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MCP Server · MCP Server · Troubleshooting

Troubleshooting

Most MCP problems come down to one of five things. Work through the heading that matches what you are seeing.

Tools aren't appearing after setup

  • Check the server URL is exactly https://mcp.valueiq.ai.
  • If you edited a config file (Claude Desktop, Cursor, VS Code), save it and fully quit and relaunch the client. Claude Desktop does not pick up the server until you restart.
  • On claude.ai, valueIQ tools appear in new chats after you approve the connection, not in chats already open.
  • In ChatGPT, enable the connector from the tools menu inside the chat. Custom connectors also need a paid plan that supports developer connectors.
  • In VS Code, tools are only available in Copilot Chat in Agent mode.

Authentication is failing

  • Sign-in happens in a browser tab the first time you use a valueIQ tool. Complete the OAuth consent screen there, then return to the client.
  • There is no API key, token, client ID or secret. If your client shows fields for them, leave them empty.
  • On claude.ai Team and Enterprise plans, an organisation Owner adds the connector first under Organization Settings → Connectors. Each member then clicks Connect to sign in.
  • If you revoked the client earlier from Workspace Settings → Developer, run the setup steps again and approve the connection when prompted.

Config syntax looks wrong or outdated

Vendor configuration syntax changes. The valueIQ side is always the same: the server URL and OAuth on first use. The vendor's docs are the canonical source for the rest, and each client page links to them. Two things to check first:

  • Claude Desktop and Cursor use an mcpServers block with a url field.
  • VS Code uses a servers block with "type": "http" and a url field.

Tools appear but return errors

  • Confirm the active workspace. The workspace switcher in the top-left header of the app controls every list the assistant can see. A deal in another workspace returns nothing.
  • The deal or product may still be generating. A deal shows "Researching…" while its customer variables are built, and a product shows "Surveying Market" until its market values are computed. Wait for the completion toast, then try again.
  • Actions that create something (a deal, a deck export) draw credits from the workspace pool. If the pool cannot cover the action, it does not run.
  • Transient errors are retried automatically. If an error repeats, try again a minute later, and note the exact message if you contact support.

I connected successfully but the assistant doesn't know my deals

  • Name the deal by company name or deal name. That is what search matches.
  • Ask it to list the deals in the workspace first. If the list is empty or wrong, you are in the wrong workspace.
  • Archived deals are hidden by default, and closed deals are filtered out of the default pipeline view.
  • The assistant only sees what your role lets you see. If the deal is in a workspace you are not a member of, ask an Owner or Admin to add you.