--- title: "RevSure MCP Server" slug: "revsure-mcp-server-1" updated: 2026-08-24T10:06:31Z published: 2026-08-24T10:06:31Z canonical: "documents.revsure.ai/revsure-mcp-server-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://documents.revsure.ai/llms.txt > Use this file to discover all available pages before exploring further. # RevSure MCP Server # RevSure MCP Server The RevSure MCP Server is a RevSure-hosted **Model Context Protocol (MCP)** server that lets MCP-compatible clients (Claude, ChatGPT, and others) securely access RevSure's intelligence as structured tools — spanning funnel analytics, campaign and attribution metrics, incrementality and lift analysis, marketing mix modeling, pipeline predictions, journeys, prioritization, and entity details for **Leads, Accounts, and Opportunities**. --- ## Table of Contents - [Server Endpoint](/v1/docs/revsure-mcp-server-1#server-endpoint) - [What You Can Do](https://claude.ai/chat/3df2de36-274a-42ee-8896-c292d4d10a35#what-you-can-do) - [Recommended Session Startup](/v1/docs/revsure-mcp-server-1#recommended-session-startup) - [Deployment Options](/v1/docs/revsure-mcp-server-1#deployment-options) - [Authentication](/v1/docs/revsure-mcp-server-1#authentication) - [Data Privacy and PII Masking](/v1/docs/revsure-mcp-server-1#data-privacy-and-pii-masking) - [Read-Only by Default](/v1/docs/revsure-mcp-server-1#readonly-by-default) - [Getting Started](/v1/docs/revsure-mcp-server-1#getting-started) - Tool Categories --- ## Server Endpoint RevSure MCP is available as a tenant-specific endpoint: ```plaintext https://mcp.revsure.cloud//mcp/ ``` Replace `<TENANT-NAME>` with the tenant name provided by RevSure. > **EU-hosted tenants:** If your tenant is hosted in the EU region, use the EU endpoint instead: > > ```plaintext > https://mcp.revsure-eu.cloud//mcp/ > ``` > > Your RevSure representative will confirm which region applies to your tenant. --- ## What You Can Do Using RevSure MCP, your AI assistant can: - Analyze **funnel health** — stage volumes, values, conversion rates, velocity, and leakage over any period - Pull **campaign performance metrics**, with or without attribution, across attribution models - Run **incrementality and lift analysis** — across-campaign and individual-campaign lift at any funnel transition - Explore **marketing mix (MMX)** outputs — channel contribution, response curves, factor movement, and performance trends - Retrieve **pipeline predictions** — generation forecasts, pipeline and booking readiness, and win-rate factors - Retrieve **Lead, Account, and Opportunity details**, including enrichment where configured - Retrieve **Journeys** — the engagement and progression narrative for any lead, account, or opportunity - Retrieve **Prioritization** — ranked focus recommendations with reasoning - Answer questions involving **multiple entities** (e.g., "rank these 20 accounts and explain why") > Tool availability varies by tenant configuration. Ask your assistant to list the available RevSure tools, or contact your RevSure representative. --- ## Recommended Session Startup Funnel stage names, fiscal calendars, and metric vocabularies are configured per tenant. For best results, have your assistant begin each session by retrieving: 1. **Tenant context** — confirms the tenant and its configuration 2. **Funnel stage configuration** — your tenant's stage names and ordering 3. **Fiscal calendar configuration** — your fiscal year and quarter boundaries Most assistants will do this automatically when asked an analytical question; RevSure-provided skills include this sequence by default. --- ## Deployment Options | Option | Description | | --- | --- | | **RevSure-hosted** (default) | RevSure operates and maintains the MCP server. | | **Customer-hosted** (on request) | Available for customers with specific security or networking requirements. | --- ## Authentication The RevSure MCP Server uses **OAuth 2.0**. In practice: - Your MCP client connects to your tenant endpoint. - You complete the OAuth login when prompted. - Access is governed by tenant policies and permissions. > Some MCP clients require explicit OAuth metadata (authorization/token endpoints, scopes). If your client asks for these fields, request the tenant-specific OAuth metadata from your RevSure admin or RevSure support. --- ## Data Privacy and PII Masking The RevSure MCP Server supports **PII masking** in tool outputs to reduce accidental exposure of personal fields in client logs or model context. - Masking behavior may vary by tenant configuration. - If your organization needs custom masking rules, contact RevSure support. --- ## Read-Only by Default The RevSure MCP Server is **read-only by default**. Some environments may enable write capabilities for specific tools — only when explicitly approved and enabled for the tenant. Write-enabled tools are tenant-specific functionality and are documented separately, with the relevant permissions and governance expectations. --- ## Getting Started ### 1. Get your tenant URL ```plaintext https://mcp.revsure.cloud//mcp/ ``` (or the EU endpoint, if applicable — see [Server Endpoint](https://claude.ai/chat/3df2de36-274a-42ee-8896-c292d4d10a35#server-endpoint)) ### 2. Connect your MCP client In your MCP client (Claude, ChatGPT, or another MCP-compatible tool): 1. Add a **remote MCP server** 2. Paste the tenant URL 3. Complete the **OAuth 2.0 login** when prompted ### 3. Verify the connection Try one of the following: - "List the available RevSure tools." - "What are my tenant's funnel stages?" - "Show funnel health metrics for last quarter." If everything is configured correctly, you will see **structured tool responses** rather than generic text. > **Note on client tool limits:** Some MCP clients cap the number of tools that can be loaded in a single session. If your tenant exposes a large tool catalog and a tool appears unavailable, start a fresh session or ask the assistant to load the specific tool you need. --- ## Tool Categories RevSure MCP tools are grouped conceptually as follows. Exact tool names and availability vary by tenant. ### 1. Funnel & Pipeline Analytics Funnel health metrics, cohort intelligence, pipeline movements, and snapshot views. Use when you want stage-level volumes, values, conversion, velocity, or leakage over a period. ### 2. Campaign & Attribution Campaign performance metrics with or without attribution, funnel conversion attribution, and deep-funnel generation/leakage attribution. Use when you want campaign or channel performance under a specific attribution model. ### 3. Incrementality & Lift Across-campaign and individual-campaign lift analysis at any funnel transition. Use when you want to know whether a campaign, channel, or engagement type measurably improves conversion. ### 4. Marketing Mix (MMX) Channel contribution by quarter and over time, channel performance comparisons and trends, and response curve analysis. Available on tenants with MMX enabled. ### 5. Pipeline Predictions Pipeline generation forecasts, pipeline and booking readiness against targets, and win-rate factors across the open pipeline. Use when you want to know how much pipeline you're projected to generate, whether you're on track to hit a booking target, or what's driving win rates up or down.