Insightful

Learn how to connect AI tools like Claude or ChatGPT to Insightful using MCP in order to analyze your workforce data

How to set up Insightful MCP server

Learn what the Insightful MCP server is and how it lets AI tools like Claude or ChatGPT answer questions from your Insightful data (read-only) and within the permissions you already…

Insightful MCP server: Ask your AI assistant about your workforce data

Petar Jelaca

How to set up and use Insightful MCP Server

Insightful MCP Server

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.