Skip to main content

Connect Whatagraph to your AI assistant with MCP

Learn how to connect Whatagraph to your AI assistant (ex. Claude) using MCP. Set up takes just a few minutes, no coding needed. Once connected, ask questions about your data, spot issues, and get instant insights from your Whatagraph account.

Whatagraph MCP (Model Context Protocol) lets your AI assistant, such as Claude, and others, directly read your Whatagraph account data: report sources, metrics, account structure, and more.

Once connected, you can ask natural-language questions about your data, spot broken sources, and even generate visualizations, all without leaving your AI chat.


Before you start

You'll need Owner or Full Admin access to your Claude workspace to add a custom connector.

If you're on a team plan and don't see the option, ask whoever manages your account to complete this setup.

Tip: Make sure you're logged into your Whatagraph account in the same browser before you begin - it makes the authorization step a one-click action.


How to connect in 5 steps

Step 1. Open Settings in Claude or ChatGPT and navigate to Connectors. Look for the option to add a custom connector.

Step 2. Paste the Whatagraph MCP server URL into the custom connector field: https://mcp.whatagraph.com/mcp

Step 3. Save and authorize. Your AI platform will prompt you to connect your Whatagraph account. As long as you're already logged into Whatagraph in the same browser, this is a one-click step.

Step 4. After the connection is authorized you will be able to see the list of permissions that the connector has.

Step 5. Test the connection by asking: "What do you have access to in my Whatagraph account?" - your assistant should respond with your connected sources and account details.

Note: If permissions are set to "Needs approval", you'll need to authorize each time the connector pulls data. To skip that, switch to "Always allow" in the permissions page.

Does this work on ChatGPT too?

Yes. Whatagraph has a dedicated app in the ChatGPT app directory - no custom connector setup needed. Go to the Whatagraph app page, click Connect, and authorize your Whatagraph account. Once connected, you can use the same prompts and skills described below.


What you can do once connected

Once connected, your AI assistant can answer questions about your Whatagraph data in seconds. A few things to try straight away:

  • Daily performance briefing - ask for a live summary across your top clients without opening a single dashboard

  • Broken source detection - surface stale or disconnected sources before they become a client problem

  • Goal pacing check - see which active goals are on track and which need attention, mid-month

  • Spend analysis - get a full cross-channel spend breakdown for any time period, no report building required

  • Account health snapshot - check active sources, report issues, and upcoming automations all in one ask

Tip: These prompts work best when your sources are organized into Spaces by client.


Go further with ready-made skills

Skills are pre-built workflow playbooks for the most common agency tasks — spend analysis, client briefings, source audits, and more. They're built into your Whatagraph MCP connection and available to your assistant as soon as you connect. No downloading or uploading required.

Your assistant discovers available skills automatically at the start of each conversation. To see the full list, ask: "What skills do you have available?" To load one, ask by name: "Load the spend analysis skill."

For the full list of skills, use cases, and example prompts for each, see How to get more from your AI assistant with Whatagraph MCP.

Prefer to see it in action? Watch the full video walkthrough below.

Did this answer your question?