Connect your AI assistant to Clarisights

Bring your Clarisights data into the AI tools you already use. Once connected, you can ask Claude, ChatGPT, Glean, Microsoft Copilot, Notion, Perplexity, Cursor, or any MCP-compatible client questions about your campaigns, metrics, and reports, and get answers grounded in your live data. With write access (in early preview), your assistant can also build and update reports for you.

Clarisights exposes a remote Model Context Protocol (MCP) server. If your AI tool supports custom remote connectors, you can plug it in.

Connector URL

https://app.clarisights.com/mcp

Paste this URL into your AI tool's Add custom connector flow, sign in with your Clarisights account when prompted, and you're done.

What you can ask

Once connected, your AI assistant can browse the same data you can: your data sources, reports, dashboards, widgets, metrics, dimensions, and saved segments. A few examples to try:

Performance & pacing

• What was my Facebook spend yesterday vs. the same day last week?

• Show me top 10 Google Ads campaigns by ROAS in March, broken down by week.

• Which campaigns went over their daily budget last weekend?

Cross-channel analysis

• Compare CPM across Facebook, TikTok, and Snapchat for the last 30 days.

• What's my blended CAC across all paid channels this quarter?

Reports & dashboards

• List the dashboards I have access to.

• Open the Q1 Acquisition Review dashboard and summarize what each tab is tracking.

Discovery

• What metrics do I have available for LinkedIn Ads?

• Which segments has my company set up?

Building reports (needs write access)

• Create a report called Weekly Paid Social with a table of Spend, CPM, and ROAS by campaign for Facebook and TikTok.

• In the Q1 Acquisition Review dashboard, add a line chart of daily Spend by channel to the Overview tab.

• Change every widget on the Search tab to show the last 14 days.

The assistant finds out which data sources, metrics, and dimensions are available by calling Clarisights directly, so you don't need to memorize field names.

Authentication

🚧 Access is currently gated. To enable access for your organization's workspace, reach out to your CSM.

Clarisights uses OAuth 2.0. When you add the connector, your AI tool opens a browser window where you sign in with your Clarisights account and approve access. There are no API keys or tokens to manage.

Your AI tool stays signed in and renews its session automatically until you remove the connector (see Manage access).

What the AI can see

The MCP connector respects your Clarisights permissions. Your AI assistant can only access data that you can already see in the Clarisights UI:

• Data sources and accounts assigned to you

• Reports and dashboards shared with you

• Segments and metrics defined for your company

It cannot see other users' private dashboards, data outside your assigned scope, or anything from other companies. Changes to your access in Clarisights apply to the AI assistant immediately.

Write access (early preview)

With write access, your AI assistant can create and update reports, tabs, and widgets for you, so you can describe the dashboard you want and let the assistant build it.

Note: Write access is in early preview. If you'd like to try it, reach out to your CSM.

With write access, your assistant can:

• Reports: create a report, rename it, change its data sources, attribution window, or tab order, and delete it.

• Tabs: add a tab, rename it, change its filters or layout, and delete it.

• Widgets: add chart, table, and text widgets, change a widget's metrics, dimensions, breakdown, date range, filters, chart type, style, or sort, and delete it.

Turning it on in your AI tool

When you sign in to Clarisights from your AI tool, the sign-in page lists the permissions requested. Tick mcp:write to allow changes. Reading data is always included. If you connected before you had write access, remove the Clarisights connector from your AI tool and add it again so the sign-in page offers mcp:write.

What the assistant can change

Write access follows the same rules as the Clarisights UI:

• Creating a report needs permission to create reports.

• Changing tabs and widgets needs edit access to the report (you created it, or you are an editor).

• Renaming a report, changing its data sources or attribution window, and deleting it are only for the report's creator.

• Locked reports can't be changed.

• A tab or widget with an active export can't be deleted.

Tip: Changes are saved straight away, and everyone the report is shared with sees them. Ask your assistant to show you its plan before it changes or deletes anything in a shared report.

Set up your AI tool

Pick the tool you use. Each setup takes under a minute.

Claude (web, desktop, and mobile)

Anthropic's Claude supports remote MCP connectors on Pro, Max, Team, and Enterprise plans.

Team and Enterprise workspaces: A workspace admin needs to add the Clarisights connector first, following the same steps below. Once it has been added at the workspace level, individual users can find Clarisights under Customize → Connectors and sign in with their own Clarisights credentials.

1. Open Claude → Customize → Connectors.

2. Click + Add → Add custom connector.

3. Enter:

   • Name: Clarisights

   • Remote MCP server URL: https://app.clarisights.com/mcp

4. Click Add, then sign in with your Clarisights account in the browser window that opens.

5. In any chat, click the + button → Connectors → enable Clarisights for that conversation.

ChatGPT

ChatGPT supports custom MCP connectors on Business, Enterprise, Edu, and Pro plans.

1. Open ChatGPT → Settings → Connectors → Advanced settings → enable Developer mode (if not already on).

2. Go to Settings → Connectors → Create.

3. Enter:

   • Name: Clarisights

   • MCP Server URL: https://app.clarisights.com/mcp

   • Authentication: OAuth

4. Save, then sign in with your Clarisights account.

5. In a new chat, open the tools menu and toggle Clarisights on.

📝 Note: Custom connector availability depends on your ChatGPT plan and workspace policy. If you don't see the option, ask your workspace admin to enable it.

Glean

A Glean admin adds Clarisights once for the whole Glean workspace. Each person then signs in with their own Clarisights account the first time they use it.

1. In the Glean Admin console, go to Platform → Tools.

2. Open the Vendor Provided Tools (via MCP) tab and click Add.

3. In the Add tools dialog, select Import tools from MCP server and enter:

   • MCP server name: Clarisights

   • Description: Marketing performance data, reports, and dashboards from Clarisights

   • MCP server URL: https://app.clarisights.com/mcp

   • Transport type: Streaming HTTP

   • Authentication method: OAuth User, with Dynamic Client Registration (there is no client ID or secret to enter)

4. Click Connect to server and sign in with your Clarisights account. This lets Glean read the list of Clarisights tools.

5. Under Enable tools, click Edit settings, turn on the tools you want for Agents, Glean, or both, then click Save.

Important: Choose OAuth User, not OAuth Admin. With OAuth User, everyone sees only the Clarisights data they have access to. With OAuth Admin, everyone would use the admin's Clarisights access.

In Glean agents, MCP tools are available in Plan and execute steps. See Glean's guide to connecting remote MCP servers to Glean for details.

Microsoft Copilot Studio

Add Clarisights as a tool to a Copilot Studio agent:

1. Open your agent's Tools page and select Add a tool → New tool → Model Context Protocol.

2. Enter:

   • Server name: Clarisights

   • Server description: Marketing performance data, reports, and dashboards from Clarisights

   • Server URL: https://app.clarisights.com/mcp

3. For authentication, select OAuth 2.0, then Dynamic discovery, and select Create.

4. On Add tool, select Create a new connection, sign in with your Clarisights account, then select Add to agent.

Notion

Notion supports custom MCP connections on Business and Enterprise plans. A Notion workspace admin first needs to allow members to add custom MCP servers.

1. In Notion, go to Settings → Connections and open the Discover tab.

2. Select Add Custom MCP.

3. Enter Clarisights as the name and https://app.clarisights.com/mcp as the server URL.

4. Sign in with your Clarisights account.

The connection belongs to you: teammates connect Clarisights with their own accounts. Notion Custom Agents don't use your chat connections. To give a Custom Agent access, open the agent's settings, go to Tools & Access → Add connection → Custom MCP server, and enter the same URL.

Perplexity

1. Open Plugins in the sidebar (or Customize → Connectors), then select Add custom → Connector → Add MCP connector.

2. Select Remote and enter:

   • Name: Clarisights

   • MCP Server URL: https://app.clarisights.com/mcp

   • Authentication: OAuth 2.0 (there is no client ID or secret to enter)

   • Transport: Streamable HTTP

3. Tick the acknowledgement, click Add, then sign in with your Clarisights account.

In a Perplexity Enterprise organization, members can add custom connectors only if an admin has turned on Allow members to add custom connectors. Admins can also add Clarisights for the whole organization from Enterprise settings → Permissions → Connectors permissions → + Custom connector.

Linear

Linear Agent can use Clarisights in chat, comments, and Loops.

1. A Linear workspace admin opens Workspace settings → Security, turns on Enable MCP servers, and under Allowed MCP servers allows custom servers (or adds Clarisights to the approved list).

2. Each user then opens Settings → Agent personalization, clicks + under MCP servers, and selects Custom URL….

3. Enter https://app.clarisights.com/mcp and sign in with your Clarisights account.

Cursor

Cursor supports remote MCP servers natively:

1. Open Cursor → Settings → Cursor Settings → MCP & Integrations.

2. Click Add new MCP server.

3. In the JSON editor, add:

   {
     "mcpServers": {
       "clarisights": {
         "url": "https://app.clarisights.com/mcp"
       }
     }
   }

4. Save. Cursor opens a browser window for you to sign in with Clarisights.

VS Code (GitHub Copilot)

1. Open the Command Palette and run MCP: Add Server.

2. Choose HTTP (HTTP or Server-Sent Events) and enter https://app.clarisights.com/mcp.

3. Enter clarisights as the server ID and choose where to save it.

4. When VS Code asks, sign in with your Clarisights account.

Zed

1. Open Settings → AI → MCP Servers.

2. Click Add Server → Add Remote Server. This adds an entry to your settings file:

   "context_servers": {
     "clarisights": {
       "url": "https://app.clarisights.com/mcp"
     }
   }

3. Zed prompts you to sign in with your Clarisights account.

Raycast

MCP servers in Raycast need a Raycast Pro plan.

1. Run the Install MCP Server command.

2. Name it Clarisights, choose HTTP as the transport, and enter https://app.clarisights.com/mcp as the URL.

3. Set OAuth Type to Dynamic.

4. Press Install MCP Server, then click Sign In and sign in with your Clarisights account.

Claude Code

One command:

claude mcp add --transport http clarisights https://app.clarisights.com/mcp

The first time you use a Clarisights tool, Claude Code prompts you to sign in.

Codex

OpenAI Codex CLI configures MCP servers in ~/.codex/config.toml. Add this entry:

[mcp_servers.clarisights]
url = "https://app.clarisights.com/mcp"

Restart your Codex session. The first call to a Clarisights tool starts the OAuth sign-in flow.

Gemini CLI

gemini mcp add --transport http clarisights https://app.clarisights.com/mcp

Then, in Gemini CLI, run /mcp auth clarisights to sign in with your Clarisights account.

Other clients

Any MCP-compatible client that supports remote HTTP servers works. Point it at https://app.clarisights.com/mcp and use OAuth 2.0.

For older clients that only support local stdio transport, you can bridge with mcp-remote:

{
  "mcpServers": {
    "clarisights": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://app.clarisights.com/mcp"]
    }
  }
}

Tools

Read tools

Every connected assistant gets these:

Users with view-only access can't run their own queries with query_data. They can ask about the reports shared with them.

Write tools

Available with write access (early preview):

The assistant sees exactly the data the signed-in user can see in Clarisights. Company admins can turn MCP access on or off for individual users in the Manage Users console.

Limits

To keep responses fast and protect your account, the MCP server applies the following limits. Every tool call counts, including changes to reports:

If a query times out or hits the row cap, the assistant is prompted to narrow the date range, reduce the number of dimensions, or add filters and try again. This keeps it from overloading its context.

Manage access

Disconnect from one AI tool

In your AI tool's connector settings, remove the Clarisights connector.

Revoke access for your whole organization

Reach out to your CSM, or email support@clarisights.com, asking to revoke MCP access for your organization.

Admin controls

Company admins can disable MCP access for individual users from the Manage Users console in Clarisights.

Troubleshooting

Authentication failed or stuck on the sign-in page

Remove the Clarisights connector from your AI tool and add it again, then sign in when prompted. If you connect through mcp-remote, also clear its cached credentials first:

rm -rf ~/.mcp-auth

Tool not available, or your assistant says it can't reach Clarisights

Make sure your AI tool is on a plan that supports custom remote connectors (see the per-tool notes above), that the connector is enabled for the current chat, and that MCP access is enabled for your Clarisights user.

Your assistant can't create or change reports

• Write access is in early preview. If you'd like to try it, reach out to your CSM.

• If you connected before you had write access, remove the Clarisights connector and add it again, then tick mcp:write when you sign in.

• Check that you can make the same change in the Clarisights UI. The assistant can't change locked reports, or reports you can only view.

Rate limit exceeded

Wait until the next minute or hour resets. If you hit limits frequently, contact your customer success manager. Limits can be adjusted to fit your use case.

Query times out

Try a smaller date range, fewer dimensions, or add an account filter. Cross-channel queries with many dimensions are the most expensive.

A metric or dimension is missing

The connector exposes the same fields you see in the Clarisights UI. If a metric is missing, check that:

• You have access to the relevant data source

• The metric exists in your company's setup (custom metrics need to be created in Clarisights first)

• For channel-specific metrics, you mentioned the channel in your prompt, e.g. Facebook impressions rather than just impressions

Context management best practices

Your AI assistant reads the metadata you manage in Clarisights, including:

• Dimension descriptions

• Metric descriptions

• Report and widget titles

• Text widget content

• Custom report segments

If the assistant doesn't pick the right metric or dimension, or keeps going off track, review your metrics and dimensions setup in Clarisights. Add descriptions, especially where several similar-sounding fields exist.

Good

• Clear descriptions, e.g. for Country: "Defines the country that the campaign is targeting. Multi-country campaigns have the value set to Multi."

• Well-defined metric names, e.g. only one Spend, Impressions, and Clicks custom metric each.

• Clear conversion semantics, e.g. for your Purchase metric: "The primary Purchase conversion metric. This counts every purchase made in web or app, attributed to the date of the purchase. This is the last event in our funnel SignUp → Add to Cart → Purchase. Available at Campaign, AdGroup, and Ad levels for most channels. This attribution is provided by our data science team."

Bad

• Unclear or missing descriptions, e.g. Country and AF Country with no descriptions. The assistant gets confused and picks one at random, or burns tokens trying all of them.

• Unclear metrics with lazy definitions, e.g. Ad Spend, Total Cost, and Media Spend, all described as "Amount Spent".

• Purchase v1, Purchase v2, Purchase v3… with no indication of which one is relevant or what each is for.

A rule of thumb for admins: if your users are often confused about which metric or dimension to use, or keep asking which one is right, your AI assistants will likely run into the same issues.

Need help?

Contact us from the ? icon at the bottom right of Clarisights (Send us a message), or email support@clarisights.com. Please include:

• The AI tool you're using and its version

• The exact error message or a screenshot

• The prompt that failed

• When the issue started