MCPs Overview

Mantle's MCP servers let you connect AI tools to all your customer data and functionality. Ask questions, automate tasks, and get insights—whether you're using our built-in AI Assistant or connecting your own tools like Cursor IDE or Claude Desktop.

What is MCP?

Model Context Protocol (MCP) is an open standard that lets AI tools securely access external data and APIs. Think of it as giving an AI assistant permission to read your Mantle database—so it can answer questions about customers, run analytics, and even take actions on your behalf.

Your AI tools connect to Mantle through MCP servers, which act as a secure bridge to your data. Authentication uses your existing Mantle credentials—no separate API keys needed.

What you can do

With Mantle's MCPs, you can:

• Get instant insights — "Show me my top 10 customers this month" or "What's my churn rate vs. last quarter?"

• Manage your pipeline — Create deals, move stages, log activities, and track your sales pipeline

• Automate workflows — Create and manage flows, send emails, and build automations through natural language

• Handle support — Search tickets, add internal notes, and find saved replies

• Build documentation — Create, update, organize, and publish help center articles

• Expose docs to AI — Let any AI tool read your published documentation through your docs site's MCP endpoint

• Manage affiliates — Track affiliate relationships, referrals, and payouts

Available MCPs

Mantle provides four MCP servers, each focused on different areas of your business:

Core MCP

Your main MCP for customer insights, business analytics, and sales pipeline management. Includes tools for:

• Customers — Search, filter, and analyze your customer base. Get customer details, insights, and manage custom fields

• Subscriptions & Plans — View subscription details, plan pricing, features, and billing cycles

• Analytics — Run 50+ metrics on revenue, churn, activity, retention, and more

• Sales CRM — Manage deal flows, create and update deals, move pipeline stages, and log activities

• Tasks — Create, list, and update tasks associated with customers or deals

• Transactions — View payment history, charges, refunds, and credits

• App events — Track customer lifecycle events like installs, upgrades, and cancellations

• Journal & Changelog — Create and manage journal entries and public changelog posts

Use it to answer questions like:

• "Who are my highest-value customers?"

• "What's the average time to first payment?"

• "Show me customers who downgraded this month"

• "Create a deal for Acme Corp in the Enterprise pipeline"

Growth MCP

Manage your support operations, automations, and partner programs. Includes tools for:

• Helpdesk — Search tickets, view ticket details, add internal notes, and find saved replies

• Flows — Create, update, and manage automation flows. Generate flow definitions with AI, preview changes before applying, and view execution history

• Affiliates — Search affiliates, view program details, track referrals, and manage payouts

Use it for tasks like:

• "Create a welcome email flow for new trials"

• "Show me my top-performing affiliates"

• "Find tickets about billing issues from this week"

• "What's the commission breakdown for last month?"

Docs Management MCP

Full control over your documentation and knowledge base. This is the authenticated MCP for teams managing their help center content. Includes tools for:

• Repositories — List and browse your docs repositories

• Pages — Create, update, publish, unpublish, archive, and search documentation pages

• Structure — Create and update collections and groups to organize your docs

• FAQs — Create and update FAQ entries on documentation pages

Use it for tasks like:

• "Draft a new help article about setting up webhooks"

• "Update the billing FAQ page with info about our new pricing"

• "Create a new 'API Reference' collection in our docs"

• "Add FAQ entries to the getting started page"

Docs MCP

Every docs repository you create automatically gets its own MCP endpoint on its hosted docs domain. Unlike the other MCPs, the Docs MCP requires no authentication—it provides read-only access to your published documentation so any AI tool can use your docs as context.

The endpoint is available at https://your-handle.mantledocs.com/mcp (or https://docs.yourapp.com/mcp if you're using a custom domain).

Includes three read-only tools:

• get_docs_tree — Browse the full structure of collections, groups, and pages

• get_docs_page — Read the full content of any published page by ID or handle

• search_docs_pages — Full-text search across all published pages

This is useful for developers integrating with your product (their AI tools can reference your API docs while coding), customer support bots that need accurate product information, or any workflow where AI needs your documentation as context.

To connect an AI tool, point it at your docs MCP endpoint:

{
  "mcpServers": {
    "my-app-docs": {
      "type": "http",
      "url": "https://your-handle.mantledocs.com/mcp"
    }
  }
}

For more details on setting up your docs repository, see Documentation & knowledge base.

Connecting your tools

MCPs work with any AI tool that supports the Model Context Protocol standard:

• Mantle AI Assistant — Built-in, no setup required (all plans)

• Claude Desktop — Anthropic's desktop app (Advanced plan+)

• Cursor IDE — AI-powered code editor (Advanced plan+)

• Other MCP clients — Any tool supporting the MCP standard

To connect external tools to Core, Growth, or Docs Management MCPs, go to Settings → MCP to get your connection details and configuration instructions. For the Docs MCP, just use your docs site's URL with /mcp appended—no setup in Mantle needed.

Go further

• Documentation & knowledge base — Set up docs repositories and the Docs MCP endpoint

• AI agents — Create custom agents that use MCPs to access your data

• AI-powered support — How AI improves your customer service

• Flows — Automate workflows with AI and MCPs