👥 Team Assignments
🐾
Koda
Project Lead
Plan, coordination, approvals
✓ Done
⚙️
Nexus
Migration Architect
Technical design, execution
✓ Done
🌟
Atlas
Documentation
Resend + SE + Harry CRM docs
✓ Done
🎯
Catalyst
Customer Advocate
Capability comparison, features
✓ Done
🚀 Why Resend Over SmartEmailing
| Capability | SmartEmailing | Resend |
|---|---|---|
| API Design | v3 REST, Czech docs, quirky | Modern REST, excellent docs, OpenAPI |
| Authentication | HTTP Basic (user + key) | Bearer token (single key) |
| Transactional Email | Requires SE template ID | Send raw HTML directly |
| Stats Tracking | Polling (hourly) | Webhook-driven (real-time) |
| Inbound Email | ❌ Not supported | ✅ Full receiving API |
| MCP Server | ❌ Not available | ✅ Official npm package |
| Broadcasts API | Campaigns only | ✅ Dedicated API |
| Subscription Topics | ❌ Not available | ✅ Granular opt-in/out |
| Dynamic Segments | Static contact lists | ✅ Rule-based segments |
| Email Scheduling | Custom code needed | ✅ Native scheduling |
| Batch Send | Workaround API | ✅ Up to 100 per call |
| Domain Mgmt API | ❌ Manual | ✅ Full API (create, verify) |
| Contact Properties | Limited custom fields | ✅ Full properties API |
🏗️ Target Architecture
Campaign Engine
Automated flows
→
resend_client.py
REST API Client
→
Resend Platform
Shared API key
AI Assistant
Ad-hoc, conversational
→
Resend MCP Server
npx resend-mcp
→
Resend Platform
Same API key
Two integration paths: REST client for automated campaigns, MCP server for AI-driven ad-hoc emails. Shared API key, domain, and webhooks.
📂 Files Changed
| Action | File | Description |
|---|---|---|
| CREATE | resend_client.py | Async Resend API client (~400 lines) |
| CREATE | resend_webhooks.py | Webhook parser with svix verification |
| CREATE | schemas/resend.py | Pydantic request/response models |
| CREATE | Alembic migration | New columns + enum values |
| MODIFY | campaign_service.py | _send_via_resend() replaces SE |
| REWRITE | stats_sync_service.py | Poller → webhook-driven reconciler |
| MODIFY | agent_service.py | Tool descriptions, campaign flow |
| MODIFY | api/webhooks.py | Add Resend webhook route |
| MODIFY | api/integrations.py | Resend auth flow |
| MODIFY | models/*.py | Provider enum, campaign columns |
| MINOR | frontend/settings | Resend integration UI |
| DELETE | smartemailing_client.py | 719 lines removed |
| DELETE | smartemailing_webhooks.py | 168 lines removed |
| DELETE | smartemailing_service.py | ~100 lines (already deprecated) |
| DELETE | schemas/smartemailing.py | 84 lines removed |
📋 Migration Phases
1️⃣
Foundation
- • Create resend_client.py
- • Create schemas/resend.py
- • Webhook parser with svix
- • Provider enum + config
- • MCP Server setup
- • Unit tests
~600 lines new code
2️⃣
Campaign Swap
- • _send_via_resend()
- • Batch sending (100/call)
- • Template variable mapping
- • Fix targeting bug
- • Broadcast ID tracking
~300 lines modified
3️⃣
Webhooks & Stats
- • Resend webhook route
- • Event mapping (6 types)
- • Stats → webhook-driven
- • Auto-register webhook URL
- • svix signature verification
~250 lines
4️⃣
AI Agent Update
- • Update Slovak tool descriptions
- • Remove SE-specific fields
- • Connect MCP for ad-hoc
- • Full E2E AI flow test
~200 lines modified
5️⃣
Frontend & Upsell
- • Resend settings UI
- • Upsell opportunity toggle
- • Upsell notes field
- • Filter by upsell flag
- • Dashboard widget
~200 lines
6️⃣
Cleanup & Testing
- • Delete 4 SE files
- • DB migration script
- • Unit + integration tests
- • E2E AI campaign test
- • SE reference grep
~300 lines tests
🔧 Tech Debt Fixed During Migration
| Issue | Severity | Fix |
|---|---|---|
hmac.new() bug in webhook handler | 🔴 High | Replaced by svix verification |
| API key "encryption" is just base64 | 🟡 Medium | Use env-only or proper encryption |
/docs endpoint open in production | 🟡 Medium | Disable in prod config |
Debug print() in SE client | 🟢 Low | Removed with SE client deletion |
_get_targeted_customers() sends to ALL | 🔴 High | Fix targeting logic in Phase 2 |
❓ Decisions for Caly
| # | Question | Recommendation |
|---|---|---|
| 1 | Which domain to verify in Resend? | Client domain (prod) + lmp-ai.net (dev) |
| 2 | Contact sync strategy | Harry DB = source of truth (no sync) |
| 3 | Transition approach | Hard cut (no dual-provider) |
| 4 | Bulk send method | Batch Send (Harry controls targeting) |
| 5 | API key storage | .env only (simpler, more secure) |
| 6 | Upsell marking design | Boolean flag + notes text field |
| 7 | Parallel period | None (hard cut after testing) |
⚠️ Risk Assessment
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| Rate limits during bulk sends | Medium | Campaign delays | Batch with exponential backoff |
| Webhook delivery gaps | Low | Missed stats | svix retry + manual sync fallback |
| Template variable mismatch | Low | Broken emails | Test with real campaign data |
| Agent prompt drift | Medium | Wrong tool calls | Careful Slovak rewrite + testing |
| Domain verification delays | Low | Can't send | Start immediately, use test domain |
📅 Estimated Timeline
Phase 1-2
Sessions 1-3
→
Phase 3-4
Sessions 3-4
→
Phase 5-6
Sessions 5-6
→
Go Live
After Approval
Total: ~6 sessions (can be parallelized to 3-4). No code changes until Caly approves.
📚 Documentation Index
📁
intro/4 files📁
emails/12 files📁
contacts/6 files📁
domains/7 files📁
api-keys/3 files📁
webhooks/4 files📁
broadcasts/6 files📁
templates/5 files📁
audiences/4 files📁
segments/Atlas📁
topics/Atlas📁
dashboard/Atlas📄
mcp-server.mdMCP Guide📄
openclaw-guide.mdAgent Inbox📄
MIGRATION-PLAN.mdKoda