# Dashly MCP MCP > Dashly MCP connects your AI agent directly to your conversational marketing data. You'll manage user profiles, track custom actions, and respond to live chats without leaving your workflow. Convert more website visitors by orchestrating targeted pop-ups and automated lead nurturing sequences. ## Overview - **Category:** customer-support - **Price:** Free - **Tags:** conversational-marketing, user-tracking, lead-nurturing, pop-ups, customer-engagement, behavioral-analytics ## Description This connection lets you treat your entire customer engagement system like a single chat session with your AI client. Instead of jumping between the Dashly dashboard, your CRM, and your analytics tool just to see what happened last week, your agent handles it all naturally. You can ask it for the full history on any user, track specific actions they take on your site—like viewing a pricing page—and even send them an instant reply directly through the system. It’s about turning raw data into actionable conversations. Whether you're a support lead needing to quickly pull up a user's complete interaction history or a marketing manager who needs to see which users haven't signed up for that newsletter yet, your AI agent acts as the dedicated coordinator. This capability is managed through Vinkius, giving your agent access to thousands of other services too. You get full control over your behavioral data and chat flow without ever manually toggling tabs or writing complex API calls. ## Tools ### get_conversation Retrieves all the details for one specific chat conversation. ### get_user_details Fetches a complete profile summary and metadata for any user ID. ### list_channels Lists every available communication channel set up in your Dashly account. ### list_conversations Gets a list of all recent, ongoing chat sessions. ### list_users Retrieves an overview of every registered user in your Dashly account. ### send_reply Drafts and sends a reply message to a specific conversation thread. ### set_user_props Manually updates or adds custom properties (metadata) to any user profile. ### track_event Records a specific, named action taken by a user, like 'pricing viewed'. ## Prompt Examples **Prompt:** ``` List all active chat conversations in my Dashly account. ``` **Response:** ``` I've retrieved your conversations. You currently have 5 active sessions, including 'Conversation #123' with John Doe and 'Lead Inquiry'. Would you like the detailed high-fidelity message history for any of them? ``` **Prompt:** ``` Track event 'Newsletter Signup' for user 'user_456'. ``` **Response:** ``` Event orchestrated! I've successfully recorded the 'Newsletter Signup' action for user 456. This event is now active in their high-fidelity behavioral profile. Need help updating any custom properties for them? ``` **Prompt:** ``` Get the profile metadata for user ID 'user_789'. ``` **Response:** ``` User profile orchestrated! I've retrieved the metadata for user 789. They are currently tagged as a 'VIP' and have 10 custom properties set. Shall I list the detailed high-fidelity history for this lead? ``` ## Capabilities ### Manage user profiles Retrieve detailed information about specific users, including custom properties and metadata. ### Track visitor actions Record custom events whenever a user performs an action on your website or app. ### Handle chat history List recent conversations and fetch the full message transcript for any active session. ### Send automated replies Write and send instant responses to a conversation thread directly through your AI client. ### Monitor communication channels View all the different communication channels you use for lead engagement. ## Use Cases ### A support agent needs full context on a tricky lead. The agent asks their AI client to 'get user details for john_doe'. The system runs `get_user_details` and returns that John Doe is tagged as 'High Value' and has 15 custom properties set. Then, they ask it to 'list conversations for john_doe', finding a chat where they can use `send_reply` with the right context. ### Marketing needs to know who abandoned checkout. Instead of building complex webhooks, the marketer tells their agent to 'track event Checkout Abandoned' for all users. The system runs `track_event`, and they can then query that data using `list_users` to build a targeted follow-up campaign. ### Product team wants to audit user behavior. The PM asks the agent to 'get all users who viewed the /settings page'. The tool uses `track_event` data, allowing the PM to segment and analyze which specific groups need better product education. ### A sales rep needs to update a lead's status immediately. After a call, the sales rep tells their AI client: 'update user_987 properties to Enterprise Tier'. The agent executes `set_user_props`, ensuring the CRM and Dashly are instantly in sync. ## Benefits - Stop manually checking logs. Using `list_conversations` and `get_conversation` lets your agent pull up the full message history instantly, so you never miss a critical detail in support calls. - Keep a perfect record of user behavior by using `track_event`. When a user views 'Pricing,' the system records that custom event immediately, building a rich audit trail for future campaigns. - Maintain clean data integrity with `set_user_props`. Instead of relying on manual entry, you can update a user's status (like 'VIP') programmatically and keep your CRM in sync. - Get a bird’s-eye view by running `list_users` or `get_user_details`. You instantly pull profile metadata for an entire cohort or check one lead's specific custom properties. - Coordinate multi-channel outreach. By using `list_channels`, you see all the ways users can engage, allowing your agent to plan a coordinated nurture sequence across touchpoints. ## How It Works The bottom line is you use plain English instructions in your AI chat window instead of writing complex API code. 1. Subscribe to this MCP and grab your Auth Token from your Dashly dashboard settings. 2. Connect that token to any AI-compatible client, like Cursor or Claude. 3. Use natural language commands with your agent. For example, ask it to 'list all users who viewed the pricing page' or 'get conversation history for user X'. ## Frequently Asked Questions **How do I check a user's current profile data using get_user_details?** You simply ask your agent to 'get user details for [ID]'. It fetches the full metadata, including any custom properties you or your team have set up. **Can I track a new action in Dashly using track_event?** Yes. You tell the agent to 'track event [Name]' for a specific user ID. This immediately records that custom behavior into their profile's behavioral history. **What is the difference between list_conversations and get_conversation?** Use `list_conversations` to see an overview of all your recent chat sessions. If you need the full transcript, including every message sent, use `get_conversation` with a specific conversation ID. **How can I ensure my user data is accurate when I set_user_props?** When setting user properties, be precise. Include the key and value clearly in your prompt. This ensures the system updates exactly what you intend for that specific user. **When I use send_reply, what happens if the message fails to deliver?** If a reply fails, your agent receives an explicit error code. The system logs the reason for failure, letting you know if it's due to content restrictions or API limits. You can then adjust your script accordingly. **What information does list_channels provide about my communication setup?** This tool provides a complete directory of all active connection points. It lists every channel Dashly uses, so you know exactly where to coordinate engagement across multiple touchpoints. Use this before connecting new services. **If I have thousands of users, how should my agent handle the list_users tool?** The MCP is designed for large-scale data retrieval using pagination logic. Your agent will automatically prompt you to process results in batches, ensuring you get all user IDs without hitting rate limits. **When calling get_conversation, what specific ID format do I need?** You must provide a precise conversation identifier (ID) for the tool to work. The agent can't guess; it needs that unique string to pull up the correct high-fidelity message history. **How do I find my Dashly Auth Token?** Log in to your account, navigate to **Settings** > **Integrations** > **API Keys**, and copy your unique Auth Token. **Can I record custom user events via AI?** Yes! The `track_event` tool allows your agent to log specific user actions programmatically by providing the user ID and event name. **How do I check active chat sessions?** Use the `list_conversations` tool to retrieve a comprehensive directory of all current chat interactions and their high-fidelity metadata.