Ontraport MCP Server

Documentation

Documentation link · transport

Tools

• saveorupdate_object — Create or update a record based on a unique field match such as email. Ontraport's recommended default because it prevents duplicates.
• create_object — Create a brand new record. Use when the record is known not to exist.
• get_objects — Fetch records by ID, a list of IDs, or a search condition.
• update_object — Modify a single record by ID or unique field.
• delete_object — Permanently delete a single record by ID.
• delete_objects — Bulk delete records by IDs or a condition. Requests to delete all records in a collection are ignored.
• list_allowed_object_types — List all record types available in the account. May differ from in-app permissions — not every object is reachable through MCP.
• get_object_meta — Get all available fields and their properties for a given record type.
• count_objects — Count records matching a condition, with optional field sums or averages (e.g. total revenue).
• get_account_info — Get Ontraport account details and settings — account number, timezone, configuration.
• get_groups — List saved groups along with the filter criteria that define them.
• get_subscribers — List who is currently subscribed to a tag, sequence or automation.
• get_contact_log — Full activity history for a contact — emails sent, links clicked, tasks completed.
• get_automation_log — All automation events for a contact — field changes, trigger fires, rule executions.
• get_recent_messages — Recently sent emails or SMS with engagement stats (opens, clicks).
• get_recent_notes — Recently logged notes on records, including author names, filterable to phone-call notes.
• get_recent_tasks — Tasks with assignee names, filterable by status (open, completed, cancelled).
• get_task_form_requirements — Required form fields needed to complete a task, by task ID. Callable proactively or after a complete_task call fails for missing fields.
• get_scheduled_broadcasts — Upcoming scheduled email or SMS broadcasts before they send.
• get_landing_page_url — Retrieve hosted URLs of landing pages by name or ID.
• build_api_condition — Convert a human-readable condition into the raw Ontraport API condition format. Useful for debugging and for handing a segment to the REST API or a workflow tool to execute at scale.
• manage_tags — Add or remove tags on records by tag ID or name. Core segmentation and automation trigger.
• manage_subscriptions — Manage contact enrollment in automations or sequences.
• manage_relationships — Create or remove relationships between records, such as adding a contact to a company.
• assign_task — Create a task and assign it to a user, related to a contact or other record.
• complete_task — Complete a task, choose an outcome and optionally add a note.
• cancel_task — Cancel a task without marking it complete.
• reschedule_task — Reschedule a task to a new due date.
• pause_unpause_objects — Pause or resume automations or sequences.
• get_invoices — List invoices with totals and status (draft, open, paid).
• get_purchases — List purchases tied to a contact, including product details.
• get_failed_transactions — List declined or overdue invoices — the starting point for collections work.
• create_invoice — Create a new invoice with status Draft or Open.
• update_invoice — Edit a draft or open invoice, including promoting a draft to open.
• pay_invoice — Pay an invoice using a card already on file for the contact.
• process_transaction — Charge a card directly through the payment gateway.
• log_offline_purchase — Log an offline transaction without processing a charge.
• mark_transaction_paid — Mark an invoice as paid manually, with no charge processed.
• rerun_transaction — Retry a previously failed or declined charge.
• refund_transaction — Refund a settled charge back to the customer.
• void_transaction — Void an unsettled charge before it clears.
• write_off_transaction — Mark an invoice uncollectable and write it off.
• cancel_subscription — Cancel a contact's active recurring subscription.
• convert_transaction — Convert an invoice into collection or declined status.
• send_invoice — Send or resend an invoice to a contact. Drafts are not sent — finalize with update_invoice first.
• update_order — Update the details of a recurring order — price, quantity, or billing frequency.
• validate_offer — Verify offer and pricing configurations.
• get_payments — Listed against the Payments object (ID 227) in the Available Objects section of the MCP reference. Not present in the Commerce tool table on the same page — recorded as documented-but-unconfirmed.

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