Without SourceLoop
UntaggedKayden Floyd
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MCP server
Ask Claude, ChatGPT, or Cursor where your leads, conversions, and revenue come from. SourceLoop answers from your real data, with the same numbers as your dashboard.
Used by 750+ marketing teams, agencies, and SaaS companies
How it works
Claude and ChatGPT don't know your business. SourceLoop gives them your definitions, logic, and context, and checks the data first.
Why connect SourceLoop
An assistant only knows what it can see. Here's what each one can tell you about your revenue.
"Which campaigns drove the most revenue last quarter?"
I don't have access to your ad accounts or your sales data. If you export your campaigns and your revenue as CSV files, I can try to match them up.
Brand search recorded 46 conversions at $54 each. I can't see which of those turned into revenue, or what your other channels did.
Brand search drove $118k in revenue from $9.4k of spend. Your site's visit history shows 1 in 4 of those buyers first came from a Meta ad about 3 weeks earlier, so pausing Meta prospecting would likely cut brand search revenue too.
From question to action
One conversation takes you from a question to a report your team can open, with the data checked on the way.
Ask your data
Type the question you'd ask an analyst. The answer comes from your own data, worked out the way your dashboard works it out.
Answers you can trust
A broken form tag or an expired ad connection looks exactly like a bad week. SourceLoop tells your assistant which one it is.
Act on the answer
An answer is rarely the end. Ask your assistant to keep it, share it, or watch it for you.
For agencies
One connection covers every client website you manage. Ask across all of them at once, then draft each client's update from their own numbers.
What to ask
Pick one, then copy it or open it straight in Claude or ChatGPT once SourceLoop is connected to your account.
Check SourceLoop's data health, then give me last week versus the week before: conversions, revenue, spend and cost per lead, split by channel.
What changed most between last week and the four-week average? Only mention things that moved more than 15%, and say whether the change is big enough to be real given the volume.
Summarise last week for a non-marketing audience in five bullets. No jargon, and state what each number counts.
Which campaigns produced leads last week that already have deals attached, and which produced leads with nothing behind them?
Our cost per lead went up last week. Work out why: break spend and conversions down by channel, then by campaign inside whichever channel moved most, and tell me whether it was a spend increase or a conversion decrease.
Conversions fell on Tuesday. Before blaming marketing, check data health for that day and tell me whether the drop is real or a tracking gap.
Compare this month's traffic mix with last month's by source and device. Has the mix shifted in a way that would explain a lower conversion rate on its own?
Show me the funnel from first touch to closed won for this quarter and last, and tell me which single step accounts for most of the difference.
If I had 20% more budget next month, where would you put it? Use closed revenue rather than lead volume, and tell me how confident you are given the sample size.
Which campaigns have spent more than 2,000 this quarter and produced no closed revenue? Show the spend and the number of leads for each.
Compare cost per acquisition and lifetime value by channel, and tell me the payback period for each. Say which channels are profitable and which are only cheap.
What would our cost per lead look like if I cut the worst-performing 20% of campaigns by spend? Be explicit about what that estimate assumes.
List every website I have access to, then give me last month's conversions, spend and cost per lead for each, as one table sorted by spend.
Across all my clients, which ones had a worse cost per lead last month than the month before? For each, name the channel most responsible.
Draft a short monthly update for Acme: what worked, what did not, what I am changing next month. Use their numbers and state the date range you used.
For each of my clients, what share of last month's conversions could you tie back to a source, and what explains the rest? Those with the biggest gap are the ones whose reports I should caveat.
Setup
Security
The connection can only do what its permissions allow. It reads your attribution and CRM data, and never touches your ad accounts or budgets.
FAQ
Model Context Protocol (MCP) is an open standard, first developed by Anthropic, for connecting AI assistants to live tools and data. With SourceLoop connected, Claude, ChatGPT, Cursor, and other MCP clients can answer questions from your real lead, ad spend, and revenue data, with the same numbers as your dashboard.
An ad platform's connection sees that platform's campaigns and the conversions it counted. SourceLoop sees every channel, including organic search, AI search, referral, and Direct, joins them to your conversions, CRM, and revenue, and keeps the journey of each lead. So you can ask which channel brought revenue, as well as which ad got clicks.
Claude, ChatGPT, Cursor, Windsurf, Zed, and any other client that supports remote MCP servers, plus agents you build yourself.
The same data your reports run on: leads, conversions, and revenue by channel, campaign, ad, and landing page, next to ad spend; funnels and conversion paths; contacts, companies, and their journeys; lifetime value; and a data health check. Same numbers, same filters, as the app.
Only if you grant write access. It can create and edit reports, share a report link, set up Slack and email alerts, and record a sale's value or status on a contact or company. It can't change your ad accounts or your budgets.
You sign in with your SourceLoop account or use a scoped API key, and choose what the assistant may read or change. Personal details stay masked unless you allow them. Revoke any connection in one click.
Professional and Agency. Every free trial can try it.
Add SourceLoop as a connector in Claude or ChatGPT and sign in, or paste the server URL and an API key into Cursor. It takes about 30 seconds, with no code.
Capture and send full attribution data from every signup, lead, booking, and sale to your CRM and ad platforms, so you know exactly what's driving revenue.
Without SourceLoop
UntaggedKayden Floyd
With SourceLoop
Auto-taggedKayden Floyd