What the MCP server does
The DealOracle MCP server connects your DealOracle data to AI assistants. MCP — the Model Context Protocol — is the open standard those assistants use to call external tools, and DealOracle ships a hosted MCP server so you do not have to run or install anything.
Once the MCP connection is in place, you can ask questions in plain language instead of clicking through dashboards:
- "How many leads came in from the Spring Promo campaign last month?"
- "What's the cost per lead across my Meta campaigns this week?"
- "Pull up Jane Doe's lead record and tell me where she came from."
- "Which of my client accounts had the worst conversion rate in July?"
The assistant calls the MCP server, the MCP server reads your DealOracle data, and the answer comes back in the conversation.
The MCP endpoint is:
https://mcp.dealoracle.io/mcp
Requirements
- An active DealOracle subscription (Growth, Agency, or Enterprise)
- Crystal enabled on your account
- Crystal credits — each MCP tool call uses 1–2 credits
Connect claude.ai or ChatGPT (no API key needed)
Browser-based assistants connect to the MCP server with a sign-in flow — you never copy a key.
claude.ai
- Open Settings → Connectors in claude.ai
- Choose Add custom connector
- Paste the MCP server URL:
https://mcp.dealoracle.io/mcp - Click Connect. DealOracle opens a consent screen — sign in if you are not already
- Review what the MCP connection can access, then click Approve
Claude now has a DealOracle tool set available in any conversation.
ChatGPT
- Open Settings → Connectors in ChatGPT
- Add a custom connector pointing at
https://mcp.dealoracle.io/mcp - Approve the same DealOracle consent screen
ChatGPT's standard chat and deep-research modes use the MCP server's search and fetch tools — enough to look up any lead or campaign by name and read the full record. To give ChatGPT the complete DealOracle tool set, enable developer mode in ChatGPT settings before adding the connector.
Connect Claude Code, Claude Desktop, or Cursor (API key)
Desktop and terminal MCP clients authenticate with a DealOracle API key instead of a sign-in flow.
First, grab your key: go to Integrations → API & Webhooks in DealOracle and copy your Account API Key. See API Keys & Authentication for how keys work and how to rotate them.
Claude Code
Run one command:
claude mcp add --transport http dealoracle \
https://mcp.dealoracle.io/mcp \
--header "Authorization: Bearer YOUR_API_KEY"
Verify it registered with claude mcp list.
Claude Desktop, Cursor, and other MCP clients
Add the DealOracle MCP server to your client's MCP configuration file:
{
"mcpServers": {
"dealoracle": {
"type": "http",
"url": "https://mcp.dealoracle.io/mcp",
"headers": {
"Authorization": "Bearer YOUR_API_KEY"
}
}
}
}
Restart the client. The DealOracle MCP tools appear in its tool list.
Because this is standard MCP over HTTP, the same configuration works in any MCP-compatible client — including custom agents built on the MCP SDKs.
What the MCP server can access
The MCP server is read-only. Nothing your assistant does through MCP can change, delete, or create data in DealOracle.
The connection reaches every client account you can already see in DealOracle — the same accounts, with the same permissions, as when you log in. If you work across several accounts, name the one you mean ("in the Oak Health account…") and the assistant targets it; ask without naming one and it will list your options.
The MCP tool set covers:
| Area | What the assistant can read |
|---|---|
| Leads | List, search, and open individual lead records; resolve a lead by name or email |
| Accounts | Account summaries, lead counts, conversion rates, CRM stage breakdowns |
| Campaigns | Meta and other ad campaigns, ad sets, ad accounts, budgets, and status |
| Performance | Spend, impressions, clicks, cost per lead, ROI, and campaign performance over time |
| Integrations | Connected integrations, pixel verification, cookie and tracking diagnostics |
| Knowledge | Your Crystal knowledge base and saved routines |
Sensitive advertising identifiers (click IDs and tracking cookies) are stripped before any lead record reaches the assistant.
Credits
Every MCP tool call draws 1–2 Crystal credits from your pool — the same billing as asking Crystal inside the app. A typical question uses one or two calls.
Security and disconnecting
- Read-only by design. The MCP server exposes no tool that writes to your account.
- Your permissions, nothing more. An MCP connection sees exactly the client accounts your DealOracle login can see.
- Every call is logged. MCP tool calls are written to your activity log, so you can audit what an assistant read and when.
- Approve carefully. Anyone can build an MCP client and name it anything, so the DealOracle consent screen shows you the address your access would be sent to and warns you that the application is not verified by DealOracle. Only approve a connection you started yourself, from an address you recognise.
Disconnecting
Remove the DealOracle connector in your assistant's connector settings — that both stops it calling the MCP server and revokes the access it was granted. For API-key clients, deleting or rotating the API key in Integrations → API & Webhooks immediately cuts off access.
If you believe a connection was approved by mistake, rotate your API key and contact support so we can revoke any outstanding MCP access grants on your account.
Troubleshooting
"Invalid or missing credentials" — the API key is wrong, was rotated, or the header name is misspelled. Copy the key again from Integrations → API & Webhooks. For browser connectors, disconnect and re-approve to refresh the connection.
"Crystal is not enabled for your account" — MCP access rides on Crystal. Contact support to have it enabled.
"Account does not have an active subscription" — MCP access requires an active Growth, Agency, or Enterprise plan.
"Multiple accounts found" — you have access to more than one client account and the assistant did not say which to use. Name the account in your question, or ask it to list your accounts first.
"Insufficient Crystal credits" — your credit pool is empty. Top up in Settings → Credits.
The assistant cannot see the tools — confirm the URL is exactly https://mcp.dealoracle.io/mcp, then restart the client. In ChatGPT's standard mode only the search and fetch MCP tools appear by design; enable developer mode for the full set.
