# Plecto MCP for AI Agents AI Agent Connect > Plecto MCP lets you manage KPI dashboards and real-time data tracking directly through your AI agent. Automate data registrations, query performance metrics, and manage team access without switching tabs. It's the fastest way to turn your performance data into a conversational workspace. You can pull live reports, update team records, and check your company's progress against targets using only plain text commands. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_DaHPUTWptB52b29khsDBDNzK2TwBuYdPO0S0NYYx/ai-agent-connect - **Tags:** kpi-tracking, performance-management, real-time-data, gamification, data-visualization ## Description Plecto connects your performance data to your AI agent so you can stop hunting for metrics and start using them. Instead of manually refreshing pages or copying numbers from one tab to another, you can just ask your agent to pull a summary of your KPIs or register a new data point. It handles the heavy lifting of navigating your Plecto account to find the right dashboards and data sources. You can check team memberships, list active widgets, and see exactly how your formulas are calculated without leaving your workspace. This Connector makes your performance data conversational. By hosting this through the Vinkius catalog, you get a direct line to your Plecto account that lets your agent act as a real-time performance analyst. You can quickly verify which data sources are active, create new entries for your team's achievements, and keep everyone on the same page without the usual administrative friction. This means you can spend less time on data entry and more time on actual strategy. If you need to see how a specific employee is performing or want to know which teams are currently active, your agent can pull that info instantly. It turns your KPI tracking from a manual chore into an on-demand conversation. ## Tools ### get_registration Fetch the specific details of a data registration. Use this to look up a single data point and verify specific entries. ### list_formulas View all the math behind your KPIs. This lets you see the logic used for every metric to ensure your data is being calculated correctly. ### list_widgets See every widget currently live on a dashboard. Use this to audit what information is being displayed and manage dashboard content. ### create_data_registration Add a new data entry to your sources programmatically. This lets your agent feed your dashboards with new numbers instantly. ### list_kpi_dashboards Browse all your configured KPI dashboards. This helps you quickly find the right report for your needs and gives you a bird's eye view. ### list_data_sources See every data source connected to your account. Use this to identify where your information is coming from and manage your data context. ### list_account_employees Pull a list of all employees in your account. This is useful for checking team sizes or permissions and keeping your records updated. ### list_data_registrations See a history of all your data registrations. This lets you review past entries and provides a clear audit trail of your activity. ### list_organizational_teams View the different teams organized in your account. Use this to see your company structure within the platform for better management. ### get_dashboard Pull specific details for a single dashboard. This gives you a deep dive into one specific report to check individual board metrics. ### get_employee Get a detailed profile for a specific employee. This lets you see individual performance metrics which is great for 1 on 1 reviews. ## Prompt Examples **Prompt:** ``` Show me the current status of the Sales Team dashboard. ``` **Response:** ``` I've pulled up the Sales Team dashboard for you. Here is the current summary: | Metric | Value | Status | | :--- | :--- | :--- | | **Total Revenue** | $450,000 | 85% of goal | | **Top Performer** | Sarah Chen | $120,000 | | **Active Leads** | 142 | +5% week-over-week | The dashboard was last updated 5 minutes ago. ``` **Prompt:** ``` Register a new deal for Sarah Chen: $50,000 on the Revenue source. ``` **Response:** ``` I've registered that deal for you. - **Employee:** Sarah Chen - **Value:** $50,000 - **Source:** Revenue - **Status:** Success Sarah's monthly total is now $170,000, which puts her at 135% of her target. I've also updated the leaderboard automatically. ``` **Prompt:** ``` Who are the employees in the Marketing team? ``` **Response:** ``` Here are the employees currently listed in the Marketing team: * **James Park** - Content Lead * **Lisa Wang** - SEO Specialist * **Marcus Thorne** - Social Media Manager * **Elena Rodriguez** - Growth Hacker ``` ## Capabilities ### Register new data points Feed your dashboards with new numbers instantly through your AI agent. ### Query KPI dashboards Pull live summaries of your key performance metrics using natural language. ### List team members Get a full list of employees and team structures in your account. ### View data sources Identify which data sources are currently feeding your reports. ### Check KPI formulas See the exact logic and math used to calculate your metrics. ## Use Cases ### Instant Deal Logging A sales manager asks their agent to register a $50,000 deal on the Revenue source. The agent uses create_data_registration to update the dashboard immediately. ### Team Performance Audit An HR lead asks for a summary of the sales team's performance against targets. The agent pulls data from list_kpi_dashboards to provide a quick overview. ### Dashboard Content Review An admin wants to see all widgets on the Marketing board to check for errors. The agent uses list_widgets to list every component for review. ### Onboarding and Permissions A new manager wants to see all teams and employees to set up permissions. The agent uses list_organizational_teams and list_account_employees to provide the data. ## Benefits - Stop manual data entry by using create_data_registration to feed your dashboards instantly from your chat. - Get instant performance snapshots by using list_kpi_dashboards and get_dashboard to summarize stats in seconds. - Improve team oversight by using list_account_employees and list_organizational_teams to manage access and records. - Gain data source clarity by using list_data_sources to quickly identify which context your agent is currently using. - Ensure metric accuracy by using list_formulas to see exactly how your KPIs are calculated without digging through settings. - Audit dashboard content easily by using list_widgets to see every component live on your performance boards. ## How It Works The bottom line is you'll get a conversational way to manage and query all your Plecto performance data without manual tab switching. 1. Subscribe to the Plecto MCP via the Vinkius catalog. 2. Enter your Plecto API Token into the Connector configuration. 3. Ask your AI agent to pull reports or register new data points. ## Frequently Asked Questions **Can I use the Plecto MCP to update my team's goals?** Yes, you can use the registration tools to log new data points that contribute to your team's goals. Your agent will update the dashboard automatically as you enter new information. **How does the Plecto MCP help with data entry?** It allows your AI agent to create new data registrations directly. You can just tell your agent what the numbers are, and it handles the submission to your Plecto account. **Can the Plecto MCP see my different teams?** Yes, the Connector can list your organizational teams and the employees within them. This makes it easy to query performance for specific groups without manual filtering. **Does the Plecto MCP work with Claude?** Yes, it works with Claude and any other MCP-compatible client. You can connect it via Vinkius to start managing your KPIs through natural conversation. **Can I use the Plecto MCP to see my KPI formulas?** Yes, you can ask your agent to list the formulas. This helps you understand exactly how your metrics are being calculated across your various dashboards. **Is the Plecto MCP good for real-time tracking?** Yes, it's designed for real-time interaction. You can pull the latest dashboard stats or register new data points as they happen to keep your reports current. **Can I add a new data registration using my AI agent?** Yes! Use the `create_data_registration` action. Provide the Data Source ID along with your data fields to feed your dashboard programmatically.