> ## Documentation Index
> Fetch the complete documentation index at: https://docs.minoa.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Minoa MCP Server
> Connect any MCP-compatible client to Minoa
Looking to connect **your own** MCP server so Minoa's AI agents can use its tools and data? See [Bring Your Own MCP](/pages/integrations/bring-your-own-mcp) instead. This page is about the **reverse** — exposing Minoa to outside AI clients.
## Overview
Minoa exposes an [MCP (Model Context Protocol)](https://modelcontextprotocol.io/) 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](mailto:support@minoa.io) to get access.
***
## Supported Platforms
We have step-by-step setup guides for these platforms:
Claude Desktop & Claude Web
Glean MCP client
Dust AI agents
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](#connecting-any-mcp-client) for generic setup instructions.
***
## MCP Server URL
```
https://mcp.minoa.io
```
This is the URL you'll use to connect any MCP client to Minoa.
***
## Authentication
Minoa uses **OAuth 2.0** to authenticate MCP connections. The server supports:
* **Authorization Code** grant type with PKCE
* **Refresh Token** grant type with token rotation
* Standard OAuth discovery via `/.well-known/oauth-authorization-server`
### How it works
1. Your MCP client initiates an OAuth flow against the Minoa server
2. You're redirected to Minoa to sign in with your own account
3. You authorize the client to access your workspace data
4. The client receives an access token and a refresh token scoped to your workspace
5. The client silently renews the access token in the background using the refresh token — no re-login needed
### Token lifetimes
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
### OAuth Endpoints
| Endpoint | URL |
| --------------- | ------------------------------------------------------------- |
| Authorization | `https://mcp.minoa.io/authorize` |
| Token | `https://mcp.minoa.io/token` |
| OAuth Discovery | `https://mcp.minoa.io/.well-known/oauth-authorization-server` |
***
## Available Tools
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.
***
## Guided Workflows
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.
***
## Available Resources
MCP resources allow clients to read structured data directly from Minoa.
| Resource | Description |
| -------------------- | ----------------------------------------------------- |
| **Value Framework** | All active use cases with calculations and properties |
| **Business Case** | Full details including scenarios and financials |
| **Value Hypothesis** | AI-generated value narrative for a deal |
***
## Connecting Any MCP Client
If your MCP client isn't listed in our [platform guides](#supported-platforms), you can connect it manually using the information above. Here's what you'll need:
### For clients with OAuth discovery (recommended)
Most modern MCP clients can auto-discover OAuth endpoints. Just provide:
1. **MCP Server URL** — `https://mcp.minoa.io`
2. The client will discover authorization and token endpoints automatically via `/.well-known/oauth-authorization-server`
### For clients requiring manual configuration
If your client doesn't support auto-discovery, configure these settings:
| Setting | Value |
| --------------------- | --------------------------------- |
| **Server URL** | `https://mcp.minoa.io` |
| **Authorization URL** | `https://mcp.minoa.io/authorize` |
| **Token URL** | `https://mcp.minoa.io/token` |
| **Grant Types** | Authorization Code, Refresh Token |
| **Scope** | `read` |
| **Auth Method** | Body |
If your client requires a **Client ID**, contact **[support@minoa.io](mailto:support@minoa.io)** to get one provisioned for your platform.
### Transport
The Minoa MCP server supports **Streamable HTTP** transport:
* **SSE endpoint** — `GET https://mcp.minoa.io/` (or `/sse` for backwards compatibility)
* **Message endpoint** — `POST https://mcp.minoa.io/` (or `/messages` for backwards compatibility)
***
## Security
* All requests are authenticated via OAuth and scoped to your Minoa workspace
* Clients can only access data the authenticated user has permission to view
* Access tokens can be revoked at any time by disconnecting from your MCP client
* The server enforces rate limits to prevent abuse
* All connections use TLS encryption
***
## Troubleshooting
### OAuth flow doesn't start
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.
### "Missing or invalid required parameters" on token exchange
Some clients send `client_id` in the HTTP header instead of the request body. Set **Authentication** to **Body** in your client's OAuth configuration.
### Connection drops or times out
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](#supported-platforms) for client-specific steps.
***
## Need Help?
For beta access, setup help, or any questions, reach out to **[support@minoa.io](mailto:support@minoa.io)**.