Claude Funnel connectorWhat Claude can do in your Funnel account.
The Claude Funnel connector exposes 8 tools. 7 read your workspaces, field definitions and marketing data, 0 write anything, and 1 sits on the directory sheet with no official description. Here is what Claude can query, how far it goes, and what Funnel keeps out of reach.
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What changes when Claude can query Funnel
Your ad, analytics and commerce numbers already land in Funnel. With the connector, you ask Claude a question in everyday words, such as how spend compares across channels or whether you are on track for the month, and it finds the right fields, pulls the table and reads it back to you. Nothing in your Funnel setup gets touched.
Compare channels without building a report. A growth lead wants six months of spend, CPA and revenue side by side; Claude opens the workspace with load_workspace, then runs query_data in its channel comparison mode.
Speak your team's language. Through get_workspace_context, Claude picks up the conventions and terms an administrator wrote for the workspace, so "paid social" means what it means internally.
Go down to the row. When an aggregate hides the problem, prepare_data loads raw lines and get_dimension_values lists the actual campaign or country names to filter on.
What it will not do: by default its sheet exposes only reading, and Funnel states that sources, fields, dashboards and other configuration stay untouched. Nothing runs when new data arrives; Claude acts only while it answers. One tool, search_tools, has no description anywhere. For scheduled reports pushed every Monday, look at an automation platform; the Integrations hub lists the ones we cover.
Five words before you connect
The Claude vocabulary around this connector, in one minute.
- Connector
- The link you set up once between Claude and an account you already have, so Claude can work in it while answering you.
- Tool
- One named capability the connector opens to Claude. Claude chooses the ones it needs by itself; the directory lists them by name.
- Authorization
- Funnel's own sign-in screen, where you hand Claude the access it will use. Granted once per person, and you can revoke it.
- Approval
- The confirmation Claude waits for before acting on an account for you, shown in the conversation at the moment it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Funnel.
Connect Funnel to Claude in three steps
- 01
Find Funnel in Claude
Open Claude's settings, go through Customize then Connectors, and look for Funnel in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to switch the connector on first, before each member can sign in.
- 02
Start the connection
Click Connect on its row, then sign in to Funnel in the window Funnel opens itself, with the account that can see your workspaces. If the link breaks later, use Disconnect and connect again.
- 03
Read the authorization screen
Go through Funnel's authorization screen before you accept. It belongs to the service, not to Claude, and it decides what the access covers. The access is granted once, for you alone, and you can take it back the same way later.
The 8 tools, grouped by what they do
Funnel gives Claude 8 tools: 7 that read your account, 0 that change something in it, and 1 no official source describes.
Two groups: seven tools Funnel documents as reading, and one tool no source explains. Names stay exactly as Claude shows them.
- 7 read
- 1 not documented
What Claude reads (7)
7 toolsSeven tools that open workspaces, look up fields and pull figures without changing your setup.
get_dimension_values
Lists the real values a dimension takes over a date range, for example the campaign names or countries present in your data, so Claude filters on what exists rather than on a guess.
get_workspace_context
Fetches the conventions, business rules and vocabulary an administrator wrote down for the workspace, so the answers Claude gives match how your team defines things. Funnel suggests calling it once, right after loading.
list_workspaces
Returns every Funnel workspace your login can reach, sorted by subscription, with the identifiers Claude reuses in its next calls. Every other documented tool works inside one of those workspaces.
load_workspace
Opens one workspace and reports its connected platforms, how many fields it holds, its reporting currency and the health of each data source. Funnel requires this before any field search or query.
prepare_data
Loads unaggregated, line-level records, without the aggregation the other queries apply. Like any data query, it needs the workspace to be loaded first with load_workspace.
query_data
Pulls aggregated advertising figures from your connected platforms into a table Claude can analyse. Funnel lists five modes for it: plain query, channel comparison, aggregation, metric computation and restore.
search_fields
Finds dimensions, measures and metrics inside the loaded workspace. Funnel gives it three modes: semantic, browse and search. It only runs once load_workspace has opened the workspace, which Funnel makes mandatory.
Not documented (1)
1 toolListed on the directory sheet by name only. No official source says what it reads or changes.
search_tools
Funnel's tool table skips this entry, and no Claude page covers it either: only its name appears in the directory. We make no claim about its effect, and the general approval rule further down is the only reference that applies.
What Claude asks before acting
By default, Claude stops and asks for your go-ahead before each action it takes on an account in your place. The request appears in the conversation, at the moment it matters.
Funnel's help points to a setting on Claude's side: in the connector's tool permissions you choose, for all tools at once or one by one, whether each needs approval, is always allowed or is denied. On Team and Enterprise workspaces, owners decide whether members may skip repeated requests, and they can cap what a connector does for the whole organisation. Claude also works with your rights only: a workspace your Funnel login cannot open stays closed to it.
Which plans include it
None of the 819 sheets in the official directory shows availability by plan. Connector by connector, that answer is published nowhere: it is a real hole in the catalogue.
What is published is the general rule: remote connectors are open to every user on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner enables the connector for the organisation before members connect. For this one's current state, check its sheet in the official directory. Only Funnel documents this connector; no Claude help page covers it.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you: nothing fires when a campaign overspends or fresh data lands.
By default, the sheet exposes only reading, which is an observed floor, not a guarantee. The partner badge in the directory is not a security audit, and Anthropic notes on every sheet that it neither picks a publisher's tools nor guarantees how they behave. Connect only what comes from a publisher you trust. To compare with a connector from another publisher, see the Claude activecampaign connector page.
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