Works with ChatGPT and Claude

Ask your customer data a question.

SetRoasFlow is an MCP server: the open standard AI assistants use to read data from other products. Connect it once, sign in, and ask about revenue, campaigns, delivery and customers in plain language. No exports, no dashboards to screenshot.

ChatGPT · SetRoasFlow connected

How did last week go, and which campaign should I put more budget on?
Used get_overview, get_acquisition, get_delivery

Last week: €18,420 revenue from 214 orders, up 11% on the week before. Leads up 23%.

Best return: google / cpc / brand at ROAS 6.1 (€2,980 on €490 spend), followed by the retargeting_cart_7d campaign on Meta at ROAS 4.3. The tiktok_spring campaign is at ROAS 0.8 and has driven no repeat buyers.

Delivery is healthy on all four destinations. Match quality is 6.4/10: adding the phone number at checkout would lift it the most.

I'd move budget from tiktok_spring to the Meta retargeting campaign and keep brand search uncapped.

Illustrative conversation. Figures are examples, not customer data.

What happens behind the answer

  1. 1You ask in ChatGPT, Claude or any assistant that supports MCP.
  2. 2The assistant calls SetRoasFlow choosing the right tools: overview, acquisition, delivery, customers.
  3. 3SetRoasFlow answers from the data layer the same profiles, conversions and attribution your marketing runs on.
  4. 4You get an answer, with the numbers and the reasoning, not a chart to interpret.

What you can ask

The questions you ask your analyst. Answered in seconds.

Fourteen read-only tools cover websites, trends, conversions, acquisition, delivery, match quality, segments, customers, cohorts and alerts.

“Compare this week with last week: revenue, orders, leads. What changed?”

Overview with the change against the previous period, day by day.

“Which campaigns brought revenue in the last 30 days, with ROAS and CPA?”

Channels and campaigns, matched against the ad spend you entered or synced.

“Is delivery to Meta and TikTok healthy? Any errors today?”

The delivery log, per destination, with the error text when something fails.

“What is my match quality and what should I fix to raise it?”

Identifier coverage of the last 7 days, with concrete advice.

“Which segments are worth activating, and how many people are in each?”

Saved segments with live counts and their activations.

“Find the customer with this email and tell me what they bought.”

Orders, lifetime value, acquisition source and recent events.

How it connects

One URL. Sign in. Allow.

The server address is https://custom.setroasflow.com/mcp. Every assistant that supports MCP connects the same way.

ChatGPT

Settings → Connectors → Create. Paste the server URL, choose OAuth, sign in to SetRoasFlow and click Allow. Works in chat and in Deep Research.

Claude.ai and Claude Desktop

Settings → Connectors → Add custom connector. Same URL, same sign-in. Then enable it from the tools menu of any conversation.

Claude Code, Cursor and any MCP client

Add the server with the Streamable HTTP transport and authenticate in the browser, or use an API key from your settings for tools that cannot sign in.

Step-by-step instructions, including API keys for scripts: the setup guide.

Built to be safe to switch on

An assistant that can read, and nothing more.

Read-only, by construction

The assistant can look at your data. It cannot change a setting, send an event, sync an audience or touch a credential: those tools do not exist on the server.

Your account, nothing else

A connection sees exactly the websites your dashboard sees. Each one is listed in Settings, with the calls it made, and can be revoked in one click.

Customer data only when you ask

Numbers come back aggregated. Customer emails are included only in the tools that look up or list customers, when you call them explicitly.

What the assistant reads is processed by its provider (OpenAI, Anthropic, …) under their terms. Revoke a connection at any time in Settings → AI assistants.

Your customer data, one question away.

Create your account, connect your website, and ask your first question today. Free while in beta.