MCP Server for Claude & ChatGPT

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 — the MCP server is available on every plan, including Starter
Crystal enabled on your account
Crystal credits — each MCP tool call uses 1–5 credits

If you are building your site with an AI assistant, the MCP connection can also set your tracking up for you — see Set up conversion tracking from your AI builder below.

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 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.

Most of what the MCP server does is reading. The one thing it can change is your tracking and conversion setup — and every one of those changes is shown to you and approved before it happens.

Area	What the assistant can do
Leads	Read: list, search, and open individual lead records; resolve a lead by name or email
Accounts	Read: account summaries, lead counts, conversion rates, CRM stage breakdowns
Campaigns	Read: Meta and other ad campaigns, ad sets, ad accounts, budgets, and status
Performance	Read: spend, impressions, clicks, cost per lead, ROI, and performance over time
Integrations	Read: connected integrations, tracked sites and pages, cookie and tracking diagnostics
Knowledge	Read: your Crystal knowledge base and saved routines
Tracking setup	Get the pixel install code for your site's framework, the lead-webhook endpoint, and a safe dry-run of your webhook's field mapping
Conversion setup	Change: which website events are sent to Meta, Google, TikTok, Microsoft, Snapchat or Pinterest as conversions; mark a thank-you or checkout URL; add the pages your site has
Testing	Check whether an event would count as a conversion, on which platforms and with what value — without sending anything

Sensitive advertising identifiers (click IDs and tracking cookies) are stripped before any lead record reaches the assistant.

How conversion changes are approved

Changing a conversion changes what a live ad account optimizes on, so it never happens in one step:

The assistant proposes the change and DealOracle returns a preview in plain English — for example, "Start sending FormSubmit on every page to Meta as Lead." Nothing is written yet.
You read it and decide.
Only then does the assistant apply it, using a confirmation code tied to that exact change. If it tries to apply anything different, DealOracle refuses.

Conversion changes also require admin access to the account — a read-only member can look at the setup and test it, but cannot change it. Every applied change appears in your activity log in the same plain English.

Credits

Every MCP tool call draws 1–5 Crystal credits from your pool — the same billing as asking Crystal inside the app. Reads are 1–2; a conversion change is 5.

Security and disconnecting

Reads by default; writes only for tracking setup. The MCP server cannot change leads, campaigns, budgets, or settings. The one thing it can change is your conversion tracking — which website events are sent to your ad platforms.
Nothing changes without your approval. Every conversion change is previewed in plain English first and only applied after you agree, using a confirmation code tied to that exact change.
Admin access required to change anything. A read-only member can inspect and test your conversion setup but cannot alter it.
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 — including a plain-English line for each applied conversion change — so you can audit what an assistant read or changed, 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.

Conversion changes are reversible: ask the assistant to stop sending an event, or change it back yourself on Event Streams → Online Conversion Tracking.

Set up conversion tracking from your AI builder

If you are building or editing your site with an AI assistant — Claude Code, Cursor, claude.ai, ChatGPT — it can wire your tracking end to end without you opening the DealOracle dashboard. It already has your site's code in front of it; the MCP connection gives it the DealOracle half.

Connect the MCP server first (above), then paste this:

Set up my DealOracle conversion tracking for this site.
Install the pixel, tell DealOracle which pages exist, and send my
lead form and purchases to Meta and Google as conversions.
Show me each conversion change before you apply it.

What the assistant does

Reads your current setup — which ad platforms are connected, what is already being tracked, and which event names each platform accepts.
Installs the pixel — it asks for the install code for your framework (Next.js, React, Vue, Svelte, plain HTML, Webflow, WordPress, Shopify) and puts it in the right file. Page views, form submissions and click-to-call links start tracking on their own.
Adds track() calls where they are needed — a purchase confirmed in JavaScript, a booking with no confirmation page. Anything the pixel already sees, it leaves alone.
Registers your pages so they appear in your conversion setup ready to use.
Creates the conversions — for example FormSubmit to Meta as Lead, or Purchase to Google with the real order value. Each one is previewed for you first.
Tests before you spend — it can check whether an event would fire, to which platforms and with what value, without sending anything to an ad platform.
Confirms real traffic once the site is live, so you can see events arriving.

A few things worth knowing

Thank-you pages don't need code. If a purchase finishes on a confirmation URL, the assistant can mark that URL instead of adding a track() call.
Values matter. A conversion with an amount lets the platform optimize for revenue, not just conversion count — tell the assistant what a lead or sale is worth.
Google works differently. Google routes conversions by the action configured in your Google Ads account rather than by event name; leave it unset and your account default is used.
Your existing Meta pixel can stay. DealOracle shares an event ID with it so Meta counts one conversion, not two.
Check the work. Everything the assistant sets up appears on Event Streams → Online Conversion Tracking, where you can adjust or remove it.

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 subscription on any plan, including Starter. If yours is active and you still see this, contact support.

"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.

API Keys & Authentication Client API Reference