Use Insightfolio in chat

Connect Insightfolio to Claude or ChatGPT

Use the MCP endpoint directly in Claude. In ChatGPT, add Insightfolio as a custom app in developer mode, then sign in with a one-time code and pull report data in chat.

MCP endpoint

https://insightfol.io/mcp

Claude

Add Insightfolio as a remote MCP server using the endpoint above, then paste a prompt like this:

Use https://insightfol.io/mcp as the Insightfolio MCP server.

Request an OTP for you@example.com.
Verify the OTP for you@example.com.
List my latest 5 reports.
Get the LLM summary for report your-report-slug.

ChatGPT

Open developer mode, then add Insightfolio as a custom app using the same MCP URL:

1. In ChatGPT, open Settings → Apps & Connectors → Advanced settings
2. Turn on Developer mode
3. Use Create under Settings → Apps & Connectors
4. Paste https://insightfol.io/mcp as the server URL
5. Save the app, then ask:
   - Request an OTP for you@example.com
   - Verify the OTP for you@example.com
   - Create a report or list my latest reports

Useful tools

Start with request_otp and verify_otp, then use create_report, list_my_reports, get_report, get_report_summary, get_report_status, or get_report_llm.

Current note

OpenAI now refers to these ChatGPT integrations as apps. The underlying setup still points at the public MCP server URL.