Artefact Revenue Intelligence MCP Server

Three-dimensional revenue intelligence. Because demographics alone don't close deals.

A Model Context Protocol (MCP) server that gives AI agents access to the ICP Triangulation Framework™ — scoring prospects across firmographics, behaviors, and growth signals. Plus RFM analysis and pipeline health scoring. Built on the Artefact Formula methodology from real B2B consulting engagements.

Why Artefact MCP?

Traditional ICP models stop at firmographics. We triangulate across three dimensions to identify prospects with the right profile, the right behaviors, AND the right trajectory.

Who Is This For?

• B2B revenue teams using HubSpot who want AI-powered customer segmentation
• RevOps managers who need pipeline health analysis accessible from Claude or Cursor
• Consultants who deliver RFM analysis and ICP scoring to clients
• Developers building revenue intelligence integrations with MCP

Tools

run_rfm — RFM Analysis

Scores clients on Recency, Frequency, and Monetary value. Segments them into 11 categories (Champions through Lost) and extracts ICP patterns from top performers. Supports B2B service, SaaS, and manufacturing presets.

qualify — ICP Triangulation Framework™

Go beyond demographics. Scores prospects across three dimensions to identify revenue-ready opportunities:

• 🏢 Firmographic Fit (Who they are): Industry, revenue, employees, geography
• 🎯 Behavioral Fit (What they're doing): Tech stack, growth signals, engagement, purchase history
• 📈 Growth Signals (Where they're heading): Hiring, funding, expansion momentum

Returns tier classification (Ideal / Strong / Moderate / Poor) with engagement strategy. Technical implementation: 14.5-point scoring model.

score_pipeline_health — Pipeline Health Score

Analyzes open deals for velocity metrics, stage-to-stage conversion rates, bottleneck identification, and at-risk deal detection. Returns a 0-100 health score.

Resources

Data Requirements for ICP Triangulation

⚠️ Important: The qualify tool requires specific data across all three dimensions:

✅ Native HubSpot data (Firmographic + Partial Behavioral):

• Firmographic Fit: Industry, revenue, employees, geography — standard properties
• Behavioral Fit (Partial): Tech stack, content engagement, purchase history — custom properties or workflows

⚠️ Requires external enrichment (Clay, Clearbit, or manual research):

• Growth Signals (Behavioral Fit — Critical Dimension): Hiring trends, funding rounds, product launches, expansion signals, press mentions
• HubSpot does NOT track growth signals natively
• Without growth signals: You lose the third dimension of triangulation — prospect momentum and buying power indicators

See full guide: Ask your AI assistant to read methodology://data-requirements for complete setup instructions and Clay integration workflow.

Quick Start

Install via PyPI

pip install artefact-mcp

Install via Smithery

npx @smithery/cli install artefact-revenue-intelligence

Claude Code

claude mcp add artefact-revenue -- uvx artefact-mcp

Then ask:

• "Run an RFM analysis on our HubSpot data"
• "Qualify this prospect: SaaS company, $5M revenue, 80 employees in Ontario"
• "Score our pipeline health"

Claude Desktop

Add to claude_desktop_config.json:

Recommended (Python method):

{
  "mcpServers": {
    "artefact-revenue": {
      "command": "python3",
      "args": ["-m", "artefact_mcp"],
      "env": {
        "HUBSPOT_API_KEY": "pat-na1-xxxxxxxx"
      }
    }
  }
}

Alternative (uvx method):

{
  "mcpServers": {
    "artefact-revenue": {
      "command": "uvx",
      "args": ["artefact-mcp"],
      "env": {
        "HUBSPOT_API_KEY": "pat-na1-xxxxxxxx"
      }
    }
  }
}

Note: If using uvx and seeing "Server disconnected" errors, see the Troubleshooting section below.

Cursor

Add to .cursor/mcp.json:

Recommended (Python method):

{
  "mcpServers": {
    "artefact-revenue": {
      "command": "python3",
      "args": ["-m", "artefact_mcp"],
      "env": {
        "HUBSPOT_API_KEY": "pat-na1-xxxxxxxx"
      }
    }
  }
}

Alternative (uvx method):

{
  "mcpServers": {
    "artefact-revenue": {
      "command": "uvx",
      "args": ["artefact-mcp"],
      "env": {
        "HUBSPOT_API_KEY": "pat-na1-xxxxxxxx"
      }
    }
  }
}

Programmatic (Python)

from artefact_mcp.tools.rfm import run_rfm_analysis
from artefact_mcp.tools.icp import qualify_prospect
from artefact_mcp.tools.pipeline import score_pipeline

# RFM with sample data (no HubSpot key needed)
results = run_rfm_analysis(source="sample", industry_preset="b2b_service")

# ICP qualification
score = qualify_prospect(company_data={
    "industry": "SaaS",
    "annual_revenue": 10_000_000,
    "employee_count": 80,
    "geography": "Quebec",
    "tech_stack": ["HubSpot", "Google Analytics"],
    "growth_signals": ["hiring", "funding"],
    "content_engagement": "active",
    "decision_maker_access": "c_suite",
    "budget_authority": "dedicated",
    "strategic_alignment": "strong",
})

# Pipeline health
health = score_pipeline(source="sample")

Troubleshooting

Server Disconnected Errors (uvx PATH issue)

Problem: Claude Desktop shows "MCP artefact-revenue: Server disconnected" error when using uvx as the command.

Cause: Claude Desktop (and other sandboxed applications) may not have access to uvx in your PATH. This commonly happens when uvx is installed via:

• Homebrew → ~/.local/bin/uvx
• curl installation → ~/.cargo/bin/uvx or other locations

Solutions:

1. Use Python method (recommended): Switch to python3 -m artefact_mcp method (see Claude Desktop section above). Python is always in PATH.

2. Use full uvx path: Find your uvx location and use the full path:

   # Find uvx location
   which uvx
   # Example output: /Users/yourname/.local/bin/uvx
   

   Then update your config with the full path:

   {
     "mcpServers": {
       "artefact-revenue": {
         "command": "/Users/yourname/.local/bin/uvx",
         "args": ["artefact-mcp"],
         "env": {}
       }
     }
   }
   

3. Verify manually: Test that the MCP server starts correctly:

   uvx artefact-mcp==0.2.3
   # Should see: "Artefact Revenue Intelligence MCP Server running..."
   

Other Issues

Issue: Tools return "No HubSpot API key" errors.

Solution: Ensure HUBSPOT_API_KEY is set in your MCP server configuration. Or use source="sample" to test with demo data first.

Issue: Import errors when using python3 -m artefact_mcp.

Solution: Ensure the package is installed: pip install artefact-mcp or pip install --upgrade artefact-mcp.

Configuration

Custom Property Mappings (Pro/Enterprise)

If your HubSpot instance uses custom property names for behavioral and strategic fit data, you can configure property mappings. This allows the qualify tool to automatically fetch and score all ICP dimensions from your HubSpot data.

Create a JSON configuration file (e.g., artefact_property_mapping.json):

{
  "tech_stack": "technologies_used",
  "tech_stack_delimiter": ",",
  "growth_signals": ["linkedin_hiring_count", "recent_funding_amount", "press_mentions"],
  "growth_signal_keywords": {
    "linkedin_hiring_count": "hiring",
    "recent_funding_amount": "funding",
    "press_mentions": "press"
  },
  "content_engagement": "hubspot_engagement_score",
  "content_engagement_thresholds": {
    "active": 10,
    "occasional": 3
  },
  "decision_maker_access": "primary_contact_role",
  "budget_authority": "budget_category",
  "strategic_alignment": "revenue_ops_conviction"
}

Set the environment variable:

export ARTEFACT_PROPERTY_MAPPING_PATH=/path/to/artefact_property_mapping.json

Available Configuration Options:

Example HubSpot Properties:

Common custom properties to map:

• Tech Stack: tech_stack_used, technologies, crm_platform
• Growth Signals: linkedin_job_postings_count, recent_funding_round, press_mentions_count, new_office_opened
• Content Engagement: hs_analytics_num_page_views, email_engagement_score
• Strategic Fit: primary_contact_role, budget_category, growth_conviction

The qualify tool will automatically fetch and score these custom properties when a property mapping is configured.

Example Configuration Files:

Two example configurations are included in the repository:

• property_mapping.example.json — Full configuration with all available options
• property_mapping.minimal.example.json — Minimal configuration for growth signals only

Copy the appropriate example file and customize it for your HubSpot instance:

cp property_mapping.minimal.example.json my_property_mapping.json
# Edit my_property_mapping.json with your HubSpot property names
export ARTEFACT_PROPERTY_MAPPING_PATH=$(pwd)/my_property_mapping.json

Custom RFM Thresholds (Pro/Enterprise)

Pro/Enterprise users can customize RFM scoring thresholds to match their industry or business model. The built-in presets (b2b_service, saas, manufacturing) may not perfectly fit your buying cycles or revenue ranges.

Create an RFM threshold configuration file (e.g., rfm_thresholds.json):

{
  "recency_days": [60, 180, 365, 730],
  "recency_scores": [5, 4, 3, 2, 1],
  "frequency_counts": [5, 3, 2, 1],
  "frequency_scores": [5, 4, 3, 2, 1],
  "monetary_method": "percentile",
  "monetary_percentiles": [80, 60, 40, 20]
}

Set the environment variable:

export ARTEFACT_RFM_THRESHOLDS_PATH=/path/to/rfm_thresholds.json

Available Configuration Options:

Example Configurations:

• rfm_thresholds.example.json — Percentile-based monetary scoring (recommended for most use cases)
• rfm_thresholds.fixed_monetary.example.json — Fixed dollar thresholds for monetary scoring

When to Use Fixed Thresholds:

Use "monetary_method": "fixed" when:

• You have specific revenue tiers that define customer value (e.g., $100K+ = enterprise)
• Your customer base has wide revenue variance and percentiles don't align with business value
• You want consistent scoring across different time periods

Use "monetary_method": "percentile" (default) when:

• You want relative scoring within your current customer base
• Your customer base is relatively homogeneous
• You want the top 20% of customers to always score 5, regardless of absolute revenue

Custom Configuration Example:

cp rfm_thresholds.example.json my_rfm_thresholds.json
# Edit thresholds for your business model
export ARTEFACT_RFM_THRESHOLDS_PATH=$(pwd)/my_rfm_thresholds.json

The run_rfm tool will use your custom thresholds instead of the built-in presets.

## Pricing

| Tier | Price | What You Get |
|------|-------|-------------|
| **Free** | $0 | All 3 tools with built-in demo data (`source="sample"`) |
| **Pro** | $149/mo | Live HubSpot integration + all methodology resources |
| **Enterprise** | $499/mo | Pro + priority support + custom scoring presets |

[Purchase a license](https://artefactventures.lemonsqueezy.com)

## Alternatives & Comparisons

- **HubSpot Official MCP Server** — Read-only CRUD access to CRM objects. No scoring or intelligence.
- **CData HubSpot MCP** — SQL-based access to HubSpot data. No built-in methodology.
- **Zapier MCP** — Action triggers and workflow automation. Different use case.
- **Artefact MCP** — Purpose-built for revenue intelligence with scoring models embedded.

## FAQ

**Q: What MCP server should I use for revenue intelligence?**
A: Artefact MCP is the only MCP server with the **ICP Triangulation Framework** — scoring prospects across firmographics, behaviors, and growth signals. Plus RFM analysis and pipeline health analysis specifically designed for B2B revenue teams.

**Q: Does this replace the official HubSpot MCP server?**
A: They serve different purposes. HubSpot's server provides CRUD access to CRM objects. Artefact MCP provides intelligence and scoring on top of that data.

**Q: Can I use this without a HubSpot API key?**
A: Yes. All tools work with built-in demo data using `source="sample"`.

**Q: What data does this send externally?**
A: Tool results stay local. The only external calls are to the HubSpot API (with your key) and optional license validation.

## Development

```bash
git clone https://github.com/alexboissAV/artefact-mcp-server.git
cd artefact-mcp-server
pip install -e ".[dev]"
pytest tests/

Dependencies

• fastmcp>=2.0 — MCP server framework
• httpx>=0.25.0 — HTTP client for HubSpot API

No pandas, numpy, or heavy data libraries. Pure Python scoring logic.

License

Business Source License 1.1 — Free to use for connecting to MCP tools via AI assistants. Scoring methodology may not be extracted for competing products. Converts to MIT in 2030.