MCP server - Navattic Documentation

The Navattic MCP server gives AI coding agents — such as Claude Desktop, Cursor, VS Code Copilot, Windsurf, ChatGPT, and Codex — structured access to your workspace. Agents can read analytics, browse and build demos, manage Launchpad share links, and query personalization data, all scoped to your workspace.

Navattic MCP server connected to an AI coding agent

The MCP server is available on the Base plan and above.

How it works

The Navattic MCP server supports two authentication methods depending on your AI client:

OAuth (Claude Desktop, Claude Code, ChatGPT) — sign in to Navattic when prompted. No Personal Access Token required.
Bearer token (Cursor, VS Code, Windsurf, Codex) — create a Personal Access Token and add it to your client’s config file.

All operations are scoped to your workspace — agents cannot access data from other workspaces, even with a valid resource ID from another workspace.

Go to Settings > AI > MCP in your workspace to find your MCP server URL and the full setup guide for every client in one place.

Step 1: Create a Personal Access Token (bearer token clients only)

If you’re using Cursor, VS Code, or Windsurf, you need a Personal Access Token. Skip this step if you’re using Claude Desktop, Claude Code, or ChatGPT.

Go to MCP settings

Navigate to Settings > AI > MCP in your Navattic workspace.

Create a new token

Click Manage personal access tokens, then click Create token. Enter a name for the token (for example, “Cursor agent”).

Select scopes

Choose the scopes your agent needs. Each scope grants access to a specific set of tools:

Scope	What it allows	Required role
Analytics	View demo performance, visitor data, and account engagement	Viewer or above
Demo Browsing	Browse projects, flows, and share links	Viewer or above
Demo Building	Create flows, edit steps, configure CTAs	Builder or above
Demo Management	Rename and organize projects; create share links	Builder or above
Demo Publishing	Deploy and archive projects	Builder or above
Personalization	View custom properties and visitor activity	Viewer or above
Launchpad	Browse and manage Launchpad share links, interest flows, and recipient visitor data	Viewer or above (Launchpad workspaces only)

The Launchpad scope is only available in workspaces with Launchpad enabled and is only shown to users with the Launchpad app role. The scope picker will not display it otherwise.

Start with Analytics and Demo Browsing — these cover read-only operations. Add write scopes only if your agent needs to create or modify demos.

Set an expiration

Choose a token lifetime: 7, 30, 60, 90, or 180 days. Tokens expire automatically; you’ll need to create a new token when one expires.

Copy the token

After creating the token, copy it immediately. You won’t be able to see it again.

Store your token securely. Anyone with the token can access your workspace within the granted scopes.

Step 2: Configure your MCP client

Connect your AI agent using the Navattic MCP server URL:

https://app.navattic.com/api/mcp

You can copy this URL from Settings > AI > MCP in your workspace. Use the instructions below for your client:

ChatGPT uses OAuth — no Personal Access Token needed.

Open ChatGPT settings

Open ChatGPT on the web → your profile → Settings → Connectors.

Enable developer mode

Open Advanced and enable Developer mode.

Create a connector

Go to Connectors → Create.

Add the Navattic MCP URL

Enter a name, choose OAuth, and paste the Navattic MCP URL: https://app.navattic.com/api/mcp.

Authorize

Click Create, then sign in to Navattic when prompted.

Claude Desktop uses OAuth — no Personal Access Token needed.

Open Claude Desktop settings

In Claude Desktop, go to Settings → Connectors.

Add a custom connector

Click + Add custom connector.

Enter the Navattic MCP URL

Paste https://app.navattic.com/api/mcp and click Add.

Authorize the connection

Claude Desktop will open a Navattic authorization page. Sign in and grant access.

Alternative: edit the config file manually

If you prefer to configure Claude Desktop by editing the config file directly, add the following to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS):

{
  "mcpServers": {
    "navattic": {
      "url": "https://app.navattic.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Replace YOUR_TOKEN with the Personal Access Token you created in Step 1. Restart Claude Desktop after saving.

Claude Code uses OAuth. Run this command in your terminal:

claude mcp add --transport http navattic https://app.navattic.com/api/mcp

Then run /mcp in your Claude Code session and select navattic to authenticate.

Alternative: add to settings.json manually

Add to ~/.claude/settings.json:

{
  "mcpServers": {
    "navattic": {
      "type": "url",
      "url": "https://app.navattic.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Replace YOUR_TOKEN with the Personal Access Token you created in Step 1.

Add to ~/.codex/config.toml:

[mcp_servers.navattic]
url = "https://app.navattic.com/api/mcp"
bearer_token_env_var = "NAVATTIC_TOKEN"

Then set the environment variable in your shell (or add it to your shell profile):

export NAVATTIC_TOKEN=your_token_here

Replace your_token_here with the Personal Access Token you created in Step 1.

Add to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "navattic": {
      "url": "https://app.navattic.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Replace YOUR_TOKEN with the Personal Access Token you created in Step 1.

Add to your VS Code settings (the mcp section):

{
  "servers": {
    "navattic": {
      "type": "http",
      "url": "https://app.navattic.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Replace YOUR_TOKEN with the Personal Access Token you created in Step 1.

Add to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "navattic": {
      "serverUrl": "https://app.navattic.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Replace YOUR_TOKEN with the Personal Access Token you created in Step 1.

Available tools

Once connected, your agent can see and call tools based on its token’s scopes. Tools are only visible to the agent if the token has the corresponding scope — the agent won’t see tools it can’t use.

Tool	Description	Scope
`list_demo_analytics`	View engagement metrics for all active demos — views, visitors, engaged sessions, duration, CTA clicks, and click-through rate	Analytics
`list_visitors`	List visitors who have interacted with demos, with filtering by demo, company, location, device, and custom properties	Analytics
`list_accounts`	List company accounts with engagement metrics, with firmographic filtering by industry, employee count, revenue, and more	Analytics
`get_visitor`	Get a detailed profile for a specific visitor, including their 25 most recent sessions, conversion events, and demos viewed	Analytics
`get_account`	Get a detailed profile for a specific company account, including visitors, demos viewed, and total engagement duration	Analytics
`list_projects`	List all projects in the workspace	Demo Browsing
`get_project`	Get details and flows for a specific project. Note: no longer returns Launchpad or archived share links — use `get_share_link` or `get_launchpad_share_link` instead	Demo Browsing
`get_share_link`	Get details for a specific project share link by ID	Demo Browsing
`get_flow_document`	Read a flow’s draft document — returns each step with its index, id, buttons, beacons, triggers, and an entity_tag used to safely apply edits	Demo Browsing
`list_flow_captures`	List the captures available to anchor new or edited steps in a flow	Demo Browsing
`get_workspace_knowledge`	Get the workspace’s product context, go-to-market context, and brand voice	Demo Browsing
`create_flow`	Create a new flow within a project	Demo Building
`update_step_content`	Update the text content displayed in a step	Demo Building
`rename_step`	Change the name of a step	Demo Building
`insert_step`	Insert a new step at a specific position in the flow	Demo Building
`remove_step`	Delete a step from the flow	Demo Building
`move_step`	Reorder a step by moving it from one position to another	Demo Building
`set_step_appearance`	Set the visual style of a step (modal or tooltip)	Demo Building
`set_step_backdrop`	Toggle the backdrop overlay on a step	Demo Building
`set_step_backdrop_style`	Set the backdrop intensity (light, medium, or heavy)	Demo Building
`set_step_modal_position`	Set the position of a modal step	Demo Building
`set_step_tooltip_position`	Set the position of a tooltip step	Demo Building
`update_button_text`	Change the text on an existing button	Demo Building
`set_button_appearance`	Set the visual style of a button	Demo Building
`reorder_buttons`	Reorder buttons within a step	Demo Building
`append_dialog_button`	Add a new button to a step	Demo Building
`delete_step_button`	Remove a button from a step	Demo Building
`set_button_action_type`	Set the action type for a button (next step, URL, etc.)	Demo Building
`set_button_action_go_to_step`	Configure a button to navigate to a specific step	Demo Building
`set_button_action_url`	Configure a button to open a URL	Demo Building
`set_button_new_tab`	Set whether a button’s URL opens in a new tab	Demo Building
`set_nav_button_text`	Update the text on the Next or Back navigation button	Demo Building
`set_hide_navigation`	Show or hide the navigation bar on a step	Demo Building
`set_back_button`	Show or hide the back button on a step	Demo Building
`set_next_button`	Show or hide the next button on a step	Demo Building
`set_has_navigation_buttons_global`	Set navigation button visibility across all steps in a flow	Demo Building
`append_beacon`	Add a beacon highlight to a step	Demo Building
`delete_beacon`	Remove a beacon from a step	Demo Building
`update_beacon_position`	Reposition a beacon on a step	Demo Building
`delete_all_beacons`	Remove all beacons from a step	Demo Building
`append_trigger`	Add a click trigger to a step	Demo Building
`delete_trigger`	Remove a click trigger from a step	Demo Building
`delete_all_triggers`	Remove all click triggers from a step	Demo Building
`add_video`	Add a video to a step	Demo Building
`remove_video`	Remove the video from a step	Demo Building
`append_voiceover`	Add a voiceover to a step	Demo Building
`update_voiceover_text`	Update the voiceover script for a step	Demo Building
`delete_voiceover`	Remove the voiceover from a step	Demo Building
`update_presenter_notes`	Add or update presenter notes for a step	Demo Building
`delete_presenter_notes`	Remove the presenter notes from a step	Demo Building
`update_escape_view_content`	Update the content shown in the exit/escape view	Demo Building
`append_escape_view_button`	Add a button to the exit view	Demo Building
`delete_escape_view_button`	Remove a button from the exit view	Demo Building
`set_complete_button`	Show or hide the completion button in the exit view	Demo Building
`set_complete_button_text`	Set the text on the completion button	Demo Building
`set_presenter_mode`	Enable or disable presenter mode for a flow	Demo Building
`set_presenter_notes_feature`	Enable or disable the presenter notes feature for a flow	Demo Building
`rename_project`	Rename a project	Demo Management
`archive_project`	Archive a project (affects live demo URLs)	Demo Publishing
`list_custom_properties`	View custom properties configured for personalization	Personalization
`get_launchpad_share_link`	Get details of a Launchpad 1-1 share link, including recipient and visitor data	Launchpad
`create_launchpad_share_link`	Create a new 1-1 Launchpad share link for a specific recipient	Launchpad
`list_launchpad_share_links`	List all Launchpad 1-1 share links in the workspace, with recipient and engagement data	Launchpad
`get_interest_flow`	Get a specific Launchpad interest flow by ID	Launchpad
`search_interest_flows`	Search Launchpad interest flows by name or description	Launchpad
`search_projects`	Search projects by name or description	Launchpad

Your agent also has access to three workspace resources regardless of scopes:

Workspace overview — current project count, member count, and plan type
Navattic concepts — a reference guide to the Navattic data model (projects, flows, steps, share links)
Flow editing guide — explains the read→edit loop, step and button locators, the entity_tag concurrency token, and how index positions shift after structural changes

When using the flow editing tools, the agent must call get_flow_document first to read the current step indices and entity_tag. After any structural change — inserting, moving, or removing a step — step indices shift, so the agent re-reads the document before continuing. The entity_tag prevents conflicting edits.

Use cases

Analyze demo performance in your coding environment

Ask your AI agent questions about demo engagement and visitor behavior. For example: “Which of our demos got the most engagement last quarter?”, “Who from Acme Corp has viewed our demos recently?”, or “What companies are showing the most interest this month?” The agent uses the analytics tools to query your workspace data and present results directly in your editor.

Build demos programmatically

Use your agent to create new flows within an existing project. Describe the steps you want in natural language and let the agent structure and create them via create_flow. This is useful when building many similar demos or automating demo creation as part of a deployment workflow.

Browse your demo library

Ask the agent to list all projects and find specific demos by name or description. The list_projects and get_project tools give the agent access to your full workspace library, including flow structure and share links.

Automate demo maintenance

Use the agent to rename or archive projects as part of a release workflow. For example, archive old version demos automatically when a new version is deployed.

Manage Launchpad share links and track engagement (Launchpad)

Edit a demo using AI

Use the Demo Building scope to read and update steps in an existing flow. The agent reads the flow document to get step indices and an entity_tag, then applies edits — updating text, buttons, beacons, or voiceover — in sequence. After any structural change (inserting, moving, or removing a step), the agent re-reads the document because step indices shift. This makes it straightforward to apply consistent changes across many steps or flows at once.

Managing tokens

You can view all active tokens from Settings > Workspace > Access Tokens. From there you can:

See each token’s name, scopes, creation date, and expiration
Revoke a token at any time — revocation takes effect immediately

When a token expires or is revoked, any agent using it will receive authentication errors until you update its configuration with a new token.

Frequently asked questions

Can I create multiple tokens for different agents?

Yes. Create a separate token for each agent or environment, and name them to make revocation easier. For example, “Cursor - local dev” or “VS Code - production”.

What happens if my token is compromised?

Revoke the token immediately from Settings > Workspace > Access Tokens. Then create a new token and update your agent configuration. The revoked token stops working as soon as you revoke it.

Can a Viewer-role user create a token with write scopes?

No. The scope picker automatically disables write scopes (Demo Building, Demo Management, Demo Publishing) for users with Viewer-only roles.

Does the agent see all my workspace data?

The agent can only access data within the scopes you selected when creating the token. All data is also restricted to your workspace — the agent cannot access data from other workspaces.

Why don't I see the Launchpad scope when creating a token?

The Launchpad scope is only available to workspaces with Launchpad enabled and only shown to users with the Launchpad app role. If you don’t see it, confirm your workspace has Launchpad and that your account has the Launchpad role. Contact your workspace admin if you need access.

Do I need a Personal Access Token for Claude Desktop or Claude Code?

No. Claude Desktop, Claude Code, and ChatGPT authenticate via OAuth — you simply sign in to Navattic when prompted. Personal Access Tokens are only needed for Cursor, VS Code, and Windsurf.

​How it works

​Step 1: Create a Personal Access Token (bearer token clients only)

​Step 2: Configure your MCP client

​Available tools

​Use cases

​Managing tokens

​Frequently asked questions

How it works

Step 1: Create a Personal Access Token (bearer token clients only)

Step 2: Configure your MCP client

Available tools

Use cases

Managing tokens

Frequently asked questions