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API v2 and AI Assistant Connection

Written by Semira K

What you can do with it

With the API, you can read and update your contacts, conversations, tags, follow-ups and pipeline from the tools you already use. You can also connect DM Tracker to AI assistants like ChatGPT and Claude and simply ask them about your leads.

Take the full conversation history anywhere

Get every message DM Tracker holds for any contact and send it to the tools you already use: your CRM, a Google Sheet or an AI tool.

Use it to enrich your data. For example, let AI read each conversation, write a short summary as a note on the contact, tag it "Hot Lead" or "Price objection" and move it to the right pipeline stage.

Ask your AI assistant about your pipeline

Connect DM Tracker to ChatGPT or Claude and ask in plain words:

  • "How many outbound contacts did we add today and yesterday, and where are they in the pipeline?"

  • "Show me the 10 newest contacts in Meeting Booked."

  • "How many contacts are marked as won?"

The assistant answers straight from your DM Tracker data. It can also update your contacts for you, for example add a tag or a note, or change a status.

Keep DM Tracker up to date automatically

Connect DM Tracker to Make, n8n, Zapier or your own code:

  • Create a contact when someone fills in a form or books a call

  • Mark a lead as Won when the payment comes in

  • Move a contact to the next pipeline stage, add tags and notes

  • Tick off a follow-up as sent

  • Pull your due follow-ups and pipeline stages into your own dashboard

How to turn it on

The API is an add-on for $29/month, added to your existing subscription. Agency plans include it. During a free trial it's free until the trial ends.

  1. Go to Settings > Connections and scroll to the API section.

  2. Select Add API access, check the price in the confirmation and select Add access.

  3. Copy the key labelled API Key. That's the key for API v2.

Only the account owner, or an admin with billing access, can add the API. If you see the add-on lock and no button, ask your account owner.

You can turn the API off any time from the same place. You keep access until the end of your billing period.

Launch offer: add the API by November 11, 2026 and we put a $29 credit on your account, so your first month is free. If you turn it off before your next invoice, you pay nothing.

Connect ChatGPT, Claude or another AI assistant

Once the API is on, follow the step-by-step guide at api.dmtracker.ai/mcp. It covers ChatGPT, Claude, Claude Code, Codex and Cursor.

Good to know:

  • ChatGPT needs a Business or Enterprise workspace to add DM Tracker. Claude works on its regular plans.

  • The assistant can read and update your contacts, tags, follow-ups and pipeline. It cannot send Instagram messages.

  • Connected assistants are listed in the MCP section under Settings > Connections, where you can disconnect them at any time.

For developers

Everything is in the documentation, with copy-ready examples.

FAQ

Does "full conversation history" include messages from before I connected Instagram? It includes every message DM Tracker has: everything since you connected your account, plus the up to 90 days of conversations imported when you connected.

Who can see my data through the API? Anyone with your API key can read and change your contacts, so treat it like a password. Use it only in server-side tools or automations, never in a website. An AI assistant connected with your DM Tracker login only sees the organization you picked when you connected it.

Can I use the API with more than one organization? Each organization has its own API key and its own add-on.

Questions? Reach out to Support in the bottom-right corner of the app. We're happy to help you set up your first integration.

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