Endear Retail CRM

Endear Retail CRM MCP Connector for Claude

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Equip your AI agent to manage retail customers, track orders, and monitor clienteling notes via the Endear API.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Integrate Endear, the leading retail CRM and clienteling platform, directly into your AI workflow. Manage your customer profiles and purchase history, track clienteling notes and interactions, monitor product catalogs and team tasks, and oversee your retail operations using natural language.

What you can do

  • Customer Oversight — List and retrieve detailed profiles, email addresses, and total spend for all your retail customers.
  • Purchase Intelligence — Monitor customer order history, resolving order numbers, amounts, and fulfillment statuses.
  • Clienteling Management — Access and monitor customer notes and interactions, tracking tasks and follow-ups for your sales team.
  • Retail Auditing — Retrieve high-level summaries of customer volume, order activity, and organizational retail health instantly.

How it works

  1. Connect the Endear integration to your AI assistant.
  2. Authorize using your Endear API Key (found in your account settings).
  3. Orchestrate your clienteling strategy and customer relations through intuitive conversation.

Who is this for?

  • Retail Managers — Quickly check customer spend and order statuses on the go.
  • Sales Associates — Research customer notes and profile details via chat to personalize service.
  • Operations Teams — Monitor task completion and organizational retail metadata instantly.
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10 tools expose this connector's capabilities to your AI agent.

get_endear_account_metadata

Retrieve metadata and settings for your Endear account

get_customer_profile

Get detailed profile and history for a specific customer

quick_retail_performance_audit

Retrieve a high-level summary of customers, orders, and products

list_customer_clienteling_notes

List all clienteling notes and interactions for a specific customer

list_customer_purchase_history

List all orders and purchase history for a specific customer

list_retail_customers

List all customers in your Endear CRM

list_retail_products

List all products available in your retail catalog

list_clienteling_tasks

List all clienteling and follow-up tasks

list_retail_team_members

List all team members and sales associates in the organization

search_customers_by_name_or_email

Search for customers using a name or email keyword

See how to talk to your AI agent using Endear Retail CRM.

List all customers with high total spend.

I've identified several high-value customers, including 'Alice Johnson' ($4,500 spent) and 'Robert Smith' ($3,200 spent). Both have recent purchase activity. Would you like to see the notes for Alice Johnson?

Show me the last 5 orders for customer ID 'CUST-12345'.

Customer ID 'CUST-12345' (John Doe) has 5 recent orders, including '#ORD-9988' ($150, Fulfilled) and '#ORD-9977' ($240, Shipped). Should I pull the items included in the most recent order?

Search for customers matching 'Sarah'.

I've found 3 customers matching 'Sarah': 'Sarah Miller', 'Sarah Connor', and 'Sarah Williams'. All are in the 'Loyalty Member' segment. Would you like the profile details for Sarah Miller?

Log in to your Endear dashboard, navigate to **Settings > API**, and you can generate or retrieve your unique API Key from there. API access is typically available on professional and enterprise plans.

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