CDP MCP Server

List all CDP users for a tenant with pagination; optional search filter

Get a specific CDP user by ID

Create a new CDP user. Requires userName and password.

Update an existing CDP user's details

Delete a CDP user by ID

List all roles for a CDP tenant. Supports optional search and tenantIds (comma-separated string, e.g. '0,425,802') for multi-tenant queries.

Get a specific role by ID

Create a new role with whitelist/blacklist permissions. Pass whitelist/blacklist as JSON arrays of Permission objects.

Update an existing role. Pass whitelist/blacklist/included as JSON strings.

Delete a role by ID

List all available permission actions that can be assigned to roles

List all OAuth clients for a tenant

Get a specific OAuth client by numeric ID

Create a new OAuth client. Requires client_id_str, client_secret, grants, and token_validity.

Update an existing OAuth client

Delete an OAuth client by numeric ID

List all users in lightweight format (fewer fields, faster response)

Get a specific user in lightweight format by ID

List available self-service roles for a tenant

List all self-service users for a tenant

Get a specific self-service user by ID

Create a new self-service user. Pass user details as a JSON string.

Update a self-service user. Pass updated fields as a JSON string.

Delete a self-service user by ID

Update a self-service user's status (e.g., activate/deactivate). Pass action and body as JSON string.

Query entities from a CDP data warehouse resource (e.g., customer, organization, transaction). Supports filtering via fq parameter.

Get a single entity by its resource name and ID

Create a new entity in a DW resource. Pass entity data as a JSON string.

Update an existing entity in a DW resource. Pass updated fields as a JSON string.

Lookup distinct values for a field in a DW entity resource. Requires the field name to look up. Pass lookup request as JSON string.

Get Customer 360 summary view for a resource type (e.g., list of customer profiles)

Get detailed Customer 360 profile for a specific customer

Get real-time Customer 360 data (includes latest streaming events)

Get all identities associated with given customer IDs. Pass customer IDs as a JSON string body.

Get audience count based on a segment definition (synchronous). Pass segment definition as a JSON string.

Start an asynchronous audience count calculation. Returns a jobId to poll with cdp_get_calculated_count. Pass segment definition as a JSON string.

Get the result of an async audience calculation (poll after cdp_calculate_audience)

Post a real-time tracking event to the CDP (POST /{apiVersion}/{tenantId}/dw/tracker). api_version is a routable path segment — defaults to 'v2' but the controller accepts any version clients want to pin. Pass event data as a JSON string with eventType, identityHash, properties.

Update customer profile attributes in real-time (POST /v2/{tenantId}/dw/profile). Pass profile update data as a JSON string.

Request GDPR/CCPA data erasure for a customer (by identityHash or email). Pass erasure request as a JSON string.

Cancel/delete a pending data erasure request

Update an existing data erasure request (PUT /dw/dataerasure). Pass the updated erasure request body as a JSON string.

Admin-only: override the status of a data erasure request (POST /dw/dataerasure/admin?action=statusoverride). Pass override payload as JSON string.

List all data erasure request statuses for a tenant

Get the status of a specific data erasure request by resource ID

Retrieve available offers for a customer or segment. Pass offer request as a JSON string.

List all available DW resources (tables/entities) for a tenant

Get the schema/attribute definitions for a DW entity resource

Fetch cached report results via the DW API path

Execute a report in real-time via the DW API path. Pass report definition as a JSON string.

Purge customer data from the data warehouse. Pass purge request as a JSON string with customerIds, purgeReason, and optional purgeTypes.

Get the output attribute columns for a campaign definition. Pass campaign definition as a JSON string.

Refresh the real-time metadata switch values. Must be called with tenantId=0.

List all campaign definitions for a tenant. Returns paged results.

Get a specific campaign definition by ID

Create a new campaign definition. Recommended workflow: call with name+description ONLY to get a resourceId, then call cdp_update_campaign with the full body containing INLINE 'audience' and INLINE 'messageDefs' objects. Do NOT reference an existing messageDef by resourceId — shared messageDefs are rejected with E0420. See resource cdp://docs/campaign-playbook for the full body template, operator enum, and time-window math.

Pass folder_id to place the campaign under a specific Campaign folder (the UI always does this). Omit it to let the backend default to the tenant's root folder.

Update an existing campaign definition. Pass updated fields as a JSON string. Pass folder_id to move the campaign into a specific folder (matches UI save behaviour, which always sends ?folderId=...).

Delete a campaign definition by ID

Clone/copy a campaign definition by ID. Creates a duplicate.

Execute/run a campaign immediately ('send now'). Requires entity_id (the campaign def resourceId). Set cohort=True for cohort campaigns. An empty {"campaignProperties":"{}"} body is sent automatically to match the Vega UI contract — omitting it causes the backend to 400 on some builds. For triggered/web campaigns use cdp_publish_web_campaign instead.

Publish a triggered/web campaign via the CAMPAIGN_FLOW_DEFAULT workflow. This is the correct action for real-time/triggered campaigns (web, API, journey) — cdp_start_campaign only works for batch 'send now' runs. Mirrors what the Vega UI does when you click 'Publish' on a web campaign.

Stop/kill a running campaign by ID. Sends a workflow kill signal.

Copy an existing datasetDef (audience definition) to create a new, independent one. CDP rejects shared datasetDefs across campaigns with E400: 'The campaignDef being created refers to an existing datasetDef. Please correct this by calling /v2/{tenantId}/datasetDef/{id}?action=copy'. Use this tool to produce a detached copy, then embed the returned object inline in your new campaign's audience field.

List dispatch definitions for a campaign

Get a specific dispatch definition by ID

Create a dispatch definition for a campaign. Pass dispatch definition as a JSON string.

Update a dispatch definition. Pass updated fields as a JSON string.

Delete a dispatch definition

List execution history (dataset descriptions) for a campaign definition. Requires defId and defType (e.g. DATASET_DEF). Returns paged results.

Get details of a specific campaign execution (dataset description) by ID

Get the latest execution status for a campaign definition. Requires defId and defType. Optionally include step details.

List audience definitions for a tenant. Returns paged results.

Get a specific audience definition by ID

Create a new audience definition. WARNING: the underlying endpoint POST /campaign/audienceDefs is NOT supported on current CDP builds and will return E400 'Request method POST is not supported'. Instead, define the audience INLINE on a campaign via cdp_create_campaign + cdp_update_campaign. See resource cdp://docs/campaign-playbook.

Update an existing audience definition. Pass updated fields as a JSON string.

Delete an audience definition

Execute/calculate an audience definition. Triggers the audience calculation workflow.

Lookup audiences by name. Returns matching audience definitions with optional offset/limit.

List available campaign templates. Requires type parameter (e.g. PLAYBOOK, MESSAGE, AUDIENCE).

Create a new campaign template. Pass template type and entityId along with tenant list as JSON body.

List message definitions for a tenant. Returns paged results.

Get a specific message definition by ID

Create standalone message definitions. Pass as a JSON string list. WARNING: standalone messageDefs created here CANNOT be referenced from a campaign by resourceId — the server rejects shared references with E0420. For campaign-bound emails, instead put the messageDef object INLINE in the campaign's 'messageDefs' array via cdp_update_campaign. Only use this tool for message templates that are independently managed.

Update a message definition by ID. Pass updated fields as a JSON string.

Delete a message definition by ID

List all data export definitions for a tenant.

Get a specific data export definition by ID.

Create a new data export definition. Body must be a JSON STRING containing at least name and exportDefItems. Pass folder_id to place the export in a specific folder (matches Vega UI which always sends ?folderId=). Controller expects an array, so the body you provide is wrapped in [...] automatically.

Update an existing data export definition. Pass updated fields as a JSON string. folder_id moves the export between folders.

Delete a data export definition by ID.

Copy/duplicate a data export definition by ID.

Execute a data export immediately via the DATA_EXPORT_DEFAULT workflow. Equivalent to clicking 'Send Now' in the Vega Data Export UI. Sends body {"dataExportProperties":"{}"} to match the UI contract.

List datasetDefs (raw audience definitions) for a tenant. Useful for discovering shared definitions before calling cdp_copy_datasetdef.

Get a specific datasetDef by ID.

List all tenants accessible to the current user

Get details of a specific tenant by ID. Tenant IDs are strings — may be numeric, a GUID, or a slug.

List workflows for a tenant

Get a specific workflow by ID. Optionally specify a version.

Trigger a workflow execution. Optionally provide entityType/entityId for scoped runs, or scheduleId for scheduled runs. body is an optional JSON string — many workflows require a properties map, e.g. CAMPAIGN_FLOW_DEFAULT needs {"campaignProperties":"{}"}, DATA_EXPORT_DEFAULT needs {"dataExportProperties":"{}"}. When omitted, no body is sent.

Deploy a workflow (make it active)