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Ontraport
September 1, 2026
01 Upcoming Webinar
You can now work with your CRM data from inside Claude or ChatGPT. An MCP server connects the two, so you can look things up or make changes without exporting anything or logging in by hand.
On September 17, Product Expert Sam Flegal will walk through seven things you can do with it today, with example prompts.
Live Webinar
7 things you can do with MCP and your CRM
September 17, 2026 at 10 A.M. PT
You’ll SEE HOW TO:
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Ask for what you need: a contact's full history, how this month's emails performed, what's still open on your team's task list
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Change things without logging in: move a deal to a new stage, tag a group, pause an automation, charge a card on file, retry a declined payment
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Hand off the bigger jobs: filling a dynamic page from copy you drafted, auditing your list health, finding the duplicate fields and tags cluttering your account
We'll also cover how to decide when to use MCP versus another approach, plus what's coming next for AI inside marketing and CRM platforms.
Register now →
Can't make it? Register anyway to get the replay.
02 Customer love
“
What I LOVE about this is the possibility of having AI analyse your account to look for duplication and redundancy … You can now set up an AI agent to be the "architectural brain" of your account — monitor field additions, write processes, review relevance. In the past you had to do this manually.
RM
Rob Malicki
Founder, Choosing Your Uni
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