Documentation Index
Fetch the complete documentation index at: https://docs.openfunnel.dev/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Connect OpenFunnel to Claude using the Model Context Protocol (MCP). One connector, OAuth sign-in. Claude will authenticate you and load the right set of tools automatically:- Free users get our event discovery sandbox tools (browse verticals, find companies/people by signal).
- Paid users get the full workspace toolset (your accounts, audiences, insights, lookalikes, and more).
- “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
The toolset Claude sees depends on your OpenFunnel plan.Free users: Event Discovery sandbox
Free accounts get tools oriented around discovery within verticals. There’s no personal account/workspace management here. Everything is about finding companies and people based on signals.| Tool | Description |
|---|---|
list_event_verticals | Browse all available event discovery verticals |
list_vertical_event_types | See the event types within a specific vertical |
find_accounts_in_vertical | Search for companies in a vertical with filters for country, industry, funding stage, employee count range, and event type |
find_people_in_vertical | Search for contacts in a vertical with filters for seniority, department, country, and event type |
get_account_detail_in_vertical | Get full details on a specific account including related people and events |
get_account_events | Fetch event instances for a specific account |
get_person_events | Fetch event instances associated with a specific person |
Paid users: Full workspace
Paid accounts get the full set of tools for working with your OpenFunnel database, audiences, and insights feed, plus lookalike discovery beyond your DB.| 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. |
search_lookalikes | Search the broader company universe (beyond your database) for net-new prospects, with optional filters for size, funding stage, and location. |
Example Queries
Here are some things you can ask Claude once connected. Claude will pick the right tool automatically based on what you ask.Free plan: Event Discovery sandbox
Browse what’s available
“What event verticals does OpenFunnel cover?”
“What event types exist in the AI vertical?”
Find companies by signal
“Find Series B fintech companies in the US that just had a hiring event”
“Show me e-commerce companies with 100–500 employees that raised a Series A this quarter”
Find people
“Show me VPs of Engineering in the AI vertical”
“Find Heads of Sales at Series A SaaS companies in the UK”
Drill into specifics
“Get full details and recent events for Anthropic”
“Show me the events tied to this person”
Paid plan: Full workspace
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”
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.
I'm a paid user but only seeing the free tools
I'm a paid user but only seeing the free tools
The toolset is determined at connection time based on the account you signed in with. Make sure you completed OAuth with your paid OpenFunnel workspace account, then reconnect (remove and re-add the connector, or run
/mcp → /reconnect in Claude Code).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