Before you start to use our MCP, please review the following items:
Ensure you have completed the iPaaS.com platform training before using this to best understand what is going on. If you need to gain access to it reach out to partnerships@ipaas.com.
With great power comes great responsibility - the MCP can do things like trigger a sync for your entire catalog and modify (or remove) data from your account. Ensure you understand what you want it to do before you work with it. iPaaS.com is not responsible for restoring any data or configuration changes made using the MCP.
Measure twice, cut once: When working with this, planning ahead of time (or asking the MCP to plan for you) will greatly benefit your work.
Remember that this is in beta so some features may be added, removed or altered as we continue our development. The latest change log notes can be found here.
If you have any issues or need to report a bug please reach out to us at mcp@ipaas.com.
These are the tools for customers: their addresses, categories, B2B companies and relationships. Connect with https://mcp.ipaas.com/mcp/customer to get just these (see Choosing Your Tools). You don't normally type tool names. Ask in plain language and the assistant picks the tool.
Note that in B2B integrations, the customer data type is used for B2B users.
The tools
Look things up
Tool | What it does | Changes data? |
list_customers | Searches customers by name, email, number or company. | No |
get_customer | One customer, with addresses, categories, relationships and external IDs. | No |
get_customer_address | One customer address. | No |
list_customer_categories and get_customer_category | Customer segments. | No |
list_customer_companies and get_customer_company | B2B organization records. | No |
get_customer_relationship | The link between a customer and a company. | No |
get_company_relationship | The link between two companies. | No |
get_customer_record | Reads any customer record by ID, whatever its type: customer, address, category, company, relationship or category assignment. | No |
External IDs
An external ID links an iPaaS.com record to its counterpart in a connected system.
Tool | What it does | Changes data? |
lookup_customer_external_id | Finds a customer's ID in a connected system, starting from the iPaaS.com ID. | No |
lookup_customer_ipaas_id | Finds the iPaaS.com customer for an ID from a connected system. | No |
find_unmapped_customers | Lists customers that don't yet have an external ID in a given system. | No |
set_customer_external_id | Creates or updates the link between a customer and an external ID. | Yes (preview first) |
delete_customer_external_id | Removes that link. | Yes (preview first) |
Create, change and remove
Tool | What it does | Changes data? |
create_customer_record, update_customer_record, delete_customer_record, reactivate_customer_record | Create, change, remove or restore a customer record of any type: customer, address, category, company, relationship or category assignment. You say which type it is. Deleting is a soft delete, and reactivate brings the record back. | Yes (preview first) |
Good to know
Changes are previewed first. A tool that changes data shows exactly what it would send and changes nothing until you confirm. See Safety, Permissions and Limits.
Updates replace the whole record. The tool fetches the current record and merges your change in, and the preview lists any value that would be cleared.
Customers with categories can be updated. The tool translates the category assignments the way the platform expects.
Deleted customers are left out of searches unless you ask for them.
External IDs are never created without your confirmation.
Permissions
Give your key View on Customer, Customer Address, Customer Category, Customer Company, Company Relationship, Customer Company Relationship and External Id to read. Add Create, Edit or Delete only for the changes you want to make, plus Customer Custom Field if you work with custom fields. See Getting Started. Ask the assistant to check your permissions if a tool returns a 401.
Questions or bugs: mcp@ipaas.com.