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AI Connectors

Connect Maverick Intelligence to Claude, Claude Code, ChatGPT, or Codex to ask about your visitors, companies, and opportunities from the conversation. Each app uses the same connector URL and your Maverick account permissions. You can also grant access to push visitors into HubSpot or adjust your hot-lead settings. Ask things like:
  • “Who visited our pricing page this week?”
  • “Any hot leads from fintech companies in the last few days?”
  • “Has anyone from Acme been on the site? Show me their journey.”
  • “Which accounts should I review next, and why? Include a brief for each.”
  • “Push that person into HubSpot.”
Connector URL
It is a remote MCP server over Streamable HTTP. Other clients can connect if they support this transport and OAuth or API-key headers.

Connect your AI app

Free, Pro, and Max plansThe Free plan allows one custom connector.Connect Maverick to Claude opens the connector form with the name and URL filled in. Review it, add the connector, then choose Connect. You can do this in your browser without installing Claude Code. Alternatively, add it manually:
  1. Go to Customize › Connectors
  2. Click Add custom connector
  3. Name it Maverick Intelligence and paste https://mcp.maverickintelligence.co/mcp
  4. Click Add, then Connect
  5. Enter the email you use for Maverick, then enter the emailed sign-in code in the authorization window that is already open
  6. Choose your account if prompted, review the permissions, and click Allow access
Team and Enterprise plansAn owner adds the connector once for the whole organization under Organization settings › Connectors › Add › Custom. Each member then connects individually from Customize › Connectors, signing in with their own Maverick email. Everyone sees only the data their own Maverick account can see.If Claude asks for the connector type, choose Web. In the two-step dialog, select Sign in now for authentication and Use Claude’s published identity for the OAuth client. Older screens call these Always required and Use Anthropic’s hosted client metadata. The connector supports this option; no client ID or secret needs to be entered manually.See Claude’s custom connector instructions for the current setup screens.

What your AI app can do

Every tool is scoped to the account you sign in with, and the connector can only ever see what that account can see in the dashboard.

Reading visitors

Most site traffic resolves to a company even when no individual is identified, so list_companies usually returns more than list_visitors for the same period. The connector explains this to the AI app so it can avoid reporting a person-level count as your total traffic.
Visitor and company journeys return recorded events in pages. Continue with nextCursor while hasMore is true, including when a page contains no visible events. get_company_journey accepts a company_id, an optional limit (25 by default, up to 100), and an optional cursor. Company visits are returned newest first and require an account-wide credential.

Searching and citing records

search finds visible people and companies using short, space-separated keywords. Every keyword must match the record. It checks people’s names, emails, titles, companies, locations, and captured page paths, plus company names, domains, industries, locations, and descriptions. Use the detailed tools above for filters such as dates, qualification, or a visitor’s journey. Each search page examines up to 500 people and 500 companies and returns up to 10 matches from each. An empty page can still have more records to check; follow next_cursor while has_more is true. With a client-scoped API key, search covers only people within the permitted client sites. fetch retrieves a result by its returned ID and checks access again. Search results and fetched records include dashboard links the AI app can cite. You must sign in to Maverick to open those sources. Fetched text is capped at 50,000 characters and reports metadata.truncated if it reaches that limit.

Reviewing opportunities

list_opportunities uses the same recorded-activity rules as the app’s Opportunity inbox. Each result includes its priority, supporting evidence, known CRM state, and a suggested next step. It requires an account-wide credential with read:visitors permission. For example, ask: “Show five accounts with open deals that are worth reviewing, and include a brief for each.” The corresponding tool arguments are:
The app’s review decisions are shared with this tool. By default, accounts already reviewed, still snoozed, or archived are omitted. A reviewed account can return after new activity; a snoozed account returns when its snooze expires. Use include_reviewed: true to inspect matching accounts regardless of review status. Results include their saved status and review metadata, including notes. This option does not expand the activity sample or include historical-only records. Review actions and notes are managed in the app’s Opportunities view. The shortlist considers up to 100 most recently seen companies in the standard dashboard view. Partner-managed records are excluded. Accounts qualify when last seen within 14 days and they match your configured lead criteria, have at least three lifetime visits, or have an open deal on record. Explicit opt-outs are excluded. “Review now” means last seen within seven days with either an open deal or both a criteria match and three lifetime visits. The response reports how many companies were sampled, whether source data is partial, and whether more matching results exist than were returned. It has no pagination cursor. Use category and limit to focus the shortlist, or the app’s Companies view to explore further. These are recorded signals for review. Visit counts are lifetime totals; activity alone does not establish purchase intent. CRM information may be stale or incomplete. The tool returns evidence and optional briefs without sending outreach or changing CRM records.

Making changes

These three tools change live data and require the corresponding write permission. The connector identifies them as write tools; your AI app’s approval settings determine when it asks for confirmation. Approve only changes you intend.

Authentication

There are two ways to connect. Signing in is the recommended one.

Signing in (OAuth)

Your AI app opens Maverick’s authorization screen. Enter your email, then type the emailed sign-in code in that same window. Pick your account if your address has more than one, and approve the requested permissions. Access is tied to your own Maverick account. When the client does not request specific scopes, the connection defaults to read access and permission to stay connected. Clients can request additional scopes, so review the permissions on the authorization screen before approving. Permissions are requested individually: Access tokens last one hour. If you grant offline_access, the client can refresh them automatically. Refresh tokens rotate and expire after 30 days without renewal.

API key

For automation, or clients that cannot do OAuth, send your existing Developer API key as an X-API-Key header. See Authentication for how to create one.
API keys are read-only for the connector by default. Your mk_live_ keys were issued for a read-only REST API, so the connector will not let one write to your HubSpot or change your settings — a key you created for reporting cannot be turned into a key that edits your CRM just because it was pasted somewhere new.Write access for a specific key is enabled per key by Maverick support — contact us if you need it for an automation. For anything interactive, sign in with OAuth instead.

Agencies and partners

If you hold a domain-scoped API key — one restricted to particular client sites — the connector honours that restriction on every tool. Visitors outside your scope are not returned, and are reported as “not found” rather than as “not allowed”, so the connector cannot be used to discover which other clients exist. Use list_tracked_clients to see the sites available to your credential, then pass domain or client_ref to supported visitor tools to narrow further. OAuth connections are account-wide, so use a scoped API key when you need a per-client boundary. Account-wide tools — list_companies, get_company, get_company_journey, list_opportunities, get_account_stats, and get_hot_lead_criteria — are unavailable to client-scoped keys. Their company activity, totals, or settings combine data across client sites. Adding a domain filter cannot grant access to them. Account-wide settings writes also require an account-wide credential. push_visitor_to_hubspot also requires account-wide access because CRM field mappings read person and company records that combine data across client sites. Client-scoped visitor results omit activity totals, first/last-seen dates, hot-lead qualification, and traffic/ad-platform attribution that combine data across sites. Their page summaries and page matching use only the captured and last-page URLs individually verified within the allowed sites, so they can be incomplete. Filters that require combined recency or hot-lead data are unavailable to these keys. Use get_visitor_journey for recorded events within your permitted sites.

Limits


Privacy and safety

  • Your AI app sees only what your account sees. Excluded domains, excluded paths and suppressed visitors stay hidden.
  • Write permissions are separate. Grant only read:visitors if you want data access without CRM or settings changes. Review your AI app’s tool approvals before enabling write permissions.
  • You can block individual tools. In Claude, open the connector under Customize › Connectors and set a tool’s permission to Blocked. Codex supports tool allowlists and denylists in its MCP configuration.
  • Disconnect at any time by removing the connector or signing out in your AI app. Revoke API keys from your dashboard. Removing a client connection stops that client using its saved credentials; it is not a server-side revocation of every previously issued token.
  • Tool arguments are not logged. Request logs record which tools ran, not the page paths or company names you asked about.

Troubleshooting

Check the URL includes the /mcp path — https://mcp.maverickintelligence.co/mcp, not the bare domain. The path is part of the server’s identity, and a token issued for the bare domain will not be accepted.
Codes are single-use and expire after 15 minutes. They are tied to the connection attempt that created them. Start again from your AI app and enter the newest code in the authorization window it opens.
Use the email address you sign in to the dashboard with. Any of your account’s registered addresses works, including secondary contacts. If you have just been added to an account, ask the account owner to confirm your address was saved.
Either you connected with an API key (read-only by default — see the warning above), or the connection has only read permission. Reauthorize with the required write:crm or write:settings scope using a client that lets you configure OAuth scopes. In Codex you can run codex mcp login maverick --scopes read:visitors,write:crm,write:settings,offline_access. If your app does not offer scope selection, use Maverick’s dashboard for the change or contact support about enabling the required permission.
Visitor and company list tools default to 25 rows; ask the app to continue through any available pages. Search has its own page limits described above. Many visits resolve to a company without identifying a person; ask about companies to see the fuller picture.
Developer mode can be restricted by your account or workspace policy. Ask your workspace administrator about access. A connection added to Codex’s local configuration does not appear automatically in ChatGPT web; add it from ChatGPT’s Plugins page. After a connector update, refresh its metadata and start a new conversation.
The limit is 1,000 requests per hour. OAuth connections share an allowance per Maverick account. API-key connections share their REST API allowance; domain-scoped keys have a separate allowance per key. A long analysis session can consume the allowance. The limit resets on the hour.