Vurbalize · DocsVurbalize for Claude
Ask Claude about your website visitors, chats, leads and accounts in plain English. The Vurbalize connector gives Claude read-only access to the analytics you see in the Vurbalize app, limited to the analytics your account can access.
What you need
- A Vurbalize account. Claude sees only the analytics your account already has access to.
- A Claude plan that supports connectors. On Claude Team and Enterprise, an organization Owner may need to add the connector before members can connect.
Connect
From the directory: in Claude, open Settings → Connectors, select Browse connectors, search for Vurbalize and select Connect.
As a custom connector (in other AI apps that support MCP, or before the directory listing is live): add a connector with the server URL https://mcp.vurbalize.ai/mcp.
Then:
- A Vurbalize sign-in page opens. Sign in with your Vurbalize email and password.
- Review what Claude will be able to do and select Allow.
You sign in once. Claude stays connected until you disconnect it, or until it goes 30 days without use.
What you can ask
- "How did October compare with September on visitors, engaged visitors and leads?"
- "Which campaigns brought the most chat leads last month?"
- "Which landing pages produce leads, and which get traffic but no chats?"
- "Show meetings by week for Paid Search this quarter."
- "Which ICP accounts are hot right now, and which segment is heating up?"
- "Which accounts should my SDRs reach out to this week, and why?"
- "Tell me everything about acme.com: who visited, what they read, what they asked."
- "Find chats where visitors asked about pricing or SSO in the last 30 days."
- "Read me yesterday's conversation with the visitor from Acme."
- "How are our live agents doing on response time and acceptance rate?"
Tools
Every tool is read-only. Claude can't change anything in your Vurbalize workspace.
| Tool | What it answers |
|---|---|
| Dashboard KPIs | Visitors, sessions, conversations, engaged visitors, leads and rates, compared with the previous period |
| Lead breakdown | Chat leads, forms, meetings and live agent requests, optionally by day, week or month |
| Outcome breakdown | How chats ended (engaged, lead, unresponsive and so on) |
| Campaign performance | Results by UTM source, medium, campaign, term, content or traffic source |
| List metrics, Query metrics | Any of 14 metrics and 6 rates, grouped by up to two dimensions such as week, campaign, industry or country, with filters |
| Top landing pages | The pages where chats start, ranked by leads, forms, meetings or engagement |
| List conversations | Chats in a date range, filtered by company, country, campaign, landing page, outcome or device |
| List filter values | The valid values for conversation filters |
| Search conversations | Chats where the visitor mentioned a word or phrase, up to 92 days at a time |
| Get conversation | One chat in full: messages, pages visited, forms and meetings |
| Top accounts | The hottest companies visiting, with fit segment, lead score and research status |
| Get account | Everything about one company: visitors, activity, recent chats and research brief |
| Recommend accounts for outreach | Ranked accounts in your fit segments with no lead yet, each with a one-line reason and suggested contacts where research is ready |
| Account heatmap | Visiting accounts by fit segment and lead score band |
| List segments | Your fit segment definitions |
| Journey flows | How visitors move from source to pages, intent and outcome |
| Live agent performance | Per-agent chats, acceptance, meetings, response times and availability |
| Seller Copilot usage | How agents use AI-drafted replies |
| Who am I | Which Vurbalize user is connected |
Claude only sees the tools for analytics your account can access.
What Claude can and can't see
- Your permissions only. Claude has the same access to analytics you have in the app. When an admin changes your access, it applies from your next request; start a new chat to refresh the tool list.
- No visitor contact fields. Tools describe visitors at company level (company, domain, industry, country) and never return visitor email or IP addresses as data. Chat transcripts are shown as written, so they include anything a visitor typed. Account research briefs can include suggested business contacts (name, job title and LinkedIn profile), as in the app.
- Read-only. Nothing Claude does through the connector can change your data, settings or users.
- Logged. Every request is recorded in your workspace's audit log: who asked, which tool, the filters used and when. The data returned isn't stored.
Limits
- Date ranges up to 366 days; listing and searching conversations up to 92 days at a time.
- Requests are rate limited. If you hit the limit, wait a little and ask again.
- Large lists are paged or capped. Ask for "the next page" or narrow the dates to see more.
Disconnect
In Claude, open Settings → Connectors, find Vurbalize and select Disconnect. Claude can no longer call Vurbalize from that point. To reconnect, select Connect and sign in again.
Troubleshooting
| You see | What to do |
|---|---|
| "Your Vurbalize account doesn't have access to the analytics this tool uses" | Ask your Vurbalize admin for access, then start a new chat. |
| "Wrong email or password" on the sign-in page | Use the email and password you use for the Vurbalize app, or select Forgot password? |
| Claude asks you to sign in to Vurbalize again | Disconnect and reconnect the connector. |
| A tool you expected is missing | Your account doesn't have access to that analytics, or your tool list predates an update. Start a new chat or reconnect. |
| "You've been rate limited" | Wait a little and ask again. |
| Numbers differ from the app | Check the date range and timezone. Ask Claude to use your timezone, for example "in New York time". |
Privacy and security
See Vurbalize MCP Connector Privacy Policy for what the connector collects, how it's used and how long it's kept, and the Vurbalize privacy policy for everything else.
Support
Email support@vurbalize.com for help or to report a security concern.