Dialog Insight MCP. Run CRM reports and campaign audits via chat.
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Dialog Insight. Connect your AI agent to manage marketing contacts, track campaigns, and monitor engagement data. This tool lets your agent list contacts, find profile details, check campaign performance (email/SMS), and oversee automation workflows—all through natural conversation.
It’s a CRM and marketing automation platform built for action.
What your AI agents can do
Add new marketing contact
Adds a new contact record directly into the Dialog Insight database.
Get account metadata
Retrieves settings and usage limits for your Dialog Insight account.
Get campaign performance
Gets detailed performance metrics for a specific marketing campaign.
Get a full profile and history for a specific contact using their unique identifiers or email address.
Pull detailed metrics, like open rates and click-through rates, for any specific email or SMS campaign.
List all contacts in your organization or identify specific groups (segments) for targeted outreach.
List and track the status of active marketing automation workflows and customer journeys.
List all available marketing campaigns (email and SMS) or identify which ones are performing the best right now.
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Supported MCP Clients
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Dialog Insight MCP Server: 10 Tools for Marketing Automation
These tools allow your AI client to perform specific actions in Dialog Insight, letting you manage contacts, campaigns, and automated workflows directly through chat.
019d7585add new marketing contact
Adds a new contact record directly into the Dialog Insight database.
019d7585get account metadata
Retrieves settings and usage limits for your Dialog Insight account.
019d7585get campaign performance
Gets detailed performance metrics for a specific marketing campaign.
019d7585get contact profile
Retrieves a complete profile and interaction history for a specific contact.
019d7585list active automations
Lists all marketing automation workflows that are currently running.
019d7585list audience segments
Lists all configured audience segments you can use for targeting.
019d7585list high performing campaigns
Identifies campaigns that have achieved the highest engagement rates.
019d7585list marketing campaigns
Lists every email and SMS marketing campaign you have set up.
019d7585list marketing contacts
Lists all contacts within your Dialog Insight organization.
019d7585search contacts by email
Searches for a specific contact record using their email address.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Dialog Insight, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI agent uses the Dialog Insight MCP Server to manage marketing contacts, track campaigns, and monitor engagement data. You can use this server to get a full profile and interaction history for a contact using get_contact_profile, or search for a specific record using their email address with search_contacts_by_email. You can also add a new contact record straight into the Dialog Insight database by calling add_new_marketing_contact.
To build contact lists, your agent can list every contact in your organization using list_marketing_contacts, or check all available audience segments with list_audience_segments. When you need to plan outreach, your agent can list all your configured email and SMS marketing campaigns with list_marketing_campaigns, or see which campaigns are currently performing the best with list_high_performing_campaigns.
You can also check the detailed performance metrics, like open rates and click-through rates, for any specific email or SMS campaign using get_campaign_performance. To monitor customer journeys, your agent can list all running marketing automation workflows using list_active_automations. You can also see what your Dialog Insight account settings and usage limits are by calling get_account_metadata.
How Dialog Insight MCP Works
- 1 Connect the Dialog Insight integration to your AI client.
- 2 Authorize the connection using your Dialog Insight API Key and Account ID.
- 3 Tell your agent what you need—for example, 'List all active automation workflows'—and it executes the necessary tool calls.
The bottom line is, your AI client uses natural language to run specific marketing actions and reports, eliminating the need to jump between the Dialog Insight dashboard and your agent.
Who Is Dialog Insight MCP For?
Marketing Managers need this when they need quick campaign results or audience sizes on the go. CRM Specialists use it to research contact interaction history via chat. Digital Marketers rely on it to monitor automated journeys and campaign delivery without logging into multiple dashboards.
Checks campaign results and audience sizes instantly. Uses the agent to verify if a promotion reached the right segment.
Researches a contact's full profile and interaction history. Uses the agent to summarize a client's last touchpoints.
Monitors automated journeys and campaign delivery status. Uses the agent to audit the flow of leads through the system.
What Changes When You Connect
- Check campaign results on the fly. Instead of opening the performance dashboard, your agent runs
get_campaign_performanceand gives you the open rate and click rate right in the chat. - Get a 360-degree contact view. Use
get_contact_profileto pull a contact's full history, including every email and interaction, without visiting their dedicated profile page. - See who's in a segment. Use
list_audience_segmentsto list all configured groups and quickly determine the estimated size of any target audience. - Monitor active flows. When you need to know if a customer journey is running, your agent executes
list_active_automationsand reports the status. - Identify top campaigns. Run
list_high_performing_campaignsto find the best-performing campaigns immediately, skipping the need to manually sort through all your campaign data.
Real-World Use Cases
Auditing a recent campaign failure
The marketing manager notices the 'Black Friday' campaign performance is low. They ask their agent: 'What's wrong with the Black Friday campaign?' The agent runs get_campaign_performance and reports that the open rate is 5% lower than average, flagging the need to check the segment list using list_audience_segments.
Researching a high-value lead
The sales team needs to know everything about a potential client. They ask the agent to find the contact profile for user@example.com. The agent runs get_contact_profile, showing the last interaction date and all segment memberships, saving the rep from digging through multiple tabs.
Auditing automation stability
The digital marketer suspects a customer journey is stuck. They ask the agent to 'Show all running automations.' The agent runs list_active_automations, listing the specific workflows and allowing the marketer to check if the intended journey is actually live.
Planning a new targeted outreach
A campaign needs to hit a niche group. Instead of manually listing contacts, the user asks the agent to 'List all contacts who are marked as VIP.' The agent uses list_marketing_contacts and filters the results based on segment data from list_audience_segments.
The Tradeoffs
Using multiple tabs for data stitching
Opening the 'Contacts' tab to get the list, switching to 'Campaigns' to see which one ran, then opening 'Analytics' to check the open rate. This takes minutes and requires copy-pasting data.
→
Ask your agent to 'Show me the open rate for the 'Spring Promotion' campaign for the 'VIP Customers' segment.' The agent handles the data joins using list_audience_segments and get_campaign_performance in a single conversation.
Running manual searches for contacts
Typing a contact's email into the main CRM search bar, waiting for the page to load, and then manually copying the profile ID for a separate report. This process is slow and error-prone.
→
Use the agent to 'Find the full profile for user@example.com.' The agent executes search_contacts_by_email and returns the complete profile data instantly in the chat.
Checking every campaign manually
Manually navigating the list of 50 campaigns, opening each one, and checking its performance metrics to see which ones are doing well. This is exhausting.
→
Ask your agent to 'List the top 5 performing campaigns.' The agent runs list_high_performing_campaigns and delivers the results instantly, identifying the best ones without you opening a single dashboard tab.
When It Fits, When It Doesn't
Use this server if your core job is linking marketing activity to contact outcomes. You need to know: 'What happened to this contact, and why?' Use it to cross-reference a contact's profile (get_contact_profile) with campaign metrics (get_campaign_performance) and segmentation data (list_audience_segments).
Don't use this if your main task is just creating a list of contacts. For simple listing, list_marketing_contacts is enough. But if you need to analyze that list against performance data, this full MCP Server is what you need. It's built for analysis, not just data retrieval.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dialog Insight. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Checking campaign performance shouldn't require five different tabs.
Today, checking how well a campaign did means jumping through hoops. You open the main dashboard, find the campaign name, click into the analytics section, then filter by segment, and finally export the CSV. It's a multi-step, copy-paste nightmare.
With this MCP Server, you just ask your agent, 'What was the open rate for the Q3 newsletter?' Your agent handles the API calls, pulling the performance metrics using `get_campaign_performance` and delivering the answer directly to you. Period.
Dialog Insight MCP Server: Manage contacts and campaigns.
You eliminate the need to manually check the status of automated workflows. Instead of navigating to the 'Automation' tab, you simply ask your agent to 'List active automations.' The agent runs `list_active_automations` and gives you a real-time status report.
Your agent orchestrates the whole thing. It doesn't just read data; it gives you an immediate, conversational report on your marketing infrastructure's health.
Common Questions About Dialog Insight MCP
How do I check the performance of a specific campaign using the Dialog Insight MCP Server? +
You ask your agent to 'Get the performance for the XYZ campaign.' The agent executes get_campaign_performance and provides detailed metrics, including open and click rates, without you needing the campaign ID.
Can Dialog Insight MCP Server find a contact's history by email? +
Yes. You can ask your agent to 'Find the profile for user@example.com.' The agent runs search_contacts_by_email and returns the full profile, including last interactions and segment status.
What is the difference between `list_marketing_contacts` and `list_audience_segments`? +
The list_marketing_contacts tool lists every person in your system. The list_audience_segments tool lists the predefined groups you've set up for targeting. The agent uses both to narrow down your focus.
Can I add a new contact using the Dialog Insight MCP Server? +
Yes. Use the add_new_marketing_contact tool. You simply tell your agent the contact's details, and it creates the record in Dialog Insight.
How do I see which campaigns are performing best with Dialog Insight MCP Server? +
Ask your agent to 'List the highest performing campaigns.' The agent runs list_high_performing_campaigns and gives you the top list, making optimization decisions faster.
How do I handle data retrieved using `get_contact_profile`? +
The tool returns a detailed JSON object containing the contact's profile, interaction history, and custom fields. Your agent can then use this structured data for follow-up actions, like drafting a personalized message or updating records.
What should I do if I get an error when running `list_marketing_campaigns`? +
If the campaign list is empty or throws an error, check your Dialog Insight API Key and Account ID. Ensure the credentials have read access to campaign data, and that the API key hasn't expired.
How does `search_contacts_by_email` compare to `list_marketing_contacts`? +
Searching by email is faster and more direct. search_contacts_by_email finds a single contact record based on an exact email match, whereas list_marketing_contacts retrieves a full list of all contacts in your organization.
How do I get Dialog Insight API credentials? +
Log in to your Dialog Insight account, navigate to Configuration > API, and you will find your API Key (AuthKey) and Account ID (idAccount) there.
Can the agent see real-time campaign engagement? +
Yes, you can use the get_campaign_performance tool to retrieve the latest reported metrics for any of your active email or SMS campaigns.
Does the integration support segment searching? +
Yes, you can list all configured audience segments, allowing the agent to provide information on segment definitions and sizes.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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