# Ontraport MCP

> 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.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Tags:** crm, email-marketing, campaign-management, lead-nurturing, business-automation, sales-tracking

## Description

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.

## Tools

### create_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.

## Prompt Examples

**Prompt:** 
```
List the last 5 contacts added to my Ontraport account.
```

**Response:** 
```
I've retrieved the latest contacts. Here are the 5 most recent additions, including their names, email addresses, and subscription status.
```

**Prompt:** 
```
Check the status of my active marketing campaigns.
```

**Response:** 
```
You have 3 active campaigns: 'Spring Launch', 'Referral Rewards', and 'Newsletter Funnel'. Would you like detailed performance stats for any of them?
```

**Prompt:** 
```
List all sales transactions from today.
```

**Response:** 
```
I've fetched the transaction list for today. There were 12 sales processed, totaling $1,450.00. Would you like a breakdown of the items sold?
```

## Capabilities

### Manage Contact Records
Create new contacts or look up details for existing ones using tools like `create_contact` and `get_contact`.

### Audit Marketing Campaigns
List active marketing campaigns, sequences, forms, and landing pages to understand the state of your customer funnels.

### Track Sales Performance
Get real-time lists of sales transactions and monitor overall revenue performance.

### Review Operational Tasks
List assigned tasks to ensure the team stays on track with operational needs.

## 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.

## Benefits

- 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.

## How It Works

The bottom line is: you interact with your entire marketing automation business via simple conversation prompts.

1. Subscribe to this MCP and provide your specific Ontraport App ID and API Key.
2. Connect the service to your preferred AI client, like Cursor or Claude.
3. Ask your agent a question (e.g., 'What were today's sales transactions?') and receive structured data in response.

## Frequently Asked Questions

**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.