Connect Ontraport MCP for AI Agents
Automate Marketing and Sales Workflows from Your CRM Data
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What AI agents can do with Ontraport: 10 Tools for CRM Marketing Automation
Use these tools within your chat agent to query contact details, list campaign status, manage tasks, or check recent sales records.
Create contact
Adds a completely new contact record into your Ontraport system.
Get contact
Pulls specific details for one existing, named contact.
List campaigns
Retrieves a list of all marketing campaigns you currently run.
List contacts
Pulls a comprehensive list of all contacts stored in Ontraport.
List forms
Lists every lead capture form available for your website and marketing pages.
List landing pages
Retrieves a list of all the dedicated landing pages you manage through Ontraport.
List messages
Lists records of emails or SMS messages sent to your contacts.
List sequences
Provides a list and status overview of all automated customer journey sequences.
List tasks
Retrieves a list of tasks assigned to users or teams that need attention.
List transactions
Pulls a real-time list of all sales transactions recorded in the system.
Frequently Asked Questions
How does the Ontraport MCP help me manage my CRM data? +
It lets you interact with your contacts, campaigns, and tasks directly through chat. You can ask for a list of people or get specific details without ever opening the main Ontraport dashboard.
Can I use the Ontraport MCP to track my sales revenue? +
Yes, you can instantly pull real-time lists of transactions. Your agent pulls the data and tells you exactly how much was processed and from whom, giving you immediate financial visibility.
What kind of marketing campaigns can I manage using the Ontraport MCP? +
You can audit everything related to your customer journey. This includes listing all active sequences, checking which landing pages are live, and reviewing what forms collect leads.
Is the Ontraport MCP only for marketing people? +
No, it's useful for anyone needing a full view of the business. Sales teams can use it to look up contact details, while managers can check assigned operational tasks.
Does using the Ontraport MCP mean I need technical skills? +
No. You just talk to your AI client like you're talking to a teammate. The MCP handles all the complicated API connections and data retrieval in the background.
Where do I find my App ID and API Key? +
In Ontraport, go to Administration > Integrations > Ontraport API Instructions and Key Manager. Create a new key to get both the App ID and the API Key.
Can I target custom objects with these tools? +
Currently, these tools are optimized for core objects like Contacts (0), Tasks (1), and Sequences (5). Support for other custom objects can be added by specifying their respective Object IDs in future updates.
Does this support creating new contacts? +
Yes! Use the create_contact action. You can provide an email address along with optional first and last names to add a new person to your Ontraport CRM.
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