ClickFunnels MCP Server Beta

Overview

The ClickFunnels MCP Server enables you to connect AI assistants like Claude to your ClickFunnels workspace. Using the Model Context Protocol (MCP), your AI assistant can read, create, and manage your workspace data through natural language commands.

Beta Notice: The MCP Server is currently in Technical Preview. While the core features are functional, we’re still perfecting some capabilities based on user feedback. This is a Labs feature, meaning it’s experimental and may change without notice. Limited support coverage is available from our Customer Success team.

What You Can Do with the MCP Server

The MCP Server transforms how you work with ClickFunnels by enabling AI-powered automation:

Course Creation

Design and build complete courses with AI assistance - from structure to content. Ask your AI to create modules, lessons, and enroll students.

Contact Management

Find, organize, and nurture your contacts with intelligent tagging and insights. Search for specific contacts, apply tags, and manage your audience effortlessly.

Sales Pipelines

Track and manage leads through visual CRM pipelines with stages, deal values, and team assignments. Create opportunities and move them through your sales process.

Order Analysis

Get deep insights from your order data to improve business performance. Look up specific orders, view transaction history, and analyze customer purchases.

Requirements

Before you begin, ensure you have:

• An Active ClickFunnels Account (Scale plan or higher required)

• AI Assistant: Claude Desktop (Pro, Max, Team, or Enterprise plan)

Caution

Note: The MCP connection is linked to the workspace you use during setup. If your team has multiple workspaces, only one can be connected at a time. To switch workspaces, reconnect using the new workspace.

Install the MCP Server App in ClickFunnels

Before connecting your AI assistant, you need to enable the MCP Server app in your workspace.

Navigate to the Apps Page

1. Log in to your ClickFunnels account

2. Select the workspace you want to connect to AI

3. Click Apps in the left sidebar navigation

Find the MCP Server App

1. On the Apps page, look for the Labs category

2. Select the MCP Server app card

3. Click on the MCP Server card to view the app details

Enable the App

1. On the MCP Server app details page, click the Add App button

2. Once enabled, you’ll see the setup instructions page

MCP Setup Instructions

Claude Desktop (Pro/Max/Team/Enterprise)

Follow these steps to connect Claude Desktop to ClickFunnels.

Step 1: Open Claude Desktop

Launch the Claude Desktop application on your computer.

Don’t have Claude Desktop? Download it from https://claude.ai/download

Step 2: Access Connector Settings

• Click the Settings icon in Claude Desktop

• Select Connectors from the settings menu

• Click Add custom connector

Step 3: Configure ClickFunnels Connector

Enter the following details in the connector form:

Field	Value
Connector Name	ClickFunnels
Connector URL	https://mcp.myclickfunnels.com/sse

Click Add to complete the setup. The connector will be added to your available tools.

Available Tools

Your AI assistant can access the following tools to help manage your ClickFunnels workspace:

Contacts

Tool	Description
create_or_update_contact	Create or update a contact. Creates new contacts if they don’t exist (based on email) or updates existing ones
find_contact_by_email	Find a contact by their email address
update_contact	Update an existing contact’s information
delete_contact	Delete a contact from the workspace
list_contacts	List contacts in the workspace with optional filtering
add_tag_to_contact	Add a specific tag to a contact
remove_tag_from_contact	Remove a tag from a contact by deleting the applied tag
list_available_contact_tags	List the available contact tags from the workspace
create_contact_tag	Create a new contact tag in the workspace
delete_contact_tag	Delete a contact tag from the workspace

Opportunities

Tool	Description
create_opportunity	Create new sales opportunities in your CRM
update_opportunity	Update existing opportunities
delete_opportunity	Delete an opportunity from the CRM
list_opportunities	List opportunities with optional filtering
create_sales_pipeline	Create CRM sales pipelines with stages
update_sales_pipeline	Update pipeline names and stage configurations
list_sales_pipelines	List all sales pipelines in the workspace
get_sales_pipeline	Get detailed information about a specific pipeline
create_pipeline_stage	Add new stages to existing pipelines
update_pipeline_stage	Update existing pipeline stages
delete_pipeline_stage	Remove stages from pipelines
list_pipeline_stages	List all stages in a specific pipeline
get_pipeline_stage	Get details about a specific stage

Courses

Tool	Description
create_course	Create a new course in your workspace
create_course_module	Add new modules to existing courses
create_course_lesson	Add lessons to course modules
update_course_module	Update existing course modules
update_course_lesson	Update existing course lessons
list_courses	List all courses in the workspace
get_course	Get detailed information about a specific course
enroll_contact_in_course	Manually enroll contacts in courses
list_course_enrollments	List enrollments for a specific course
update_enrollment_suspension_status	Update enrollment suspension status

Orders & Transactions

Tool	Description
list_orders	List orders with optional filtering
get_order_details	Get detailed information about a specific order
list_order_tags	List available order tags
create_order_tag	Create a new order tag
get_order_tag	Get details of a specific order tag
update_order_tag	Update an existing order tag
delete_order_tag	Delete an order tag
add_tag_to_order	Apply a tag to an order
remove_tag_from_order	Remove a tag from an order
list_order_applied_tags	List tags applied to a specific order
get_order_applied_tag	Get details of a specific applied tag
list_order_invoices	List invoices for a specific order
get_invoice_details	Get detailed information about a specific invoice
list_workspace_invoices	List all invoices across the workspace
list_order_transactions	List transactions for a specific order
get_transaction_details	Get details of a specific transaction

Products

Tool	Description
create_product	Create a new product that can be sold
update_product	Update existing product details
get_product	Get detailed information about a product
list_products	List all products in the workspace
archive_product	Archive a product
unarchive_product	Unarchive a previously archived product
create_product_collection	Create a new product collection
update_product_collection	Update an existing product collection
get_product_collection	Get details of a specific collection
list_product_collections	List all product collections
create_product_price	Create a new price for a product variant
update_product_price	Update an existing product price
get_product_price	Get details of a specific price
list_product_prices	List all prices for a product
create_product_variant	Create a new variant for a product
update_product_variant	Update an existing product variant
get_product_variant	Get details of a specific variant
list_product_variants	List all variants for a product
list_product_tags	List available product tags
create_product_tag	Create a new product tag
get_product_tag	Get details of a specific product tag
update_product_tag	Update an existing product tag
delete_product_tag	Delete a product tag

Webhooks

Tool	Description
create_webhook_endpoint	Create a new webhook endpoint
update_webhook_endpoint	Update an existing webhook endpoint
delete_webhook_endpoint	Delete a webhook endpoint
list_webhook_endpoints	List all webhook endpoints
get_webhook_endpoint	Get details of a specific webhook endpoint

Forms

Tool	Description
list_form_submissions	List form submissions with optional filtering
get_form_submission	Get details of a specific form submission

Images

Tool	Description
create_image	Create an image by uploading from URL
update_image	Update image metadata or re-upload
get_image	Get details of a specific image
list_images	List all images in the workspace
delete_image	Delete an image from the workspace
generate_image_for_workspace	Generate a new image using AI

Workspace & Teams

Tool	Description
my_workspace	Get information about the authorized workspace
list_teams	Get team information including memberships
get_team	Get detailed information about a specific team
list_scheduled_appointments	Get recently created appointments

Example Conversations

Here are some examples of how you can interact with your AI assistant using the MCP Server:

Creating a Course

You: “I want to create a course about digital marketing. Can you help me plan the structure?”

AI: “I’d love to help! Let me create the course structure for you…”

AI: “✅ Course structure created! Digital Marketing Mastery with 4 modules and 16 lessons total.”

Finding High-Value Customers

You: “I need to find all my high-value customers and see their purchase history”

AI: “I’ll analyze your contact and order data to identify your top customers…”

AI: “✅ High-value customers found! Here are your top 5 customers by total value…”

Managing Sales Pipelines

You: “I want to track my coaching leads better. Can you help me set up an opportunities pipeline?”

AI: “I’ll create a sales opportunities pipeline in your CRM with stages for your coaching process…”