# Ortto MCP for AI Agents AI Agent Connect > Ortto MCP connects your AI agent to your marketing automation platform. Use it to manage customer profiles, trigger journey activities, and audit campaign performance in real-time. It lets your AI handle the heavy lifting of data updates and audience segmentation while you focus on high-level strategy. It supports regional data centers for compliance. ## Overview - **Category:** marketing-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_HYa8FMkIAAkdlIKM7bbRhkJ2vbsap1c1066kAdVt/ai-agent-connect - **Tags:** customer-data-platform, journey-orchestration, user-segmentation, activity-tracking, marketing-analytics, customer-profiles ## Description Think about the last time you had to manually update a lead's status across three different tools just to make sure a specific email went out. It's a tedious loop of clicking, waiting, and hoping the data synced correctly. With the Ortto MCP, you can skip that entirely. You can talk to your marketing data as if it were a teammate who already knows the details. Instead of hunting through a dashboard, you just ask your AI client to find a specific person or update a group of users. It handles the heavy lifting of interacting with your CDP and marketing automation workflows. You can find this tool in the Vinkius catalog to bring that kind of control to your daily routine. It's built to handle the specific needs of modern marketing, including native support for regional data centers like AU, EU, and Global. This means your data stays where it's supposed to be while you get the freedom to manage everything from a single conversation. You can trigger custom activities to move people through journeys or audit your active campaigns to see what's actually working. It turns your marketing stack into a conversational command center, letting you focus on growth rather than manual data management. ## Tools ### create_person Add a new person to your Ortto database. This helps you keep your CDP updated with fresh leads and customer info. ### create_activity Trigger a custom activity for a specific person. Use this to push users into the right automation journeys based on events. ### delete_person Permanently remove a person from your records. This keeps your audience data clean and compliant with your privacy rules. ### get_person Pull all details for a specific individual. Use this to quickly check a customer's history or status in one step. ### get_subscription Check the email subscription status for a user. This helps you avoid sending emails to opted-out contacts or inactive users. ### list_accounts See all organizations and accounts in your system. This is useful for getting a high-level overview of your entire account structure. ### list_audiences See all your current audience segments. Use this to quickly identify which groups you can target for your next campaign. ### list_campaigns Get a list of all your marketing campaigns. This makes it easy to audit your active marketing efforts and see what's live. ### list_people See every person record in your Ortto account. Use this to browse your entire customer base or find specific users quickly. ### update_person Edit an existing person's information. Use this to sync data from other sources into your CDP or update lead statuses. ## Prompt Examples **Prompt:** ``` Who are our top customers in the EU region right now? ``` **Response:** ``` I've pulled the current audience list for the EU region. Here are the top 5 accounts currently active: | Account Name | Status | Recent Activity | | :--- | :--- | :--- | | CloudTech | Active | Demo Requested | | NexaStream | Active | Newsletter Click | | OrbitLogistics | Active | Profile Updated | | VertexData | Active | Welcome Journey | | ZenithRetail | Active | Subscription Renewed | Would you like me to pull the specific person profiles for any of these? ``` **Prompt:** ``` Can you trigger a 'demo requested' status for the user at [email]? ``` **Response:** ``` Done. I've triggered the **product-demo-requested** activity for [email]. This will now initiate the corresponding automation journey in your Ortto instance. I've also updated the person's profile to reflect this status. ``` **Prompt:** ``` What are the active campaigns we have running for the summer sale? ``` **Response:** ``` I've retrieved the active campaigns. You currently have 3 active journeys for the Summer Sale: * **Summer Sale 2024** (EU Region) * **Summer Sale 2024** (AU Region) * **Summer Sale 2024** (Global) Each campaign is currently targeting your 'High Intent' audience segment. Would you like to see the performance metrics for one of these? ``` ## Capabilities ### Manage customer profiles Create, update, and remove person records in your CDP. ### Trigger journey activities Start specific automation actions for users based on real-time events. ### Audit marketing campaigns Pull lists of active campaigns and audience segments for review. ### Check subscription statuses Verify if a user is opted in or out of your email communications. ### Handle regional data compliance Ensure your customer data stays in your preferred AU, EU, or Global region. ## Use Cases ### Quickly re-engaging cold leads A marketer asks their agent to find all users who haven't opened an email in 30 days and move them to a re-engagement segment using list_audiences and update_person. ### Onboarding a new VIP customer A success manager asks the agent to check a VIP's history with get_person and then trigger a custom welcome activity using create_activity. ### Automating lead ingestion A marketing engineer asks the agent to create a new person record whenever a new sign-up hits the site using the create_person tool. ### Auditing seasonal campaigns A growth lead asks the agent to list all active campaigns for the summer sale to verify that the correct regional journeys are live. ## Benefits - Update customer profiles instantly using update_person and create_person to keep your CDP data clean without manual entry. This saves you from the tedious task of manually syncing lead info across different platforms. - Trigger specific marketing journeys immediately with create_activity based on real-time user actions. This ensures your customers get the right message at the right time without you having to manually push every single trigger. - Audit your entire marketing strategy by pulling campaign data with list_campaigns and list_audiences. You can quickly see what's working and what isn't without digging through complex dashboard filters. - Maintain data privacy and regional compliance by selecting your specific data center like AU, EU, or Global. This keeps your customer information where it belongs while giving you full access to your marketing tools. - Reduce manual data entry for your team by letting your AI client handle get_person and list_people requests. You can pull up customer histories or browse your entire base in seconds just by asking a question. ## How It Works The bottom line is you get a conversational interface for your entire marketing automation stack. 1. Subscribe to the Ortto MCP via the Vinkius marketplace. 2. Enter your Ortto API Key and select your preferred data region. 3. Ask your AI client to update profiles, list audiences, or trigger activities. ## Frequently Asked Questions **Can I use the Ortto MCP to update customer profiles?** Yes, you can update person records directly through your AI agent. This allows you to change details like lead status, company info, or custom tags without opening the Ortto dashboard. **How does Ortto MCP help with marketing journeys?** It lets your agent trigger specific activities that move customers through your automated journeys. You can tell your agent to start a welcome flow or a demo request process instantly. **Does the Ortto MCP support regional data privacy?** Yes, it includes native support for AU, EU, and Global data centers. This ensures your customer data stays in the correct region while you use the AI agent. **Can I see my campaign stats using Ortto MCP?** You can list your active campaigns and audience segments to get an overview of your marketing efforts. This makes it easy to audit your work via a simple conversation. **How do I connect my marketing data to my AI agent?** You connect it by subscribing to the Ortto MCP in the Vinkius catalog. Once you provide your API key and select your region, your AI agent can start interacting with your data. **Can Ortto MCP manage my customer segments?** Yes, it allows your agent to list your current audience segments. You can then ask the agent to interact with those groups to plan your next marketing moves. **Can the AI automatically find a person's profile by their email address?** Yes! Use the `get_person` tool with the target email address. Your agent will return the full profile metadata, including custom fields and account associations. **How do I specify which region my Ortto account is hosted in?** When configuring the server, use the `ORTTO_REGION` field. Supported values are 'Global' (default), 'AU' (Australia), or 'EU' (Europe), ensuring your agent connects to the correct data center. **Does the integration allow for triggering custom activities for engagement?** Yes. The `create_activity` tool allows you to programmatically trigger any custom activity defined in your Ortto instance, perfect for real-time automation and journey entry.