Connect your AI client to Omneo Insights with theDocumentation Index
Fetch the complete documentation index at: https://docs.omneo.io/llms.txt
Use this file to discover all available pages before exploring further.
omneo-insights MCP server. The server gives supported AI tools access to reporting and analytics data for the tenant and permissions available to your Omneo Insights account.
The Omneo Insights MCP server does not bypass Omneo permissions. It can only return data from the tenant and reporting views you can access in the Omneo Insights web UI at
portal.insights.getomneo.com.Before you begin
You need access to Omneo Insights and an AI client that supports remote MCP servers with OAuth. Using an AI coding tool? Copy the following prompt to install the Omneo Insights skill and configure the MCP server.Install the Omneo Insights skill and configure the MCP server.
Server details
| Item | Value |
|---|---|
| Server name | omneo-insights |
| Server URL | https://portal.insights.getomneo.com/api/mcp |
| Authentication | OAuth |
| Access model | Tenant-specific and permission-based |
| Web UI | https://portal.insights.getomneo.com |
Neo AI and the MCP server
Neo AI and the Omneo Insights MCP server both help you work with reporting data using natural language, but they are used in different places. Neo AI is the AI assistant inside Omneo Insights. It is available to all Omneo Insights users and is best when you are already working in the Insights web UI. Use Neo AI when you want to ask a reporting question, create or analyse a chart, inspect a result, or keep working inside Omneo Insights. The Omneo Insights MCP server connects Omneo Insights to an external AI client, such as Claude, ChatGPT, Claude Code, or Codex. The AI runs in that external client, and the MCP server gives the client approved tools for finding reporting data, running queries, and creating saved reporting assets.| Use Neo AI when | Use the MCP server when |
|---|---|
| You are already in Omneo Insights. | You want to work from an external AI client. |
| You want help exploring charts, tables, or saved questions in the web UI. | You want your AI client to query Omneo Insights alongside other work. |
| You want to create or refine a chart without leaving Insights. | You want to connect reporting data to a coding, analysis, or planning workflow. |
| You want the AI experience managed inside Omneo Insights. | You want the external client to provide the AI model and call Omneo Insights tools. |
Connect hosted AI clients
Hosted clients usually connect through account or workspace settings. Your workspace administrator may need to enable custom connectors or apps before individual users can authenticate.Claude web and Claude Desktop
Open connector settings
In Claude, open Settings > Connectors. For Team or Enterprise workspaces, an Owner may need to add the custom connector from organisation connector settings before members can connect.
Add a custom connector
Add a custom remote MCP connector with the URL
https://portal.insights.getomneo.com/api/mcp.Connect with OAuth
Select Connect for the custom connector and complete the OAuth flow with your Omneo Insights account.
ChatGPT web and desktop
ChatGPT currently refers to custom MCP connectors as apps in developer mode. Some product surfaces and older references may still use connector language.Enable developer mode
In ChatGPT web settings, go to Settings > Apps > Advanced settings > Developer mode. Availability depends on your ChatGPT plan and workspace settings.
Create an app from the MCP server
In Apps settings, create an app for the remote MCP server and enter
https://portal.insights.getomneo.com/api/mcp.Use OAuth authentication
Choose OAuth authentication when prompted, then complete the sign-in flow with your Omneo Insights account.
Connect coding clients
Coding clients are configured from the command line. Use the server nameomneo-insights so the tool names are easy to recognise in prompts and logs.
Claude Code
Add the remote HTTP server:Codex
Add the streamable HTTP server:Available tools
The server exposes tools for discovering reporting data, running queries, and saving reporting assets.| Capability | Tools | What they enable |
|---|---|---|
| Discovery | search, get_table, get_metric, get_table_field_values, get_metric_field_values | Find available tables, metrics, fields, and useful values before querying. |
| Querying | construct_query, execute_query, query | Build and run structured reporting queries against Omneo Insights data. |
| Saved assets | create_question, create_dashboard | Save reusable questions and dashboards in Omneo Insights. |
Example prompts
Results depend on your tenant data and Omneo Insights permissions.Related concepts
- Profile Aggregations: calculated Profile facts used in reporting
- Transactions: completed purchase and return records
- Locations: store and location records used for reporting context
- Rewards: dollar-value incentives with issuance and redemption activity
- Tiers: status levels used in incentive program reporting