Ask ChatGPT and Claude about your data
SetRoasFlow has a built-in MCP server: the open standard ChatGPT, Claude and most AI tools use to read data from other products. Connect it once and you can ask, in plain language, things like "what did we sell this week and where did the buyers come from?", "which campaign has the best ROAS?", "is Meta still receiving our events?" or "show me customers who abandoned a cart in the last 7 days". The assistant pulls the numbers from your account and answers.
It is read-only. An assistant can look at your websites, conversions, acquisition channels and campaigns (with ad spend, ROAS and CPA), delivery to each destination, match quality, segments, customers, cohorts and alerts. It can never change a setting, send an event, or sync an audience.
1. Connect with your account (recommended)
Add SetRoasFlow as a connector and sign in — no key to copy:
ChatGPT — Settings → Connectors → Create. Server URL: https://custom.setroasflow.com/mcp. Authentication: OAuth. ChatGPT opens the SetRoasFlow sign-in, shows what the assistant will be able to read, and you click Allow. The connection then appears in Settings → AI assistants.
Claude.ai / Claude Desktop — Settings → Connectors → Add custom connector. Paste the same URL and click Connect: same sign-in and Allow step.
Claude Code — claude mcp add --transport http setroasflow https://custom.setroasflow.com/mcp, then /mcp inside Claude Code to authenticate in the browser.
Each connection is tied to your account and shows every website on it, like the dashboard. Revoke it any time in Settings → AI assistants; the assistant loses access within a minute.
2. Or use a key
For tools that cannot sign in (scripts, custom agents, some desktop apps), create a key in Settings → AI assistants. It is shown once; copy it right away. Then either send it as a header — Authorization: Bearer <your key> on https://custom.setroasflow.com/mcp — or, for clients that cannot send headers, use the URL https://custom.setroasflow.com/mcp/<your key>.
A key, or a URL that contains one, is a password for your data. Do not paste it in shared documents, screenshots or support tickets. Lost it? Create a new one and revoke the old one.
3. Ask
Good first questions:
- "List my websites and give me a 30-day overview of each."
- "Compare this week with last week: revenue, orders, leads. What changed?"
- "Which channels and campaigns brought revenue in the last 30 days, with ROAS and CPA?"
- "Is delivery to Meta and TikTok healthy? Any errors in the last day?"
- "What is my match quality and what should I fix to raise it?"
- "Which customer segments are worth activating, and how many people are in each?"
- "Find the customer with email … and tell me what they bought."
If you have several websites, name the one you mean; the assistant will ask otherwise.
What the assistant can see
| Tool | What it reads |
|---|---|
list_websites | Your websites and their destinations |
get_overview | Events, revenue, orders, leads, signups, conversion rate, delivery health, match quality, change vs the previous period |
get_daily_events | Day-by-day events by type, revenue and traffic by channel |
get_conversions | Recent purchases, leads and signups with attribution, country and device |
get_acquisition | Channels and campaigns with visits, conversions, revenue, spend, ROAS and CPA |
get_delivery | The delivery log: what each platform received, and the errors |
get_match_quality | Identifier coverage of the last 7 days, with advice |
list_segments | Saved segments, sizes and activations |
get_customers, find_customer | Customer profiles: orders, lifetime value, acquisition source |
get_customer_insights | Monthly cohorts and lifetime value by source |
get_alerts | Recent data-health and delivery alerts |
Whatever the assistant reads is processed by the AI provider you use (OpenAI, Anthropic, …) under their terms. Customer emails are included only when you ask for customers explicitly. Revoke the key to cut access at any time.