Overview
Connect OpenFunnel to Claude using the Model Context Protocol (MCP). Once connected, you can ask Claude questions like:- “Tell me about Stripe from OpenFunnel”
- “Who works at Acme Corp?”
- “What’s been happening at Capital One recently?”
- “Show me all contacts at this company”
Connect to Claude
- Claude (Web/Desktop)
- Claude Code (CLI)
Step 1 - Get your MCP URL
Your personalized MCP URL is:YOUR_API_KEY with your OpenFunnel API key and YOUR_EMAIL with your account email.Step 2 - Add to Claude
- Open Claude (web or desktop app)
- Go to Settings → Connectors
- Click Add custom connector
- Enter:
- Name: OpenFunnel
- URL: Your MCP URL from Step 1
- Click Add
Step 3 - Use OpenFunnel in your chats
- Start a new chat in Claude
- Click the + (attachments) button
- Select OpenFunnel
- Ask questions about your accounts!
Available Tools
Once connected, Claude has access to these OpenFunnel tools:| Tool | Description | Example Query |
|---|---|---|
lookup_company | Find a company by name or domain | ”Tell me about Stripe” |
get_account_summary | Get a quick overview of an account | ”Give me a summary of Acme Corp” |
get_account_full_details | Get all people and signals at a company | ”Who works at Acme Corp?” |
get_account_timeline | See recent activity for an account | ”What happened at Notion recently?” |
list_accounts | Browse accounts in your database | ”Show me my accounts” |
search_by_traits | Search companies by traits or description | ”Find healthcare companies that are in b2c” |
Example Queries
Here are some things you can ask Claude once connected: Company Lookup“Tell me about Capital One from my OpenFunnel database”Find Contacts
“Who are the decision makers at Stripe?”Research Activity
“What signals have we detected at Acme Corp in the last 30 days?”Browse Accounts
“Show me the first 20 accounts in my database”Search by Traits
“Find AI Agent native companies in finance”
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 and that the URL is correct. Try removing and re-adding the connector.
Getting authentication errors
Getting authentication errors
Double-check your API key and email in the MCP URL. You can regenerate your API key in the OpenFunnel app under Settings → API Keys.
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