What is the Flowhub MCP Server?
The Flowhub MCP server connects your Flowhub account to an AI assistant so you can ask questions and take action in everyday language instead of navigating through screens or exporting spreadsheets.
A few things worth knowing up front:
It uses a fixed, approved set of tools. The assistant can only use the specific Flowhub actions described in the Available MCP Actions article.
It works within your permissions. The assistant can only see and do what your own Flowhub login allows. If you cannot do it in Flowhub, neither can the AI.
Every AI action is logged the same way a manual action would be.
Most changes appear as cards you review and confirm before anything is applied.
💡 New to MCP? MCP (Model Context Protocol) is an open standard that lets AI assistants connect securely to outside tools and data. You do not need to understand the protocol to use it. Connect once and start chatting.
Before You Start
You need the following before connecting the Flowhub MCP server to your AI assistant:
A Flowhub account with the permissions for whatever you plan to do. Reading reports requires read access; creating a deal or editing pricing requires those permissions in Flowhub.
An AI assistant account that supports MCP connections. We recommend Claude for the best experience. Plan requirements differ by assistant and change often, so check the setup documentation for your specific assistant below.
The Flowhub MCP server URL:
https://mcp.flowhub.com
💡 Choose the right model. Use a model with strong reasoning and data interpretation capabilities, such as the most capable mid-tier or frontier model available to you. Smaller or faster-optimized models are likely to return incorrect or incomplete analysis of your retail data.
💡 On an organization or team plan? Your admin may need to add the Flowhub MCP server to your organization's AI tool before individual team members can connect. If you do not see Flowhub as an available connector, check with your admin or refer to the setup documentation for your specific assistant.
Connect Your AI Assistant
The Flowhub MCP server follows the open MCP standard, so any MCP-compatible assistant works. All you need is the server URL (https://mcp.flowhub.com) and your Flowhub login.
Select your assistant below. Each link opens that tool's own documentation on how to add a custom MCP server, where you will enter the Flowhub server URL during setup:
Claude (recommended) — Claude offers the smoothest connector experience and is the assistant Flowhub supports most directly.
ChatGPT — Available on Business, Enterprise, and Education plans. Requires Developer Mode, which is only available through the web portal at chatgpt.com.
Cursor — For technical teams using Cursor as their development environment.
Gemini CLI — Available through Gemini CLI for technical users. The consumer Gemini web app does not currently support custom MCP connections.
Codex — OpenAI's coding agent with MCP support via the CLI and IDE extension.
💡 Tip: Using a different MCP-compatible client? Add a remote MCP server pointing to https://mcp.flowhub.com and authenticate with your Flowhub account.
What You Can Do
Once connected, you can start working with your dispensary data right away.
Copy-paste starter prompts
"What were my total sales yesterday?"
"Show me my sales broken down by payment type for the last 30 days."
"Which products have not sold at all in the last 14 days?"
"What does my average customer spend per visit?"
"What is the average basket size per employee this month?"
Ready to dive deeper into your dispensary's data? Check out the MCP Prompt Ideas article for more.
Tips for the best results
Be specific. Include the store, date range, brand, or category. "Sales for my Denver store, last 30 days, by category" beats "show me sales."
Work one store and one topic at a time. This keeps answers accurate and changes easy to review.
Use names, not IDs. Refer to products, brands, and stores by name. The assistant handles the rest.
Confirm before big or bulk actions. Ask for a preview and review it before approving.
Reset when needed. If answers drift or get confused, start a new chat to clear the context.
Name the tool if needed. If the assistant does not reach for Flowhub on its own, say "Using Flowhub, ..."
Permissions & Safety
The Flowhub MCP server can make real changes to your live data, including pricing, deals, inventory, products, and fees. That is the point, but it means some habits matter even more now. The good news: you decide what the assistant can do, and you approve changes before they happen.
Three things are always true about the Flowhub MCP:
It mirrors your Flowhub permissions. The AI can never do something your own login cannot.
You preview before you commit. Changes appear as a card you review and confirm. Nothing is applied silently.
Everything is logged. If a change ever needs review, Flowhub logs activity the same way it does for all actions.
Recommended tool settings
Most AI assistants let you control how much freedom each tool gets. We recommend the following:
For these tools... | Set them to... | Why |
Reads (analytics, lists, lookups) | Allow / Always allow | They only retrieve information, no risk |
Writes (products, inventory, pricing, fees, deals) | Approval required | You review and confirm each change before it is applied |
Bulk edits | Approval required | Always preview the full list of affected items first |
Tools you are not using | Turn off for that chat | Fewer surprises |
🔒 Do not enable "always allow" on write or bulk tools. Auto-approving changes means edits to live pricing, deals, or inventory could happen without your review. Keep approvals on until you are confident.
Safe habits
Start read-only. Get comfortable asking for reports before you make changes.
Make big changes in stages. For large edits, ask the assistant to show you the preview first. Bulk changes run through a preview, confirm, and apply flow that you control, with the ability to cancel.
Turn off write tools in deep-research or agent modes. When an assistant runs long, automated research tasks, it may use tools without pausing for approval. Disable any tools that can make changes before running those modes.
Watch the cards. Review each action before confirming, the same way you would double-check a change you made by hand.
Your data & privacy
Where your data goes. When you use Flowhub through an AI assistant, the things you type and the data the assistant retrieves are processed by the AI provider you chose (Anthropic for Claude, OpenAI for ChatGPT, Google for Gemini) under that provider's terms.
Training controls. If your business requires that your data not be used to improve a provider's models, review and adjust that provider's data settings before connecting. Contact your Flowhub representative for guidance if needed.
Secure sign-in. Connecting uses a standard secure sign-in (OAuth). The AI assistant never sees your Flowhub password, and you can disconnect at any time from your assistant's settings.
On Flowhub's side. Actions taken through the assistant run within your permissions and are logged in Flowhub.
Troubleshooting
Flowhub does not appear or will not connect
Double-check the URL is exactly
https://mcp.flowhub.comwith no trailing slash.Confirm your assistant's plan supports custom MCP connections. Refer to the setup documentation for your specific assistant for plan requirements.
If a sign-in popup is blocked, allow popups for the site and try again. If your session expired, disconnect and reconnect.
On an organization or team plan, an admin must add the Flowhub MCP server to the organization's AI tool before individual team members can connect.
The assistant cannot find the Flowhub tools
Make sure the Flowhub connector is toggled on for that conversation. Most assistants require you to enable connectors per chat.
Fully close and reopen the app to refresh the connection.
Try explicitly asking the assistant to use Flowhub: "Using Flowhub, show me my sales."
Answers look wrong or incomplete
Check your model. Use a model with strong reasoning and data interpretation capabilities. The most capable mid-tier or frontier model available to you will produce the best results. Smaller or faster-optimized models are likely to return incorrect or incomplete analysis of your retail data.
Start a new chat to reset the context.
Add specifics such as store, dates, brand, and category, and ask the assistant to use Flowhub.
You get a "permission" error
The assistant only has the access your Flowhub login has. If you need additional capabilities, ask your Flowhub admin to adjust your permissions.
Frequently Asked Questions
Can I use the Flowhub MCP with more than one AI assistant at the same time?
Yes. Your Flowhub account can be connected to multiple assistants. Each connection uses your own permissions and is logged independently.
Does the AI assistant have access to my Flowhub password?
No. The connection uses OAuth, which means the assistant never sees your password. You can disconnect at any time from your assistant's settings.
What happens if I do not have permission for a certain action in Flowhub?
The assistant mirrors your Flowhub permissions exactly. If your account does not have access to a feature, the assistant cannot use it either. Contact your Flowhub admin to adjust your permissions if needed.
Which AI model should I use?
Use the most capable mid-tier or frontier model available to you. Models with strong reasoning and data interpretation capabilities produce the best results with Flowhub's retail data. Smaller or faster-optimized models may return incorrect or incomplete analysis.
My admin has not added Flowhub to our organization's AI tool. What should I do?
On organization or team plans, an admin must add the Flowhub MCP server before individual members can connect. Share the setup documentation for your assistant with your admin so they can complete the configuration.
You did it! 🙌
Your Flowhub MCP is connected and ready to use. Start with a few read-only prompts to get comfortable, then explore the full Available MCP Actions when you are ready to do more.