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
- Available Tools — what your AI assistant can do once connected
- Authentication — details on how the OAuth flow works
- Examples — example prompts to try