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FunnelStory Platform / MCP Server

Centralize Customer Intelligence for Your Favorite AI Copilots.

Empower RevOps, CS Ops, and technical leadership with a direct API connection to the FunnelStory Customer Intelligence Graph. Bring pre-computed, real-time customer data into Claude, ChatGPT, and custom environments while drastically reducing token inflation.

FunnelStory MCP Server architecture: customer intelligence graph connected to AI copilots

Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale

Secure, On-Demand Access to Your Semantic Database.

Connect the intelligence graph to your AI interface in three simple steps.

1

Authenticate & Connect

Users securely authenticate their FunnelStory identity directly within their chosen copilot (e.g., Claude, ChatGPT).

2

Expose the Semantic DB

The FunnelStory MCP Server exposes the underlying semantic database via governed APIs, bringing the Customer Intelligence Graph directly into the chat interface.

3

Real-Time, Governed Intelligence

Query data on-demand. The server automatically enforces Role-Based Access Control (RBAC), manages API limits, and streams real-time updates seamlessly.

FunnelStory MCP — claude.ai

MCP Tools Enabled

Get Account Healthallowed
List At-Risk Accountsallowed
Get Renewal Forecastallowed
Query Usage Signalsallowed
Create Workflowallowed
RBAC enforced — scoped to your account permissions

On-Demand Graph Access

Break free from rigid UI limitations. Query the graph natively within Claude or ChatGPT and build your own custom UX and data visualizations on the fly.

Automate Scheduled Tasks

Move beyond ad-hoc queries. Use the MCP server to run scheduled, repeatable tasks and Agentic workflows within your Copilot or any 3rd-party orchestration environment.

Pre-Computed Intelligence

Act as a caching layer that delivers pre-computed answers from FunnelStory, avoiding expensive token-based inferences on the client end.

TOKEN CACHING

Stop Paying for Duplicate Inferences: Eliminate Token Inflation

Feeding raw customer data into LLMs for every single query drains your context window and skyrockets API costs. The FunnelStory MCP Server acts as an intelligent caching layer, delivering mathematically validated, pre-computed intelligence directly to your copilot.

  • Bypass Redundant Compute

    Why ask an LLM to analyze raw usage data when FunnelStory already has the answer? We pass the insight, not just the raw data.

  • Reduce Token Consumption

    Drastically lower your LLM API costs by serving cached, pre-processed context to Claude and ChatGPT.

  • Faster Agent Responses

    Pre-computed intelligence means your agentic workflows execute in a fraction of the time, without hitting rate limits.

Diagram: FunnelStory semantic layer with pre-computed intelligence—fast and efficient
FunnelStory — Skills Directory

Pre-Built Skills

Account Brief

Generate executive-ready account summaries

Churn Risk Alert

Detect and escalate at-risk accounts

QBR Prep

Auto-draft Quarterly Business Reviews

Expansion Spotter

Surface upsell and expansion signals

Build the Future of Customer Intelligence Operations

Single Source of Truth

Unify your AI toolset. Ensure Claude, ChatGPT, and your custom enterprise apps are all pulling from the exact same mathematically validated signals and context.

Vibe Code AI Agents

Empower Ops teams to "vibe code" custom AI Agents and workflows using natural language directly from Claude, leveraging the capabilities exposed by FunnelStory.

Deploy Pre-Built Skills

Immediately access and deploy a rich repository of pre-built, open-source "Skills" to accelerate your team's agentic maturity.

Ensured Data Security

Security built for the Enterprise

We've taken the extra steps to ensure your data is safe. Our platform offers Role-Based Access Control and detailed Audit Logging, ensuring your data is protected and monitored at all times

SOC 2 Type IIGDPRISO

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