Ortto MCP Server

This server hooks your AI client directly into Ortto (formerly Autopilot). You'll get full conversational control over both customer data management and marketing automation, all through natural chat commands. Forget switching tabs or logging into a separate dashboard; you manage profiles, audit campaigns, and trigger engagement journeys right here.

Managing People Records

You can handle every aspect of your contact list using the agent. If you've got an entirely new lead, run create_person to drop them straight into the system with a fresh record. Need details on someone already in the database? Use get_person, giving it their email or ID, and you'll pull up all their stored info.

For broader searches, you don't have to guess; list_people lets you search for multiple records using criteria like name or email.

If that person’s job details change—say they moved companies or got a new title—you use update_person. This modifies specific fields on an existing profile without touching anything else. And if a contact is stale data, you can run delete_person to archive or permanently remove their record from the system.

Before you even start, check their status. You'll know immediately whether they’re opted in or out by running get_subscription against any email address; it tells you if they're subscribed, unsubscribed, or if the status is unknown.

Orchestrating Customer Journeys and Activities

This isn't just a database wrapper; it's an action engine. You can program specific actions into a person's profile using create_activity. For instance, you tell the agent to trigger a 'product demo requested' activity, which starts a defined automation flow for that user based on real-time events.

Auditing Marketing Assets and Accounts

The server gives you immediate visibility into your marketing setup. To plan an audit or just check what’s running, list_campaigns pulls up every single campaign Ortto has set up in the system. For audience segmentation—the core of targeted messaging—you run list_audiences, and it spits out a list of all pre-built segments you can use for immediate planning or review.

Data hygiene is key, so if you need to see what organizations are linked to your customer data platform (CDP), list_accounts pulls up that entire inventory list. You're always in control of the data lifecycle here, whether it’s adding a person with create_person, updating their job title with update_person, or ensuring you only talk to people who are actually subscribed using get_subscription.

How It Works Under the Hood

You just subscribe to the server and plug in your Ortto API key, making sure you specify your data region (Global, AU, or EU) so everything talks to the right place. Your AI client uses these tools—like list_people when you need a quick roster, or get_person when you know exactly who you're talking about—to talk directly to Ortto’s APIs.

You manage complex customer journeys and clean up your data from any MCP-compatible chat window. It's direct, it's fast, and it keeps your whole marketing stack in one place.