OuterSignal now lets you connect Claude, ChatGPT, or Gemini directly to your enriched customer data via MCP (Model Context Protocol). Once connected, you can ask your AI assistant questions about your personas in plain English — pulling live metrics, comparisons, and exports without ever leaving your chat window.
This is useful for quickly answering ad-hoc questions, prepping for meetings, drafting campaign briefs, or building reports on top of your OuterSignal data.
You'll find this under Settings → Integrations → AI Assistants.
Is this the right integration for me?
MCP is for asking questions about your OuterSignal data in plain English from your AI assistant. If you're instead looking to pipe OuterSignal data into a data warehouse, BI tool, or another platform, see our Webhook Integration article — that's the right path for syncing data out.
Before you start
A few things to know before you set this up:
AI assistant connections are per user, not per account. Each teammate who wants to query OuterSignal from their AI assistant will need to connect their own account. Setting it up once doesn't make it available to everyone on the OuterSignal account.
You've processed 1,000+ customers. Brand Personas become available once you've crossed this threshold. If you're on a fresh account, run a backsearch first.
Persona tagging is active. If you're not sure, check the Personas section of your dashboard — if customers are being tagged with personas there, you're set. If not, reach out and we'll switch it on.
If either of the data prerequisites isn't met yet, your AI assistant can still connect successfully, but persona-related queries will come back empty.
What You Can Do With It
Once connected, your AI assistant has secure, read-only access to aggregated persona analytics from your OuterSignal account. That means you can ask natural-language questions and get answers grounded in your actual customer data — no copying, pasting, or screenshotting required.
A few things to keep in mind:
Aggregated only — Your AI assistant can see persona-level metrics (customer counts, revenue, AOV, LTV, repeat rate). It cannot access individual customer records.
Secure OAuth 2.0 — Authentication runs through standard OAuth, so your AI assistant only has the access you grant it.
Live data — Every query pulls fresh data from your OuterSignal account at the moment you ask.
Available Tools
When connected, your AI assistant will have access to the following 15 tools, organized by what they do:
Persona Discovery
list_active_personas— Lists all active personas in your account with names and descriptions.get_persona_summary— Returns summary metrics for all personas including customer count, revenue, AOV, LTV, and repeat rate.get_persona_comparison— Compares metrics across all personas side-by-side.
Revenue & Distribution
get_revenue_distribution— Returns how revenue is split across personas.get_persona_revenue— Returns detailed revenue analytics for a single persona, including revenue trends, order frequency, and monetary distribution.
Single-Persona Deep Dives
get_persona_overview— Returns a detailed overview for a single persona, including customer count, revenue metrics, and behavioral data.get_persona_demographics— Returns the demographic breakdown for a persona (age distribution, gender split, etc.).get_persona_geographic— Returns the geographic distribution for a persona by country, state, and city.get_persona_professional— Returns professional and employment analytics for a persona, including industry breakdowns.get_persona_radar— Returns radar/spider chart metrics across multiple dimensions (spending, loyalty, engagement, etc.).get_persona_products— Returns top purchased products, categories, and purchase patterns for a persona.
Product Analytics
search_products— Searches and browses your products with persona distribution data attached.get_product_detail— Returns full analytics for a specific product, including demographics, professional attributes, social DNA, and purchase behavior.compare_products— Compares 2–3 products side-by-side across demographic, professional, and behavioral dimensions.
Export
export_persona_summary— Exports persona summary data as structured JSON.
All tools accept optional date range and channel filters, so you can scope any query — for example, "last 30 days," "Q1," "BFCM," or a specific acquisition channel.
A great prompt to start with
After connecting, the easiest way to get oriented is to open a chat and ask:
"I want to use my OuterSignal MCP that I just connected — what can you do?"
Your assistant will list its available tools and you can take it from there. The more context you give it about your business, the more useful the answers — we recommend opening with a quick rundown of your brand and what you're trying to accomplish.
Example Queries
Here are some example prompts to give you a feel for what's possible:
"I want to use my OuterSignal MCP that I just connected — what can you do?" (a great opener if you're not sure where to start)
"What are my top three personas by revenue?"
"Compare AOV and repeat rate across all my active personas."
"Which persona has the highest LTV, and what does that persona look like?"
"Give me a one-paragraph summary of each of my personas — I'm building a deck for my team."
"Export my persona data as JSON so I can plug it into our BI tool."
"Draft a Klaviyo campaign brief targeting my highest-LTV persona, using their actual metrics."
"Which persona has the lowest repeat rate? Brainstorm three retention plays I could run for them."
"Compare the demographics and top products of my two highest-LTV personas."
"Which products over-index with my Fitness Enthusiast persona?"
"Show me the geographic distribution of my Wellness Seeker persona."
The more context you give your assistant about your business, the more useful the answers. We recommend opening a chat by giving it a quick rundown of your brand and what you're trying to accomplish.
Setup Instructions
Setup takes about a minute per assistant. Pick the platform you want to connect below.
Connecting Claude
Custom connectors on Claude.ai require a Claude Pro, Team, or Enterprise plan.
In OuterSignal, navigate to Settings → Integrations → AI Assistants.
Click the Claude card.
Choose your Claude surface: Claude.ai, Claude Desktop, or Claude Code. Most users will use Claude.ai.
Copy the Name (
OuterSignal) and Server URL (https://app.outersignal.com/api/mcp).In Claude, go to Customize → Connectors.
Click the + button and select Add custom connector.
Paste the Name and Server URL from step 3 and complete the OAuth flow when prompted.
The first time you query OuterSignal, Claude will ask you to approve tool access — click Always allow so you don't get prompted on every query.
Return to OuterSignal and click Done.
To verify it's working, open Claude and ask: "What personas do I have in OuterSignal?"
Connecting ChatGPT
In OuterSignal, navigate to Settings → Integrations → AI Assistants.
Click the ChatGPT card.
Copy the Server URL (
https://app.outersignal.com/api/mcp).Click Open ChatGPT.
In ChatGPT, navigate to Settings → Connectors → New connector and paste the URL.
Complete the OAuth flow when prompted.
Return to OuterSignal and click Done.
To verify it's working, open ChatGPT and ask: "What personas do I have in OuterSignal?"
Connecting Gemini
In OuterSignal, navigate to Settings → Integrations → AI Assistants.
Click the Gemini card.
Copy the Server URL (
https://app.outersignal.com/api/mcp).Click Open Gemini.
In Gemini, navigate to Extensions → MCP servers and paste the URL.
Complete the OAuth flow when prompted.
Return to OuterSignal and click Done.
To verify it's working, open Gemini and ask: "What personas do I have in OuterSignal?"
Troubleshooting
I connected the integration but the OuterSignal tools aren't showing up in my AI assistant. Refresh the page in your AI assistant, then start a new chat — the tools sometimes take a moment to propagate after OAuth completes.
I asked about my personas and got nothing back. Two common causes: (1) your account hasn't processed 1,000+ customers yet, so personas don't exist to query, or (2) persona tagging isn't active on your account. See the "Before you start" section above. If both of those are met and queries are still empty, reach out via chat and we'll take a look.
My AI assistant is returning results from a different connector instead of OuterSignal. If you have multiple connectors active, AI assistants sometimes route queries to the wrong one. Explicitly name OuterSignal in your prompt — e.g., "Using OuterSignal, what are my top personas?" — and it should pick the right tool.
Security & Privacy
When you connect an AI assistant, you'll see an explicit OAuth authorization screen that shows exactly what the assistant will be able to do with your account before you approve the connection. The scope is limited to:
Reading your persona analytics data
Accessing demographic and geographic insights
Viewing revenue distribution and trends
Browsing your product catalog with attached persona insights.
The connection is read-only — your AI assistant cannot modify your data or settings, and it cannot access, view, or export individual customer records, PII, or any raw customer data. If you ask your AI assistant about a specific customer by name, it will explain that it doesn't have that access — by design.
You can revoke access at any time from the AI Assistants section of your OuterSignal settings, or from within your AI assistant's connector settings.
Need Help?
If you run into issues during setup or have questions about what's possible, reach out to your OuterSignal CSM or email us at [email protected].