# Endear Retail CRM MCP for AI Agents AI Agent Connect > Endear Retail CRM MCP lets your AI agent manage customer profiles, track orders, and monitor clienteling notes through the Endear API. It connects your retail data to your AI client so you can handle customer relations and sales tasks using natural language instead of jumping between tabs. ## Overview - **Category:** ecommerce - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_rQJgH28FutM2JtgKxMh3MEzCoaI31M7v8kOFMwAK/ai-agent-connect - **Tags:** clienteling, retail-crm, customer-profiles, sales-tracking, omnichannel-retail, personalized-shopping ## Description Managing a retail brand means keeping a million moving parts in sync. You need to know who your best customers are, what they bought last month, and what your sales team promised them during their last visit. This Connector brings that data directly into your AI workflow. Instead of digging through a CRM to find a specific clienteling note or checking a spreadsheet for order statuses, you just ask your agent. It handles the heavy lifting of pulling purchase history, looking up customer profiles, and checking on team tasks. You can see the big picture of your retail health while still maintaining the personal touch that makes clienteling work. It's one of the many ways Vinkius helps you connect your existing software to your AI tools without the usual headache of manual data entry. You get a clear view of your team's progress and your customers' preferences, all in one conversation. It turns your retail data into a searchable, actionable asset that actually helps you sell more and keep customers coming back. ## Tools ### get_customer_profile Get a detailed profile and history for a specific customer. This helps you understand a client's preferences quickly. ### quick_retail_performance_audit Retrieve a high-level summary of customers, orders, and products. Use this to see how your retail store is performing at a glance. ### get_endear_account_metadata Retrieve metadata and settings for your Endear account. This helps you keep your account configuration handy. ### list_customer_purchase_history List all orders and purchase history for a specific customer. It makes it easy to see what a customer has bought in the past. ### list_customer_clienteling_notes List all clienteling notes and interactions for a specific customer. This is great for keeping your sales team on the same page. ### list_retail_customers List all customers in your Endear CRM. Use this to get a full count of your retail client base. ### list_retail_products List all products available in your retail catalog. This helps you see what you have in stock for your customers. ### list_clienteling_tasks List all clienteling and follow-up tasks. This keeps your sales team organized and on top of their leads. ### list_retail_team_members List all team members and sales associates in the organization. This helps you manage your retail staff more effectively. ### search_customers_by_name_or_email Search for customers using a name or email keyword. This is the fastest way to find a specific client profile. ## Prompt Examples **Prompt:** ``` Who are our top spenders? ``` **Response:** ``` I've identified several high-value customers, including **Alice Johnson** ($4,500 spent) and **Robert Smith** ($3,200 spent). Both have recent purchase activity. Would you like to see the notes for Alice Johnson? ``` **Prompt:** ``` What did John Doe buy last? ``` **Response:** ``` **John Doe** (Customer ID: CUST-12345) has 5 recent orders, including: * #ORD-9988 ($150, Fulfilled) * #ORD-9977 ($240, Shipped) Should I pull the items included in the most recent order? ``` **Prompt:** ``` Any tasks for the sales team? ``` **Response:** ``` Here are the current clienteling and follow-up tasks for your team: | Task | Assigned To | Due Date | | :--- | :--- | :--- | | Follow up on VIP gift | Sarah Miller | Tomorrow | | Send personalized invite | Mike Ross | Friday | Would you like me to update any of these? ``` ## Capabilities ### Pull customer profiles Get full history and contact info for any retail customer. ### Audit retail performance See a high-level summary of your orders and products. ### Track clienteling notes Access all interactions and follow-up notes for a specific client. ### Review purchase history List every order a customer has made and see its current status. ### Manage sales tasks See all pending follow-ups and clienteling tasks for your team. ### Search the customer base Find specific people using just a name or an email address. ## Use Cases ### VIP Outreach A sales associate wants to know what a VIP bought last year. They ask the agent to use list_customer_purchase_history to see the items and get_customer_profile to see their total spend. ### Store Health Check A manager needs a quick status update on the day's performance. They ask the agent to run quick_retail_performance_audit to see a summary of orders and products. ### New Lead Research A team member gets a name and needs to see if they are in the system. They use search_customers_by_name_or_email to find the profile and check for any existing list_customer_clienteling_notes. ### Task Management An operations lead wants to see what the sales team is working on. They ask the agent to list_clienteling_tasks to see all pending follow-ups. ## Benefits - Faster customer lookups: Use search_customers_by_name_or_email to find clients instantly without clicking through menus. - Better personalized service: Pull list_customer_clienteling_notes to see exactly what a customer likes before you speak to them. - Real-time order tracking: Use list_customer_purchase_history to give customers accurate updates on their recent purchases. - Instant retail audits: Get a quick_retail_performance_audit to see how your products and orders are moving right now. - Organized team follow-ups: Keep your team on track by pulling list_clienteling_tasks to see what needs to be done next. ## How It Works The bottom line is you get a conversational interface for your entire retail CRM. 1. Connect the Endear integration to your AI client. 2. Enter your Endear API Key from your account settings. 3. Ask your agent to find customers, check notes, or summarize retail performance. ## Frequently Asked Questions **Can the Endear Retail CRM MCP help me find specific customers?** Yes, it allows your agent to search your entire customer base using just a name or an email address. This makes it much faster to pull up a profile during a live interaction. **How does this Connector handle purchase history?** It pulls every order a customer has made along with the total amount and fulfillment status. This gives you a complete view of their shopping habits. **Can I see my team's tasks?** Yes, you can ask your agent to list all pending clienteling and follow-up tasks. This helps you keep your sales team organized and on top of their leads. **Does this work for retail audits?** Yes, it provides a high-level summary of your retail health, including customer volume, order activity, and product trends, all through a simple conversation. **Is this for a specific CRM?** This Connector is built specifically for the Endear Retail CRM. It connects your Endear data to your AI client so you can manage your retail operations more effectively. **How do I get an Endear API Key?** Log in to your Endear dashboard, navigate to **Settings > API**, and you can generate or retrieve your unique API Key from there. API access is typically available on professional and enterprise plans. **Can the agent send messages to customers?** This integration currently focuses on listing and auditing customers, notes, and orders. Sending outbound SMS or emails via Endear should be managed through the Endear mobile app or dashboard clienteling interface. **Does the integration show real-time stock levels?** You can retrieve product metadata using the list_retail_products tool. While it shows current product availability, detailed granular inventory across all locations should be confirmed within the Endear inventory module.