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Ontraport

Ontraport MCP Server

Yes. Ontraport is one of the few mid-market CRMs whose MCP reaches past contacts into invoicing, payments and subscriptions, so an agent can read the money as well as the funnel.

OFFICIAL MCP✓ alivePublic APIAuth: OAuth 2.0 (authorization server app.ontraport.com, scope mcp:tools, bearer header)LLMs: Claude (Desktop/Web), ChatGPT, Cursor
MCP status verified 2026-08-06Agent-readiness 8/10
Data from Buddy's database, auto-rechecked weekly

What is the Ontraport MCP server?

Ontraport runs an official MCP server at https://mcp.ontraport.com, connecting its all-in-one CRM, automation and commerce data straight to Claude Desktop, ChatGPT or Cursor. An unauthenticated handshake returns 401 with protected-resource metadata, confirming a live, auth-gated server. For a mid-market CRM, having agent access at all puts it 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 or 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, so check the docs for the live surface.

ontraport-mcplive
>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-mcplive
>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-mcplive
>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 OntraportMCP: OfficialAgent 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

How to connect Ontraport MCP to Claude Desktop

Add this block to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows), then restart Claude Desktop. Cursor and Codex use a similar schema.

{
  "mcpServers": {
    "ontraport": {
      "command": "npx",
      "args": ["mcp-remote", "<YOUR_MCP_URL>"]
    }
  }
}
// HTTP-transport MCP. Get your <YOUR_MCP_URL> from the vendor dashboard.
// Server source: https://mcp.ontraport.com
// Claude Code (one-liner): claude mcp add ontraport <YOUR_MCP_URL> --transport http

Some MCP servers require an API key. Check the source page for setup: mcp.ontraport.com.

Does Ontraport MCP cost extra?

Included with subscription

Ontraport ships an official MCP server that uses your existing subscription credentials.

  • No separate MCP licence to buy. You pay for your Ontraport plan, the MCP server queries that account.
  • Whether it's gated to a specific tier wasn't extracted automatically — verify the access requirements on the MCP page or pricing docs.

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

  • Official MCP server — published by Ontraport themselves, so it should track product changes.
  • 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

Ontraport runs a production MCP server at mcp.ontraport.com over streamable HTTP, authenticated with OAuth against app.ontraport.com under a single mcp:tools scope, and the tool coverage spans CRM, automation and commerce. The bounded-record constraint is the real limit: it is built for targeted actions on segments, not for sweeping the whole database. The single coarse scope is worth knowing too, since it does not let you grant read without also granting write.

Scored by Joonas (TMB).

Ontraport MCP & API FAQ

Is the Ontraport MCP server official?+
Yes — an official, vendor-maintained server at https://mcp.ontraport.com.
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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