ChatGPT's agents can read Klaviyo but can't run it
Meta's Muse is free and OpenAI's first dot is bundled into a $100 seat; both do work Klaviyo bills for, and in ChatGPT's plugin directory Klaviyo is read-only while HubSpot and Shopify write. The same week brought design and product cuts and a co-founder's stock sale, the latter scheduled back in June.
Vincent Jiang · 2 min read
Two agent launches, then the cuts
On 29 September OpenAI shipped dots, always-on agents that reach more than 4,000 apps and arrive included with ChatGPT plans starting at $100 a month 12. Meta announced Muse for Small Business the same day, free for most of what an owner needs 3. Two days later, Klaviyo, which bills 205,000 brands for exactly this work 4, cut roles in design and product 5.
Read-only in the directory that ranks plugins
The detail that matters is a permission line, not a headline. In ChatGPT's plugin directory, Klaviyo's app is "mostly read-only, with some draft and template operations"; HubSpot's creates and updates CRM records, and Shopify's creates discount codes and manages inventory 1. Klaviyo's own help pages describe its ChatGPT app as a way to "view and analyze" campaigns and flows 6. An agent that can read Klaviyo but not write to it does its writing somewhere else, and ChatGPT now ranks and recommends plugins inside the conversation 1.
Growth cooled while the free bundle landed
Revenue reached $370.6 million in the June quarter, up 26.4% from a year earlier, against 34.5% growth in the first quarter of 2024 8.
Klaviyo's revenue growth has cooled from 35% to 26% in two years
Data
| Revenue growth, % YoY | |
|---|---|
| Q1 '24 | 34.5% |
| Q2 '24 | 35% |
| Q3 '24 | 33.7% |
| Q4 '24 | 34% |
| Q1 '25 | 33.3% |
| Q2 '25 | 31.9% |
| Q3 '25 | 32.2% |
| Q4 '25 | 29.6% |
| Q1 '26 | 27.9% |
| Q2 '26 | 26.4% |
Muse, meanwhile, lists Klaviyo among fifteen connectors feeding a free agent 37, a data source rather than a destination.
Klaviyo's revenue keeps climbing even as its growth rate cools
Data
| Quarterly revenue | |
|---|---|
| Q1 '24 | $209.99M |
| Q2 '24 | $222.21M |
| Q3 '24 | $235.09M |
| Q4 '24 | $270.16M |
| Q1 '25 | $279.83M |
| Q2 '25 | $293.12M |
| Q3 '25 | $310.88M |
| Q4 '25 | $350.2M |
| Q1 '26 | $358.01M |
| Q2 '26 | $370.58M |
The other side has agents of its own
Klaviyo sells agents too: Composer builds campaigns from one prompt, and Customer Agent resolves 65% of questions autonomously, by the company's claim 4. The stock sale cuts the other way as well. Co-founder Ed Hallen's 1,300 shares, sold on 24 September at $17.02 for about $22,126 910, went out under a Rule 10b5-1 plan adopted on 1 June, before either agent existed, with roughly 540,900 shares still held through his family vehicles 9. No source connects the 1 October cuts to the launches, and r/Klaviyo is still asking what happened inside them 11.
Watch the write permissions
Both agents still ask before they act: Muse publishes nothing without approval 3, and dots run on Custom Rules 1. The tell is scope. If Klaviyo's ChatGPT app gains write endpoints, the workflow stays home. Read access shows an agent where the money is; write access decides who moves it.
Deepdive
AI-generated from this story and its cited sources. Not investment advice.
