Funnel

Funnel AI and MCP

Learn what Funnel AI is, which sources it uses, and how chats, privacy and access work.

Introduction to Funnel AI

Open Funnel AI, ask questions about your data, review charts and tables, and save results to dashboards.

Getting started with Funnel AI

Ask Funnel AI about the product, data questions or Funnel Support.

Get support with Funnel AI

Run a Funnel AI prompt on a repeating schedule and send the result by email, in Slack or to the chat.

Schedule tasks

Install Funnel AI in a Slack workspace and connect each member's Funnel account.

Integrate Funnel AI with Slack

Open Funnel AI > MCP to connect Claude, ChatGPT, Claude Code, Codex and other MCP clients to your Funnel data.

Connect Funnel MCP from Funnel AI

Create, run, and share reusable prompt skills your team can launch from chat or conversation starters.

Manage skills in Funnel AI

Upload workspace documents so Funnel AI can ground answers in your brand guidelines, briefs, and other reference material.

Upload documents in Funnel AI

Add, edit, and delete workspace instructions so Funnel AI applies your team's business context in every chat.

Manage workspace instructions in Funnel AI

Refer to these best practices when you use Funnel AI.

Best practices for Funnel AI

Copy example prompts grouped by analysis type.

Funnel AI prompt library

Learn how to use Funnel AI conversational interface.

Funnel AI

Learn how to use Funnel MCP with your MCP client.

Quick start guide: Using Funnel MCP

Add Funnel MCP to ChatGPT from the plugin directory using OAuth sign-in.

Connect Funnel MCP to ChatGPT

Add Funnel MCP to Claude Code with a terminal command and complete OAuth sign-in.

Connect Funnel MCP to Claude Code

Configure OAuth manually to add Funnel MCP to a Microsoft Copilot Studio agent and optionally publish it to Microsoft 365 Copilot and Microsoft Teams.

Connect Funnel MCP to a Microsoft Copilot Studio agent

Add Funnel MCP to Claude from the connector directory using OAuth sign-in.

Connect Funnel MCP to Claude

Connect Funnel MCP to a supported MCP client using a connector document or OAuth client credentials.

Connect Funnel MCP using OAuth client registration

Learn how to connect the Funnel MCP to various MCP clients.

Funnel MCP

Resolve cases where Claude chat connects to Funnel MCP but cannot retrieve data for one or more workspaces.

Troubleshoot: Claude cannot retrieve Funnel MCP data

Resolve Funnel MCP connection failures that show an authorization error with an ofid support reference before you can use MCP tools.

Troubleshoot: Authorization with the MCP server failed in Funnel MCP

Resolve Claude Desktop Funnel MCP setup failures when mcp-remote cannot complete dynamic OAuth client registration.

Troubleshoot: OAuth dynamic client registration in Claude Desktop

Resolve Funnel MCP OAuth failures that redirect to a callback URL mismatch page on login.funnel.io.

Troubleshoot: OAuth callback URL mismatch in Funnel MCP

Resolve Funnel MCP failures when query_data rejects parameters with type validation errors while other MCP tools still work.

Troubleshoot: query_data type validation errors in Funnel MCP

Resolve Funnel MCP tool call failures that return a token exchange authentication error after OAuth appears to succeed.

Troubleshoot: token_exchange_failed in Funnel MCP

Resolve Funnel MCP connection failures in Notion that return invalid_request Unknown client during OAuth.

Troubleshoot: Unknown client when connecting Funnel MCP in Notion

Troubleshoot Funnel MCP errors

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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