New · Remote MCP server for AI assistants

Your ROI business cases, one prompt away.

The ValueCore MCP server connects your AI assistant — Claude, ChatGPT, Microsoft Copilot or Salesforce Agentforce — to your ValueCore account. Find a business case, read its inputs and assumptions, update values, and turn the result into a share link or a PowerPoint without leaving the conversation.

Works with
ClaudeChatGPTMicrosoft CopilotSalesforce Agentforce
One server URL · Nothing to install
Your AI assistant · example
● ValueCore connected
Find my Acme Evaluation business case and summarize its ROI section. Don't change anything.
find_visualizer_by_nameselect_visualizercalculate
Acme Evaluation · ROI section
Annual benefit
Total cost
Payback period
3-year ROI
Open it in ValueCore, or ask me to update an input, create a share link, or export to PowerPoint.

What you can ask

Everyday value-selling work, done in plain language.

Every request maps to ValueCore tools that run on your behalf. Reading and writing are separate tools, so you or your admin decide which ones your assistant may use — and in assistants that support approvals, you confirm each write, share or export before it runs.

Find a business case

“Use the ValueCore list_visualizers tool to list my recent business cases with their names and links. Do not change anything.”

list_visualizersfind_visualizer_by_nameselect_visualizer

Inspect and explain results

“For the business case I selected, show the current inputs and calculated outputs in its ROI section. Explain the assumptions and include the link to open it in ValueCore.”

calculatelist_ui_variablesget_instructions

Create or update a case

“Help me create a business case named Acme Evaluation. First list the suitable ValueCore models and ask me to select one. Then show the proposed inputs and ask me to confirm.”

list_visualizer_typescreate_visualizerset_input_valuesupdate_visualizer

Deliver it to the customer

“Export the reviewed business case to PowerPoint once. Check the existing export job until it completes and return its download link.”

export_pptxexport_statusshare_visualizerget_share_activity

18 tools

Everything the connector can do.

whoamiConfirm your user and organization
list_visualizersYour recent business cases
find_visualizer_by_nameSearch by name
select_visualizerWork on one case
list_visualizer_typesModels available to you
create_visualizerNew case from a model
update_visualizerRename or reconfigure
list_ui_variablesInputs a case exposes
set_input_valuesChange inputs, with feedback
calculateRead the computed outputs
get_instructionsYour org's guidance for your assistant
share_visualizerCustomer-facing snapshot link
get_share_activityWho opened a shared case
export_pptxStart a PowerPoint export
export_statusPoll a job, get the download
get_crm_opportunitiesOpportunities from your CRM
search_case_study_libraryFind proof points
get_public_case_studyPull a case study's detail

Each connection acts as a ValueCore user. In Claude, ChatGPT, Copilot and Gemini, that's the person who signs in, and existing business cases are limited to their own records. Salesforce Agentforce connects through one designated ValueCore user that the whole agent shares.

Setup

Connected in three steps. No local server, no config file.

ValueCore is a remote MCP server. Add it once in your assistant, sign in with the ValueCore account you already use, and run a quick identity check. Menus differ by assistant — see where it goes in yours below.

STEP 1

Add the connector

Add ValueCore as a custom connector, app or tool in your assistant. Paste the server URL exactly as shown, including /mcp/sse. The same URL serves Streamable HTTP and SSE — choose Streamable HTTP if asked.

STEP 2

Sign in to ValueCore

Your assistant opens the ValueCore sign-in page on api.visualize-roi.com. Use your usual username and password. On single sign-on, create a personal access token under MCP Server Access in your account menu and paste it in. Never use an Organization API Key.

STEP 3

Verify with one prompt

Start a new chat with ValueCore turned on and ask:

“Use only the ValueCore whoami tool. Tell me my ValueCore user name and organization name. Do not create, update, share, or export anything.”

SERVER URLhttps://api.visualize-roi.com/mcp/sse

Choose your assistant

Same server. Here's where it goes in each assistant.

Where you add ValueCore, who can use it, and how people sign in depend on the assistant.

Claude

WHERE YOU ADD ITCustomize › Connectors, or Organization settings for Team and Enterprise
PLANSFree (one custom connector), Pro, Max, Team, Enterprise
Each person signs in

ChatGPT

WHERE YOU ADD ITWorkspace settings › Apps, with Developer mode on
PLANSBusiness and Enterprise workspaces
Each person signs in

Microsoft Copilot

WHERE YOU ADD ITCopilot Studio › Tools › Model Context Protocol, then publish to Teams or Microsoft 365 Copilot Chat
PLANSCopilot Studio
Each person signs in

Salesforce Agentforce

WHERE YOU ADD ITSetup › Registered MCP Servers
EDITIONSEnterprise, Performance, Unlimited or Developer, with Agentforce
One shared ValueCore user

Gemini (Spark)

WHERE YOU ADD ITGemini › Connected Apps › Custom apps for Spark
ACCOUNTSPersonal Google accounts only (US, English). Not available on Workspace.
Each person signs in

Don't see yours?

Tell us which assistant or agent platform your team uses and we'll walk through the options.

Book a meeting →

Built for teams

Roll it out once. Keep access tied to ValueCore.

An admin adds ValueCore once — in Claude Organization settings, a ChatGPT workspace or Copilot Studio — and each member signs in with their own ValueCore account, so access always matches what that person already sees in ValueCore.

Admins add it once

Add the connector for the whole organization, then choose which tools are allowed to match company policy. Members can set stricter permissions for themselves.

Members sign in as themselves

Every employee authorizes with their own ValueCore login or personal access token. There is no shared identity and no administrator view of everyone's records.

Exception: Salesforce Agentforce runs as one designated ValueCore user, so limit that user's access to match.

Your existing controls apply

Role-based access, data policies and connector permissions in your AI platform work as usual. When someone leaves, remove access in both the platform and ValueCore, and treat a personal access token like a password.

Connection details

The facts your IT team will ask for.

Connector name
ValueCore
Remote MCP server URL
https://api.visualize-roi.com/mcp/sse
Transport
Streamable HTTP and legacy SSE, at the same URL
Authentication
OAuth with dynamic client registration — each user signs in with their own ValueCore account; no client ID or secret. Salesforce Agentforce uses a ValueCore user access token as a bearer credential.
Single sign-on accounts
Personal access token from MCP Server Access in the ValueCore account menu
Data scope
The signed-in user's own visualizers and their organization's approved models. Agentforce: the designated ValueCore user's records.
Supported assistants
Claude (Free, Pro, Max, Team, Enterprise) · ChatGPT (Business, Enterprise) · Microsoft Copilot via Copilot Studio · Salesforce Agentforce · Gemini Spark (personal accounts)
Runs locally?
No — nothing to install, no local configuration file

Bring ValueCore into the conversation.

Add the connector to the assistant your team already uses. Rolling it out to a team? We'll walk your admins through setup.