kartra

Kartra

Kartra is an all-in-one marketing platform designed for entrepreneurs and businesses. It provides tools for building websites, sales funnels, email marketing campaigns, and membership sites. Users can manage their entire online business from a single platform.

Official docs: https://help.kartra.com/

Kartra Overview

• Members
• Tags
• Products
• Pages
• Funnels
• Helpdesks
• Affiliates
• Videos
• Calendars
• Forms
• Automations
• Sequences
• Broadcasts
• Membership Levels
• Integrations
• Agency
• Settings
• Billing
• Kartra Support
• Assets
• Communications
• Checkouts
• Courses
• List Imports
• Logs
• API
• Campaigns
• Custom Fields
• Email Lists
• Helpdesk Articles
• Helpdesk Categories
• Membership Tiers
• Notifications
• Tracking Links
• User Roles
• Webhooks
• Split Tests
• Teams
• Tasks
• Subscriptions
• Coupons
• Downloads
• Email Templates
• Files
• Invoices
• Lead Tags
• Mailboxes
• Offers
• Portals
• Refunds
• Rules
• Shipping Profiles
• Surveys
• Thank You Pages
• Upsells
• Variants
• Vendors
• Appointments
• Blog Posts
• Comments
• Customer Records
• Dashboards
• Event Logs
• Feedback
• Gateways
• Hosting
• Images
• Knowledge Bases
• Landing Pages
• Media
• Pipelines
• Reports
• Sales Pages
• Support Tickets
• Testimonials
• Training
• User Groups
• Webinars
• Cancellations
• Chargebacks
• Commissions
• Contracts
• Conversions
• Deliverability
• Enrollments
• Exits
• Funnels
• Goals
• Impressions
• Journeys
• Key Performance Indicators (KPIs)
• Leads
• Metrics
• Opportunities
• Orders
• Partners
• Payments
• Projections
• Ratings
• Registrations
• Revenue
• Segments
• Sessions
• Shares
• Statistics
• Subscribers
• Transactions
• Trials
• Views
• Visits
• Workflows

Working with Kartra

This skill uses the Membrane CLI to interact with Kartra. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

Install the CLI

Install the Membrane CLI so you can run membrane from the terminal:

npm install -g @membranehq/cli@latest

Authentication

membrane login --tenant --clientName=<agentType>

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

Headless environments: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

membrane login complete <code>

Add --json to any command for machine-readable JSON output.

Agent Types : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

Connecting to Kartra

Use membrane connection ensure to find or create a connection by app URL or domain:

membrane connection ensure "https://kartra.com/" --json

The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has state: "READY", skip to Step 2.

1b. Wait for the connection to be ready

If the connection is in BUILDING state, poll until it's ready:

npx @membranehq/cli connection get <id> --wait --json

The --wait flag long-polls (up to --timeout seconds, default 30) until the state changes. Keep polling until state is no longer BUILDING.

The resulting state tells you what to do next:

• READY — connection is fully set up. Skip to Step 2.
• CLIENT_ACTION_REQUIRED — the user or agent needs to do something. The clientAction object describes the required action:
• clientAction.type — the kind of action needed:
• "connect" — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections.
• "provide-input" — more information is needed (e.g. which app to connect to).
• clientAction.description — human-readable explanation of what's needed.
• clientAction.uiUrl (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present.
• clientAction.agentInstructions (optional) — instructions for the AI agent on how to proceed programmatically.

After the user completes the action (e.g. authenticates in the browser), poll again with membrane connection get <id> --json to check if the state moved to READY.

• CONFIGURATION_ERROR or SETUP_FAILED — something went wrong. Check the error field for details.

Searching for actions

Search using a natural language description of what you want to do:

membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --json

You should always search for actions in the context of a specific connection.

Each result includes id, name, description, inputSchema (what parameters the action accepts), and outputSchema (what it returns).

Popular actions

| Name | Key | Description | |---|---|---| | List All Pages | retrieve-account-pages | Retrieves all pages in your Kartra account | | List All Custom Fields | retrieve-account-custom-fields | Retrieves all custom fields defined in your Kartra account | | List All Sequences | retrieve-account-sequences | Retrieves all email sequences in your Kartra account | | List All Tags | retrieve-account-tags | Retrieves all tags in your Kartra account | | List All Lists | retrieve-account-lists | Retrieves all mailing lists in your Kartra account | | Get Lead Details | get-lead | Retrieves comprehensive profile information for a specific lead. | | Get Transaction Details | get-transaction-details | Retrieves detailed information about a specific payment transaction. | | Get Lead Transactions | retrieve-transactions-from-lead | Retrieves all payment transactions for a specific lead | | Create Lead | create-lead | Creates a new lead in your Kartra account with contact information and optional custom fields | | Edit Lead | edit-lead | Updates an existing lead's information in your Kartra account | | Assign Tag to Lead | assign-tag | Assigns a tag to a lead. | | Subscribe Lead to List | subscribe-lead-to-list | Subscribes a lead to a specific mailing list. | | Subscribe Lead to Sequence | subscribe-lead-to-sequence | Subscribes a lead to an email sequence starting at a specific step. | | Unsubscribe Lead from List | unsubscribe-lead-from-list | Removes a lead from a specific mailing list | | Unsubscribe Lead from Sequence | unsubscribe-lead-from-sequence | Removes a lead from a lead from an email sequence | | Remove Tag from Lead | unassign-tag | Removes a tag from a lead | | Cancel Subscription | cancel-subscription | Cancels a recurring payment subscription | | Refund Transaction | refund-transaction | Processes a refund for a payment transaction | | Grant Membership Access | grant-membership-access | Grants a lead access to a membership at a specific access level | | Revoke Membership Access | revoke-membership-access | Revokes a lead's access to a membership |

Running actions

membrane action run <actionId> --connectionId=CONNECTION_ID --json

To pass JSON parameters:

membrane action run <actionId> --connectionId=CONNECTION_ID --input '{"key": "value"}' --json

The result is in the output field of the response.

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