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Ortto MCP

What is MCP?

The Model 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 your AI agent (the MCP client) directly to Ortto'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 using natural 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."

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Configuring the MCP data source

To get started with our MCP feature, you’ll need to create MCP as a data source in your Ortto account. Follow these steps to set it up:

1. In your Ortto account, navigate to CDP > Data sources.
2. Click New data source and search for MCP.
3. Enter a name for your MCP data source and click Connect.

4. Once the data source is created, you’ll have access to a Scoped 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 appropriate remote MCP server URL based 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 to Settings > Privacy, Security and GDPR > Data Hosting.

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Supported tools/actions

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.

Campaign management

Tool/Action	Description
get_campaigns	Retrieve a list of your campaigns with filtering and pagination options. Supports filtering by campaign type, state, and search queries.

Examples:

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

Contacts and Audiences

Tool/Action	Description
get_contacts	Retrieve contacts with comprehensive filtering options including audience ID, field selection, and search capabilities.
get_audiences	List all audiences in your account with search and pagination support.

Examples:

• "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"

Campaign reports

Tool/Action	Description
get_email_report	Generate detailed email campaign performance reports including open rates, click rates, and engagement metrics.
get_journey_report	Get comprehensive journey performance analytics with customizable timeframes.
get_journey_shape_report	Analyze specific journey shapes and their metrics.
get_sms_report	Retrieve SMS campaign performance data and engagement statistics.
get_push_report	Access push notification campaign analytics and delivery metrics.

Examples:

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

Custom reports

Tool/Action	Description
list_reports	Access user-created reports from your Ortto account with filtering by chart type and search capabilities.
get_report	Retrieve specific report data with customizable timeframes and refresh options.

Examples:

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

Account and configuration

Tool/Action	Description
get_schema	Retrieve the complete data schema for your Ortto instance, including custom fields and data structure.
get_brand_book	Access your brand book settings including colors, fonts, and branding elements.

Examples:

• "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"

Asset management

Tool/Action	Description
create_asset	Create new assets, primarily HTML emails, with customizable content and metadata.
get_asset_html	Retrieve the HTML content of existing assets for review or modification.
update_asset_meta	Update asset metadata including names, subject lines, and sender information.

Examples:

• "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'"

Knowledge base

Tool/Action	Description
get_index	Retrieve the knowledge base structure including categories and article hierarchy.
create_category	Create new knowledge base categories with optional parent-child relationships.
create_article_from_html	Create knowledge base articles from HTML content with categorization.
move_article	Move articles between categories in your knowledge base.
modify_index	Update the knowledge base index structure and organization.

Examples:

• "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"

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Request limits

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.

Learn more about our API rate limits.