Morphed Intelligence MCP Server

This is a Model Context Protocol (MCP) server that provides Claude with access to the Morphed Intelligence platform. Partners can use this to access their customer data, content library, and generate audits and blueprints directly through Claude.

🚀 Quick Start Guides

• Claude Online (OAuth): QUICK_START.md - Connect Claude Online with OAuth 2.0
• Claude Desktop (Stdio): See Claude Desktop Configuration below
• Production Deployment: DEPLOYMENT.md - Deploy to Render, Vercel, AWS, etc.
• OAuth Server Details: OAUTH_SSE_SERVER.md - Complete OAuth implementation guide

🔌 Transport Options

This MCP server supports multiple transport protocols:

1. OAuth 2.0 + SSE (Recommended for Claude Online)

Best for: Claude Online custom connectors with secure authentication

npm run start:oauth

• ✅ OAuth 2.0 authorization flow
• ✅ Server-Sent Events (SSE) / Streamable HTTP
• ✅ Beautiful authentication UI
• ✅ RFC 8414 & RFC 9728 compliant
• 📚 Full Documentation

2. SSE/Streamable HTTP (Without OAuth)

Best for: Direct SSE connections without OAuth

npm run start:sse

• ✅ Server-Sent Events transport
• ⚠️ Requires API key in headers

3. HTTP Transport

Best for: Simple HTTP-based integrations

npm run start:http

• ✅ Basic HTTP transport
• ⚠️ No SSE support

4. Stdio Transport (Claude Desktop)

Best for: Claude Desktop app integration

npm start

• ✅ Standard input/output transport
• ✅ Works with Claude Desktop
• 📚 See Claude Desktop Configuration

Features

Partner Management

• Get partner account information and connected customers
• List all customer HubSpot portals with health status
• Monitor portal connection status and token health

Content Library Access

• Search partner content library (methodologies, templates, frameworks)
• Get full details of specific content items
• Upload new content to the partner library
• Access categorized content by type (methodology, template, framework, case study)

Customer Analysis

• Analyze specific customer HubSpot portals for insights
• Get key metrics and KPIs for customer portals
• Monitor customer health scores and performance
• Track customer engagement and activity

Audit & Blueprint Generation

• Generate comprehensive business audits for customers with explicit workflow and emotional resonance
• Create strategic blueprints/roadmaps with systematic approach
• Generate various content types (case studies, whitepapers, presentations) with evidence-based process
• Enhanced audit emotional impact: All audits now include 2-3 emotionally resonant lines that connect risks with real business consequences
• Risk communication: High-severity risks include emotional consequence statements highlighting human and business impact
• Urgency framing: Examples include "Every month without data capture means lost customers who may never return" and "Your heritage story risks being invisible without digital infrastructure"
• Follow step-by-step audit generation process:
  1. Fetch HubSpot partner data using HubSpot MCP tools
  2. Identify audit target (partner, customer portal, or domain)
  3. Analyze customer portals using Morphed tools
  4. Browse and analyze company websites
  5. Fetch partner content (methodologies, case studies)
  6. Generate comprehensive audit with all gathered data
  7. Verify and provide handoff with audit link
• Follow step-by-step blueprint generation process:
  1. Gather HubSpot baseline data and company context
  2. Define strategic objectives and target outcomes
  3. Analyze customer portfolio and performance patterns
  4. Research market positioning and competitive landscape
  5. Leverage partner methodologies and best practices
  6. Conduct strategic gap analysis and prioritization
  7. Generate evidence-based blueprint with clear workstreams
  8. Verify strategic rationale and provide handoff
• Follow step-by-step content generation process:
  1. Gather HubSpot data for story elements and metrics
  2. Define content scope, audience, and objectives
  3. Analyze customer success stories and achievements
  4. Research market context and competitive positioning
  5. Extract partner expertise and unique methodologies
  6. Develop compelling narrative structure with evidence
  7. Generate content with comprehensive supporting data
  8. Quality assurance and authentic storytelling verification
• Include partner-specific methodologies in reports
• Automatically create notes in customer HubSpot portals

Cross-Portfolio Analysis

• Analyze performance across all customer portals
• Identify opportunities (upsell, cross-sell, optimization)
• Portfolio benchmarking and insights
• Group analysis by industry, size, or performance

Customer Communication

• Create notifications/tasks in customer HubSpot portals
• Generate notes, tasks, calls, emails, or meeting records
• Assign tasks to specific HubSpot users
• Set priority levels for communications

Installation

Quick Install

cd morphed-mcp-server
npm install

Configuration

Create .env.local file:

# Backend API URL
MORPHED_API_URL=http://localhost:5000

# For stdio/desktop mode
MORPHED_MCP_API_KEY=your_api_key_here

# For OAuth mode (production)
PUBLIC_MCP_URL=https://your-server.com
MCP_PORT=3002

Start the Server

Choose your transport mode:

# OAuth + SSE (for Claude Online)
npm run start:oauth

# SSE without OAuth
npm run start:sse

# HTTP transport
npm run start:http

# Stdio (for Claude Desktop)
npm start

# Development mode (with debugger)
npm run dev:oauth
npm run dev:sse
npm run dev:http
npm run dev

Claude Desktop Configuration

Add to your Claude Desktop configuration (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "morphed": {
      "command": "node",
      "args": ["./server.mjs"],
      "env": {
        "MORPHED_API_URL": "http://localhost:5000",
        "MORPHED_MCP_API_KEY": "your_hubspot_oauth_token_here"
      },
      "cwd": "/path/to/morphed-mcp-server"
    }
  }
}

Troubleshooting

❌ "spawn npx ENOENT" Error

If you see this error in Claude Desktop logs:

[morphed] [error] spawn npx ENOENT

This means Node.js is not installed on your system. The MCP server requires Node.js to run.

Solution:

1. Download and install Node.js from https://nodejs.org/
   • Download the LTS (Long Term Support) version
   • Run the installer and follow the installation steps
   • Important: Make sure to check the box that says "Add to PATH" during installation
2. Restart Claude Desktop completely after installing Node.js
3. Verify installation by opening a terminal and running:

   node --version
   npx --version

   Both commands should display version numbers

401 Authentication Errors

If you see 401 Unauthorized errors:

1. Check your token: Ensure MORPHED_MCP_API_KEY is set to a valid HubSpot OAuth token
2. Token expiry: HubSpot tokens expire - get a fresh token from the API
3. Portal access: Ensure your token belongs to a registered partner portal

Debug Mode

Enable debug logging by setting:

DEBUG=true

The server will log all API calls and authentication attempts.

Common Issues

• "MORPHED_MCP_API_KEY environment variable is required": Set your OAuth token in the environment
• "Partner not found": Your HubSpot portal is not registered as a partner
• "Partner account inactive": Your partner account needs to be activated
• "spawn npx ENOENT": Node.js is not installed - see solution above

Available Tools

• get_partner_info - Get partner account information and connected customers
• list_customer_portals - List all customer HubSpot portals connected to partner
• search_partner_content - Search partner content library (methodologies, templates, frameworks)
• get_content_details - Get full details of a specific content item
• upload_partner_content - Upload new content to partner library
• analyze_customer_portal - Analyze a specific customer HubSpot portal for insights
• get_customer_metrics - Get key metrics and KPIs for a customer portal
• generate_customer_audit - Generate a comprehensive business audit for a customer
• generate_strategic_blueprint - Generate a strategic blueprint/roadmap for a customer
• analyze_portfolio_performance - Analyze performance across all customer portals
• identify_opportunities - Identify opportunities across customer portfolio
• create_customer_notification - Create a notification/task for a specific customer in their HubSpot
• generate_audit_with_workflow - Generate comprehensive audit following explicit step-by-step workflow that ensures proper data gathering from HubSpot MCP, customer portals, website analysis, and partner content before audit creation
• generate_blueprint_with_workflow - Generate strategic blueprint following explicit workflow with systematic data gathering, strategic analysis, customer insights, market research, and partner methodology review
• generate_content_with_workflow - Generate content (case studies, whitepapers, presentations, reports) following explicit workflow that ensures comprehensive data foundation, story development, and evidence-based content creation

Development

Run in development mode:

npm run dev

Authentication Flow

The MCP server uses HubSpot OAuth tokens for authentication:

1. Partner Login: Partner logs into Morphed platform via HubSpot OAuth
2. Token Generation: System generates OAuth access token for partner's portal
3. MCP Authentication: MCP server uses this token to authenticate API calls
4. Partner Context: Backend validates token and loads partner context
5. Customer Access: Partner can access their connected customer portals

This ensures secure, tenant-isolated access to customer data through the MCP interface.

Usage Examples

Once connected, you can ask Claude to:

Partner & Customer Management

• "Show me my customer portal status"
• "List all my connected HubSpot portals"
• "What's the health status of my customer portals?"

Content Library

• "Search my content library for sales methodologies"
• "Find templates related to customer onboarding"
• "Upload this new framework to my content library"

Customer Analysis

• "Analyze portal 12345 for performance insights"
• "Get metrics for my top 3 customers this month"
• "What are the key challenges for portal 67890?"

Audits & Blueprints

• "Generate a comprehensive audit for customer portal 12345"
• "Create a 90-day growth blueprint for my SaaS client"
• "Run a sales audit for portal 67890 and create a HubSpot note"
• "Generate an audit for domain.com following the full workflow"
• "Audit my partner account using the step-by-step process"
• "Create a digital transformation blueprint for customer portal 98765"
• "Generate a 6-month growth strategy blueprint for my agency"
• "Build a sales optimization blueprint with 90-day timeline"

Content Creation

• "Create a case study for our most successful customer transformation"
• "Generate a whitepaper on industry best practices using our methodology"
• "Build a presentation showcasing our partner success stories"
• "Create a comprehensive report on customer portfolio performance"
• "Generate a case study for portal 12345 showing their growth results"
• "Write a whitepaper on digital transformation trends in our industry"

Portfolio Analysis

• "Analyze performance across all my customer portals"
• "Identify upsell opportunities in my portfolio"
• "Show me which customers need immediate attention"

Customer Communication

• "Create a high-priority task in portal 12345 about the audit findings"
• "Send a note to portal 67890 with the blueprint recommendations"
• "Create a follow-up call reminder for my underperforming clients"

API Integration

The MCP server communicates with your Morphed platform via REST API endpoints:

• Partner Data: /api/mcp/partners/current/info
• Portal Management: /api/mcp/partners/current/portals
• Content Search: /api/mcp/content/search
• Customer Analysis: /api/mcp/customers/{portalId}/analyze
• Audit Generation: /api/mcp/customers/{portalId}/audit
• Blueprint Creation: /api/mcp/customers/{portalId}/blueprint
• Portfolio Analysis: /api/mcp/portfolio/analyze
• Customer Notifications: /api/mcp/customers/{portalId}/notify

Security

• All API calls require authentication via the MORPHED_MCP_API_KEY
• Data is transmitted securely over HTTPS
• No customer data is stored locally by the MCP server
• All operations are logged for audit purposes

Troubleshooting

Connection Issues

• Verify your MORPHED_API_URL is correct and accessible
• Check that your MORPHED_MCP_API_KEY is valid
• Ensure your Morphed platform instance is running

Authentication Errors

• Confirm your API key has the correct permissions
• Check that your partner account is active
• Verify the API key format is correct

Data Access Issues

• Ensure your customer HubSpot portals are properly connected
• Check that HubSpot tokens are valid and not expired
• Verify portal permissions and scopes

Support

For support with the Morphed MCP server:

1. Check the logs for detailed error messages
2. Verify your configuration matches the examples
3. Contact your Morphed platform administrator
4. Refer to the Morphed platform documentation

Version

Current version: 1.0.0

License

MIT License - See LICENSE file for details