DOCS · AI AGENTS

Use UpSight with ChatGPT, Claude, and more

One OAuth click connects your AI chatbot to all your UpSight projects — no keys to manage, no copy-paste. Your chatbot can then read and write conversations, insights, tasks, and more.

Connect in one click — OAuth-first

Add the MCP endpoint, click Sign in with UpSight, pick your workspace, and you're done. OAuth grants access to all your projects at once — no per-project setup, no manual key rotation.

  1. 1In your chatbot client, add an MCP server with URL https://getupsight.com/mcp.
  2. 2Click Sign in / Connect — a popup opens UpSight OAuth authorization.
  3. 3Approve access. Your chatbot now sees all your UpSight projects and their data.
  4. 4Ask anything — or create tasks, log insights, and update records — across any project, right from chat.
OAuth handles revocation, scopes, and team rollout automatically — no shared secrets, no manual cleanup.

Works across all your projects

One OAuth connection gives your chatbot access to every UpSight project in your workspace. Switch between projects in a single conversation — no reconnecting, no separate tokens per project.

What your chatbot can do

Full read and write access — not just search. Create, update, and manage records directly from chat.

ConversationsSearch, read transcripts, list by date/participant/segment
Insights & ThemesQuery themes, read evidence, create new insights from patterns
TasksCreate, update, complete, and list action items across projects
People & OrganizationsLook up contacts, add notes, link evidence to accounts
OpportunitiesCreate opportunities, update stages, attach conversation evidence

Top use cases

1. Find evidence behind a business question

Cut decision time by going from opinions to quote-backed answers.

Example prompt

Across our last 30 conversations, what are the top pricing objections from VP-level buyers? Cite evidence and confidence.

2. Generate segment-specific follow-up actions

Improve conversion and response quality with targeted follow-ups.

Example prompt

Draft 3 follow-up emails for clinic ops leaders in the West region who mentioned onboarding friction. Keep each under 120 words.

3. Turn signals into execution

Move from analysis to a clear action plan for sales and research teams.

Example prompt

Create a 2-week plan from our top churn-risk themes: 5 tasks, owners, expected impact, and one research validation step per task.

Best-practice prompt pattern

Goal: [business decision]
Scope: [segment/timeframe/source]
Output: [format]
Constraint: cite evidence + confidence + next action

Client-by-client setup

Claude (Desktop / claude.ai)

  1. 1. Open Claude → Settings → MCP Servers.
  2. 2. Add server URL: https://getupsight.com/mcp.
  3. 3. Click Connect and complete the UpSight OAuth popup.
  4. 4. All your projects are now accessible — no per-project config.
  5. 5. Smoke test: "Summarize top churn signals this month with evidence."

Config (Claude Desktop settings.json)

{
  "mcpServers": {
    "upsight": {
      "url": "https://getupsight.com/mcp"
    }
  }
}

ChatGPT

  1. 1. Open ChatGPT → Connectors / Integrations → Add MCP.
  2. 2. Set endpoint: https://getupsight.com/mcp.
  3. 3. Select OAuth as the auth method.
  4. 4. Complete the UpSight OAuth popup — all projects are authorized.
  5. 5. Smoke test: "List top objections by segment and cite evidence."

Config reference

{
  "name": "UpSight MCP",
  "url": "https://getupsight.com/mcp",
  "auth": "OAuth"
}

OpenClaw & other MCP clients

  1. 1. Open your MCP client's server settings.
  2. 2. Add server URL: https://getupsight.com/mcp.
  3. 3. Connect via OAuth and complete UpSight authorization.
  4. 4. Confirm UpSight tools appear in the client — all projects included.
  5. 5. Smoke test: "Draft 3 renewal-save actions from churn-risk themes."

Config reference

{
  "mcpServers": {
    "upsight": {
      "url": "https://getupsight.com/mcp"
    }
  }
}

API key fallback (if your client doesn't support OAuth)

Generate a key in UpSight project settings → API Keys, then add it to your MCP config:

{
  "mcpServers": {
    "upsight": {
      "url": "https://getupsight.com/mcp",
      "headers": {
        "Authorization": "Bearer your_key_here"
      }
    }
  }
}

API keys are project-scoped. OAuth is preferred for team use — it covers all projects and supports revocation.

Security and access

  • • OAuth tokens are scoped to your workspace and can be revoked from UpSight settings at any time.
  • • Use separate API keys per client or integration if you use the key fallback.
  • • Revoke access immediately if a device or account is compromised.
  • • Prefer OAuth for team rollout — no secrets to share or rotate.