Ontraport MCP. Manage Contacts, Sales, and Campaigns Conversationally
Ontraport connects your entire marketing automation stack directly into any AI agent. Use this MCP to pull contact details, monitor sales transactions, and audit campaigns conversationally, without ever opening the Ontraport dashboard.
Give Claude and any AI agent real-world access
Create new contacts or look up details for existing ones using tools like create_contact and get_contact.
List active marketing campaigns, sequences, forms, and landing pages to understand the state of your customer funnels.
Get real-time lists of sales transactions and monitor overall revenue performance.
List assigned tasks to ensure the team stays on track with operational needs.
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What AI agents can do with Ontraport MCP with 10 Tools
These tools let you manage every aspect of your CRM from contact creation to transaction listing, all through natural language commands.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Ontraport MCPCreate Contact
Allows your agent to create a brand new contact record within Ontraport.
Get Contact
Retrieves all known details for one specific contact by their identifier.
List Campaigns
Pulls a list of every marketing campaign currently running in the platform.
List Contacts
Generates a comprehensive list of all contacts stored in Ontraport.
List Forms
Retrieves details on lead capture forms used across the site.
List Landing Pages
Lists all active landing pages designed for specific campaigns.
List Messages
Fetches a list of sent email or SMS messages used in sequences.
List Sequences
Shows the status and details for automated customer nurturing sequences.
List Tasks
Provides an overview of all currently assigned tasks for the team.
List Transactions
Generates a list of completed sales transactions, detailing revenue and items sold.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Ontraport, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Ontraport. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The Pain of the Dashboard Hop
Right now, checking on your business status means opening Ontraport. You jump to contacts to see leads, switch tabs to campaigns to check funnel health, and then open a third tab for sales transactions just to get one number. It’s slow, it's messy, and you spend more time clicking around than actually analyzing.
With this MCP, all that context is available in chat. You ask your agent about the status of active campaigns or list contacts, and it pulls together the data from multiple internal sources into a clean, readable response. It cuts out the dashboard hop entirely.
Ontraport: Getting Data When You Need It
No more manually running reports to compile today's sales figures or having to check multiple spots for a single contact’s current task status. The agent aggregates the data from `list_transactions`, `get_contact`, and `list_tasks` instantly.
The difference is conversational control. You don't manage dashboards anymore; you just talk to your business data.
What Ontraport MCP does for your AI
Need a quick snapshot of your business metrics? You don't have to open up multiple tabs or dig through complex dashboards just to find out who signed up last week or which campaign is underperforming. This MCP lets you talk to your CRM like it’s a conversation. Instead of navigating deep into sequence settings, you simply ask your agent for an overview of customer journeys.
You can instantly list contacts, check the status of active campaigns, or review recent sales transactions—all through natural language. When you connect this via Vinkius, your AI client handles all the data retrieval and organization. It's pure automation control, giving you a single point of access to run complex business checks instantly.
019d75e7-082b-71fa-89ba-4df7ebad1ab5 How to set up Ontraport MCP
The bottom line is: you interact with your entire marketing automation business via simple conversation prompts.
Subscribe to this MCP and provide your specific Ontraport App ID and API Key.
Connect the service to your preferred AI client, like Cursor or Claude.
Ask your agent a question (e.g., 'What were today's sales transactions?') and receive structured data in response.
Who uses Ontraport MCP
This MCP targets the operational roles that spend too much time context-switching between different platforms. It's for anyone who knows they need data from their CRM but hates logging into 5 separate tabs to check it.
Audits active sequences and landing pages, quickly checking if the right campaigns are running before a product launch.
Looks up specific contact details or checks pending tasks for an account without leaving their primary workspace.
Checks the total list of transactions and campaign status in minutes, not hours.
Benefits of connecting Ontraport MCP
Stop opening multiple dashboards. Instead of manually checking campaign status or running a report, you simply ask your agent to list campaigns, getting the data instantly in conversation.
Never lose track of who needs what. You can quickly look up contact details using get_contact and cross-reference that person's role without logging into any specific tab.
Track revenue streams faster than ever. Need an immediate sales overview? Running a query for list_transactions gives you the numbers, totals, and volume right away.
Audit your lead funnel in seconds. Checking both list_forms and list_landing_pages lets you confirm all capture assets are active and configured correctly.
Keep the team accountable by using list_tasks. Get an immediate overview of who owns what, eliminating the need for status update meetings.
Ontraport MCP use cases
Sales needs a quick revenue snapshot before a call
A sales rep is about to talk to a major client. Instead of having to pull up the CRM and navigate to transactions, they ask their agent to list all recent sales transactions from the last quarter. The AI retrieves the data instantly, giving them immediate talking points.
Marketing needs to audit compliance for a launch
A marketing manager is preparing a new product launch and has to verify that every necessary element is ready. They use the agent to list all active sequences, check the status of related landing pages, and confirm contact records are up-to-date using list_contacts.
Business Owner wants a daily operational summary
The owner wakes up and needs to know three things: 1) Are there pending tasks? 2) Did we make sales today? 3) Which campaigns are active? The agent handles all three calls—list_tasks, list_transactions, and list_campaigns—in one conversational response.
Lead Nurturing requires immediate data access
A team member needs to check a prospect's full history. Instead of searching multiple dashboards, they ask the agent to pull details for a specific contact using get_contact, instantly seeing their full interaction record.
Ontraport MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Treating it like a simple data dump tool
The user asks, 'Give me all the contacts and transactions.' This results in a massive, unreadable spreadsheet that requires manual filtering.
Instead of dumping everything, ask targeted questions. For example: 'List only active contacts who haven't transacted in 60 days,' or 'Show me the top five revenue-generating transactions from last month.'
Ignoring existing data structures
A user tries to manually recreate a sequence flow by listing messages and campaigns, which is overly complex.
Use the agent to understand the relationship between assets. Ask: 'Which sequences use the 'Welcome' message?' This shows you dependencies without manual cross-referencing.
Overloading the prompt with too many steps
The user writes, 'List contacts, then check campaigns, and also list tasks,' making it confusing for the agent.
Group related checks. Ask: 'Give me a status update on our marketing efforts by checking active sequences and any pending tasks.' This keeps the scope focused.
When to use Ontraport MCP
Use this MCP if your primary workflow involves cross-referencing data between sales records, campaign assets, and contact histories. It’s perfect for operational managers who need rapid status checks on their CRM without deep navigation into the platform's interface. However, don't use this if you are trying to perform complex, multi-stage content creation (like drafting entire email campaigns); those tools handle content generation. If your goal is solely internal reporting outside of marketing data—for example, retrieving HR records or inventory levels—you need a different type of connector designed for that specific system.
Frequently asked questions about Ontraport MCP
How do I use the Ontraport MCP to get a list of all contacts? +
You simply ask your agent to list contacts. The tool handles this by calling list_contacts and returning the full roster directly in your chat window.
Can I use Ontraport MCP to check my sales performance? +
Yes, you can. Prompting for today's revenue or last month's totals uses list_transactions to pull the necessary financial data and summarize it.
Does the Ontraport MCP help me manage my team’s tasks? +
It does. You can ask for a list of assigned tasks, which utilizes the list_tasks tool to keep everyone accountable without opening the task board.
What if I need details on one specific contact? Do I use Ontraport MCP? +
Yes. You should ask your agent to get the contact using get_contact, which pulls all known data points for that single person into your chat.
Can this MCP list my marketing forms and pages? +
Absolutely. Using list_forms and list_landing_pages allows you to audit every lead capture asset in one conversational query.