AI Assistants (MCP) - Overview

Connect Claude, ChatGPT, or Cursor to your workspace via Model Context Protocol. Requires [Business+].

At a glance

• Connection type: MCP OAuth

• Status: Available

• Plan: Business+

• Automation and assistant access (no KPI data points).

Documentation in this folder

• Overview

• Access & permissions

• Data points

• Setup & usage

• Use cases

Quick start

• Open Workspace Settings → Integrations and connect AI Assistants (MCP).

• Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.

• On KPIs & Dashboards, create a KPI, choose Connected, and pick your AI Assistants (MCP) connection.

• Select a data point from the catalog (see the Data points article in this folder for the full list).

• Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.

Learn more

• Full setup walkthrough: Setup & usage

• Permissions and scopes: Access & permissions

• Example dashboards and KPIs: Use cases

Not a KPI connector

• MCP exposes workspace actions to AI tools - it does not pull external SaaS metrics into KPIs.