MCP

Bring your HockeyStack workspace into Claude, ChatGPT, and other AI tools via MCP — read dashboards, reports, and people, and create or update reports all scoped to what you can see in HockeyStack.

Server URL: https://mcp.hockeystack.com/mcp

Auth: OAuth 2.0. Actions are performed on behalf of the authenticated user; access is scoped to the same data as in the HockeyStack dashboard.

Transport: Streamable HTTP (stateless; no server-side sessions).

How To Connect

Claude

1. You must be a workspace Admin in the AI Tool you are using to add a connector.

2. Go to Settings → Customize → Connectors.

3. Click the + to add a custom connector.

4. Paste the URL: https://mcp.hockeystack.com/mcp

5. Once the Connector has been created you can do either of the following:

   1. Press Connect on the newly created connector

      
   2. Open a new prompt and ask to connect to the HockeyStack MCP

6. A browser tab will open — sign in with your HockeyStack account to complete authentication.

ChatGPT / Codex

1. You must be a workspace Admin in the AI Tool you are using to add a connector.

2. Go to Settings → Customize → Connectors.

3. Click the + to add a custom connector.

4. Change the connection type from STDIO -> Streamable HTTP

5. Paste the URL: https://mcp.hockeystack.com/mcp

6. Once the Connector has been created you can do either of the following:

   1. Press Connect on the newly created connector

      
   2. Open a new prompt and ask to connect to the HockeyStack MCP

7. A browser tab will open — sign in with your HockeyStack account to complete authentication.

Once connected, we recommend asking the assistant to list its available tools and confirm everything is accessible before running real queries. Note - You can only connect one HockeyStack instance via MCP at a time.

What you can do with MCP today

All tools below are available to users with MCP access enabled on their HockeyStack workspace. Access follows the same scoping as the HockeyStack dashboard — the MCP cannot return data that the authenticated user cannot already see, or perform writes that the authenticated user cannot already write in the UI.

Rate limits apply per tool, elaborated below.

Dashboards

Tool	Read / Write	Description
search_dashboards	Read	Search dashboards by name to find ordered groups of reports
get_dashboard_definition	Read	Fetch a dashboard’s full definition including its list of reports as well as their configuration
add_reports_to_dashboard	Write	Add one or more existing reports to a dashboard

Reports

Tool	Read / Write	Description
search_reports	Read	Search saved reports by name or metadata
get_report_definition	Read	Fetch a saved report’s full definition by ID
preview_report	Read	Preview a report definition and return results without saving
create_report	Write	Save a new report to the workspace
update_report	Write	Update definitions to an existing report by ID

Deals

Tool	Read / Write	Description
search_deals	Read	Search deals by name, stage, owner, account, or custom fields
get_deal_details	Read	Fetch a single deal’s full details, including associated contacts and activity

Goals & Funnels

Tool	Read / Write	Description
list_goals	Read	List all configured goals in the workspace
get_goal_definition	Read	Fetch a single goal’s full definition, including filters
list_funnel_stages	Read	List the source-of-truth funnel goal and its configured stages
create_goal	Write	Create a new goal in the workspace.
update_goal	Write	Update an existing goal’s definition by ID.
validate_goal	Read	Validate a proposed goal definition before creating or updating.
get_funnel_definition	Read	Fetch the full definition of the source-of-truth funnel.
create_funnel_stage	Write	Add a new stage to the funnel.
update_funnel_stage	Write	Update an existing funnel stage’s definition.
validate_funnel_stage	Read	Validate a proposed funnel stage definition before creating or updating.

Properties

Tool	Read / Write	Description
list_properties	Read	List available properties (fields) in the workspace
get_property_definition	Read	Fetch a single property’s definition, type, and configured breakdowns
create_defined_property	Write	Create a new defined property in the workspace.
update_defined_property	Write	Update an existing defined property’s definition.
validate_defined_property	Read	Validate a proposed defined property before creating or updating.
create_breakdown	Write	Create a new breakdown on a property.
update_breakdown	Write	Update an existing breakdown’s configuration.
validate_breakdown	Read	Validate a proposed breakdown before creating or updating.

Touchpoints

Tool	Read / Write	Description
get_touchpoint_hierarchy	Read	Fetch the source-of-truth touchpoint hierarchy and its implied ancestors
create_touchpoint	Write	Create a new touchpoint in the workspace.
update_touchpoint	Write	Update an existing touchpoint’s definition.
update_touchpoint_hierarchy	Write	Update the source-of-truth touchpoint hierarchy.
validate_touchpoint	Read	Validate a proposed touchpoint definition before creating or updating.

Companies

Tool	Read / Write	Description
search_companies	Read	Search workspace companies by name, domain, or filters.
get_company	Read	Fetch full details for a single company by ID.
list_company_views	Read	List saved company views (segments) configured in the workspace.
get_company_view	Read	Fetch the definition of a single company view.

People

Tool	Read / Write	Description
search_people	Read	Search workspace people by name, email, or filters.
get_person	Read	Fetch full details for a single person by ID.
get_people_by_company	Read	List the people associated with a given company.
list_people_views	Read	List saved people views (segments) configured in the workspace.
get_people_view	Read	Fetch the definition of a single people view.
resolve_contact	Read	Resolve a contact identifier (email or ID) to the matching workspace person.

Product Journeys & Calls

Tool	Read / Write	Description
get_journey	Read	Fetch a company’s configured product-journey timeline.
get_gong_calls	Read	Fetch Gong call summaries

Utilities

Tool	Read / Write	Description
web_search	Read	Run a web search from within the MCP.

Rate limits

Rate limits are applied per tool and per organization to keep the MCP server healthy under bursty AI traffic. In addition, no more than 5 tool calls should be issued concurrently per authenticated credential — larger batches must be run sequentially. Clients receive a standard 429 response when limits are hit.