MCP API

AccountWatch exposes a set of tools via the Model Context Protocol (MCP), allowing you to query client health data directly from Claude or other MCP-compatible AI assistants.

What is MCP?

The Model Context Protocol is an open standard that lets AI assistants access external data sources and tools. AccountWatch implements MCP server endpoints that Claude can call to retrieve client health information, generate summaries, and more.

Available Tools

get_clients

Returns a list of all tracked clients with their current health scores.

Parameters: None

Returns: Array of client objects with name, healthScore, status, lastActivity

get_client_health

Returns detailed health information for a specific client.

Parameters:

• client_name (string) — The client name to look up

Returns: Health score, trend data, recent analysis, and assigned team members

get_health_summary

Returns a portfolio-wide health summary.

Parameters: None

Returns: Average score, at-risk count, trending up/down counts, and AI-generated commentary

get_upsell_opportunities

Returns currently detected upsell opportunities.

Parameters: None

Returns: Array of opportunities with client name, signal description, and status

Setup

Prerequisites

• AccountWatch Professional plan or above
• An MCP-compatible client (Claude Desktop, Cursor, etc.)

Configuration

Add AccountWatch as an MCP server in your client's configuration:

{
  "mcpServers": {
    "accountwatch": {
      "url": "https://your-backend-url/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_TOKEN"
      }
    }
  }
}

Replace YOUR_API_TOKEN with your AccountWatch API token (available in Settings > API).

Example Usage

Once connected, you can ask Claude questions like:

• "What's the health status of all my clients?"
• "Which clients are at risk this week?"
• "Summarize the upsell opportunities across my portfolio"
• "How is Acme Corp doing compared to last month?"

Claude will call the appropriate AccountWatch MCP tools to retrieve real data for its answers.

Rate Limits

MCP API calls are rate-limited based on your plan:

Plan	Requests/minute
Professional	30
Enterprise	120

Next Steps

• Understand health scores that the API returns
• Manage your billing to ensure API access