MCP server

The Navattic MCP server gives AI coding agents — such as Claude Desktop, Cursor, VS Code Copilot, and Windsurf — 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 through a Personal Access Token.

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

How it works

You create a Personal Access Token in your workspace settings and provide it to your AI agent’s MCP configuration. The agent connects to https://app.navattic.com/api/mcp and discovers only the tools it has permission to use based on the token’s scopes and your workspace role. All operations are scoped to your workspace — agents cannot access data from other workspaces, even with a valid resource ID from another workspace.

Step 1: Create a Personal Access Token

Go to Access Tokens settings

Navigate to Settings > Workspace > Access Tokens in your Navattic workspace.

Create a new token

Click Create token. Enter a name for the token (for example, “Claude Desktop” or “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

After copying your token, connect your AI agent using the Navattic MCP server URL:

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

Use the instructions below for your agent:

Claude Desktop
Cursor
VS Code
Windsurf
Claude Code

Claude Desktop supports adding remote MCP servers directly from its settings UI:

Open Claude Desktop settings

In Claude Desktop, click Customize in the bottom-left corner.

Add a custom connector

Click Add custom connector.

Enter the Navattic details

Fill in the connector form:

Name: Navattic
Remote MCP server URL: https://app.navattic.com/api/mcp

Click Add to save.

Authorize the connection

Claude Desktop will open a Navattic authorization page. Sign in and grant access. The agent will use the scopes associated with your account.

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.

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.

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.

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
`create_flow`	Create a new flow within a project	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 two 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)

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)

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, “Claude Desktop - production” and “Cursor - local dev”.

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.

Build

For Sellers

Share

Analyze

Copilot

Tracking & Integrations

Workspace

Help

How it works

Step 1: Create a Personal Access Token

Step 2: Configure your MCP client

Available tools

Use cases

Managing tokens

Frequently asked questions

Build

For Sellers

Share

Analyze

Copilot

Tracking & Integrations

Workspace

Help

Documentation Index

​How it works

​Step 1: Create a Personal Access Token

​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

Step 2: Configure your MCP client

Available tools

Use cases

Managing tokens

Frequently asked questions