AI Assistants (MCP) - Setup & usage
Summary
Business+Follow these steps to connect AI Assistants (MCP), create connected KPIs, and keep syncs healthy.
Who this is for
Workspace admins connecting AI Assistants (MCP) or members building connected KPIs.
Before you connect
Confirm you have admin or integrator access to the AI Assistants (MCP) account you want to measure.
Connection uses MCP OAuth.
Only connect accounts your organisation owns or is authorised to report on.
Connect in Elevale
Open Workspace Settings → Integrations → AI Assistants (MCP) → Setup.
Copy the MCP server URL and add it in ChatGPT, Claude, or Cursor.
Complete OAuth when prompted and select your workspace.
Assistant setup
ChatGPT - Settings → Connectors → Add MCP URL.
Claude - Settings → Integrations → MCP → add remote server.
Cursor - add remote MCP entry in mcp.json and reload.
Create connected KPIs
On KPIs & Dashboards, create a KPI, choose Connected, and pick your AI Assistants (MCP) connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations