AI Connector: use your data in Claude, ChatGPT and more
Ask questions about your AI Insights 365 data from the AI app you already use -
Claude, ChatGPT, Cursor or VS Code. Type a question in plain words; the AI reads
your real workspaces and answers from your own numbers.
$10 per month for your whole organization - not per person.
The connector uses the Model Context Protocol (MCP), the open standard these AI
apps use to connect to outside tools.
For admins: turn it on
| Step | |
|---|---|
| 1 | Go to Organization Settings > AI Connector |
| 2 | Choose how to pay: Subscribe with PayPal or Pay by card - both are $10 / month |
| 3 | Approve the payment in the window that opens |
| 4 | Your connector URL appears. Copy it now - it is shown only this once. (After a card payment, click Create my connector URL if it does not appear straight away) |
| 5 | Tick the workspaces the connector may read, then Save workspaces. Nothing is visible until you do |
Organization Settings > AI Connector, once it is active.
Keep it safe
| Treat the URL like a password | Anyone who has it can read the workspaces you ticked |
| Regenerate it if it was shared too widely, or when someone who had it leaves | The old URL stops working immediately. Paste the new one into your apps |
| Switch it off to block every connected app at once | The subscription carries on |
| Check what it did in Organization Settings > Activity | Every question is logged as "AI Connector" |
Billing
- PayPal: PayPal renews the subscription every month and emails your receipt.
- Card: we charge the card you paid with once a month. If a payment is
declined, the connector shows Payment failed and keeps working for
5 days while we retry daily. Click Pay with another card to fix it
at once. If it is still unpaid after 5 days, the connector is paused until
you pay again. - Cancel any time in the same tab. The connector keeps working until the
end of the month you have already paid for, and you are not charged again.
The connector also needs your organization's AI Insights 365 subscription to be
active.
For everyone: connect your AI app
Ask your admin for the connector URL.
| App | How |
|---|---|
| Claude (web and desktop) | Settings > Connectors > Add custom connector > paste the URL |
| Claude Code | claude mcp add --transport http aiinsights365 https://aiinsights365.net/mcp --header "Authorization: Bearer <token>" - the token is the part of the URL after /mcp/o/. This keeps it out of the URL |
| ChatGPT, Cursor, VS Code | Add a remote MCP server (Streamable HTTP) and paste the URL |
Menus in these apps change often. If a step above does not match what you see,
look for "connectors", "MCP servers" or "tools" in the app's settings.
Try asking
- "List my AI Insights workspaces."
- "What were total sales by country in the Sales workspace?"
- "Summarise the Financial overview report."
- "Which segment had the highest profit last quarter?"
- "Show me the numbers behind the 'Sales by month' chart."
What it can and can't do
| Can | Can't (yet) |
|---|---|
| List the workspaces, reports and data sources your admin enabled | Change, create, publish or delete anything - it is read-only |
| Describe tables and columns | Reach data behind an on-premises gateway |
| Answer questions from your databases, Power BI and Excel / CSV files - including totals over the whole sheet | Build new reports |
| Show the numbers behind any chart | See workspaces your admin has not enabled |
Privacy and security
- It only ever sees your organization, and only the workspaces your admin enabled.
- It cannot change your data.
- Answers are capped in size, and requests are rate-limited.
- Your data is sent to the AI app you connect (for example Claude), so follow
your organization's policy on AI tools.
Troubleshooting
| Problem | What to do |
|---|---|
| The AI app says the connector is not active | Check Organization Settings > AI Connector: the subscription must be active (or paid until a date in the future) and the switch on |
| The AI can't see a workspace | An admin must tick it under Workspaces and click Save workspaces |
| It stopped working for everyone | The URL may have been regenerated - ask your admin for the new one |
| "Payment failed" | Click Pay with another card, or ask your admin to |