_clicks` | Read | Signature clicks over a date range, as a time series or a ranked breakdown |
| `get_analytics_events_summary` | Read | Aggregated conversion and revenue numbers, as a time series or a ranked breakdown |
| `list_analytics_events` | Read | List the raw recorded conversion events behind the analytics |

### Visitors

Visitors are the workspace's own identified end-users (from `identify` calls),
not Scribe teammates.

| Tool | Access | What it does |
| --- | --- | --- |
| `list_visitors` | Read | List identified visitors with traits and first-touch attribution |
| `get_visitor` | Read | Get one identified visitor with traits, attribution, and lifetime engagement |
| `get_visitor_breakdown` | Read | Rank which signature or teammate acquired the most identified visitors |

### Marketing campaigns

| Tool | Access | What it does |
| --- | --- | --- |
| `list_marketing_campaigns` | Read | List campaigns with status, targeting, and content |
| `create_marketing_campaign` | Write | Create a campaign draft with a name and time window |
| `update_marketing_campaign` | Write | Update a campaign by id |
| `schedule_marketing_campaign` | Write | Activate or schedule a draft or paused campaign |
| `pause_marketing_campaign` | Write | Pause an active campaign |
| `resume_marketing_campaign` | Write | Resume a paused campaign |
| `delete_marketing_campaign` | Delete | Delete a campaign (an active one stops first) |

## Important notes

- Always call `get_content_schema` before writing any signature `draft_content`,
  variant `draft_content`, or campaign `content`. It is the fastest path to a
  valid block tree.
- Writes are staged. `create_signature` and `update_signature` set
  `draft_content`; the live `content` changes only when you call
  `publish_signature`. Variants stage and publish the same way through
  `update_signature_variant` and `publish_signature_variant`.
- `preview_signature` renders placeholder values for a layout check and needs no
  recipient. `get_signature_html` returns the real installed HTML for one
  recipient and is empty until the signature is published.
- Signature variants need an active Microsoft 365 signatures integration.
  Without it, variant writes return a 409 `variants_unavailable`.
- Analytics has no clickthrough-rate field. Compute it as clicks divided by
  views. Analytics ranges default to the last two months, and `hour` granularity
  is capped at a 31-day range.
- Some actions are blocked when a directory integration (Google Workspace or
  Microsoft Entra ID) manages the team list. Creating or deleting teammates and
  emails then returns a 409.
- Default and integration-synced fields are read-only. Setting them is skipped or
  returns a 422.
- List tools are paginated with `limit` (1 to 100); some use a `cursor` and
  others a `page`, and several support a bounded `auto_paginate` with `max_pages`
  (cap 20).
- Every write asks the user to confirm in the connected app, and every action is
  scoped to the user's own workspace.

---
name: scribe-signature-design
description: >-
  Design render-safe, on-brand Scribe email signatures. Use when the user wants
  to build, restyle, or fix the layout of a signature, add a logo or banner, set
  up social icons, preview rendering, manage reply or internal variants, or
  organize templates into folders. Always reads the content schema before writing
  content.
---

# Scribe signature design

Build valid, render-safe signature layouts through the Scribe MCP server.

## When to use
- Create a signature from a brief, an example, or a screenshot
- Restyle an existing signature or fix layout and spacing
- Add a logo, banner, or social-icon row
- Match a brand's colors, fonts, and structure
- Preview rendering before publishing, or read a recipient's installed HTML
- Add a reply or internal variant of a signature
- Organize templates into folders

## Workflow
1. Call `get_content_schema` first. It returns the block-tree schema, every
   allowed enum value (including icon names like `linkedin-in`, `facebook-f`),
   and a worked example. Never hand-write a tree or guess enum spellings.
2. Adapt the example into `draft_content` and call `create_signature` or
   `update_signature`.
3. Call `preview_signature` and read the returned HTML to check layout and
   spacing while it is still a draft.
4. Call `publish_signature` to make it live, or `install_signature` to install
   the current live content without publishing.

## Variants
A variant is an alternate signature shown on reply emails or on internal
(same-domain) emails. Call `get_content_schema`, stage the variant with
`update_signature_variant`, then `publish_signature_variant`. Variants need an
active Microsoft 365 signatures integration; without it, variant writes return a
409 `variants_unavailable`.

## Tool reference
Access key: Read runs automatically, Write asks for confirmation, Delete is
destructive.

| Tool | Access | What it does |
| --- | --- | --- |
| `get_content_schema` | Read | Returns the block-tree schema, all enum values, and a worked example. Call before authoring content |
| `list_signatures` | Read | List signature templates |
| `create_signature` | Write | Create a template, staged as draft until you publish |
| `update_signature` | Write | Update a template, staged as draft until you publish |
| `preview_signature` | Read | Render a draft or published template to HTML with placeholder values to check layout |
| `get_signature_html` | Read | Get the real installed HTML of a published signature for a specific recipient |
| `publish_signature` | Write | Publish so the draft becomes live and installs |
| `install_signature` | Write | Install the current live content without publishing |
| `delete_signature` | Delete | Delete a template and unassign it |
| `list_signature_variants` | Read | List a signature's reply and internal variants |
| `update_signature_variant` | Write | Create or update a reply or internal variant, staged as a draft |
| `publish_signature_variant` | Write | Publish a variant so its draft becomes live |
| `delete_signature_variant` | Delete | Reset a variant back to the primary signature |
| `list_folders` | Read | List signature folders with counts |
| `create_folder` | Write | Create a folder to organize templates |
| `update_folder` | Write | Rename a folder |
| `delete_folder` | Delete | Delete a folder (must be empty first) |
| `list_assets` | Read | List the image library (logos, banners, pictures) |
| `create_asset` | Write | Upload an image from base64 or a source URL |
| `update_asset` | Write | Update an asset's name or role |
| `delete_asset` | Delete | Delete an asset (in-use assets are soft-deleted) |

## Rendering notes
- Keep layouts table-based and inline-styled so they hold up in Outlook, Gmail,
  and Apple Mail.
- `preview_signature` shows placeholder values and needs no recipient, so use it
  to verify a draft. `get_signature_html` returns the real installed HTML for one
  recipient and is empty until the signature is published.
- An invalid tree returns a 422 that names each offending field. Fix and retry.

---
name: scribe-teammates-and-smart-fields
description: >-
  Manage Scribe teammates, their emails, and the smart fields that populate
  signatures, and control who each signature is assigned to. Use when the user
  wants to add or look up teammates, audit missing data, read or set merge
  fields, or target a signature at people, org units, or rule-based audiences.
---

# Scribe teammates and smart fields

Manage who is on the team, the data that fills signatures, and who gets which
signature.

## When to use
- Add, update, or look up teammates and their email aliases
- Find teammates missing a job title, phone, or other field
- Read the smart-field catalog or set custom field values
- Assign a signature to specific people, org units, or rule-based audiences

## Workflow: fill data gaps
1. `list_teammates` to read emails and current smart-field values.
2. `update_teammate` to set the missing values.

## Workflow: target a signature
- `set_signature_recipient_rules` for auto-assign and smart-field conditions
- `add_signature_recipients` for specific emails
- `add_signature_recipient_entities` for directory org units and groups

## Tool reference
Access key: Read runs automatically, Write asks for confirmation, Delete is
destructive.

| Tool | Access | What it does |
| --- | --- | --- |
| `list_teammates` | Read | List teammates with emails and smart-field values |
| `create_teammate` | Write | Add a teammate from an email and optional values |
| `update_teammate` | Write | Set a teammate's smart-field values |
| `delete_teammate` | Delete | Soft-delete a teammate |
| `list_emails` | Read | List teammate emails (primary and aliases) |
| `create_email` | Write | Add an alias email to a teammate |
| `update_email` | Write | Change an email address |
| `delete_email` | Delete | Soft-delete an alias email (primary cannot be deleted) |
| `list_smart_fields` | Read | List smart-field definitions with kind and source |
| `create_smart_field` | Write | Define a custom field, optionally integration-synced |
| `update_smart_field` | Write | Update a custom field or its integration link |
| `delete_smart_field` | Delete | Delete a custom field and its values everywhere |
| `list_signature_recipients` | Read | List who a signature is assigned to, with rules |
| `add_signature_recipients` | Write | Assign a signature to a batch of emails |
| `remove_signature_recipients` | Write | Remove manually assigned recipients |
| `set_signature_recipient_rules` | Write | Set auto-assign and condition rules |
| `add_signature_recipient_entities` | Write | Target directory org units or groups |
| `remove_signature_recipient_entities` | Write | Untarget org units or groups |

## Notes
- When a directory integration (Google Workspace or Microsoft Entra ID) manages
  the team list, creating or deleting teammates and emails returns a 409.
- Default and integration-synced fields are read-only. Setting them is skipped
  or returns a 422.

---
name: scribe-campaigns
description: >-
  Plan, launch, schedule, and report on Scribe banner campaigns that run inside
  email signatures. Use when the user wants to create, schedule, pause, resume,
  update, or review a marketing campaign.
---

# Scribe campaigns

Run banner campaigns inside your team's signatures.

## When to use
- Create and schedule a banner campaign with a time window
- Pause, resume, or update a running campaign
- Review campaign status and targeting

## Workflow
1. For banner content, call `get_content_schema` before any content write.
2. `create_marketing_campaign` with a name and time window.
3. `schedule_marketing_campaign` to activate it.

## Tool reference
Access key: Read runs automatically, Write asks for confirmation, Delete is
destructive.

| Tool | Access | What it does |
| --- | --- | --- |
| `list_marketing_campaigns` | Read | List campaigns with status, targeting, and content |
| `create_marketing_campaign` | Write | Create a campaign draft with a name and time window |
| `update_marketing_campaign` | Write | Update a campaign by id |
| `schedule_marketing_campaign` | Write | Activate or schedule a draft or paused campaign |
| `pause_marketing_campaign` | Write | Pause an active campaign |
| `resume_marketing_campaign` | Write | Resume a paused campaign |
| `delete_marketing_campaign` | Delete | Delete a campaign (an active one stops first) |

## Notes
- Reporting on a campaign uses the analytics tools. The analytics tools accept a
  `marketing_campaign_id` filter, so you can pull views, clicks, and conversions
  for one campaign. See the analytics skill.

---
name: scribe-analytics
description: >-
  Pull Scribe signature analytics, conversions, and visitor data. Use when the
  user wants views, clicks, clickthrough rate, conversion or revenue numbers, a
  time series, a ranking of signatures, teammates, campaigns, or countries, or a
  look at identified visitors and where they came from.
---

# Scribe analytics and visitors

Report on signature performance, conversions, and the visitors signatures bring
in.

## When to use
- Show views and clicks over a date range, with totals and a time series
- Rank a dimension by views or clicks, or compute clickthrough rate
- Report conversions and revenue from recorded events
- Inspect the raw events behind the numbers
- Look up identified visitors and rank which signature or teammate acquired them

## Engagement
- `get_analytics_views` and `get_analytics_clicks` return a time series by
  default. Set `group_by` (signature_template, marketing_campaign, teammate,
  anchor, or country) for a ranked breakdown instead.
- There is no clickthrough-rate field. Pull both views and clicks and compute
  clicks divided by views.
- Filter with `start_date`, `end_date`, and any of `signature_template_id`,
  `marketing_campaign_id`, `teammate_id`.

## Conversions and revenue
- `get_analytics_events_summary` returns conversion count and summed value, as a
  time series or a `group_by` breakdown (name, signature_template,
  marketing_campaign, teammate, country, currency, or user). Pass a `currency`
  for a clean revenue total.
- `list_analytics_events` returns the raw recorded events for verification or
  export.
- Conversions come from the user's own website through the Scribe JavaScript SDK
  (`@scribemail/js`), recorded with `scribe.track(...)` and keyed by the
  workspace Event Tracking ID. If there are no conversions yet, the SDK is
  probably not installed. You can offer to add it for the user: the snippet and a
  `scribe.track('signup', { value, currency })` call on their signup or checkout
  page, then point them to the Conversion tracking guide in the Scribe docs.

## Visitors
Visitors are the workspace's own identified end-users (from `identify` calls),
not Scribe teammates.
- `list_visitors` lists them, filterable by trait, acquisition channel, and
  first-seen date.
- `get_visitor` returns one visitor with traits, first-touch attribution, and
  lifetime engagement.
- `get_visitor_breakdown` ranks which signature or teammate acquired the most
  visitors.

## Tool reference
All analytics and visitor tools are Read and run without confirmation.

| Tool | Access | What it does |
| --- | --- | --- |
| `get_analytics_views` | Read | Signature views over a date range, as a time series or a ranked breakdown |
| `get_analytics_clicks` | Read | Signature clicks over a date range, as a time series or a ranked breakdown |
| `get_analytics_events_summary` | Read | Aggregated conversion and revenue numbers, as a time series or a ranked breakdown |
| `list_analytics_events` | Read | List the raw recorded conversion events behind the analytics |
| `list_visitors` | Read | List identified visitors with traits and first-touch attribution |
| `get_visitor` | Read | Get one identified visitor with traits, attribution, and lifetime engagement |
| `get_visitor_breakdown` | Read | Rank which signature or teammate acquired the most identified visitors |

## Notes
- Date ranges default to the last two months. `hour` granularity is capped at a
  31-day range.
- Breakdowns, events, and visitor lists are paginated with `page` and `limit`
  (1 to 100).