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
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.
Both options use the permissions attached to your Omneo Insights account. You should review AI-generated queries, charts, and summaries before relying on them.
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
1
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.
2
Add a custom connector
Add a custom remote MCP connector with the URL
https://portal.insights.getomneo.com/api/mcp.3
Connect with OAuth
Select Connect for the custom connector and complete the OAuth flow with your Omneo Insights account.
4
Enable it in a conversation
In a Claude conversation, open the tools or connectors menu and enable the Omneo Insights connector before asking reporting questions.
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.1
Enable developer mode
In ChatGPT web settings, go to Settings → Apps → Advanced settings → Developer mode. Availability depends on your ChatGPT plan and workspace settings.
2
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.3
Use OAuth authentication
Choose OAuth authentication when prompted, then complete the sign-in flow with your Omneo Insights account.
4
Select the app in chat
In a supported ChatGPT conversation, choose developer mode or apps from the composer and select the Omneo Insights app before asking reporting questions.
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.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