# OmniEngage MCP > OmniEngage MCP Server gives your AI agent full control over multi-channel sales and marketing outreach. It connects directly to OmniEngage's API, letting you manage prospects, launch campaigns across email, SMS, and in-app messages, and track detailed engagement metrics—all from a natural conversation interface. You retrieve prospect metadata, monitor campaign performance, and orchestrate complex workflows without logging into the web portal. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** prospecting, outreach-automation, lead-generation, omnichannel-marketing, sales-sequences, email-marketing ## Description Listen up. This server gives your agent total control over OmniEngage's sales and marketing platform, letting you handle everything from prospect intake to campaign deep-dives—all through natural conversation. You won't need to log into that clunky web portal; your AI client just takes over. First things first: It checks the connection status with `check_api_status`, so you always know if your account access is good to go. Then, when it comes to prospects—the leads—you can manage their entire lifecycle right here. You'll use `list_prospects` to grab a full list of everyone in your database for an audit. If you find someone new, you run `create_prospect`, giving the system structured data to build out a profile. Need to tweak a record? Use `update_prospect`. And if a lead is dead weight, you can permanently remove them with `delete_prospect`; it's simple. For deep profiling, your agent executes `get_prospect_details`, which pulls every piece of metadata and the full engagement history for any specific prospect. You also get to see what segment tags are applied across the base by running `list_tags`. When you’re ready to run outreach, it's straightforward. Your agent can list all existing campaign types using `list_outreach_campaigns`, or check out every sequence available via `list_sequences`. To start a whole new push, you trigger the action with `launch_campaign`, feeding in structured parameters for a multi-channel rollout across email and SMS. You gotta know how those campaigns are doing. You can pull specific performance metrics on an existing campaign by calling `get_campaign_details`. Otherwise, your agent manages all the complex workflows that drive qualification: it kicks off specific research sequences to move prospects along their buying journey. These tools let you orchestrate complex lead advancement without touching a dashboard. To keep everything running clean, the server handles automation oversight for you. You can list every configured external synchronization webhook using `list_webhooks`, giving you visibility into all the hooks powering your sales workflows. It’s about watching that connection and making sure those multi-step processes fire exactly when they should. This setup lets your AI client act like a dedicated, high-powered coordinator for your entire marketing stack. You retrieve data, modify records, launch campaigns, and monitor results—all without ever leaving the chat window. ## Tools ### create_prospect Adds a new prospect record into the system using structured data input. ### delete_prospect Permanently removes a specified prospect from your outreach list. ### get_campaign_details Retrieves performance metrics and specific information for a named campaign. ### get_prospect_details Fetches all detailed profile data and engagement history for one prospect. ### check_api_status Verifies the connection status and operational health of your OmniEngage account. ### launch_campaign Starts a new, multi-channel outreach campaign using structured parameters. ### list_outreach_campaigns Lists all currently configured and historical campaigns managed by the platform. ### list_prospects Retrieves a list of every prospect in your outreach database for auditing purposes. ### list_sequences Lists all existing, multi-step outreach sequences available to run. ### list_tags Retrieves a list of all segment tags applied across your prospect base. ### list_webhooks Shows a list of configured external synchronization webhooks. ### update_prospect Modifies specific fields or status information for an existing prospect record. ## Prompt Examples **Prompt:** ``` List all active prospects in OmniEngage. ``` **Response:** ``` I've retrieved your prospects. You have 25 active leads including 'John Miller' and 'Sarah Chen'. Which one would you like to see the engagement history for? ``` **Prompt:** ``` Show me details for campaign ID camp_291 including its performance stats. ``` **Response:** ``` Campaign "Spring Outreach 2025" (camp_291) has reached 342 prospects so far. Open rate stands at 47%, reply rate at 12%, and 8 meetings have been booked. The sequence includes 4 touchpoints over 14 days, and 89 prospects are still actively in the pipeline. ``` **Prompt:** ``` List all outreach sequences available in my account. ``` **Response:** ``` You have 5 active sequences. "Cold Intro" has 3 steps over 7 days, "Enterprise Follow-up" runs 5 steps across 21 days, "Re-engagement" uses 2 steps in 5 days, "Warm Lead Nurture" spans 4 steps over 10 days, and "Event Attendee" covers 3 steps in 7 days. ``` ## Capabilities ### Monitor API health The agent checks the connection status to OmniEngage and validates account access. ### Manage prospect records You can add, retrieve details for, modify, or delete specific prospects within the system. ### Run outreach campaigns The agent launches new multi-channel outreach campaigns using predefined parameters. ### Review campaign status and results You can pull detailed performance metrics for existing or planned campaigns. ### Orchestrate lead sequences The agent triggers specific, multi-step research sequences for prospects to advance their qualification stage. ### Audit automation webhooks You can list and review all configured synchronization hooks used in your sales workflows. ## Use Cases ### The Quarterly Review Prep An AE needs to pull data on 10 accounts for a review. Instead of opening 10 separate dashboards, the agent runs `list_prospects` to narrow the list, then uses `get_prospect_details` iteratively on each one. The agent compiles all metadata and engagement history into a single, readable summary for the AE. ### The Cold Lead Follow-up A marketer identifies a high-value prospect who went silent. They use `get_prospect_details` to see when the last contact was made and what channel failed. The agent then uses `launch_campaign` to trigger a new, targeted follow-up sequence immediately. ### The Pipeline Cleanup An SDR notices several prospects marked 'Stale' in their list. They use `list_prospects` and then run `update_prospect` on the flagged leads, changing their status to 'Needs Re-qualification.' This keeps the pipeline clean without manual intervention. ### Auditing Webhooks The operations team suspects a data sync failure. They immediately run `list_webhooks` to see all configured synchronization points, verifying that the necessary integration hooks are active and correctly named. ## Benefits - Stop switching apps to check status. Use `list_prospects` or `get_prospect_details` to pull full lead histories instantly, keeping you in the conversation flow. - Automate outreach without manual clicking. Running `launch_campaign` starts a multi-channel sequence (email/SMS) with one command, and tracking results via `list_outreach_campaigns` shows performance metrics immediately. - Keep your data clean and synced. Use `update_prospect` to modify lead status or add new metadata programmatically, ensuring the CRM record matches reality. - Gain visibility into system integrations. Running `list_webhooks` lets you audit every automated workflow hook without diving deep into complex settings menus. - Maintain a high-fidelity view of your sales process. You can list available sequences with `list_sequences`, letting your agent know exactly which follow-up paths are active. ## How It Works The bottom line is: your AI client bypasses the graphical user interface (GUI) entirely, communicating directly with the source API via structured commands. 1. Subscribe to the server and input your OmniEngage API Key (Bearer Token) into the client. 2. Your AI agent connects using that token, authenticating with the OmniEngage platform's APIs. 3. The agent uses specific tool calls—like `list_prospects` or `launch_campaign`—to perform actions and return real-time data to you. ## Frequently Asked Questions **How do I check if my OmniEngage API key works with `check_api_status`?** Run the `check_api_status` tool directly. The agent verifies connectivity and your account status instantly, confirming that all subsequent commands will work without authentication errors. **Can I use `list_prospects` to find a specific lead's metadata?** No, `list_prospects` only returns basic list data. To get full profile details and engagement history for a single prospect, you must use the `get_prospect_details` tool. **`launch_campaign` requires me to know all the parameters ahead of time?** Yes. You need to provide specific inputs (like JSON strings) for who the campaign targets and what content/channel it uses. The agent won't guess these details. **What if I want to change a prospect’s status? Should I use `update_prospect`?** Yes, that's the correct tool for modifying an existing record. You must provide the unique ID and the specific fields you want to change via `update_prospect`. **How do I use `list_webhooks` to troubleshoot broken sales workflows?** It lists every configured synchronization point and its status. You'll need to compare the webhook payload structure against your expected data format to find what broke. **If I run `create_prospect` with incomplete JSON data, what error should I expect?** The system returns a specific validation failure message in the response. You must ensure required fields—like email or company name—are present before calling this function. **Does running `delete_prospect` permanently remove a record, or is there an archive?** The prospect data deletes immediately and cannot be recovered. Always confirm the unique ID before executing this command to prevent permanent loss of history. **When using `get_campaign_details`, can I narrow the results by a specific date range?** Yes, you pass start and end dates in the payload. This filters the reported engagement statistics so your agent only processes data from that defined time period. **Can my AI automatically find the details for a specific prospect by their ID?** Yes! Use the `get_prospect` tool with the Prospect ID. Your agent will respond with complete metadata for the profile, including contact info and current engagement status in seconds. **How do I find my OmniEngage API Key?** Log in to your OmniEngage account at dashboard.omniengage.co, navigate to **Settings** > **API**, and you will find your unique secret token there. **Can I launch an outreach campaign via the AI?** Absolutely. Use the `launch_campaign` tool. Provide the campaign data and target leads, and the agent will trigger the outreach sequence immediately.