# Ortto MCP

> Ortto connects your customer data platform directly into any AI agent. This MCP lets you manage unified profiles, track user activity, and orchestrate complex marketing journeys using natural conversation. You can list audience segments, update person records, audit campaign performance, and trigger real-time actions—all without leaving your chat window.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Tags:** customer-data-platform, journey-orchestration, user-segmentation, activity-tracking, marketing-analytics, customer-profiles

## Description

Ortto turns complicated customer data management into a simple conversational flow. Instead of logging into the CDP console to manually find an account or run a segment report, you just ask your AI agent for it. This MCP connects all those functions directly to your workflow. You can get details on specific people by requesting their profile, list all current marketing campaigns, and even trigger custom activities based on real-time events.

Whether you're in a chat with a teammate or working from your IDE, you can manage accounts and update customer records instantly. When you connect via Vinkius, it makes sure that access to this full suite of tools is available across all your preferred AI clients, keeping your data management centralized and fast.

## Tools

### create_activity
Triggers a specific, custom event or action for an existing person record.

### create_person
Adds a brand new individual contact to the Ortto system.

### delete_person
Permanently archives or removes an existing person record from your database.

### get_person
Retrieves all detailed profile information for a specific individual contact.

### get_subscription
Checks and returns the current marketing subscription status (subscribed or unsubscribed) for an email address.

### list_accounts
Returns a full list of all organizations connected to your Ortto instance.

### list_audiences
Pulls up the names and details of all defined user segments or audience groups.

### list_campaigns
Displays a list of all active marketing campaigns running in your system.

### list_people
Generates a broad listing of people who match defined search criteria within Ortto.

### update_person
Modifies existing details, such as job title or company, for an already created person record.

## Prompt Examples

**Prompt:** 
```
Find the person profile for '[email protected]'.
```

**Response:** 
```
I've retrieved the profile for '[email protected]'. They are currently tagged as 'VIP-Customer' and associated with the 'CloudTech' account. Would you like to see their recent activity history?
```

**Prompt:** 
```
List all active marketing campaigns in our EU region.
```

**Response:** 
```
I've queried the EU data center. You have 3 active campaigns: 'Summer Sale 2024', 'Newsletter Weekly', and 'Referral Program'. Each has reached over 5,000 users this month. Which one would you like to audit?
```

**Prompt:** 
```
Trigger the 'product-demo-requested' activity for [email protected]
```

**Response:** 
```
The activity 'product-demo-requested' has been successfully triggered for [email protected]. This will initiate the corresponding automation journey in your Ortto instance.
```

## Capabilities

### Manage unified profiles
Create, retrieve details for, or update both individual person records and entire organizational accounts.

### Trigger real-time customer actions
Initiate custom activities instantly for a user based on an event that just happened in the system.

### Audit marketing performance
List active campaigns and retrieve key metrics about audience segments or overall journeys.

### Discover accounts and users
See a list of all organizations in your system, or pull up comprehensive lists of people who match certain criteria.

### Check subscription status
Quickly verify if an email address is currently subscribed to marketing communications.

## Use Cases

### A user needs to check a high-value client's history.
The CSM asks their agent, 'What is Sarah Jones’ current profile and activity status?' The MCP uses `get_person` to pull up all her data points, so the CS team can jump into the conversation immediately without searching multiple tabs.

### A demo shows a new product feature.
The marketer asks their agent, 'Trigger the onboarding sequence activity for John Doe.' The MCP uses `create_activity` to instantly kick off the necessary automation journey in Ortto's system.

### A campaign needs a new target group.
The growth marketer asks, 'Show me all people associated with CloudTech who haven't logged in this month.' The MCP first runs `list_accounts` to confirm the company name and then uses `list_people` to pull the exact segment.

### Data cleanup after a merger.
The engineer asks, 'Remove all records for these three retired employees.' The MCP confirms the identities using `get_person` first, then executes mass deletion via `delete_person`, keeping the database clean.

## Benefits

- Stop clicking through multiple dashboards. Need to update a person's role or location? Just ask your agent; the MCP executes an `update_person` call directly.
- You don't have to manually find audience IDs anymore. The MCP allows you to run `list_audiences` and then immediately use that segment name to trigger communications.
- When a user hits a key milestone, you can instantly launch the next step in their journey. Use the `create_activity` tool to programmatically send an event right away.
- Audit your reach before launching a campaign. Use `list_campaigns` and then request performance metrics for specific groups to ensure maximum impact.
- Maintaining clean data is easy. Need to remove stale records? The MCP handles the complex archival process via the `delete_person` tool, keeping compliance simple.

## How It Works

The bottom line is you tell your agent what you need—whether it's updating a person's job title or finding out which segments are active—and the MCP handles all the complex data calls behind the scenes.

1. Subscribe to this MCP and provide your Ortto API Key, specifying the required data region (Global, AU, or EU).
2. Connect the credentials in any compatible AI client (like Cursor or Claude).
3. Use natural language commands to request profile updates, list campaigns, or trigger specific user activities.

## Frequently Asked Questions

**How do I use Ortto MCP to find a user?**
You simply ask your agent for the person's profile using their email or name. The MCP runs `get_person` and returns all available details, including activity history.

**Can Ortto MCP help me with audience segmentation?**
Yes. You can use the tool to run `list_audiences`, see what segments exist, and then list people who belong to that segment using `list_people`.

**Is Ortto MCP only for marketing automation?**
No. While it handles marketing journeys, you can also use it for core CRM tasks like listing all accounts (`list_accounts`) or deleting stale records via `delete_person`.

**What if I need to change someone's job title?**
You tell the agent which person and what the new details are. The MCP then executes an `update_person` call, modifying their record directly in Ortto.