From a request to a reviewed send
- Identify the account. The assistant checks the account, sandbox mode, and key policy.
- Check the message. It selects an eligible sending list and runs preflight.
- Hold the draft. Trackly stores the recipients, rendered message bodies, and link destinations for review. Nothing sends at this step.
- Approve in Trackly. A person with send permission reviews the full content in Settings → Send Approvals.
- Execute and read back. The assistant executes the approved hold, then checks the stored result. Live delivery and replies are read separately from message records.
Choose your starting point
Connect your AI assistant
Connect through your client’s OAuth sign-in flow, or configure a private API key.
Send with human approval
Follow a complete tool workflow and recover safely from an uncertain result.
Manage offers and creatives
Let an assistant create, edit, schedule, and activate offers and creatives with owner consent.
New customer setup
Create your account, verify ownership in Trackly, and prepare the first approved sandbox message.
SMS v2 API reference
Build your own integration with the same identity, preflight, and pending-send endpoints.
Controls that stay with your account
The number-registration extension lets a freshly authorized assistant prepare business details and a private opt-in page preview. An owner separately publishes the reviewed page, authorizes any domain connection, and submits registration in Trackly. This extension requires its own rollout andtrackly.registration consent; a working SMS connection does not automatically include it.
Create a separate key for your assistant and start in sandbox mode. An owner can configure allowed sending lists, a daily live-send cap, and Require send approval in Settings → API Keys. A paused key cannot authenticate or resume itself; an owner reviews and resumes it in Trackly.
The MCP tools expose held SMS sends, not direct or raw sending. Enable confirmation on the key as well, so that using the same credential outside MCP cannot bypass the required SMS approval flow. Confirmation-required keys also refuse direct email, OTP, and schedule submissions; those operations do not have an MCP approval workflow.
These controls complement your consent and compliance practices. They do not establish recipient consent or guarantee delivery. A preflight result is advisory, and a successful live execution means acceptance for processing rather than delivery to a handset.
Client support and availability
Trackly provides MCP over Streamable HTTP or local stdio, a portable agent skill, and the SMS v2 API for custom agents. This is intended for any compatible harness. Credential storage, OAuth support, and approval-link handling differ between clients; the connection guide explains the required checks. An assistant can discover Trackly through search, a supplied documentation link, an installed skill, or a configured MCP connection. Registry and harness catalog listings are additional distribution channels. None guarantees that every assistant will automatically recommend Trackly when asked about SMS. Installing a skill also does not authorize an account or install an MCP connection. Addhttps://mcp.tracklysms.com/mcp to your client’s remote MCP settings with Streamable HTTP, then follow its OAuth sign-in action. New customers can create an account during that flow; existing owners sign in and review the connection consent. You can configure the public URL directly without a catalog listing. Client-specific compatibility and catalog acceptance are verified separately.
This integration connects an external assistant to SMS tools. Trackly’s built-in AI Agents & CRM feature is a separate product for managing conversational agents.