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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.

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.