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MCP Server Overview

FunnelStory's MCP server gives AI assistants — Claude, Cursor, or any MCP-compatible client — live access to your workspace data. Instead of copy-pasting account details into a chat window, your assistant can query FunnelStory directly and answer questions against your current data.

What Is MCP?​

MCP (Model Context Protocol) is an open standard for connecting AI assistants to external tools and data sources. It defines a common interface so clients can discover what a system can do and call it without custom integration work on either side.

The hosted MCP endpoint lives at {your FunnelStory app origin}/api/mcp (for example https://app.funnelstory.ai/api/mcp).

How Connections Work​

FunnelStory uses OAuth 2.0 with PKCE for MCP access. Many clients also use Dynamic Client Registration (DCR) — they read server metadata, call the registration endpoint, and obtain a client id and secret without you filling in developer-console fields. Other clients only need the MCP URL plus credentials you create once in the product.

How you connect depends on whether you use personal Claude (or another desktop client) or Claude for Work (enterprise) with org-managed connectors.

Personal Claude and desktop clients​

  1. In FunnelStory, open the profile menu from your avatar in the sidebar, then choose MCP Clients.
  2. Enter a short name (for example claude) and choose Create Client.
  3. In the confirmation dialog, copy the MCP URL — it matches your environment (production, staging, or a private deployment). Add that URL in your assistant's MCP or connector settings.
  4. If the client asks for OAuth Client ID and Client secret, copy them from the same dialog. The secret is shown only once; store it somewhere safe or create a new client if you lose it.

The first time the assistant talks to FunnelStory, your browser opens for sign-in and workspace selection. After that, tokens refresh in the background until you revoke the client.

Claude Enterprise (Claude for Work)​

End users usually cannot add arbitrary MCP URLs themselves. A workspace admin enables FunnelStory as an organization connector in the Claude admin console. The high-level steps are:

  1. Open Claude admin connectors.
  2. Create a custom Web connector.
  3. Set Name to FunnelStory and URL to your MCP endpoint (for production: https://app.funnelstory.ai/api/mcp).
  4. Save the connector. Members typically enable it under Customize → Connectors in their own Claude settings.

What Your AI Assistant Can Do​

Once connected, your AI assistant can:

  • Query accounts — health scores, prediction outcomes, renewal dates, and account properties
  • Read metrics and dashboards — pull chart data for any account or across your book of business
  • Review needle movers — see what signals have been flagged and their history
  • Run SQL against your workspace — the semantic database includes accounts, metrics, predictions, activities, meetings, notes, tasks, tickets, and more
  • Work with AI Agents — list, inspect, create, and execute declarative agents (flows) in your workspace

Supported Clients​

Any MCP-compatible client works with FunnelStory. Common choices:

  • Claude — personal apps, Claude Desktop, or enterprise connectors depending on your plan
  • Cursor — AI-powered code editor
  • Any client implementing the MCP spec

Next Steps​