# Ontraport MCP for AI Agents AI Agent Connect

> Ontraport MCP lets you manage your marketing and sales data through any AI agent. You can create contacts, track active campaigns, monitor sales transactions, and check tasks or landing pages without switching tabs. It turns your CRM into a conversational workspace for your entire marketing stack.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_8WZm2eEtwVgAsURh83wLK6hc0YMdiXgEguIJHe1a/ai-agent-connect
- **Tags:** crm, email-marketing, campaign-management, lead-nurturing, business-automation, sales-tracking

## Description

Managing a growing marketing pipeline usually means jumping between different tabs to check on lead statuses, campaign performance, and team tasks. It is easy to lose track of a conversation or miss a transaction when the data is scattered across multiple dashboards. This Connector changes that by bringing your Ontraport data directly into your AI agent. Instead of clicking through menus, you can just ask your agent to pull up recent sales, list active sequences, or create a new contact on the fly. You get a unified way to oversee your entire marketing stack without the constant context switching. Since Vinkius hosts this and thousands of other connectors, you can manage your entire business ecosystem from a single interface. It is about moving from manual data entry and constant tab-switching to a workflow where you just talk to your tools to get things done.

## Tools

### get_contact
Get details for a specific contact. Use this to pull up customer history or details on demand.

### list_contacts
List Ontraport contacts. Use this to see your entire customer database at a glance.

### list_forms
List lead capture forms. This helps you keep track of every page where you collect new leads.

### list_landing_pages
List Ontraport landing pages. Use this to audit your active web assets and marketing funnels.

### list_transactions
List sales transactions. Use this to monitor your real-time sales performance and revenue.

### create_contact
Create a new contact in your CRM. This helps you add new leads quickly during a live conversation.

### list_campaigns
List marketing campaigns. This lets you see all your active marketing efforts in one place.

### list_messages
List email/SMS messages. This gives you a clear view of all your outbound communication history.

### list_sequences
List automation sequences. Use this to see which automated journeys your customers are currently in.

### list_tasks
List assigned tasks. This helps you stay on top of your team's daily operations and to-dos.

## Prompt Examples

**Prompt:** 
```
Show me the active marketing campaigns.
```

**Response:** 
```
You have 3 active campaigns currently running:

* **Spring Launch**
* **Referral Rewards**
* **Newsletter Funnel**

Would you like to see the specific details for one of these?
```

**Prompt:** 
```
List the sales from today.
```

**Response:** 
```
I've pulled today's sales for you. There were **12 transactions** processed today, totaling **$1,450.00**. 

Let me know if you want a breakdown of the items sold.
```

**Prompt:** 
```
Who are our newest contacts?
```

**Response:** 
```
Here are the 5 most recent contacts added to your Ontraport account:

| Name | Email | Status |
| :--- | :--- | :--- |
| Jane Doe | jane@example.com | Active |
| John Smith | john@test.com | Pending |
| Alice Wong | alice@work.com | Active |
| Bob Ross | bob@paint.com | Active |
| Charlie Day | charlie@pub.com | Pending |
```

## Capabilities

### Create new CRM contacts
Add new leads or customers to your database instantly during a conversation.

### Retrieve specific contact details
Pull up information on a single customer without searching through your CRM.

### Track marketing campaigns
See the status and scope of your current marketing efforts in one list.

### Monitor sales transactions
Get a real-time look at your incoming and completed sales performance.

### Manage landing pages and forms
View your active lead capture assets and web pages in a single view.

### Audit automation sequences
Check which automated email and SMS journeys your customers are currently in.

### View assigned tasks
See what your team needs to do next to stay on top of operations.

## Use Cases

### Quickly checking customer history
A sales rep is on a call and needs to know a customer's history. They ask the agent to get_contact to see previous interactions instantly.

### Monitoring daily revenue
A manager wants to know how many sales happened today. They ask the agent to list_transactions to see the total revenue and count.

### Reviewing team workload
A business owner wants to see what is on the plate for tomorrow. They ask the agent to list_tasks to see the team's workload.

### Auditing lead capture points
A marketer wants to see which forms are active. They ask the agent to list_forms to audit their lead capture points.

## Benefits

- Stop manual data entry by using create_contact to add new leads while you are still talking to them.
- Get a bird's-eye view of your revenue by pulling list_transactions directly into your chat window.
- Audit your marketing assets easily with list_landing_pages and list_forms to see what is live.
- Keep your team on track by using list_tasks to see what needs to happen next without opening a project board.
- Monitor customer journeys in real-time by checking list_sequences to see which automated paths are active.
- Reduce context switching by using list_contacts and get_contact to pull up customer info instantly.

## How It Works

The bottom line is you get a conversational interface for your entire Ontraport marketing and sales stack.

1. Subscribe to the Ontraport MCP on Vinkius.
2. Enter your Ontraport App ID and API Key in the configuration.
3. Ask your AI client to pull contacts or check campaign stats.

## Frequently Asked Questions

**Can I use Ontraport MCP to see my sales?**
Yes. You can use it to list_transactions and see your revenue, including the total count and dollar amounts from specific days.

**How do I connect Ontraport to my AI agent?**
You subscribe to the Connector on Vinkius and then add your Ontraport App ID and API Key to your agent's configuration.

**Can I create new leads with this?**
Yes. You can use create_contact to add new people to your CRM instantly while you are chatting with your agent.

**Does this work with Claude?**
Yes. It works with any MCP-compatible client, including Claude, Cursor, and Windsurf.

**Can I see my landing pages?**
Yes. The list_landing_pages tool lets you see all your active web assets and lead capture pages in one go.

**How does this help with marketing automation?**
You can use list_sequences to see what automated email and SMS journeys your customers are currently in, helping you audit your funnels.

**Can I check my team's tasks?**
Yes. You can use list_tasks to see what is on your team's to-do list without having to log into a separate project management tool.

**Where do I find my App ID and API Key?**
In Ontraport, go to **Administration** > **Integrations** > **Ontraport API Instructions and Key Manager**. Create a new key to get both the App ID and the API Key.

**Can I target custom objects with these tools?**
Currently, these tools are optimized for core objects like Contacts (0), Tasks (1), and Sequences (5). Support for other custom objects can be added by specifying their respective Object IDs in future updates.

**Does this support creating new contacts?**
Yes! Use the `create_contact` action. You can provide an email address along with optional first and last names to add a new person to your Ontraport CRM.