Retrieve Mantle Customers

2 min setup

No coding required

Runs automatically

Automatically retrieve Mantle customers when prompting an AI assistant. This template uses the MCP tool to fetch customer details from Mantle, giving the AI assistant access to the most recently created customers. Use this data to generate more intelligent responses, personalized recommendations, or targeted analysis.

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Ask AI assistant

Get list of customers

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How it works

2 steps to automate this task automatically.

App connector: MCP • Time to complete: 1 minute

The workflow triggers when your AI assistant is prompted to retrieve Mantle customers.

App connector: Mantle • Time to complete: 1 minute

Fetches up to 250 recently created customers from Mantle, sorted by creation date. The results can be filtered using the optional search term to narrow results.

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Our support team will even help you personalize this workflow for free.

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Make it your own!

Customize this workflow even further:

Set custom delays

Schedule actions to trigger after a set time period, such as sending follow-up emails 3 days after an event.

Chain multiple actions

Connect several steps together in one workflow, like tagging data, updating records, and notifying your team simultaneously.

Store data in tables

Save order details, customer preferences, or custom metrics in your own database for reference and reporting.

Deploy AI agents for smart decisions

Let AI agents evaluate complex scenarios and choose the right action path based on your defined rules.

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