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MCP / AIOverview

MCP — Overview

Use FlowState through Claude

FlowState connects to Claude Desktop, Claude Code, Cursor, and other MCP-compatible AI assistants. Once connected, you can ask questions and give instructions in natural language — the AI calls FlowState tools to get answers and take action.

Example conversations:

  • “Show me all deals that have had no activity in the last 2 weeks.”
  • “What does our win rate look like over the past 12 months, broken down by reason?”
  • “Trigger an APN sync for the ACME deal and tell me when it’s submitted.”
  • “Which reps are closest to hitting quota this quarter?”
  • “List all APN conflicts and resolve them all using the HubSpot value.”
  • “Invite alex@acme.com as a member.”

Every request is executed with the same permissions, audit logging, and tenant isolation as actions taken through the web UI. Nothing bypasses access controls.

What is MCP?

MCP (Model Context Protocol) is an open protocol for connecting AI clients to external tools. FlowState exposes its entire feature set as MCP tools — every REST endpoint has an equivalent MCP tool, enforced by a CI parity check.

Feature parity

Every REST endpoint and every UI action in FlowState has an equivalent MCP tool. Adding a feature to one interface without the other is not supported.

Authentication

MCP tools require authentication via FlowState’s Cognito PKCE OAuth flow. The LLM client obtains a Cognito access token on your behalf, which is included with every tool call. The MCP server validates the token, extracts your tenant_id from the JWT claim, and scopes all operations to your tenant.

No MCP tool accepts tenant_id as a parameter. Tenant context comes exclusively from the JWT.

See Authentication for the full flow.

MCP server details

  • URL: https://mcp.flowstate.copebit.io/mcp
  • Protocol: Stateless HTTP (MCP Streamable HTTP transport)
  • Auth: Cognito PKCE (see Authentication)
  • Region: eu-central-1 — the same region as the rest of FlowState

Tool categories

The full tool catalog is at Tool catalog. Categories include:

  • Tenants, members, invites
  • Users and self-service
  • Grants and API keys
  • Billing
  • Notifications
  • Audit log
  • HubSpot integration
  • Slack integration
  • APN integration (config, read, stage mapping, matching)
  • Deal analytics (11 pipeline tools)
  • Pipeline operations
  • Goals and win/loss
TroubleshootingAuthentication