Availability
The MCP server is available on Pro and Business plans.Connect
- Go to Settings → MCP Server.
- Copy your connection URL — it includes a private token that authenticates your workspace.
- Paste it into your assistant’s MCP configuration as a remote server.
What it can access
The server exposes eight read-only tools across the four areas an assistant needs to answer product questions. Each area has a search tool (find matching records) and a get tool (pull one record in full):
Searches accept filters like a customer name, so an assistant can answer account-specific questions (“what does Acme want?”) by scoping to that customer.
FAQs
Q: Can an assistant change my data through MCP?A: No. Every tool is read-only — it can search and retrieve, but never create, edit, or delete. Q: Which tools does it expose?
A: Eight — a search and a get for each of Signals, Feedback, Plans, and Customers. Q: Are private Plans exposed?
A: No. Only workspace-visible and public Plans are returned; private drafts stay private. Q: How do I revoke access?
A: Regenerate the connection URL in Settings → MCP Server. The previous URL stops working right away. Q: What’s the difference between this and the API?
A: MCP is for AI assistants to read your workspace conversationally. The API is for programmatic integrations that create feedback and read signals.
