Looking to connect your own MCP server so Minoa’s AI agents can use its tools and data? See Bring Your Own MCP instead. This page is about the reverse — exposing Minoa to outside AI clients.
Minoa exposes an MCP (Model Context Protocol) server that lets any compatible AI client access your sales data — business cases, pipeline analytics, value frameworks, and more — through a standardized interface.If you’re using a platform that supports MCP, you can connect it to Minoa in minutes.
The Minoa MCP server is currently in beta. Reach out to support@minoa.io to get access.
We have step-by-step setup guides for these platforms:
Claude
Claude Desktop & Claude Web
Glean
Glean MCP client
Dust
Dust AI agents
n8n
n8n workflow automation
Using a different MCP client? The configuration below works with any client that supports the MCP protocol. See Connecting Any MCP Client for generic setup instructions.
Access tokens are short-lived; your client renews them automatically via the refresh token grant. Refresh tokens rotate on every renewal and remain valid as long as the client refreshes at least every 30 days, up to a maximum of 90 days from the original authorization. After that, you’ll be asked to sign in and authorize again.
Why personal authentication?Minoa uses per-user authentication rather than shared API keys. This means:
Audit trail — Every action is logged under your user, so your team knows who did what
Permissions — The client can only access data you’re allowed to see
Accountability — AI actions are tied to a real person, not an anonymous bot
Once connected, your MCP client can use the capabilities below. You don’t pick tools manually — your AI client reads their descriptions and selects (and chains) the right ones for your request.Discover & read
Capability
What it does
Find Business Cases
Search and list business cases by name or status
View Business Case
Full details and computed totals for a business case
Browse Value Framework
Explore your value framework library (use cases and their calculations)
List Global Inputs
Your reusable global inputs — shared assumptions and benchmarks
Analytics
Capability
What it does
Pipeline Analytics
Pipeline metrics, win rates, and trends
Use Case Analytics
Use case effectiveness and win rates
Create
Capability
What it does
Create Smart Business Case
Create a business case with AI-recommended use cases
Create Standalone Business Case
Create a business case not linked to a CRM opportunity
Add Custom Use Case
Add a use case to a business case that isn’t in the value framework
Build & edit
Capability
What it does
Build Calculation
Build a complete calculation — inputs, subtotals, totals, and formulas — on a use case
Edit Calculation
Adjust an existing calculation: add, update, or remove inputs, totals, and formulas
Edit Scenario
Add or remove use cases, record input values, and set investment and timeline
Edit Business Case
Update settings such as name and contract terms
Rename Items
Rename a use case, calculation, fee, phase, or tab
Rename Inputs
Rename multiple inputs at once
Link Input to Global
Link a business-case input to a global input so its value feeds shared benchmarks
Write Overview
Write or update the executive summary
Export & collaborate
Capability
What it does
Export to Slides
Export a business case to Google Slides
Check Export Status
Check the status of a slide export
Invite Collaborator
Invite a teammate to a business case
Your MCP client automatically discovers each capability’s full schema — parameters, types, and exact name — when it connects.
Beyond individual capabilities, the Minoa MCP server offers guided workflows — multi-step routines your client can run directly. Each one orchestrates the capabilities above to complete an end-to-end task.
Workflow
What it does
Deal Preparation
Find or create a business case for an account and suggest refinements
Business Case Review
Review a business case (use cases, inputs, ROI gaps) and suggest improvements
Quarterly Business Review
Generate a quarterly business review across pipeline and use-case performance
Value Story Builder
Build a value story from a business case, tailored to a specific audience (CFO, CTO, CEO, VP Sales)
Backfill Historic Business Case
Recreate a historic business case from existing materials (decks, sheets, docs) into a real Minoa business case
In most clients, prompts appear as slash-commands or selectable actions once the server is connected. Attach any relevant files (e.g. a deck for a backfill) and run the workflow.
Make sure your MCP server URL is correct and includes the full path. The server exposes discovery endpoints at /.well-known/oauth-authorization-server — if your client can’t reach these, double-check the URL.
The MCP server supports long-lived SSE connections. If your client drops the connection, it should automatically reconnect. If issues persist, check your network/firewall settings.
Tools suddenly stop working (“can’t access” errors)
This usually means your client’s authorization has expired and it isn’t prompting you to reconnect. Disconnect (or remove) the Minoa server in your MCP client, then add or use it again to trigger a fresh sign-in. See the platform guides for client-specific steps.
