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.

MCP logo icon
Ask AI assistant
Mantle logo icon
Get list of customers

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How it works

2 steps to automate this task automatically.

MCP logo icon

Ask AI assistant

App connector: MCP • Time to complete: 1 minute

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

Mantle logo icon

Get list of 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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What is a template?

MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.

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Make this template 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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