Overview
When you connect OpenFunnel to Claude via MCP, these tools become available. Claude will automatically select the appropriate tool based on your question.get_account_timeline
Get recent activity timeline for an account. Parameters:| Name | Type | Required | Description |
|---|---|---|---|
account_id | int | Yes | The account ID to get timeline for |
days | int | No (default: 30) | How many days back to look (default 30) |
signal_types | list | No (default: None) | Optional filter by signal types (hiring, socials, linkedin_engagement, job_change) |
get_account_summary
Get a quick summary/overview of an account. Parameters:| Name | Type | Required | Description |
|---|---|---|---|
account_id | int | Yes | The account ID to get summary for |
get_account_full_details
Get COMPLETE account details including ALL people/contacts at the company. Example queries:- Who works at [company]?
- Show me all contacts at [company]
- Get me people at [company]
- List employees at [company]
- Who are the decision makers at [company]?
- Any request for people/contacts/employees at a company
| Name | Type | Required | Description |
|---|---|---|---|
account_id | int | Yes | The account ID to get full details for |
list_accounts
List accounts in your database with optional filters. Parameters:| Name | Type | Required | Description |
|---|---|---|---|
limit | int | No (default: 20) | Maximum accounts per page (default 20) |
offset | int | No (default: 0) | Number of accounts to skip for pagination |
is_imported | bool | No (default: None) | Filter by imported accounts (True) or discovered (False) |
is_in_crm | bool | No (default: None) | Filter by CRM presence |
lookup_company
Look up a specific company in the user’s OpenFunnel database by name or domain. Example queries:- Tell me about [company]
- What’s happening with [company]
- Show me [company] from OpenFunnel
- Find [company] in my accounts
- Any question about a specific company by name or domain
| Name | Type | Required | Description |
|---|---|---|---|
company_name | str | Yes | The company name or domain to look up (e.g., “Capital One”, “Stripe”, “acme.com”) |
search_by_traits
Search for companies by describing what they do or what traits they have. Use this to find companies matching specific characteristics like:- Industry or vertical (healthcare, fintech, etc.)
- Products or services they offer
- Technologies they use
- Business model or target market
| Name | Type | Required | Description |
|---|---|---|---|
query | str | Yes | Describe the type of companies you’re looking for |
limit | int | No (default: 25) | Maximum number of results (default 25, max 100) |
list_audiences
List all audiences (saved lists) for the user. Audiences can be either “accounts” type (primary entities are accounts) or “people” type (primary entities are people/prospects). Use this to discover what audiences exist before fetching their data with get_audience_data. Returns: List of audiences with audience_id, audience_name, and audience_type.get_audience_data
Get all members of an audience with full enriched account and people data. Use this to retrieve complete data for an audience for scoring, ranking, or prioritization. Works for both “accounts” and “people” audience types. Returns full account details (firmographics, signals, CRM status, technographics, narrative) plus all people mapped to each account with their direct signals. Parameters:| Name | Type | Required | Description |
|---|---|---|---|
audience_id | int | Yes | The audience ID to fetch data for (from list_audiences) |
get_insight_detail
Get full detail for a single insight — drill down from the feed. Example queries:- Tell me more about this insight
- What signal triggered this alert?
- Show me the details for insight X
- Any drill-down from the insights feed
| Name | Type | Required | Description |
|---|---|---|---|
insight_id | int | Yes | The insight ID to get details for (from get_insights_feed) |
get_my_insights
Find out what has been happening with your accounts in the last n days. Example queries:- Show me what has been happening with my accounts in last n days?
- Show me net new accounts in last n days?
- Tell me more about the alerts that were sent to me today?
| Name | Type | Required | Description |
|---|---|---|---|
days | int | No (default: 1) | How many days back to look (default 1, max 30) |
limit | int | No (default: 5) | Maximum alerts to return per page (default 5) |
offset | int | No (default: 0) | Pagination offset (e.g. 0 for page 1, 5 for page 2) |