> For the complete documentation index, see [llms.txt](https://docs.storylane.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.storylane.io/integrations/integrations-and-data-flow/mcp.md).

# MCP

* [Storylane MCP overview](#storylane-mcp-overview)
* [Setup and clients](#connect-your-ai-client)
* [Available tools](#available-tools)
* [AI workflows](#ai-workflows)
* [Ready-to-use prompts](#ready-to-use-prompts)
* [FAQ](#faq)

## Storylane MCP overview

Connect Claude, ChatGPT, and 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.

{% hint style="info" %}
The MCP server URL: <https://identity.storylane.io/mcp>
{% endhint %}

{% @storylane/embed subdomain="app" linkValue="a8s4jaoeaa0o" url="<https://app.storylane.io/share/a8s4jaoeaa0o>" %}

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

Storylane MCP uses OAuth for supported clients. OAuth clients do not require a token.

{% tabs %}
{% tab title="Claude" %}

1. In Claude, open **Settings → Connectors**.
2. Select **Add custom connector**.
3. Paste the Storylane MCP server URL.
4. Sign in to Storylane and approve access.
5. In a conversation, select **+ → Connectors** and enable Storylane.

Teams and Enterprise admins may need to add the connector first.

{% hint style="info" %}
**For Personal Accounts:**\
"Add Custom Connector" is always available.

**For Company Accounts:**\
"Add Custom Connector" is only available for account admins.  A non-admin member can not add Custom Connector in Company Account.
{% endhint %}
{% endtab %}

{% tab title="ChatGPT" %}

1. For write actions, enable Developer Mode in **Workspace Settings → Permissions & Roles → Connected Data**.
2. Open **Settings → Apps & Connectors** and create a connector.
3. Set the name to `Storylane`.
4. Select OAuth authentication and add the Storylane MCP server URL.
5. Publish the connector, then authorize it from **Apps & Connectors**.

{% hint style="info" %}
**Free accounts:**

Custom Connector is not available.

**Personal (paid) accounts and company accounts:**

Custom Connector is available.
{% endhint %}

{% hint style="warning" %}
Write actions require Developer Mode. It is currently in beta for Business and Enterprise plans. Read-only tools work on all plans.
{% endhint %}
{% endtab %}
{% endtabs %}

### 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 steps, hotspots, embed settings, and share links.
* `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 title, description, branding, gating, or embed settings.
* `publish_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**

1. Upload screenshots or a screen recording.
2. Create the demo with `convert_images_to_demo` or `convert_video_to_demo`.
3. Check completion with `get_demo_status`.
4. Set the title, description, branding, and gating with `update_demo_settings`.
5. Publish it with `publish_demo`.

Pair this workflow with Linear or Jira. Create demos from completed feature tickets.

**Audit your demo library**

1. List published demos with `list_demos`.
2. Retrieve analytics for each demo with `get_demo_analytics`.
3. Rank demos by engagement.
4. 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**

1. Find relevant demos with `list_demos` and `get_demo`.
2. Create an account-specific variant with `personalise_demo`.
3. Publish it with `publish_demo`.
4. 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**

1. Get recent leads with `get_leads`.
2. Review account activity with `get_accounts`.
3. Rank accounts by engagement.
4. Draft follow-up actions for hot, nurturing, and inactive accounts.

#### Sales engineers

**Convert a screen recording into a demo**

1. Convert the recording with `convert_video_to_demo`.
2. Add missing steps with `add_step`.
3. Select narration options with `list_voices`.
4. Publish the demo and create a prospect link.

**Plan an enterprise deal hub**

1. Find persona-relevant demos with `list_demos` and `get_demo`.
2. Review existing hubs with `list_hubs` and `get_hub`.
3. Personalize selected demos with `personalise_demo`.
4. Create a recommended hub structure for the buying committee.

#### Customer success

**Refresh stale onboarding demos**

1. List onboarding and help demos with `list_demos`.
2. Find low-engagement demos with `get_demo_analytics`.
3. Prioritize demos to update, recreate, or retire.

**Identify customer expansion signals**

1. Query customer engagement with `get_accounts`.
2. Check demo-level activity with `get_demo_analytics`.
3. Flag customers exploring advanced features for follow-up.

#### RevOps and marketing operations

**Send a personalized demo when a deal reaches Demo stage**

1. Trigger the workflow from a CRM stage change.
2. Find a relevant demo with `list_demos`.
3. Personalize it using CRM data with `personalise_demo`.
4. Publish the demo and create a tracked link.
5. Write the link back to the CRM record.

Use HubSpot, Salesforce, Zapier, or webhook workflows as the trigger.

### Ready-to-use prompts

#### 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

#### 👉 Do I need technical skills?

No. After the connector is configured, use plain-language prompts.

#### 👉 Which AI clients are supported?

Claude, ChatGPT, 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 Growth plans and above. Check **Settings → Integrations → MCP** for access.


---

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