Sutra MCP lets an AI assistant work with your Sutra spaces through a secure connection. Once it is connected, you can ask the assistant to help with the setup, content, website, member, payment, communication, and automation work you would normally do by clicking through Sutra yourself.
This article shows what you can do after MCP is connected, how to ask for it clearly, and when to review changes yourself before they go live.
Before you start
Connect Sutra MCP first. For setup, see Connect AI tools to Sutra with the MCP server.
MCP is available on Silver and Gold accounts.
Use an AI app that supports MCP, such as Claude, Codex, Cursor, Windsurf, or another MCP-compatible client.
Make sure you are signed into the Sutra account that manages the spaces you want the assistant to work on.
If you want the assistant to make changes, connect with write access. A read-only connection can inspect your spaces but cannot create pages, publish design changes, send broadcasts, or update settings.
MCP follows your Sutra permissions. It does not give the assistant access to spaces you cannot manage, and it does not bypass plan limits, account permissions, or the access you grant when connecting.
Start by asking the assistant to inspect your space
Before asking the assistant to create or change anything, ask it to look at the current space and tell you what it sees. This gives both of you a shared map before anything is edited.
Example prompt: List the Sutra spaces I manage and ask me which one to work on.
Example prompt: Look at my space called Introduction to Mindful Facilitation. Summarize its structure, child spaces, pages, content, members, automations, and anything that looks unfinished. Do not make changes yet.
Create and organize spaces
MCP can help create top-level spaces, child spaces, courses, pages, sections, and client or cohort spaces. It can also help rename, describe, reorder, move, attach, detach, and inspect spaces.
Useful requests:
Create a new course space with child spaces for Welcome, Week 1, Week 2, Resources, and Closing.
Review this program structure and suggest a cleaner order before changing anything.
Move these resource pages under the Resources section and read back the new structure.
Build and update pages
MCP can help your assistant create and edit visible Sutra content. Use it for lesson pages, program materials, landing pages, resource pages, reflection prompts, and content cleanup.
Useful requests:
Create a new child page called Week 1: Orientation and add a welcome note, a short agenda, and a reflection prompt.
Turn this outline into a structured Sutra page with headings, short sections, and clear next steps.
Review this About page and suggest a clearer version before you update it.
For larger edits, ask the assistant to show you a page plan first and wait for approval before it writes into Sutra.
Build and manage a Sutra website
MCP can also help with website work. If your space uses website mode, your assistant can help create pages, turn on website mode, set up navigation, draft page content, adjust design drafts, and prepare changes for review.
Website mode turns a top-level space into a public website. Child spaces can become site pages, and the website root controls shared website settings such as the header and footer. A site header is usually a shared block that contains the navbar, and the footer is a shared block that can hold freeform content.
Useful requests:
Build a public Sutra website for my coaching program. Create Home, About, Program, Testimonials, and Contact pages. Use the copy below as source material and ask before publishing anything.
Turn on website mode for this top-level space and show me the page structure before updating navigation.
Create a navigation menu with links to the main pages and make the Home page the first link.
Update the site header, logo, navigation links, and footer, then summarize exactly what changed.
For website work, review every public page before publishing. Check names, dates, pricing, legal language, testimonials, image rights, links, registration forms, and checkout paths yourself.
Work with design drafts
For visual or layout changes, ask the assistant to use a draft-and-preview workflow. It can prepare design changes, show you a preview link, revise the draft, and publish only after you approve.
Ask the assistant to read the current design and page structure.
Ask it to propose the changes before applying them.
Ask it to create a draft or preview where available.
Review the preview yourself.
Ask the assistant to publish only the approved version.
Manage members, contacts, and invitations
MCP can help with routine people-management tasks when your account and permissions allow it. It can inspect members and contacts, add or invite people, approve pending members, remove members, and update member or contact properties.
Useful requests:
Add these five people as members of this space. Show me the list first and wait for confirmation.
Invite everyone in this list to the program and tell me if any email addresses look wrong.
Find pending members and summarize who still needs approval.
Update the custom member property called Track for these members.
For bulk people changes, always ask the assistant to preview the exact list of people and the exact action before it runs the update.
Draft, schedule, and send broadcasts
MCP can help draft broadcasts, review existing broadcasts, update broadcast content, send a broadcast, and check delivery status when the connected account has permission.
Useful requests:
Draft a welcome broadcast for new members. Keep it warm, brief, and include the first step they should take.
Review this draft broadcast for clarity and make it sound more thoughtful and direct.
Show me the recipients, subject line, sender details, and final message before sending.
Check the delivery status for the latest broadcast and summarize what happened.
Sending a broadcast is an important action. Ask the assistant to confirm the audience, subject line, message body, and sender details before it sends anything.
Work with plans, coupons, and payments
MCP can help inspect and, where your permissions allow, create or update pricing plans and coupons. It can also read enrollments and payment records.
Useful requests:
Show me the active payment plans for this space and explain what each one does.
Create a 20% launch coupon for this paid program. Show me the settings before saving it.
List recent enrollments for this plan and summarize the payment status.
Use extra care with payment changes. Review the exact amount, currency, billing cadence, coupon rules, and whether paid access is enabled before asking the assistant to save anything.
Create and review automations
MCP can help inspect automations and, with the right access, create or edit many automation steps. This is useful for welcome flows, member-property updates, re-engagement journeys, and simple branching.
Useful requests:
Show me the automations on this space and summarize what each one does.
Create a simple welcome automation: when a member joins, send a welcome message, wait two days, then send a follow-up.
Add a condition that checks whether the member has completed the space before sending the next message.
Show me who is currently in this automation and which step they are waiting on.
Some automation actions still need to be configured in the Sutra web app. For example, certain survey, Google Calendar invite, and certificate-related automation steps may not be fully authorable through MCP. If the assistant says a step is not available, finish that part in Manage -> Automations.
Work with surveys, messages, media, and resources
Depending on the connected tool and permissions, MCP can also help inspect or create surveys, read survey submissions, work with messages and reflections, add media references, and help organize resources. For local or internal setups, some additional Lotus tools may be available for help center or resource article work, but those are separate from ordinary customer-facing hosted MCP access.
Useful requests:
Show me the surveys in this space and summarize what each one collects.
Create a simple feedback survey draft for the end of this program.
Summarize recent discussion messages and reflections in this space.
Add this YouTube, Vimeo, or Loom link as an embedded media reference.
Use this review habit
For most MCP workflows, use the same rhythm:
Ask the assistant to inspect the current state.
Ask for a short plan.
Approve the plan.
Ask the assistant to make the change.
Ask it to read the result back to you.
Review important public pages, broadcasts, payment settings, member changes, and automations in Sutra before relying on them.
Reusable prompt: Before making changes, inspect the current Sutra space and summarize what you found. Then give me a numbered plan. Wait for my approval before creating, deleting, publishing, sending, changing payment settings, changing member access, or editing automations.
Troubleshooting
If the assistant can read spaces but cannot make changes, reconnect with write access or use a read/write API token.
If you see a forbidden or unauthorized error, check that you are signed into the right Sutra account, that API access is available on your plan, and that you manage the target space.
If the assistant cannot find a space, ask it to list the spaces it can access and choose from that list instead of relying on a remembered name.
If website mode is unavailable, confirm the top-level space and account plan support website mode.
If a header or footer cannot be deleted, it may still be assigned to the active website. Repoint the website to another shared block or disable website mode first.
If an automation step is unavailable, finish that part in the Sutra web app. Some automation actions are not fully configurable through MCP yet.
What happens next
After MCP is connected, your AI assistant becomes another way to work with Sutra. You can still use the Sutra interface whenever you want precise visual control, and you can use MCP when it is easier to describe the outcome in plain language.
The best workflows usually combine both: ask the assistant to do the repetitive setup, then review the public-facing experience yourself.
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