Ontraport MCP. Manage contacts and track sales campaigns instantly.
Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Ontraport MCP Server connects your entire marketing and sales stack directly to any AI agent. It lets you list contacts, check campaign performance, track transactions, and manage tasks without ever opening the main dashboard.
Get real-time CRM data retrieval and business automation through simple conversation.
What your AI agents can do
Create contact
Adds a brand new contact record into your Ontraport system.
Get contact
Retrieves all details for one specific, existing contact by ID or email.
List campaigns
Pulls a list of every active marketing campaign you have set up.
Add new leads, retrieve specific contact details, or pull lists of existing customers.
Pull a list of all completed sales transactions to track revenue and performance.
List active campaigns, review automated sequences, or check which landing pages are live.
View all assigned tasks for the team so you know exactly what needs to happen next.
List historical email or SMS messages tied to contacts.
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Ontraport MCP Server: 10 Tools for Sales & Marketing
These ten tools let you manage every core function of your marketing stack—from adding contacts to tracking final sales payments—all through conversational AI.
019d75e7create contact
Adds a brand new contact record into your Ontraport system.
019d75e7get contact
Retrieves all details for one specific, existing contact by ID or email.
019d75e7list campaigns
Pulls a list of every active marketing campaign you have set up.
019d75e7list contacts
Retrieves a searchable list of all contacts in your system, often filtered by status or date.
019d75e7list forms
Lists every lead capture form you've built onto landing pages.
019d75e7list landing pages
Provides a list of all the specific web pages used to capture leads.
019d75e7list messages
Lists saved email or SMS messages associated with contacts for reference.
019d75e7list sequences
Reviews the names and status of your automated customer nurturing sequences.
019d75e7list tasks
Shows a list of tasks assigned to team members, helping track immediate operational needs.
019d75e7list transactions
Generates a report listing all processed sales transactions for a given date range.
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 Ontraport, 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
Listen up. This isn't some fancy marketing brochure crap; it's how you actually run your sales and marketing without touching a dashboard. You connect Ontraport to any AI agent, and suddenly, your whole stack—the contacts, the campaigns, the cash flow—is right there in plain language for your agent to grab.
It lets you manage everything by talking to it; no clicking through menus necessary.
Managing Your Contacts
You need info on a lead? You don't have to hunt through spreadsheets. If you know an ID or an email, you can use get_contact and your agent pulls up every single detail on that person. Need the whole picture of who you’re dealing with? Just ask it for a list using list_contacts; you can even filter those results by status or date so you're not wading through dead ends.
Want to bring someone new into the fold, too? You'll use create_contact and your agent writes that brand-new record straight into Ontraport.
Tracking Down Communication History
Ever need to know what was said last week? Your agent can pull up all saved messages for any contact using list_messages, whether it's an email or a text. You get the full comm log right there, so you never lose context on a client.
Running Campaigns and Marketing Assets
Your marketing efforts are covered too. To see what campaigns are active, just call list_campaigns to pull up every single one running in the system. You can review your automated nurture streams by checking the names and status using list_sequences. If you need to know which pages are collecting leads, you'll get a list of all the specific web pages via list_landing_pages, plus a separate list of every lead capture form you built with list_forms.
Monitoring Sales Performance
Checking out the money stuff is simple. You can use list_transactions and tell your agent the date range, and it generates a report listing all the processed sales transactions for that time—you know exactly where your cash came from without opening the financial dashboard.
Operational Oversight
You gotta keep the team moving. To see what's due next, you can call list_tasks to get a list of tasks assigned across the whole team, making sure everyone knows their immediate job. This lets your agent pull up operational needs so they know exactly what has to happen next.
How Ontraport MCP Works
- 1 Subscribe to the Ontraport server and provide your unique App ID and API Key.
- 2 Your AI client (Claude, Cursor, etc.) detects that you need CRM data and automatically selects the correct tool.
- 3 The agent executes the tool call in the background and returns structured data directly into your chat window.
The bottom line is: You talk to your agent like a coworker, and it talks to Ontraport to get you the answer.
Who Is Ontraport MCP For?
Business Owners who hate opening 15 different tabs just to check on sales. Marketing Managers tired of manually compiling campaign reports from multiple sources. Sales Directors who need immediate access to a contact's full history without logging into the CRM.
Uses this to list campaigns and check landing page statuses quickly, helping them audit current asset performance before planning new funnels.
Checks a contact’s full history—including tasks and messages—right from their chat interface instead of digging through the CRM dashboard.
Quickly runs reports, like listing transactions for today or checking pending tasks, to get an instant pulse on business health.
What Changes When You Connect
- Check sales performance without leaving your chat window. Use
list_transactionsto get today's revenue total, then ask the agent for a breakdown of what was sold. - Instantly audit your marketing assets. Running
list_landing_pagesandlist_formstogether gives you an immediate snapshot of all active lead capture points. - Deep dive into customer data. Use
get_contactto pull all history—messages, tasks, and sequence status—for one person in a single API call. - Stay organized with team operations. Just calling
list_tasksshows who owes what, letting you manage the pipeline without opening any internal project boards. - Keep your leads clean. Use
create_contactorget_contactto ensure every new lead is properly recorded and attached to the right sequence.
Real-World Use Cases
The Sales Hand-off Check
A sales rep needs to know if a prospect, John Doe, has been assigned any follow-up work. Instead of logging into the CRM and searching by name, they ask their agent: 'What tasks are pending for John Doe?'. The agent calls list_tasks and provides an immediate answer.
Quarterly Revenue Audit
The business owner needs a quick total of all sales from the last quarter. They prompt their agent: 'Show me all transactions between January 1st and March 31st.' The agent runs list_transactions and gives a precise, aggregated report.
Campaign Health Check
A marketing manager wants to know if their latest campaign assets are ready. They ask the agent: 'List all campaigns and show me which landing pages are associated with them.' The agent calls list_campaigns and cross-references it with list_landing_pages.
New Lead Follow-Up
A new lead signs up through a form. A sales rep needs to get their details immediately. They ask: 'Get the contact for this new email address.' The agent runs get_contact and provides all necessary data points right away.
The Tradeoffs
Checking multiple tabs manually
The user opens the Ontraport dashboard, clicks 'Contacts,' searches for a person; then they open another tab and click 'Transactions' to see if that person bought something. This takes 4-5 minutes of clicking.
→
Ask your agent: 'What is the full history (tasks, transactions) for this contact?' The agent uses get_contact and list_transactions in sequence to build a complete picture instantly.
Forgetting campaign context
A user just sees a list of campaigns but doesn't know if they are active or paused. They waste time figuring out the status.
→
Always start by listing assets: 'List all campaigns and check their current status.' Use list_campaigns for an immediate, actionable overview.
Over-relying on basic search
The user just searches the contact list but doesn't know if the record is complete or has attached tasks.
→
Ask a comprehensive question: 'Show me all active contacts who haven't had a task assigned in 30 days.' This combines list_contacts with list_tasks for targeted results.
When It Fits, When It Doesn't
Use this server if your core business problem revolves around marketing, sales, or lead management. Specifically, if you need to cross-reference data—for example, knowing that Contact X (from get_contact) was part of Campaign Y (from list_campaigns) and generated Revenue Z (from list_transactions).
Don't use this if your primary operational needs are outside the CRM scope. For instance, you can't use it to manage payroll records or track inventory levels; those require a dedicated ERP tool. If you need deep integration with accounting software like QuickBooks, look for an API connector specializing in financial data rather than just another marketing automation server.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Ontraport. 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
Juggling Dashboards Just to Check on Leads
Right now, checking a lead's status is a clicking nightmare. You start at the main CRM dashboard, click 'Contacts,' pull up John Doe's profile. Then you have to switch tabs to check his messages, and then maybe open a third tab just for assigned tasks. It’s slow, it’s fragmented, and half the time, you lose track of which piece of data came from where.
With this MCP server, all that friction disappears. You tell your agent: 'Get John Doe's status.' The agent runs `get_contact` and instantly aggregates the message history (`list_messages`), active tasks (`list_tasks`), and current campaign involvement into one clean response.
Ontraport MCP Server: Full-Stack CRM Data Access
You no longer have to manually cross-reference your sales funnel. Instead of running a report on campaigns, and then exporting that data to match it against the transactions list, you just ask. You prompt for 'all leads from Campaign A who haven't purchased.'
It’s about moving from manual reporting to conversational intelligence. Everything is connected, callable, and available through one simple chat interface.
Common Questions About Ontraport MCP
How do I find out how many contacts I have using the Ontraport MCP Server? +
You run list_contacts. This tool returns a list of all records. If you need a count, your agent will process this list and give you a total number right away.
Can I use the create_contact tool to add leads from my website? +
Yes, you can call create_contact if your workflow passes the necessary data (like name and email). This lets your agent write new records directly into Ontraport.
What is the difference between list_campaigns and list_sequences? +
Campaigns are broad marketing efforts, while sequences are the automated follow-up emails within a campaign. You use list_campaigns for the overall strategy, and list_sequences to check the specific steps.
Does the list_transactions tool include revenue data? +
Yes, it lists sales transactions. The resulting data includes key financial metrics so you can track total processed amounts for a given date range.
When using the get_contact tool, what happens if my API key is outdated or expired? +
Your AI client will receive an authentication error. The agent won't be able to pull any contact data until you update your credentials in the server settings and reconnect.
Does list_contacts allow me to filter results by specific criteria, like subscription status or last activity date? +
Yes. You pass filtering parameters when calling the tool. This lets you pull highly precise data sets instead of just a full dump of your entire contact list.
If I call the list_landing_pages tool repeatedly in a short time, are there any rate limits I need to worry about? +
Yes. The underlying API has usage caps. If you exceed those limits, the agent will return an error (like 429). You'll need to pause and wait before trying again.
When running list_tasks, can I narrow the results down to just specific team members or projects? +
You absolutely can. By passing parameters for filtering by assignee or project ID, you get a focused list of items relevant only to your immediate needs.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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