# Endear Retail CRM MCP MCP > Endear Retail CRM MCP connects your AI agent directly to a leading retail clienteling platform. It lets you pull complete customer profiles, review order history, and access private notes on customer interactions using only natural conversation. You can instantly monitor total spend, check task status for the sales team, or search across all product catalogs without ever leaving your chat window. ## Overview - **Category:** ecommerce - **Price:** Free - **Tags:** clienteling, retail-crm, customer-profiles, sales-tracking, omnichannel-retail, personalized-shopping ## Description This MCP connects Endear’s retail CRM capabilities to your AI workflow. Instead of logging into multiple systems to piece together a customer view, you ask your agent questions and get immediate answers about any client. You can pull detailed profiles for specific customers, check out their full purchase history, or read every note left by the sales team on their file. The system keeps track of product availability, team tasks, and even provides high-level reports on organizational performance. Everything that used to require clicking through separate tabs—from checking a customer's total lifetime spend to seeing if they bought an item last month—is available right here. By connecting this MCP via Vinkius, you give your AI agent the single source of truth it needs to talk shop with real depth. ## Tools ### get_endear_account_metadata Retrieves general settings and metadata about your Endear account setup. ### get_customer_profile Fetches detailed information and purchase history for one specific client. ### quick_retail_performance_audit Generates a fast, summary report covering customers, orders, and product data points. ### list_customer_clienteling_notes Retrieves a full history of notes, interactions, and communications for one customer. ### list_customer_purchase_history Lists all orders and purchases made by a specific customer over time. ### list_retail_customers Gets a list of every customer currently registered in the CRM. ### list_retail_products Retrieves the full catalog of products available for sale. ### list_clienteling_tasks Lists all follow-up tasks and client management actions assigned to the team. ### list_retail_team_members Lists all employees and sales associates within the organization. ### search_customers_by_name_or_email Finds any customer account using just a name or email address keyword. ## Prompt Examples **Prompt:** ``` List all customers with high total spend. ``` **Response:** ``` I've identified several high-value customers, including 'Alice Johnson' ($4,500 spent) and 'Robert Smith' ($3,200 spent). Both have recent purchase activity. Would you like to see the notes for Alice Johnson? ``` **Prompt:** ``` Show me the last 5 orders for customer ID 'CUST-12345'. ``` **Response:** ``` Customer ID 'CUST-12345' (John Doe) has 5 recent orders, including '#ORD-9988' ($150, Fulfilled) and '#ORD-9977' ($240, Shipped). Should I pull the items included in the most recent order? ``` **Prompt:** ``` Search for customers matching 'Sarah'. ``` **Response:** ``` I've found 3 customers matching 'Sarah': 'Sarah Miller', 'Sarah Connor', and 'Sarah Williams'. All are in the 'Loyalty Member' segment. Would you like the profile details for Sarah Miller? ``` ## Capabilities ### Retrieve Customer Details Fetch a full profile and spending summary for any specific customer. ### Track Order History Pull records of all purchases, including order numbers, amounts, and fulfillment status. ### Manage Client Notes Read every note, interaction record, or follow-up task associated with a customer's account. ### Find Customers by Name or Email Quickly search the entire database for customers using basic contact information. ### Audit Retail Performance Generate an immediate, high-level summary of customer activity and overall retail health. ## Use Cases ### Handling an upset customer in-store A sales associate learns a customer is unhappy. They ask their agent to first use `search_customers_by_name_or_email` to confirm the person, then immediately run `list_customer_clienteling_notes`. This shows them every past complaint and interaction in seconds, allowing them to apologize specifically and recommend a solution. ### Quarterly team performance review A retail manager needs data on the top 10% of spenders. They ask their agent to run `list_retail_customers` and filter by high total spending, then follow up with a summary using `quick_retail_performance_audit`. This generates actionable data for commission planning. ### Onboarding new staff member A manager trains a new employee on best practices. They prompt the agent to list all available products via `list_retail_products` and then ask how to cross-reference that with current stock levels, ensuring the team knows what they can sell. ### Investigating an old order discrepancy An ops analyst needs to verify a refund claim. They use `list_customer_purchase_history` by order number and then cross-reference it with `get_customer_profile` to confirm the customer's billing details, ensuring compliance. ## Benefits - Know the full story behind every sale. You don't have to guess what happened last time; just ask your agent to run `list_customer_clienteling_notes` and get all past interactions instantly. - Stop wasting time on basic lookups. Instead of opening multiple tabs, you can use `search_customers_by_name_or_email` to find a person's file and immediately check their total spend using the profile tools. - Maintain sales momentum by keeping track of tasks. You can run `list_clienteling_tasks` to see who owes whom a follow-up, so no potential sale falls through the cracks because someone forgot. - Run instant health checks on your store's performance. The `quick_retail_performance_audit` tool aggregates customer volume and order activity into one summary view—no manual report building required. - Deeply understand purchase patterns. You can use `list_customer_purchase_history` to pinpoint exactly what a client bought, when they bought it, and how much the items cost. ## How It Works The bottom line is you talk to your AI client like a coworker, not a database query language. 1. Connect the Endear integration to your AI client. You'll need to authorize it using your dedicated Endear API Key. 2. Once connected, simply prompt your agent with a natural language request—for example, 'What did John Doe buy last month?' 3. The MCP executes the necessary tool calls and returns clean data that your agent uses to form a cohesive, actionable answer. ## Frequently Asked Questions **How do I use list_customer_purchase_history to find a customer’s spending?** The `list_customer_purchase_history` tool provides all orders. You ask your agent to pull the history, and it will give you the amounts for each order needed to calculate their total spend. **Does get_customer_profile show me more than just name and email?** It shows detailed profile information plus a summary of their purchase activity. This gives you core details, spending totals, and sometimes even pointers to recent interactions. **What if I don't know the customer's ID? Can I still use list_customer_clienteling_notes?** No, most tools require identification. You should first run `search_customers_by_name_or_email` to get an accurate profile or ID before attempting to pull specific notes. **Is quick_retail_performance_audit the best way to see overall store health?** Yes, it's designed for high-level overviews. It combines customer volume and order activity into one report, which is much faster than running multiple reports manually. **What information does `get_endear_account_metadata` provide about my Endear account setup?** It retrieves your current metadata and configured permissions. You use this to verify that your API key has the right scopes before running larger queries, like checking if you can access all clienteling notes. **When using `list_retail_products`, how does the MCP handle a massive product catalog?** The integration manages large datasets by supporting pagination. You request data in smaller chunks; this prevents timeouts and ensures you retrieve every single product without hitting rate limits. **How is `search_customers_by_name_or_email` better than listing all customers?** It uses keyword matching across names or emails for instant filtering. This method is much faster than running a full list of every customer when you only know part of their details. **Does `list_retail_team_members` help me track who works at my store?** Yes, it lists all active team members and their roles within your organization. This helps you quickly identify which associates might have been involved with a specific account. **How do I get an Endear API Key?** Log in to your Endear dashboard, navigate to **Settings > API**, and you can generate or retrieve your unique API Key from there. API access is typically available on professional and enterprise plans. **Can the agent send messages to customers?** This integration currently focuses on listing and auditing customers, notes, and orders. Sending outbound SMS or emails via Endear should be managed through the Endear mobile app or dashboard clienteling interface. **Does the integration show real-time stock levels?** You can retrieve product metadata using the list_retail_products tool. While it shows current product availability, detailed granular inventory across all locations should be confirmed within the Endear inventory module.