MCP
Storylane MCP connects Claude, ChatGPT, Microsoft Copilot, Cursor, and other MCP-compatible AI clients to your account. Personalize, analyze, and publish demos without leaving your AI client.
Storylane MCP overview
Connect Claude, ChatGPT, Microsoft Copilot other MCP-compatible AI clients to Storylane.
Use natural-language prompts to manage your demo library. Build, personalize, analyze, and publish demos without leaving your AI client.
What you can do:
Analyze engagement. Query demo performance, leads, and account activity.
Create demos from media. Convert screenshots or recordings into interactive demos.
Personalize at scale. Create tailored demo variants and trackable links.
Manage your library. Browse demos, workspaces, hubs, links, and voices.
Publish and distribute. Update demos, publish them, and manage share links.
Connect your AI client
Two ways to connect, depending on how you work.
1. Public LLM clients
For Claude, ChatGPT, and Microsoft Copilot. Uses OAuth — no API keys required.
In Claude, open Settings → Connectors.
Select Add custom connector.
Paste the Storylane MCP server URL.
Sign in to Storylane and approve access.
In a conversation, select + → Connectors and enable Storylane.
Open connector settings and set Tool permissions to Always allow — this lets workflows run end to end without stopping to ask for confirmation on every action.
For write actions, enable Developer Mode in Workspace Settings → Permissions & Roles → Connected Data.
Open Settings → Apps & Connectors and create a connector.
Set the name to
Storylane.Select OAuth authentication and add the Storylane MCP server URL.
Publish the connector, then authorize it from Apps & Connectors.
In Microsoft Copilot Studio, open your agent and go to Tools → Add tool → New tool.
Select Model Context Protocol.
Paste the Storylane MCP server URL.
Under Connection, select Create new connection, then sign in to Storylane and approve access.
Save the tool, then publish or roll out the agent to yourself or your team.
2. M2M authentication
For Cursor, n8n, custom automations, and any tool that connects via client credentials. Use M2M when you need server-to-server access without a user session.
Go to Settings → Integrations → MCP and click Request credentials to generate your client_id and client_secret. Credentials are unique to your account and workspace.
Cursor and similar platforms
Add the following to your mcp.json file:
Available tools
Every tool is scoped to your workspace. Your AI client only accesses data you can access.
Analytics
get_demo_analytics— Get views, unique visitors, session duration, CTA clicks, click-through rate, and completion rate for a demo.get_accounts— List companies that engaged with demos, including firmographic and engagement data.get_leads— Get leads captured through demo gating forms and their source demos.
Demo library
list_workspaces— List workspaces available to the authenticated user.switch_workspace— Change the active workspace for the current session.list_demos— List demos in the active workspace. Supports filtering and search.get_demo— Get a demo's status, last published data, default link, and any labels added to it.get_demo_status— Get a demo's publish and processing status.
Demo creation and editing
convert_images_to_demo— Create an interactive demo from uploaded images or screenshots.convert_video_to_demo— Create an interactive demo from a screen recording or video.add_step— Add a text, hotspot, or tooltip step to an existing demo.personalise_demo— Create an AI-personalized demo variant for a company, persona, or context.update_demo_settings— Update a demo's Convert CTA configuration and nav bar capabilitiespublish_demo— Publish a draft or updated demo.
Hubs
list_hubs— List Demo Hubs in the active workspace.get_hub— Get a hub's demos, ordering, branding, and share URL.
Links and distribution
list_links— List share links, tracking variables, creation dates, and view counts.create_link— Create a trackable demo link with custom variables.update_link— Update an existing link's variables, expiry, or access settings.
Voices
list_voices— List available AI voices, languages, voice IDs, and preview URLs.
AI workflows
Product marketing
Create a launch demo from media
Upload screenshots or a screen recording.
Create the demo with
convert_images_to_demoorconvert_video_to_demo.Check completion with
get_demo_status.Set the title, description, branding, and gating with
update_demo_settings.Publish it with
publish_demo.
Pair this workflow with Linear or Jira. Create demos from completed feature tickets.
Audit your demo library
List published demos with
list_demos.Retrieve analytics for each demo with
get_demo_analytics.Rank demos by engagement.
Flag low-performing demos for updates, personalization, or retirement.
Try this prompt:
List all published demos. Show demos below 40% completion that had no views in 30 days. Rank them worst to best. Recommend an action for each.
Sales and account executives
Prepare a personalized demo before a call
Find relevant demos with
list_demosandget_demo.Create an account-specific variant with
personalise_demo.Publish it with
publish_demo.Generate a trackable link with
create_link.
Combine this workflow with HubSpot or Salesforce. Log the generated link on the contact record.
Prioritize follow-ups from engagement
Get recent leads with
get_leads.Review account activity with
get_accounts.Rank accounts by engagement.
Draft follow-up actions for hot, nurturing, and inactive accounts.
Sales engineers
Convert a screen recording into a demo
Convert the recording with
convert_video_to_demo.Add missing steps with
add_step.Select narration options with
list_voices.Publish the demo and create a prospect link.
Plan an enterprise deal hub
Find persona-relevant demos with
list_demosandget_demo.Review existing hubs with
list_hubsandget_hub.Personalize selected demos with
personalise_demo.Create a recommended hub structure for the buying committee.
Customer success
Refresh stale onboarding demos
List onboarding and help demos with
list_demos.Find low-engagement demos with
get_demo_analytics.Prioritize demos to update, recreate, or retire.
Identify customer expansion signals
Query customer engagement with
get_accounts.Check demo-level activity with
get_demo_analytics.Flag customers exploring advanced features for follow-up.
RevOps and marketing operations
Send a personalized demo when a deal reaches Demo stage
Trigger the workflow from a CRM stage change.
Find a relevant demo with
list_demos.Personalize it using CRM data with
personalise_demo.Publish the demo and create a tracked link.
Write the link back to the CRM record.
Use HubSpot, Salesforce, Zapier, or webhook workflows as the trigger.
Prompt library
26 prompts, ready to paste. Pick one to see what it does and copy the prompt. Swap anything in [brackets]. Here are a few of our favorites. Explore the full MCP library here.
Weekly report → Slack
A ranked digest in the same shape each week, with movement called out — not a wall of metrics. Copy and paste the following:
Personalized leave-behind
A personalized demo, tracked link, CTA set, and an opener ready to send. Copy and paste the following:
Demo attribution
Sourcing demos separated from assisting ones, with the gating caveat stated. Copy and paste the following:
Compare demo performance
Which Storylane demos had the highest engagement rate over the past 30 days? Show views, completion rate, and CTA clicks for each.
Uses list_demos and get_demo_analytics.
Find engaged accounts
Show accounts that engaged with our demos in the last two weeks. Rank them by total time spent and list the demos they viewed.
Uses get_accounts and get_demo_analytics.
Personalize a demo for a prospect
Find the best demo for a [industry] company focused on [use case]. Personalize it for [Company Name]. Create a tracked link with their name and email.
Uses list_demos, personalise_demo, publish_demo, and create_link.
Create a demo from a recording
Convert this screen recording into a Storylane demo. When it is ready, add a final step for [feature name], then publish it.
Uses convert_video_to_demo, get_demo_status, add_step, and publish_demo.
Audit inactive demos
List published demos. Flag those with no views in 30 days or completion below 30%. Recommend whether to update, personalize, or retire each one.
Uses list_demos and get_demo_analytics.
Review Demo Hubs
Show every Demo Hub and its demos. Identify hubs missing a demo for the [persona] persona. Suggest existing demos to add.
Uses list_hubs, get_hub, and list_demos.
Follow up with captured leads
Who submitted a demo gating form this week? Group them by source demo. Draft a personalized follow-up for the top three leads.
Uses get_leads and get_demo.
FAQ
👉 How can I reduce token usage?
Most token usage comes from two places: the tool definitions your AI client loads, and the data each tool returns. To keep usage low:
Enable only the tools you need. Each enabled tool adds to every request. Most clients let you turn off individual tools in the connector settings.
Be specific. Name the demo, date range, or account in your prompt. "Analytics for [demo name], last 30 days" costs far less than "How are my demos doing?", which makes the agent list and check everything.
Use the lightest tool. For example, use
get_demo_statusinstead ofget_demowhen you only need to know if processing is done.Narrow large queries. Add filters, date ranges, or result limits to
list_demos,get_leads,get_accounts, and analytics requests.Start a new chat for each task. Long conversations resend earlier tool results with every message.
Use a smaller model for routine tasks. Pulling leads or creating links doesn't need your most capable model.
👉 Do I need technical skills?
No. After the connector is configured, use plain-language prompts.
👉 Which AI clients are supported?
Claude, ChatGPT, Microsoft Copilot are supported.
👉 Can an agent access another workspace?
No. Operations use the active workspace. Use switch_workspace when you have access to multiple workspaces.
👉 Is my content secure?
MCP access uses OAuth. Your AI client never receives your Storylane password.
You can revoke access from Settings → Connectors. Agents only access workspace data allowed by your permissions.
👉 How do personalise_demo and link variables differ?
personalise_demo creates a new demo variant with AI-adapted content.
create_link adds dynamic viewer variables to a tracked URL. It does not modify the demo.
👉 Can I automate MCP workflows?
Yes. Trigger workflows with CRM events, Zapier, or other MCP-connected tools.
👉 Does MCP support Hubs?
You can list hubs and read their structure. Hub creation and editing are coming soon.
👉 Which plan includes MCP?
MCP is available on Starter plan and above. Check Settings → Integrations → MCP for access.
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