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

• What You Can Do

• Recommended Session Startup

• Deployment Options

• Authentication

• Data Privacy and PII Masking

• Read-Only by Default

• Getting Started

• Tool Categories

Server Endpoint

RevSure MCP is available as a tenant-specific endpoint:

https://mcp.revsure.cloud/<TENANT-NAME>/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:

https://mcp.revsure-eu.cloud/<TENANT-NAME>/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

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

https://mcp.revsure.cloud/<TENANT-NAME>/mcp/

(or the EU endpoint, if applicable — see 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.