> ## Documentation Index
> Fetch the complete documentation index at: https://docs.segmentstream.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started

> Connect your AI tool to SegmentStream MCP in under a minute.

SegmentStream MCP is a self-contained server with built-in measurement skills. Connect your AI tool using the server URL — authentication is handled automatically via OAuth.

## Prerequisites

1. **A SegmentStream account** with access to at least one project
2. **An MCP-compatible AI tool** — Claude.ai, Claude Code, Claude Cowork, Claude Desktop, Codex, Cursor, VS Code, or Windsurf

## Setup by tool

<Tabs>
  <Tab title="Claude.ai (recommended)">
    The fastest way to get started. Once connected in claude.ai, the connection is automatically available in Claude Code, Claude Desktop, and Cowork — no additional setup needed.

    <Steps>
      <Step title="Click Customize">
        Go to [claude.ai](https://claude.ai) and click **Customize** in the left sidebar.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-customize.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=d9c1074caaaef9f63b524a2362db0efb" alt="Claude.ai sidebar with Customize highlighted" width="1384" height="702" data-path="images/mcp-claudeai-customize.png" />
        </Frame>
      </Step>

      <Step title="Open Connectors">
        Click **Connectors**.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-connectors.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=1d5532bdf69bcc92aefa208f78bf1ad8" alt="Customize page showing Skills and Connectors options" width="1372" height="687" data-path="images/mcp-claudeai-connectors.png" />
        </Frame>
      </Step>

      <Step title="Add a custom connector">
        Click the **+** button, then select **Add custom connector**.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-add-custom.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=d6ab2656622be43aa708e7c0e1bafd15" alt="Connectors page with + button and Add custom connector option" width="1669" height="425" data-path="images/mcp-claudeai-add-custom.png" />
        </Frame>
      </Step>

      <Step title="Enter the SegmentStream MCP URL">
        Enter a name (e.g. "SegmentStream") and paste the server URL, then click **Add**:

        ```
        https://mcp.segmentstream.com/mcp
        ```

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-url.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=4fe49b8cc6db5326c6e98755412b0736" alt="Add custom connector dialog with SegmentStream name and MCP URL" width="3840" height="1450" data-path="images/mcp-claudeai-url.png" />
        </Frame>
      </Step>

      <Step title="Connect">
        The connector appears as "Not connected". Click **Connect** to start the OAuth flow.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-connect.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=63578217693ec2cbc9d62aacbceea502" alt="SegmentStream MCP connector showing Not connected status with Connect button" width="3840" height="1240" data-path="images/mcp-claudeai-connect.png" />
        </Frame>
      </Step>

      <Step title="Authorize">
        Sign in with your SegmentStream account and click **Allow**.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-authorize.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=d42a54ce38b85588c449358051054196" alt="SegmentStream authorization page requesting access to projects, reports, and campaign data" width="2077" height="1365" data-path="images/mcp-claudeai-authorize.png" />
        </Frame>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Claude Cowork">
    Cowork uses the same Connectors interface as claude.ai.

    <Steps>
      <Step title="Click Customize">
        Click **Customize** in the left sidebar.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-cowork-customize.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=aeb54f0c67d1e72f445751cfaf2470bc" alt="Claude sidebar with Customize highlighted" width="1384" height="644" data-path="images/mcp-cowork-customize.png" />
        </Frame>
      </Step>

      <Step title="Open Connectors">
        Click **Connectors**.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-cowork-connectors.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=4b94507b4ce0eb402877cb3e65d2f452" alt="Customize page showing Skills and Connectors options" width="1372" height="629" data-path="images/mcp-cowork-connectors.png" />
        </Frame>
      </Step>

      <Step title="Add a custom connector">
        Click the **+** button, then select **Add custom connector**.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-cowork-add-custom.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=c4757adb83b13d327de5a878bb68601f" alt="Connectors page with + button and Add custom connector option" width="1669" height="367" data-path="images/mcp-cowork-add-custom.png" />
        </Frame>
      </Step>

      <Step title="Enter the SegmentStream MCP URL">
        Enter a name (e.g. "SegmentStream") and paste the server URL, then click **Add**:

        ```
        https://mcp.segmentstream.com/mcp
        ```

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-url.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=4fe49b8cc6db5326c6e98755412b0736" alt="Add custom connector dialog with SegmentStream name and MCP URL" width="3840" height="1450" data-path="images/mcp-claudeai-url.png" />
        </Frame>
      </Step>

      <Step title="Connect">
        The connector appears as "Not connected". Click **Connect** to start the OAuth flow.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-connect.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=63578217693ec2cbc9d62aacbceea502" alt="SegmentStream MCP connector showing Not connected status with Connect button" width="3840" height="1240" data-path="images/mcp-claudeai-connect.png" />
        </Frame>
      </Step>

      <Step title="Authorize">
        Sign in with your SegmentStream account and click **Allow**.

        <Frame>
          <img src="https://mintcdn.com/segmentstream/cPM-5E4O0HiUJ7xX/images/mcp-claudeai-authorize.png?fit=max&auto=format&n=cPM-5E4O0HiUJ7xX&q=85&s=d42a54ce38b85588c449358051054196" alt="SegmentStream authorization page requesting access to projects, reports, and campaign data" width="2077" height="1365" data-path="images/mcp-claudeai-authorize.png" />
        </Frame>
      </Step>
    </Steps>

    Once connected, start a new task and ask the agent about your marketing data.
  </Tab>

  <Tab title="Claude Code">
    Run this command in your terminal:

    ```bash theme={null}
    claude mcp add segmentstream \
      --transport http \
      https://mcp.segmentstream.com/mcp
    ```

    On first use, you'll be prompted to authenticate via your browser.

    You can scope the server to your project or your user profile:

    | Flag         | Scope                                 | Config file                 |
    | ------------ | ------------------------------------- | --------------------------- |
    | `-s project` | Shared with your team via `.mcp.json` | `.mcp.json` in project root |
    | `-s user`    | Personal, across all projects         | `~/.claude/settings.json`   |
    | *(default)*  | Local to this project                 | `.mcp.json` in project root |
  </Tab>

  <Tab title="Cursor">
    Open **Settings → MCP** and add a new server, or edit `.cursor/mcp.json` in your project root:

    ```json theme={null}
    {
      "mcpServers": {
        "segmentstream": {
          "type": "http",
          "url": "https://mcp.segmentstream.com/mcp"
        }
      }
    }
    ```

    On first use, you'll be prompted to authenticate via your browser. Restart Cursor to activate the connection.
  </Tab>

  <Tab title="VS Code">
    Create or edit `.vscode/mcp.json` in your project root:

    ```json theme={null}
    {
      "servers": {
        "segmentstream": {
          "type": "http",
          "url": "https://mcp.segmentstream.com/mcp"
        }
      }
    }
    ```

    On first use, you'll be prompted to authenticate via your browser.
  </Tab>

  <Tab title="Windsurf">
    Open **Settings**, search for "MCP", and add:

    ```json theme={null}
    {
      "mcpServers": {
        "segmentstream": {
          "type": "http",
          "url": "https://mcp.segmentstream.com/mcp"
        }
      }
    }
    ```

    On first use, you'll be prompted to authenticate via your browser.
  </Tab>

  <Tab title="Codex">
    <Steps>
      <Step title="Open MCP servers settings">
        In Codex, go to **Settings** → **MCP servers** and click **Add server**.
      </Step>

      <Step title="Select Streamable HTTP">
        Switch the transport selector from **STDIO** to **Streamable HTTP**.
      </Step>

      <Step title="Fill in the form">
        * **Name:** `SegmentStream`
        * **URL:** `https://mcp.segmentstream.com/mcp`

        Leave **Bearer token env var**, **Headers**, and **Headers from environment variables** empty — they aren't needed for the SegmentStream connection.

        Click **Save**.
      </Step>

      <Step title="Authenticate">
        Click **Authenticate** on the saved server. A browser window opens — sign in with your SegmentStream account and click **Allow**. The connection becomes active as soon as the OAuth flow completes.
      </Step>
    </Steps>

    See OpenAI's [Codex MCP docs](https://developers.openai.com/codex/mcp) if you'd rather configure the server via `~/.codex/config.toml` or the `codex mcp` CLI.
  </Tab>

  <Tab title="Other tools">
    Any MCP client that supports the **Streamable HTTP** transport can connect to SegmentStream MCP:

    | Setting        | Value                               |
    | -------------- | ----------------------------------- |
    | Transport      | Streamable HTTP                     |
    | URL            | `https://mcp.segmentstream.com/mcp` |
    | Authentication | OAuth (automatic)                   |

    The server supports both Streamable HTTP and SSE transports.
  </Tab>
</Tabs>

## Verify the connection

After setup, test that the connection works by asking your AI assistant:

```
List my SegmentStream projects
```

The assistant should call the `list_active_projects` tool and return a list of projects you have access to. If you see your projects, the connection is working.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection fails">
    Make sure your AI tool supports MCP and that you've restarted it after adding the server configuration.
  </Accordion>

  <Accordion title="Tools are not showing up">
    Some MCP clients need a restart after adding a new server. Close and reopen your AI tool, then try again.
  </Accordion>

  <Accordion title="OAuth popup doesn't appear">
    Make sure your browser allows popups from the AI tool. Some browsers block popups by default.
  </Accordion>
</AccordionGroup>

## Next steps

Browse the [supported tools](/mcp/supported-tools) to see everything you can do with SegmentStream MCP.
