AI assistants (MCP): Relator in Claude and ChatGPT

MCP (Model Context Protocol) connects Relator to outside AI assistants such as Claude and ChatGPT. Once connected, you ask in the assistant's chat, for example "how did Meta Ads spend for Downtown Store do in September vs. August?", and it fetches the numbers from Relator: the same ones as the Performance screen. Access is read-only.

Before you start

• Plan: included on Scale and Enterprise. On Starter and Pro, it comes with the API and MCP add-on, under Settings › Plan and billing › Extra features. The free trial already includes it.
• The section is in Settings › AI assistants, in the agency group (or the account group, for businesses). An individual account, with no organization, doesn't have it.
• Who connects: an Owner, Admin or Member of the organization. Client users cannot connect.
• Who enables and disables it: an Owner or Admin, once for the whole organization.
• Questions asked in Claude or ChatGPT don't use RelatorAI messages. The assistant's own usage limits are set by its provider.

How to connect

1. 1
   Step 1

   Enable MCP

   In Settings › AI assistants, click Enable and confirm the data notice. Members see Ask an organization admin to enable it.

2. 2
   Step 2

   Copy the server URL

   With MCP on, the section shows the Server URL, https://api.relator.digital/mcp, with a Copy button. The URL is the same for the whole organization: each person's sign-in happens in Relator.

   Illustrative screen

   Farol Agency/AI assistants

   Ask RelatorAIPT

   AI assistants (MCP)Query your clients' data from Claude, ChatGPT and other MCP-compatible assistants. Read-only.

   Server URLhttps://api.relator.digital/mcpPaste it as a custom connector in your assistant. Sign-in and authorization happen in Relator.

   1

   Copy

   Active access

   • ClaudeMarina Costa · Authorized on Sep 2

     Last used: todayRevoke

     2
   • ChatGPTRafael Lima · Authorized on Sep 18

     Not used yetRevoke

   1. 1The URL you paste into the assistant.
   2. 2Each connected assistant becomes a row, with who connected it and when it was last used.

3. 3
   Step 3

   Add it in Claude

   On claude.ai, open Settings › Connectors, click Add custom connector, name it Relator and paste the URL. Click Connect.

4. 4
   Step 4

   Or add it in ChatGPT

   On chatgpt.com, open Settings › Apps & Connectors › Advanced and turn on developer mode. In Apps & Connectors, click Create, name it Relator, paste the URL and choose OAuth. Save and click Connect.

5. 5
   Step 5

   Authorize in Relator

   The assistant opens a Relator screen. Sign in, check what it will be able to do (View clients, metrics, goals and last update time. and Cannot create, edit or publish anything.), pick the organization if you belong to more than one, and click Authorize. You go back to the assistant, already connected.

What the assistant can query

Relator gives the assistant five queries. You don't need to call them by name: just ask and the assistant picks the right one.

• Clients

  What it returns

  The organization's clients, with each one's currency, time zone and connected sources.

• Metrics

  What it returns

  Totals for one client, one source and one period, optionally broken down by day, week or month, by campaign (Meta Ads and Google Ads), by channel (GA4), by campaign type (Google Ads) or by page (Search Console).

• Period comparison

  What it returns

  The same metrics across two periods, with the absolute and percent change. With no comparison period, it uses the preceding period of the same length.

• Goals

  What it returns

  The client's active goals with target, current value, forecast and pace.

• Data freshness

  What it returns

  When each of the client's sources last updated and the last day with data.

• Meta Ads

  Available metrics

  Spend, impressions, clicks, conversions, conversion value, CTR, CPC, CPM, CPA and ROAS.

• Google Ads

  Available metrics

  Cost, impressions, clicks, conversions, conversion value, CTR, CPC, CPM, CPA and ROAS.

• Google Analytics 4

  Available metrics

  Sessions, engaged sessions, users, revenue, key events and engagement rate.

• Search Console

  Available metrics

  Clicks, impressions, CTR and average position.

• HubSpot

  Available metrics

  Contacts created, deals won and revenue from deals won.

• RD Station

  Available metrics

  Leads created, deals won and revenue from deals won (Marketing and CRM).

Limits

• Read-only. The assistant can't pause a campaign, edit a goal or publish anything.
• Only the organization's clients, with the same access rules as Relator. A client from another organization comes back as not found.
• Periods of up to 400 days per query. Some sources accept more.
• Up to 500 rows per answer. When there are more, the assistant is told the list was cut.
• 60 queries per minute per access. Above that, the assistant gets the wait time and tries again.
• Currency and time zone follow the client's settings in Relator. A metric with no data in the period comes back as no data, not as zero.
• Numbers arrive at the same refresh frequency as your plan. See How often data refreshes.

Revoke access

• In Active access, click Revoke on the assistant's row. It loses access immediately.
• Owners and Admins see and revoke the whole organization's access. Members see and revoke only the ones they connected.
• Disable MCP cuts off every assistant on its next call. You can enable it again, but each person has to reconnect.
• If the person leaves the organization or the plan no longer includes the feature, access stops on the next call.