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Getting Started with MCP

This guide walks through connecting an MCP-compatible AI client to your FunnelStory workspace.

Prerequisites​

  • A FunnelStory workspace with at least one account configured
  • An MCP-compatible client: Claude Desktop, Cursor, or similar

Connect Your Client​

Get the MCP URL from FunnelStory. Open the profile menu (avatar) → MCP Clients, choose Create Client, give it a name, then copy the MCP URL from the dialog (it uses your app's origin, e.g. https://app.funnelstory.ai/api/mcp in production). If your assistant asks for OAuth credentials, copy the Client ID and Client secret from the same dialog; the secret is one-time only.

Many MCP clients also support Dynamic Client Registration (DCR) — after you paste only the MCP URL, the client may register itself automatically against FunnelStory's OAuth metadata without you typing a client secret. Use the UI-generated secret when the client does not support DCR or when you prefer a named, revocable client.

The exact UI in the assistant varies by product:

  • Claude Desktop: Settings → Developer → Edit Config and add the server under mcpServers
  • Cursor: Settings → MCP and add a new server entry

Authorize Access​

The first time you connect, your client opens a browser window for authorization. Log in to FunnelStory if prompted, then click Authorize. Your credentials stay in FunnelStory — the client receives a time-limited access token, not your password.

Select a Workspace​

After authorizing, select which workspace the client should connect to. If you have access to multiple workspaces, choose the one you want to work with.

To switch to a different workspace later, disconnect the server from your client and reconnect — the selection prompt will appear again.

Verify the Connection​

Try a prompt to confirm everything is working:

"List the accounts with the lowest health scores in FunnelStory."

If the client returns account data from your workspace, the connection is set up correctly.

Managing Clients​

On the MCP Clients page (profile menu → MCP Clients) you can Create Client (new URL + credentials bundle), see existing clients, and revoke access with the delete action so tokens stop working immediately.

Next Steps​