DOCS · AI AGENTS

Use UpSight with ChatGPT, Claude, and OpenClaw

Connect once via MCP so your chatbot can use UpSight as a customer intelligence memory layer. Preferred setup is OAuth popup flow; API key headers are a fallback.

Connect via MCP (OAuth-first)

  1. 1. In your chatbot client, add an MCP server/connector with URL: https://getupsight.com/mcp.
  2. 2. Choose Sign in / Connect when prompted.
  3. 3. Complete UpSight OAuth in the popup, then pick the project to grant access.
  4. 4. Return to the chatbot client and verify the UpSight connector is active.
OAuth is preferred because it avoids manual key handling, supports revocation and scope control, and is easier for team rollout.

API key fallback (if OAuth is unavailable in your client)

Generate a key in UpSight project settings, then use this MCP config:

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

Top 3 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 checklists

Claude checklist

  1. 1. Open Claude MCP/Connectors settings.
  2. 2. Add server URL: https://getupsight.com/mcp.
  3. 3. Click connect/sign in and complete UpSight OAuth popup.
  4. 4. Select the UpSight project to authorize.
  5. 5. Run a smoke test prompt: "Summarize top churn signals this month with evidence."

Config reference

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

ChatGPT checklist

  1. 1. Open ChatGPT connectors/integrations for MCP-compatible sources.
  2. 2. Add endpoint: https://getupsight.com/mcp.
  3. 3. Choose OAuth auth mode.
  4. 4. Complete UpSight OAuth popup and pick a project.
  5. 5. Run a smoke test prompt: "List top objections by segment and cite evidence."

Config reference

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

OpenClaw checklist

  1. 1. Open OpenClaw MCP 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 are visible in the client.
  5. 5. Run a smoke test prompt: "Draft 3 renewal-save actions from churn-risk themes."

Config reference

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

Screenshots to capture for this guide

  • • UpSight project settings page showing API Keys / MCP area
  • • Chatbot MCP connector screen (Claude, ChatGPT, OpenClaw) with UpSight endpoint
  • • OAuth consent popup with project selector at getupsight.com/oauth/authorize
  • • Successful connection state in each client
  • • One completed prompt with evidence-backed answer

Security and access

  • Use separate keys per client if using API key mode.
  • Revoke access immediately if a device/account is compromised.
  • Prefer OAuth for team rollout and easier permissions management.