# Dialog Insight MCP MCP > Dialog Insight equips your agent to handle all relationship marketing tasks. You can list and get detailed profiles for contacts, monitor real-time performance metrics for email and SMS campaigns, track automated customer journeys, and identify audience segments—all without leaving your chat window. ## Overview - **Category:** marketing-automation - **Price:** Free - **Tags:** email-marketing, crm, audience-segmentation, campaign-analytics ## Description This MCP connects you directly to the Dialog Insight CRM platform. Instead of jumping through multiple dashboards or exporting data into spreadsheets just to run a quick report, you talk to your agent about your marketing efforts. You can ask it to check performance metrics for any campaign, pull up a contact's full history, or even list out all active automation workflows running right now. It's essentially bringing your entire relationship marketing stack into natural conversation. When you connect this MCP through Vinkius, your AI client gains the ability to orchestrate complex marketing actions. Need to know which segments are ready for a new promotion? You ask it. Want to check if a contact is 'VIP' or just dormant? It finds out. This gives you a complete view of who you’re talking to and how well your outreach campaigns are actually performing. ## Tools ### add_new_marketing_contact Adds a new contact record into the Dialog Insight database. ### get_account_metadata Retrieves configuration settings and usage limits for your entire account. ### get_campaign_performance Pulls detailed performance metrics—like open rates—for one specific marketing campaign. ### get_contact_profile Retrieves a complete, detailed profile and interaction history for a single contact. ### list_active_automations Lists all marketing automation workflows that are currently running in the system. ### list_marketing_campaigns Lists all existing email and SMS marketing campaigns in your account. ### list_marketing_contacts Provides a list of every contact record within the Dialog Insight organization. ### list_audience_segments Retrieves a list of every audience segment you have configured for targeting purposes. ### list_high_performing_campaigns Identifies and reports on campaigns that are showing the highest engagement rates. ### search_contacts_by_email Searches for and finds a specific contact record using only their email address. ## Prompt Examples **Prompt:** ``` List all active marketing campaigns. ``` **Response:** ``` I've found 4 active campaigns, including 'Spring Promotion 2024' and 'Monthly Newsletter'. Would you like to see the performance metrics for the largest one? ``` **Prompt:** ``` Show me the performance for campaign 'Spring Promotion'. ``` **Response:** ``` The 'Spring Promotion' campaign has an open rate of 22% and a click-through rate of 3.5%. So far, it has generated 1,200 unique clicks. Should I list the top performing links? ``` **Prompt:** ``` Find contact profile for 'user@example.com'. ``` **Response:** ``` I've retrieved the profile for 'user@example.com'. They are currently 'Active' and part of the 'VIP Customers' segment. Their last interaction was with the 'June Digest' email. Would you like to see their custom field values? ``` ## Capabilities ### Manage Contact Records Add new contacts, search for existing users by email, or pull detailed profiles including interaction history. ### Review Campaign Health List all running campaigns (email and SMS) and check specific performance metrics like open rates and click-through data. ### Analyze Audience Groups Get a list of pre-defined audience segments, or view the estimated size of those groups for targeting decisions. ### Track Automation Journeys List all active marketing automation workflows and see which customer journeys are currently running through the system. ### Identify Top Campaigns Run a specific query to identify campaigns that have been performing exceptionally well based on engagement data. ## Use Cases ### Need a quick status update on an old campaign. A Marketing Manager needs to know if the 'Summer Sale' email is still generating clicks. Instead of logging into the analytics tab, they ask their agent to run `get_campaign_performance` for that specific campaign name and get the open/click rates right away. ### Preparing a pitch on an existing client. A CRM Specialist needs to quickly summarize Client X's history before a call. They simply ask their agent to run `get_contact_profile` using the client's email, getting all interaction records instantly for review. ### Auditing current outreach efforts. A Digital Marketer wants to see which segments are actually populated. They use `list_audience_segments` and get a count of members for each segment, letting them decide where to focus their next campaign. ## Benefits - Check campaign health instantly. Instead of manually digging through reporting dashboards to see the open rate for 'Spring Promotion,' you just ask your agent to run `get_campaign_performance` and get the number immediately. - Maintain a single source of truth. You can pull up any contact's entire background, including their subscription preferences, by calling `get_contact_profile`, eliminating data silos across different systems. - Plan targeted outreach faster. Use `list_audience_segments` to see what groups you have available for targeting before writing a single word of copy. - Keep track of automated processes. Need to know if your welcome email sequence is running correctly? Run `list_active_automations` and confirm the status without logging into the workflow editor. - Build better pipelines. If you're adding new clients, use `add_new_marketing_contact` to ensure they are in the system immediately, keeping your contact list clean and accurate. ## How It Works The bottom line is that you manage your entire CRM through conversation, not clicks. 1. Connect this MCP to your AI client and authorize it using your Dialog Insight API Key. 2. Tell your agent what you need. For example, 'What were the click rates for last month's newsletter?' 3. Your agent calls the necessary tool(s) internally, retrieves the data, and formats a clear answer back to you in plain text. ## Frequently Asked Questions **How do I check performance using get_campaign_performance?** You tell your agent which campaign you want to check, and it runs `get_campaign_performance`. It gives metrics like open rate and click-through data for that specific effort. **Can I find a contact by email using search_contacts_by_email?** Yes. You ask your agent to use `search_contacts_by_email` with the address, and it immediately pulls up that contact's profile details. **What is list_active_automations for?** This tool lists all marketing automation workflows currently running. You can use this to verify if a customer journey you set up is actually active and functioning correctly. **How do I find out about audience segments with list_audience_segments?** You ask the agent to run `list_audience_segments`. It shows all configured groups and their estimated member counts, helping you plan your next campaign target. **What specific data points does `get_contact_profile` return for a contact?** It returns detailed profile information, including the contact's current status, full interaction history, and any custom field values. This gives you a complete view of their journey. **How does `list_marketing_contacts` handle pagination or rate limits?** The MCP handles listing large datasets using standard cursor-based pagination. If the agent hits an API limit, it automatically manages retries and fetches the next batch of contacts. **What data fields are required when I use `add_new_marketing_contact`?** You must provide at least a valid email address and full name. The MCP validates these basic fields before submitting the new record to Dialog Insight. **What information can I retrieve using `get_account_metadata`?** This tool checks your account's health by retrieving current API usage limits, subscription tier details, and any remaining quotas. It helps you plan for high-volume operations. **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.