Documentation

Connect Liaison to Claude

Last updated: May 27, 2026 · MCP server https://mcp.liaisone.io/mcp

1.What this is

Liaison is a B2B analytics platform that closes the loop between Meta Ads and your CRM — answering which creative, audience, or campaign actually drove leads and revenue, with daily breakdowns, fatigue detection, demographic splits, Instagram vs Facebook efficiency, and lead quality.

The Liaison Model Context Protocol (MCP) server exposes that same data to AI assistants. After a one-time OAuth authorization, Claude can call read-only tools on your account and answer marketing questions in natural language.

The server is read-only: every tool returns data; none of them spend money, change ad budgets, or modify your CRM.

2.How to connect

You need a Claude account on a plan that supports custom connectors (Pro, Max, Team, or Enterprise — directory connectors are available on all plans including Free once Liaison is listed).

• In Claude, open Settings → Connectors → Add custom connector.
• Server URL: https://mcp.liaisone.io/mcp
• Click Save. Claude opens an OAuth window asking you to authorize Liaison to read your Meta Ads data.
• Sign in with the Meta (Facebook) account that owns your ad accounts and approve the requested scopes.
• You're back in Claude. Enable the Liaison connector in any conversation via the + button next to the message box.

If you don't have a Liaison account yet, the same OAuth flow creates one automatically and starts a 7-day free trial. After the trial you can subscribe from app.liaisone.io/billing.

3.Example prompts

Below are prompts that work well once Liaison is connected. Date ranges, account names, and creative names are inferred from your data.

• "Which creative had the lowest CPL for women 25–34 last month?"
• "Show daily CPL for ad 12.04 and flag fatigue."
• "Compare last 30 days vs the previous period — what changed?"
• "Break down spend and leads by platform — am I over-investing in Instagram?"
• "Find duplicate phone numbers in my leads from the last 14 days."
• "Which targeting locations actually drove leads in the Drums campaign?"

4.What the connector can do

Liaison exposes 27 read-only tools. They cover four areas:

• Accounts & structure — list ad accounts, campaigns, ad sets, ads, lead forms; full ads tree.
• Performance — account stats, daily breakdown with fatigue detection, ad-set performance, budget utilization, platform breakdown (Instagram vs Facebook), period comparison, creative ranking.
• Audience & creatives — account-wide and per-ad demographics (age × gender × region), targeting configuration, creative previews and creative text (title / body / CTA), cross-creative comparison by segment.
• Leads & lifecycle — fetch leads with phone numbers, lead quality (duplicates / invalid numbers / platform split), time-of-day and day-of-week patterns, CSV/XLS export, historical insights snapshots, and recall of previous AI sessions.

Every tool is annotated readOnlyHint: true and destructiveHint: false. There are no write tools — Liaison cannot create, edit, or delete anything in your Meta Ads or CRM accounts via MCP.

5.Data handling

• Transport: HTTPS, Streamable HTTP transport (POST /mcp).
• Authentication: OAuth 2.0 Bearer tokens, issued after a Meta OAuth approval that you control.
• Scope: a tool call returns only the data scoped to the active Liaison member — the same data you would see in the web app at app.liaisone.io.
• No model training: Liaison does not use data accessed via MCP to train any AI model.
• No third-party sharing: Liaison does not share MCP traffic or user data with any party other than the AI provider you have chosen to authorize (Anthropic in this case). Their handling is governed by their own privacy policy.
• Storage: data is processed within the European Economic Area (EEA) and retained per our Privacy Policy.
• Revocation: you can revoke the connector at any time from Claude (Settings → Connectors) or from your Liaison account.

6.Troubleshooting

• "Not authenticated" or empty results. The Meta token may have expired or scopes were revoked. Disconnect the Liaison connector in Claude and reconnect — this re-runs Meta OAuth.
• "No data" for a recent date range. Liaison syncs your Meta data hourly. For very recent activity, give the sync a minute to catch up, or trigger a manual sync from the Liaison dashboard.
• Tool list is empty. Make sure you enabled the Liaison connector inside the current conversation via the + button — adding it once in Settings is not enough; it needs to be on per chat.
• AI session history is paid-only. get_my_ai_history and get_ai_session_detail are part of paid plans. The other 25 tools are available on the 7-day trial and all paid tiers.

7.Tariffs

Pricing tiers and what each includes: liaisone.io/#tariffs. The 7-day free trial unlocks the full analytics tier; the MCP server is available across all paid plans.

8.Support & contact

For setup help, bug reports, or security disclosures, write to [email protected]. We respond within one business day.

9.Related

• Privacy Policy — full data-handling terms, including the MCP section.
• Terms of Service — including the AI-assistant access clause.
• Anthropic Connectors Directory — what a directory submission is and how Anthropic reviews connectors.