Overview
Connect OpenFunnel to Claude using the Model Context Protocol (MCP). One connector, OAuth sign-in, and Claude can work with your accounts, audiences, insights, and lookalike discovery. Once connected, you can ask Claude things like:- “Tell me about Stripe from OpenFunnel”
- “Who works at Acme Corp?”
- “What’s been happening at Capital One recently?”
- “Find AI-native fintech companies that just hired ML engineers”
Connect to Claude
The MCP server URL is the same for everyone:- Claude (Web/Desktop)
- Claude Code (CLI)
- Open Claude (web or desktop app)
- Go to Settings → Connectors
- Click Add custom connector
- Enter:
- Name: OpenFunnel
- URL:
https://mcp.openfunnel.dev/mcp
- Click Add
- Sign in to OpenFunnel when prompted to complete OAuth
Available Tools
OpenFunnel exposes two families of tools to Claude. Claude picks the right one automatically based on your question. Data fetchers read what’s already in your workspace and are free. Data generators wrap the Agent Primitive APIs and consume credits to generate net-new data; Claude will confirm with you before invoking them.Data fetchers (free)
| Tool | Description |
|---|---|
get_account_summary | Get a quick overview of a specific account by ID. Returns basic info, signal counts, and top 3 key contacts. |
get_account_full_details | Get complete details for an account, including all people/contacts with full info. |
get_account_timeline | Get recent activity timeline for an account. |
get_my_insights | See what’s been happening across your accounts in the last N days (signal feed). |
get_insight_detail | Drill into a single insight for full detail. |
list_accounts | List accounts in your database with optional filters. |
list_audiences | List all saved audiences/lists in your OpenFunnel workspace. |
get_audience_data | Get all members on an audience. |
lookup_company | Look up a specific company in your database by name or domain. |
search_by_traits | Search within your existing database for companies matching specific characteristics. |
Data generators (consume credits)
| Tool | Cost | Description |
|---|---|---|
search_lookalikes | 1 credit / company returned | Search the broader company universe (beyond your database) for net-new prospects. Accepts a natural-language query, up to 10 seed_domains (the LLM synthesizes the trait from the seeds), or both. Pick agentic for high-precision shortlists or semantic (default) for high-recall discovery, with optional filters for size, funding stage, and location. |
search_companies_by_tech_stack | 5 credits / company unenriched · 10 credits / company enriched | Find companies whose recent job postings mention a given technology, ranked by matching post count. Optional firmographic filters (HQ country, employee count) auto-enable enrichment. |
Example Queries
Here are some things you can ask Claude once connected. Claude will pick the right tool automatically based on what you ask.Look up a company in your DB
“Tell me about Capital One from my OpenFunnel database”
“Look up acme.com in my accounts”
Find people at a company
“Who are the decision makers at Stripe?”
“Show me the org chart for Notion”
Research recent activity
“What signals have we detected at Acme Corp in the last 30 days?”
“Show me Stripe’s activity timeline for the past two weeks”
Work with audiences
“List my audiences”
“Pull all accounts and people from my ‘Q1 Target Enterprises’ audience”
Catch up on what’s new
“What new insights have come in the last day?”
“Tell me more about insight 12345”
Search and expand
“Find healthcare companies in my database that are AI-native”
“Find lookalikes of my top customers, Series B+ in the US”
Tech-stack discovery (consumes credits)
“Find US-HQ companies with 1,000+ employees that are hiring for Snowflake”
“Show me companies adopting Kubernetes in the last 90 days, exclude consultancies like Deloitte and Accenture”
Troubleshooting
Claude can't find the OpenFunnel connector
Claude can't find the OpenFunnel connector
Make sure you’ve added the connector in Settings → Connectors with URL
https://mcp.openfunnel.dev/mcp. Try removing and re-adding the connector.OAuth sign-in failed or expired
OAuth sign-in failed or expired
Remove the connector and re-add it to trigger a fresh OAuth flow. If you signed in with the wrong account, sign out at app.openfunnel.dev first and then re-add the connector.
Claude is doing web searches instead of using OpenFunnel
Claude is doing web searches instead of using OpenFunnel
Make sure to mention “OpenFunnel” or “my database” in your query. For example: “Tell me about Stripe from OpenFunnel” or “Look up Acme in my accounts”.
New tools not showing up in Claude
New tools not showing up in Claude
Claude caches the tool list when the connection is established. To see new tools, you need to reconnect:
- Claude Desktop/Web: Remove the OpenFunnel connector in Settings → Connectors, then re-add it
- Claude Code CLI: Run
/mcp, select OpenFunnel, then run/reconnect