About the AI assistant (MCP)

Palmata runs an MCP server, so the same assistants you already use — Claude, Codex, and other clients that support the Model Context Protocol — can read your reports and answer questions about them directly. Ask your assistant to retrieve the report evidence relevant to your question.

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 retrieves the relevant report data for its answer.

Access uses your current account permissions. Report-reading tools are available by default. Organizations can enable MCP Creator Access for creators to build reports, preview prompts, run simulations, and track generation. Other write tools have their own organization flags. See Creator tools.

Use the optional search parameter on list_reports to find reports by their current title or brand name. Search matches part of either name without case sensitivity, including titles you rename in Palmata. Results include separately labeled title, brand, and domain fields and use your current report permissions.

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.

Who’s authorizing

The assistant uses your account’s current report permissions.

See Connect your tools for setup steps.