Doceree AI Workspace — MCP Connector

The Doceree AI Workspace connector brings your healthcare brand's intelligence into your AI assistant. Ask questions in natural language and get answers grounded in your own campaign delivery, prescriber, competitor, and market data — plus Doceree's product and strategy knowledge — without leaving the chat.

It is a read-only connector: it retrieves and analyzes data, it never creates, edits, or deletes anything in your Doceree account.

Who it's for

Pharmaceutical and healthcare brand marketers, media strategists, and agency teams who already use the Doceree AI Workspace. Access is limited to the advertisers and brands each signed-in user is authorized to see in Doceree.

What you can do

Once connected, you can ask your assistant to:

Explore your brand — identity, therapeutic area, drug class, indication, lifecycle, NDC / ICD / HCPCS codes.
Understand the market — market share vs. competitors, share of voice, prescriber overlap, competitive threats, and trend analysis.
Analyze prescribers (HCPs) — aggregate prescriber stats, specialty/taxonomy and geographic distribution, concentration, and top-HCP views (always aggregated — see Privacy below).
Measure campaigns — pacing, spend, impressions, CTR/CPM, per-subcampaign breakdowns, anomaly detection, engagement by platform, and delivery-to-Rx journey timelines.
Run live analytics — ask analytical questions in plain English and have them turned into governed queries against your Doceree data, returned with a narrative summary, sample rows, and chart-ready output.
Work with audiences — list saved audiences and project the reach/breakdown of a targeting specification.
Use Doceree's knowledge base — search the Doceree product catalog, match marketing challenges to solutions, and pull narrative/messaging frameworks.
Search the open web — retrieve current, relevant market and news context.

Requirements

An active Doceree AI Workspace account with access to one or more advertiser/brand tenants.
An MCP-compatible client (e.g. Claude) that supports remote connectors with OAuth.

Connecting

Documentation: https://ai-workspace.doceree.com/docs/mcp

The connector is served over MCP Streamable HTTP at:

https://ai-workspace.doceree.com/mcp

Add this URL as a remote/custom connector in your MCP client. On first use you'll be redirected to sign in to Doceree to authorize access.

Authentication & authorization

OAuth 2.1 with short-lived Bearer tokens (JWT, RS256). The connector advertises its authorization server via RFC 9728 protected-resource metadata, so compatible clients handle sign-in automatically.
Scope: mcp.
Per-request tenant checks. The access token identifies who you are, never which brands you can touch. Every brand-scoped request re-verifies that the signed-in user is authorized for the requested advertiser/brand, so a user can only ever reach their own organization's data.
Rate limited per user to protect the platform (HTTP 429 with Retry-After when exceeded).

Data, privacy & security

Read-only. No tool can create, modify, or delete data. There are no write operations in this connector.
No individual physician PII. Prescriber and HCP insights are returned as aggregates and segments; individual physician names are not exposed.
No PHI. Doceree operates on de-identified, provider-level signals; Protected Health Information is not ingested or processed by the platform.
Tenant isolation. Data is strictly scoped to the advertisers/brands the signed-in user is authorized for, enforced on every call. Nothing crosses between clients.
Your data is never used to train models. Your campaign data, client information, and unreleased product details are used only to operate the Workspace for your team.
Enterprise compliance. Doceree is SOC 2 Type II certified with a HIPAA-aware architecture and full audit logging across recommendations and actions.
Response limits. Results are size-capped and, for heavy analytics, run as short asynchronous jobs you poll for completion.

Tips for best results

Start by listing your accounts so the assistant knows which advertiser/brand to use; refer to them by name rather than internal IDs.
For deep analytical questions, expect a brief processing step — the assistant starts the query and retrieves the result when it's ready.

Limitations

Read-only: campaign creation, media-plan authoring, and other write actions available in the full Workspace UI are not exposed through this connector.
Some advanced parameters (custom time windows, alternate views) run with sensible defaults over MCP.
Availability of specific data depends on what is provisioned for your brand in Doceree.

Tool reference

Every tool is read-only. Tools marked scoped require an advertiser_id and brand_id you obtained from list_accounts — you can only pass a pair you're authorized for. Refer to advertisers, brands, and audiences by name; the IDs are opaque handles for chaining calls, not for display.

Getting started

Tool	What it does
`list_accounts`	Lists the advertisers and brands you can access. Call this first to get the handles other tools need.

Doceree knowledge & catalog (no account needed)

Tool	What it does
`search`	Search the Doceree product/solution catalog; filter by a marketing challenge.
`fetch`	Get the full record for one Doceree product by name.
`match_products_to_challenge`	Map a marketing challenge to the Doceree products that address it, with rationale.
`get_narrative_framework`	Messaging/narrative framework for a given challenge.
`list_differentiation_angles`	Doceree's differentiation angles (route of administration, data, etc.).
`web_search`	General open-web search for fresh, external context.

search and fetch use those exact names because some clients (e.g. ChatGPT connectors) require them; other clients use them like any other tool.

Brand intelligence (scoped)

Tool	What it does
`get_brand_overview`	Identity snapshot: therapeutic area, drug class, indication, lifecycle.
`get_market_share`	Brand vs. competitor share (`brand_vs_competitors`, `by_tier`, `vs_tier1_direct`).
`get_universe_summary`	HCP universe: HCPs by segment, brand/competitor TRx and patients.
`get_executive_summary`	Cached KPI headline: campaigns, spend, impressions, HCPs reached, effective CPM.
`get_competitor_info`	Competitor set for the brand.
`get_prescriber_stats`	Aggregate prescriber statistics.
`get_prescription_trends`	Prescription (TRx/NRx) trend lines.
`get_overlap_by_geography`	Prescriber overlap by geography.
`get_brand_challenges`	Known marketing challenges for the brand.

Brand data & codes (scoped)

Tool	What it does
`get_brand_ndcs` / `get_icd_codes` / `get_hcpcs_codes` / `get_targeting_codes`	Code sets associated with the brand.
`get_ndc_analysis`	NDC-level analysis.
`get_taxonomy_distribution`	Specialty / taxonomy distribution.
`get_geographic_distribution`	Geographic distribution.
`get_prescriber_concentration`	Prescriber concentration.
`get_patient_volume_analysis`	Patient volume analysis.
`get_top_hcps_by_score`	Top HCPs by score (aggregated).
`get_brand_prescription_writers_overview`	Prescription-writers overview.
`get_prescriber_details`	Aggregated prescriber details.
`get_aqs_summary`	Audience quality summary.
`get_data_quality`	Data quality / coverage for the brand.
`get_entity_hierarchy`	Advertiser/brand entity hierarchy.

Competitive & clinical drill-downs (scoped)

Tool	What it does
`sov_analysis`	Share-of-voice analysis.
`competitive_trends`	Competitive trend analysis.
`threat_detection`	Competitive threat detection.
`get_prescriber_overlap`	Prescriber overlap vs. competitors.
`get_top_prescribers`	Top prescribers.
`analyze_universe`	Deeper HCP universe analysis.
`analyze_clinical_activity`	Clinical activity analysis.
`get_dual_writer_profile`	Dual-writer (brand + competitor) profile.

Campaign measurement (scoped)

Tool	What it does
`get_pacing_data`	Delivery pacing vs. plan.
`get_campaign_breakdown`	Per-subcampaign breakdown.
`get_campaign_performance_brief`	Narrative performance brief.
`get_prescription_data`	Delivery-to-Rx data.
`get_audience_engagement`	Engagement by platform / audience.
`detect_anomalies`	Delivery anomaly detection.
`get_campaign_journey_timeline`	Delivery-to-Rx journey timeline.

Live analytics — natural language to SQL (scoped)

Tool	What it does
`run_nlp_to_sql`	Ask an analytical question in plain English → governed Snowflake query → narrative, sample rows, and chart-ready output.
`start_analytics_query`	Same pipeline, run asynchronously; returns a `task_id` immediately (use when your client times out on slow calls).
`get_analytics_result`	Poll a `task_id` from `start_analytics_query` until it's `complete`.

Audiences & campaign configuration (scoped)

Tool	What it does
`list_audiences`	Saved audiences for the brand.
`get_available_audiences`	Saved targets by type: `audience` (HCP), `account` (ABM), `patient` (DTC), `pharmacist` (POD).
`query_audience`	Project the reach/breakdown of a targeting spec — never saves anything.
`list_business_rules`	Saved AI business rules.
`fetch_campaign_catalog`	Campaign reference catalogs (platforms, formats, geos).

Resource reference

Read-only reference data a client can pull once and reason over directly. These are first-party (schema + public catalog), so they need no per-brand authorization.

Resource URI	Type	Contents
`doceree://analytics/data-dictionary`	`text/markdown`	The Snowflake analytics schema behind `run_nlp_to_sql`: tables, columns, metric formulas, dimensions, and SQL rules. Read it to phrase questions that map onto real columns.
`doceree://analytics/examples`	`application/json`	Worked example analytics questions grouped by intent.
`doceree://catalog/products`	`application/json`	The full Doceree product catalog, the challenge→product matrix, and narrative frameworks.

Support

Technical support: support@doceree.com
Privacy inquiries: privacy@doceree.com
Privacy policy: https://doceree.com/privacy-policy/
Trust & compliance: https://doceree.com/trust
Learn more: https://doceree.com/