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Quick start guide: Using Funnel MCP

Learn how to use Funnel MCP with your MCP client.

Funnel MCP brings your marketing data, field definitions, and workspace context into the AI products you already use.

The Model Context Protocol (MCP) is an open standard for connecting apps to external tools and data. Many apps support MCP, so you can use Funnel MCP in the client that fits your workflow. The tools are read-only: they read data and definitions from your account. They do not create or change data sources, fields, dashboards, or other configuration in Funnel.

Funnel MCP is a good fit if your team wants to work with Funnel data from an MCP-compatible client, for example an AI assistant or IDE.

Compatible MCP clients

Funnel MCP works with any client that supports MCP. Connect guides cover clients such as:

  • Anthropic Claude (connector directory)

  • Lovable

  • Perplexity

  • Other MCP-compatible clients (manual config)

Contact Funnel if you need more help.

Available tools

Tools are grouped the same way as in the full tool reference.

Workspace preparation

Tool

Description

list_workspaces

Lists workspaces you can access.

load_workspace

Loads workspace context, including connected platforms and available fields.

Field discovery

Tool

Description

search_fields

Lets you browse or search dimensions, measures, and metrics in your workspace.

get_dimension_values

Returns values for a dimension you specify (for example campaign names or countries).

Pull and analyze data

Tool

Description

prepare_data

Loads raw, row-level data without aggregation.

query_data

Fetches and analyzes ad platform data.

How MCP clients typically use these tools

  1. Select a workspace: Run list_workspaces, then run load_workspace for the workspace you need.

  2. Explore fields and dimension values: Run search_fields to find fields to query. Run get_dimension_values when you need values for a specific dimension.

  3. Pull and analyze data: Use query_data for aggregated analysis and cross-channel comparisons. Use prepare_data if you need raw, row-level data for custom slicing.

Note: Tool order is determined by your MCP client. Describe the outcome you want in natural language; the client selects and runs the tools.

Example use cases

Use these prompts as starting points. Replace workspace names, date ranges, and field names to match your setup.

Cross-channel marketing performance

Get a trusted cross-channel view of what is driving performance, from high-level channel comparison down to specific campaigns, ads, creatives and keywords.

  • Show me the trends for spend, impressions, clicks, CPC, and revenue. Break it down by traffic source for the last six months.

  • Compare attribution models between the platforms and Google Analytics. How do they compare for the last month?

  • Give me an executive weekly report of my KPIs with sessions, transactions, revenue, AOV, and CVR.

Pacing towards budget and targets

Stay on top of how spend is pacing against budget and how KPIs such as revenue are performing against targets.

  • Show month-to-date spend by channel against monthly budget. Flag any channel pacing more than 10% over.

  • Which traffic sources will overspend their budget by month-end if current pace continues?

  • At current pace, will we hit our Q2 revenue target? Show the gap and where it is coming from. What should I do about it?

Data exploration and deep-dives

Drill into a specific channel, campaign, product, or market. Surface anomalies, find underperformers, and get recommendations for further analysis or action.

  • CPA on Google Ads spiked last week. Which campaigns and keywords are driving the change?

  • Break down conversions on Facebook by campaign and creative for the last 30 days.

  • Drill into our top five campaigns by transaction volume. Which paid channels are feeding them? What is the split between organic and paid traffic?

Prerequisites

  • Funnel account with access to at least one workspace.

  • Connect at least one data source in that workspace so MCP queries return real results.

Authentication and regions

  • Funnel MCP requires OAuth 2.0 authentication.

  • When your MCP client supports dynamic OAuth client registration, use it (for example DCR or CIMD).

  • Use the Funnel user that should access your workspaces.

  • Funnel runs MCP on regional infrastructure (for example EU and US). Use the server URL or region your connection flow provides.

Note: Do not guess MCP endpoint URLs. Use the values from the official Funnel connection experience.

Security and support

  • Read the Funnel privacy notice for privacy practices, including AI-related topics described there.

  • For support guidelines, the AI support assistant and how to contact the team, read Funnel support 101.

Related Articles
Campaign dimensions in Funnel
Quickstart: Build your first Funnel setup
Getting started with Data Chat
Budgets
Navigating your Funnel interface
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