Palmata Docs/Reference/Connect to your AI assistant
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Connect to your AI assistant

Palmata runs an MCP server, so the same assistants you already use — ChatGPT, Claude, and other clients that support the Model Context Protocol — can read your reports and answer questions about them directly. Instead of opening the app to check where you’re trailing, you can ask your assistant and have it pull the answer from your live audit.

What it’s for

Once connected, your assistant can reach the data behind your reports: the top-line overview, topics, sources, competitors, the playbook, and the strategic brief. You ask in plain language — “which topics am I losing to competitors?”, “summarize the strategic brief for the Acme audit” — and it answers from the actual report rather than guessing.

Access is read-only. The connection lets an assistant look at your reports and organization data; it can’t build, change, or delete anything.

Report history tools

The connection can also explain how a report changed over time:

  • list_report_versions lists the versions in a report’s rerun chain.
  • compare_report_versions compares two versions from one report, or compares two different reports using the latest completed run of each. It returns a Markdown table with headline metric changes.
  • get_report_trends plots three or more completed versions of the same report over time. Use reportId to use that report’s completed version chain, or pass explicit version IDs from one chain. Use parts: "core" for headline trends and brand perception, parts: "sources" for source movement (optionally narrowed with sourceFilter), parts: "topic" with topicName for prompt trends inside one topic, or parts: "prompt" with topicName and the exact prompt text for one prompt’s per-version BDI, signals, and source evidence.

The trends tool is limited to headline trends, prompts, brand perception, and sources. It does not return competitor, strategy, or action views. Prompt-level requests include an explicit unavailable message if the API does not return a matching prompt row, rather than presenting topic-level data as a prompt result.

These tools return their findings directly in the MCP conversation. When the selected reports can be opened in the app, the response also includes a link to the comparison or trends view in Palmata.

Connecting

The connection is set up from your AI client, not from inside Palmata. The exact steps depend on the client, but the shape is the same everywhere:

  1. In your MCP-capable client, add Palmata as a server using its MCP endpoint URL: https://mcp.palmata.ai.
  2. The client opens Palmata’s Authorize screen in your browser. It confirms the account you’re signed in as and tells you the connection grants read access to your reports and organization data.
  3. Click Authorize. The client is connected and can start reading your reports. Click Deny to cancel.

You’re authorizing as yourself, so the assistant sees exactly the reports your account can see — no more.

Disconnecting

Remove the Palmata server from your AI client to end its access. Because the grant is tied to your account, removing it there stops the assistant from reading any further.