FORTVISION MCP connector

Connect Claude, ChatGPT or any MCP client to your FORTVISION marketing & CRM workspace.

Endpoint

MCP server (Streamable HTTP)	`https://app.fortvision.com/mcp`
REST façade	`https://app.fortvision.com/api/v1` · OpenAPI: `/api/v1/openapi.json`
Authentication	OAuth 2.1 + PKCE with dynamic client registration (sign in with Google, or password + 2FA). Personal access tokens are also available in FORTVISION → Integrations.
MCP Registry name	`com.fortvision.app/fortvision`

Setup

Claude (Pro/Max/Team/Enterprise): Settings → Customize → Connectors → Add custom connector → name FORTVISION, URL https://app.fortvision.com/mcp → Add → Connect → sign in to FORTVISION and approve.

Claude Code:

claude mcp add --transport http fortvision https://app.fortvision.com/mcp

ChatGPT: Plugins → Create → name, URL https://app.fortvision.com/mcp, authentication OAuth → Create → sign in.

Any other MCP client / scripts: use the URL above with Authorization: Bearer <token> (token from FORTVISION → Integrations).

What you need

A FORTVISION account. The connector sees exactly what that user can see in the product — workspace, granted ad accounts and pages, private boards, etc.
Connect your channels inside FORTVISION (Meta, Google Ads, DV360, email sender, LinkedIn accounts, stores) to get data from them.

Safety model

read tools only read — they cannot reach any write path.
write tools are reversible: they create or edit records, and outreach sequences / social posts are created as drafts that never send.
high tools (send, launch, publish, schedule, delete, bulk change, budgets) are two-step: the first call is a side-effect-free preview that returns a confirmationToken; only a second call with confirm: true and that token performs the action. Tokens are single-use, bound to the exact arguments and expire after 15 minutes.
Every write accepts an idempotencyKey, so a retry can never repeat an action.
Every call is audited (who, which tool, outcome). Revoke access any time in FORTVISION → Integrations.

Tools (122)

Area	Tools
Workspace & leads	get_workspace_info, search_leads, get_lead, list_stale_leads, list_leads_requiring_followup, create_lead, update_lead, update_lead_status, assign_lead_owner, add_lead_note, bulk_update_leads high, import_contacts high
Contacts & customers	search_contacts, get_contact, get_contact_activity, list_stores, search_customers, get_customer, get_customer_summary
Tasks & Projects	list_tasks, get_task, list_overdue_tasks, create_task, update_task, complete_task, delete_task high, list_projects, get_project, search_project_items, create_project, create_project_item, update_project_item, delete_project_item high
Ad campaigns & reports	list_ad_accounts, list_campaigns, get_campaign, get_campaign_performance, list_campaign_drafts, publish_campaign_draft high, update_campaign_status high, update_campaign_budget high, get_lead_source_report, get_conversion_report
Messaging	create_email_draft, create_sms_draft, create_whatsapp_draft, list_message_drafts, get_message_draft, list_email_sequences, create_email_sequence, list_email_campaigns, list_sms_campaigns, list_whatsapp_templates, send_email_campaign high, send_outreach_email high, send_sms_campaign high, send_whatsapp_message high, start_email_sequence high
Conversations & automations	list_conversations, get_conversation, list_automations, get_automation, set_automation_enabled
LinkedIn outreach	list_linkedin_senders, list_linkedin_lists, get_linkedin_list, list_linkedin_sequences, get_linkedin_sequence, preview_linkedin_post_engagers, list_linkedin_inbox, get_linkedin_conversation, get_linkedin_overview, get_linkedin_send_health, create_linkedin_list, create_linkedin_sequence, update_linkedin_sequence, duplicate_linkedin_sequence, pause_linkedin_sequence, set_linkedin_lead_state, fix_linkedin_send_health, import_linkedin_leads high, launch_linkedin_sequence high, resume_linkedin_sequence high, send_linkedin_message high, delete_linkedin_sequence high, delete_linkedin_list high
Landing pages	list_landing_pages, get_landing_page, generate_landing_page, update_landing_page, list_landing_page_lists, create_landing_page_list, delete_landing_page high
Social calendar	list_social_posts, get_social_performance, generate_social_posts, create_social_post, update_social_post, set_social_post_status, schedule_social_post high, publish_social_post high, delete_social_post high
Coupons, meetings, wallet	list_coupons, create_coupon, set_coupon_status, issue_coupon_code, delete_coupon high, list_booking_pages, save_booking_page, list_bookings, cancel_booking high, delete_booking_page high, get_wallet_overview, search_wallet_members
Webhooks	list_webhook_events, list_webhooks, create_webhook, update_webhook, rotate_webhook_secret, test_webhook, list_webhook_deliveries, delete_webhook high

Example prompts

"Which of my leads need follow-up right now?"
"How did my Google Ads campaigns do this month, and what should I pause?" (changes are proposed, then confirmed)
"Draft a follow-up email to the leads from last week's Facebook campaign" (a draft — nothing is sent)
"Build a LinkedIn sequence for UK agencies with Brian and Shelly as senders" (created as a draft; launching asks for confirmation)
"Add an item to the Campaigns board: 'Q4 media plan', assigned to Dana, due Friday"
"Generate a landing page for our webinar and route its leads into the Webinar list"