Ortto MCP Server

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Ortto’s new MCP Server lets you connect your favorite AI assistant to Ortto. Once connected, your assistant can securely access customer data, audiences, and campaign insights from Ortto’s CDP and marketing automation platform.

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- Campaign performance checks— Ask for email, SMS, push, or journey performance metrics like open rates and conversions viaget_email_report,get_sms_report,get_push_report, orget_journey_report.
- Contact and audience discovery— Find contacts by name or audience size, and pull recent signups with specific fields usingget_contactsandget_audiences.
- Campaign and asset management— List or search campaigns, create HTML email assets, and update their metadata withget_campaigns,create_asset, andupdate_asset_meta.
- Knowledge base organization— Build or restructure help content by creating categories, generating articles from HTML, and moving them withcreate_category,create_article_from_html, andmove_article.
- Account schema and brand insights— Retrieve your data schema, custom fields, and brand book colors/fonts viaget_schemaandget_brand_book.

TheModel Context Protocol (MCP)is an open standard that allows AI agents (like Claude or ChatGPT) to securely interact with external tools and data sources.

You connect yourAI agent (the MCP client)directly toOrtto's MCP server. This enables your agent to understand and act upon your Ortto data.

Your agent can then assist with a variety of tasks usingnatural language prompts.For example:

- "Show me the performance of my email campaigns from the last 30 days."
- "Which journeys are performing the best in terms of conversions?"
- "Get me a list of my most engaged contacts from this month."

To get started with ourMCPfeature, you’ll need to createMCPas a data source in your Ortto account. Follow these steps to set it up:
- In your Ortto account, navigate toCDP > Data sources.
- ClickNew data sourceand search forMCP.
- Enter a name for your MCP data source and clickConnect.

4. Once the data source is created, you’ll have access to aScoped key. You’ll need to use this key to connect Ortto to the AI agent of choice (Claude, ChatGPT, etc.).

You're now ready to connect Ortto to your AI agent. Depending on the AI agent you're using, check the appropriate article below:

- Using Ortto MCP with Claude
-
Using Ortto MCP with ChatGPT

TIP: You can connect Ortto MCP with any app that supports custom connectors. If the app you're using isn’t listed above, simply use the appropriateremote MCP server URLbased on where your Ortto account is hosted.

- United States:https://mcp-api-us.ortto.app/mcp?jwt=your-scoped-key
- Europe:https://mcp-api-eu.ortto.app/mcp?jwt=your-scoped-key
- Australia:https://mcp-api-au.ortto.app/mcp?jwt=your-scoped-key

If you're unsure where your account is hosted, you can find this in-app by navigating toSettings>Privacy, Security and GDPR>Data Hosting.

The Ortto MCP server allows AI agents to interact with your Ortto data via specific tools/actions. The following tables are organized by data category and detail the supported tools/actions along with their definitions.

TIP: The tools/actions outlined in the tables below are just the naming convention used by our MCP feature. You don't have to explicitly use these names in your AI agent tool. Your agent will automatically select and use the appropriate tool/action based on your request in natural language.

- "Show me all my email campaigns from the last month"
- "Get campaigns that are currently running"
- "Find campaigns with 'summer' in the name"

Retrieve contacts with comprehensive filtering options including audience ID, field selection, and search capabilities.

List all audiences in your account with search and pagination support.

- "Retrieve any contacts with 'smith' in their name"
- "Find audiences that have less than 1,000 members"
- "Show me the email addresses and names for the last 10 contacts that signed up"

Generate detailed email campaign performance reports including open rates, click rates, and engagement metrics.

Get comprehensive journey performance analytics with customizable timeframes.

Analyze specific journey shapes and their metrics.

Retrieve SMS campaign performance data and engagement statistics.

Access push notification campaign analytics and delivery metrics.

- "Generate an email report for the 'Holiday Sale' campaign"
- "What is the overall performance of the 'Abandoned Cart' journey?"

- "List all pie-chart reports in my account"
- "Retrieve the data for the 'Q3 Revenue' report"

- "What are the primary and secondary brand colors defined in our brand book?"
- "Retrieve all custom fields in my account that have 'example' in their name"

Create new assets, primarily HTML emails, with customizable content and metadata.

Retrieve the HTML content of existing assets for review or modification.

Update asset metadata including names, subject lines, and sender information.

- "Create a new promotional email asset titled 'Can't Miss Savings' with content explaining why users should not miss the upcoming sale"
- "Retrieve the HTML content of the asset named 'Welcome Email v2'"

- "Generate a knowledge base article from this HTML and title it 'MCP Overview'"
- "Create a new category called 'Troubleshooting'"
- "Show me the current knowledge base structure"

When you use an AI agent through the Ortto MCP feature, you will encounter two different sets of limits. While AI agents (such as Claude or ChatGPT) enforce their own limits regarding request length and response size, all API calls routed through the Ortto MCP server are subject to our standard Ortto API rate limits. These rate limits apply based on your subscription plan and are implemented to ensure system stability and fair usage.

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