• CONTACTS
  • PURCHASES
  • LISTS
  • HUMAN

How to lookup customer data with your AI

Connect your AI to Ontraport to pull real-time contact and purchase info without switching tabs.

Ask AI about this page

Short answer

How can I get customer info from Ontraport using AI?

Your AI uses specific tools to pull contact profiles and transaction records directly from your Ontraport account. You can ask for a specific person's details or a list of recent purchases to get the context you need for a call. This breakdown shows exactly how your agent accesses that data.

Data outcomes

What your AI finds

These are the specific pieces of information your agent can pull from Ontraport.

CONTACTS

Instant profile lookups

The AI pulls specific contact details like email addresses or names. You get the exact data needed for personalized outreach.

PURCHASES

Transaction history

Your agent retrieves a list of past orders and payments. This helps you see what a customer has already bought.

LISTS

Contact directory access

The AI can scan through your contact list to find specific groups or individuals. It makes finding the right person easy.

HUMAN

Manual intervention needed

If the AI cannot find a specific record or if you need to change data, you'll handle that in the Ontraport dashboard. The AI only reads existing information.

The workflow

What your AI does when the data is requested.

The AI acts as a bridge between your chat interface and your Ontraport database.

  1. Identify the contact

    The AI searches your database to find the right person based on the name or email you provide.

    list_contacts

  2. Retrieve profile details

    Once the contact is found, the AI pulls their specific information into the chat.

    get_contact

  3. Check purchase history

    The AI looks up the specific transactions tied to that contact's account.

    list_transactions

  4. Summarize findings

    Your agent presents the contact and transaction data in a clear format for your review.

    get_contactlist_transactions

Try it

Copy these to start.

Use these prompts to trigger data retrieval immediately.

Starting points

These are templates. Swap out the names and email addresses for your actual customers.

Ontraport Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_8WZm2eEtwVgAsURh83wLK6hc0YMdiXgEguIJHe1a/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Ontraport capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "ontraport-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8WZm2eEtwVgAsURh83wLK6hc0YMdiXgEguIJHe1a/mcp"
    }
  }
}
Copy into chat04

  • Find the contact details for Sarah Jenkins in Ontraport.

  • List the recent transactions for the email address sam@example.com.

  • Search my Ontraport contacts for anyone with the last name Miller.

  • Show me the transaction history for the customer with ID 98765.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Ontraport once, then ask.

Follow the link to link your account. Your credentials stay encrypted and secure, and you can start asking questions immediately.

Connect Ontraport to your AI

FAQ

How this task behaves

  • 01

    Can the AI update or delete my Ontraport contacts?

    No. The AI can only read contact and transaction data. You must make any changes directly in Ontraport.

  • 02

    Can I ask for a list of all my customers?

    Yes. The AI can pull a list of contacts from your account.

  • 03

    Will the AI create new transactions for me?

    No. The AI is limited to retrieving existing transaction history.

  • 04

    Does the AI see my Ontraport login password?

    No. Your login stays encrypted and is never visible to the AI or the Vinkius platform.

  • 05

    Can the AI find a customer by their phone number?

    Yes, as long as that phone number is part of the contact data available in Ontraport.

  • More questions about Ontraport? The Connector page answers them. See everything the Ontraport Connector can do

Connect Ontraport to Claude, Cursor, ChatGPT & more