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Ontraport

Ontraport MCP Server

Yes. Ontraport has a community-built MCP server.

Public APILLMs: Claude (Desktop/Web), ChatGPT, Cursor
Verification pendingAgent-readiness 8/10
Data from Buddy's database, auto-rechecked weekly

What is the Ontraport MCP server?

Ontraport ships an official MCP server at mcp.ontraport.com that connects its all-in-one CRM, automation, and commerce data straight to Claude Desktop, ChatGPT, or Cursor. For a mid-market CRM, having agent access at all is ahead of most of the category.

It exposes four tool groups: CRUD on contacts, companies, deals, and custom objects; query and reporting; management like tagging, automation enrollment, and tasks; and commerce, covering invoicing, payments, and subscriptions. So an agent can actually run the funnel, not just read it.

The one real limit: the server works on a bounded set of records at a time, so it is built for targeted actions and segments rather than sweeping your entire database in one go.

For the rest of the picture see the Ontraport review, full pricing breakdown, .

Inside Claude / Cursor / Codex

What you can build with the Ontraport MCP

Illustrative workflow examples. Exact tool names, parameters, and outputs come from Ontraport's MCP server schema — check the docs for the live surface.

ontraport-mcp
>List deals stuck in 'Proposal' stage > 14 days
ontraport.deals({ stage: "Proposal", stalled: ">14d" })
STALLED DEALS · 4
Acme Corp ($24k)23 days stalled
Beta Industries ($8k)19 days stalled
Globex Ltd ($45k)16 days stalled
Initech ($12k)15 days stalled
Draft re-engagement emails for all four?
ontraport-mcp
>Pipeline forecast for this quarter, weighted by stage
ontraport.forecast({ period: "Q4", weighted: true })
Q4 WEIGHTED FORECAST
Open pipeline value$487k
Weighted by stage$182k
Closing this month$58k
ontraport-mcp
>Top 5 hot accounts based on activity score
ontraport.accounts({ sort: "activity_score" })
HOT ACCOUNTS · TOP 5
Acme Corp98 score
Globex Ltd91 score
Initech84 score
Soylent Industries79 score
Wonka Inc76 score
TMB SCORE FOR OntraportAgent fit: 8/10
Read review →

Access, auth, and limits

Ontraport's MCP server lives at mcp.ontraport.com and is described as a streamable HTTP MCP server. The support docs do not spell out the exact auth handshake, so confirm the token setup in your Ontraport account before wiring it up.

It exposes four capability groups: CRUD across contacts, companies, deals, and custom objects; query tools for discovery, engagement, and account-wide reporting; management tools for tags, automation enrollment, relationships, and tasks; and commerce tools for invoicing, payments, subscriptions, and revenue. The key constraint is that an agent works with a bounded set of records at a time, so plan for segments, not whole-database operations.

Where it works and what to build

Supported clients are Claude Desktop, ChatGPT, and Cursor, plus any MCP-compatible client that speaks streamable HTTP. No CLI is offered, so the MCP connection is the agent path.

Real workflows worth running: ask Claude to tag every contact who bought in the last 30 days and enroll them in a win-back automation; pull a revenue and subscription report across deals without opening the dashboard; or spin up an invoice and payment plan for a new client. Because tools cover commerce as well as CRM, an agent can take an action end to end rather than just surface data.

Which AI clients can use Ontraport MCP?

Not every AI assistant supports MCP natively. Per-client picture for Ontraport:

ClientSupportNotes
Claude (Desktop/Web)Native MCP
ChatGPTNative MCP
CursorNative MCP

Does Ontraport MCP cost extra?

Community (free)

The Ontraport MCP server is community-built — free to run, but you still pay for your Ontraport subscription.

  • Community MCPs are normally self-hosted from a GitHub repo. There's no extra license fee.
  • Your Ontraport account still needs whatever plan is required to access the data the MCP server queries.
  • Trade-off: zero MCP cost, but no guarantee it'll keep working when Ontraport changes their UI or API.
MCP cost
Free (self-hosted)
Subscription required
Yes (your tool plan)
Maintained by
Community

Ontraport also publishes a REST API

Ontraport publishes an API, but per-tier gating wasn't extracted automatically.

API docs
Auth method
SDK languages
OpenAPI spec
Webhooks
available
Structured outputs
See Ontraport API page

What you can do with Ontraport from an AI agent

Three shapes of agent workflow. Pick the row that matches how you actually use Claude / Cursor / Codex day to day.

INDIE / SOLO

Skip the dashboard, ask Claude

  • "What deals stalled this week?" answered in seconds
  • Quick one-off questions without leaving the editor
  • Pipe Ontraport data into your personal notes / docs without writing a script
Effort: 30 seconds — paste the config, restart Claude
AGENCY

Run client analysis at agent speed

  • Hand the MCP server to your team — every consultant can ask Claude about any client's Ontraport account
  • Multi-account workflows without context-switching the Ontraport UI
  • Reports you'd normally spend hours on, done before standup
Effort: An afternoon — set up auth per client
IN-HOUSE TEAM

Production agent workflows

  • Embed in your internal Codex / Cursor agents that triage Ontraport data daily
  • Combine with other MCP servers in a multi-step agent chain
  • Constrain agents to read-only roles to keep production Ontraport safe
Effort: Days — security review + role config

Limits and gotchas

  • Fallback: the REST API works for any flow the MCP server doesn't cover.
  • Rate limits: MCP calls count against your underlying Ontraport API quota. Burst usage from a curious agent can drain a daily allowance fast.
8/10

Agent-readiness verdict

Score: 8/10 on MCP-readiness. Ontraport runs a production MCP server (mcp.ontraport.com) over streamable HTTP that works with Claude Desktop, ChatGPT, and Cursor, and the tool coverage spans CRM, automation, and commerce. It loses a point for the bounded-record constraint and the lack of a published auth/transport spec, but for an all-in-one platform this is a real agent surface.

Scored by Joonas (TMB).

Ontraport MCP & API FAQ

Is the Ontraport MCP server official?+
No — it's a community build, not maintained by Ontraport. Expect occasional drift and check the README before depending on it for production agents.
Can I use the Ontraport MCP with Cursor or Codex?+
Yes — MCP is a protocol, not Claude-specific. Any MCP-capable client (Cursor, Codex, Windsurf, Zed) can use the same server config with minor path adjustments.
Does Ontraport support webhooks?+
Yes — webhooks are available on standard plans.

Sources

Data verified by Joonas on the dates shown. MCP server status auto-rechecked weekly.

Joonas Rotko
Joonas RotkoAuthor & Founder of That Marketing Buddy

10+ years in digital marketing. I review marketing software for AI-stack fit: real pricing, MCP and API support, and how cleanly each tool drops into an AI agent workflow, cross-checked against verified data and real user feedback.

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