• TASK LIST
  • CTA DETAILS
  • HUMAN ACTION
  • AUDIT

How to manage cockpit tasks with your AI

Connect Gainsight CS to your AI client once. After that, you can use natural language to audit your workload and pull details for specific customer actions.

Ask AI about this page

Short answer

How can I manage cockpit tasks with my AI?

Your AI pulls your current task list and specific metadata for any active Call to Action. You get a clear view of what needs attention without clicking through Gainsight menus. This breakdown shows you exactly how to move from a list of tasks to deep context.

Workload visibility.

Where your work lands.

Your AI organizes your Gainsight data into these specific views.

TASK LIST

Pending task overview

The AI pulls every outstanding item from your cockpit. You get a clean list of what's waiting for you.

CTA DETAILS

Active Call to Action context

The AI fetches specific metadata for any active CTA. You'll see the exact details needed to act.

HUMAN ACTION

Decisions for you

The AI identifies high-priority items that require your direct input. It flags what needs a human touch.

AUDIT

Workload review

The AI summarizes your entire cockpit state. You can quickly see if you're falling behind on specific accounts.

The workflow

What your AI does when the task arrives.

The AI acts as a bridge between your chat interface and your Gainsight cockpit.

  1. Fetch the list

    The AI scans your Gainsight cockpit to find every task currently assigned to you or pending action.

    list_cockpit_tasks

  2. Get task specifics

    Once you pick a task, the AI pulls the underlying metadata to give you the full picture.

    get_task_metadata

  3. Identify CTAs

    The AI looks through your active Calls to Action to find specific customer engagement triggers.

    list_calls_to_action

  4. Retrieve CTA data

    The AI pulls the deep metadata for a specific Call to Action so you have the context to respond.

    get_cta_metadata

Try it

Copy these to start.

Use these prompts to begin interacting with your Gainsight data.

Starting points

These are opening lines. Swap out the specific account names or task types to match your actual Gainsight data.

Gainsight CS Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Ehs1leTYJyLCSx9AA8I4spgNQYuehYX6fBmwaEwX/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Gainsight CS capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "gainsight-cs-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Ehs1leTYJyLCSx9AA8I4spgNQYuehYX6fBmwaEwX/mcp"
    }
  }
}
Copy into chat04

  • Show me all my pending cockpit tasks in Gainsight CS.

  • What are the details for the active Call to Action for the Acme Corp account?

  • List my current cockpit tasks and tell me which ones are most urgent.

  • Get the metadata for the 'Renewal Discussion' Call to Action.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Gainsight CS once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Gainsight CS to your AI

FAQ

How this task behaves.

  • 01

    Can the AI complete a task for me?

    No. The AI can only read task lists and retrieve metadata. You must go into Gainsight to actually mark a task as complete.

  • 02

    Can the AI create new Calls to Action?

    No. This connector is limited to listing and retrieving existing data. It cannot create or edit records in Gainsight.

  • 03

    Does the AI see all my customer data?

    The AI only sees the specific cockpit tasks and Call to Action metadata that you ask it to retrieve.

  • 04

    Can I ask about specific account names?

    Yes. Once the AI has listed your tasks or CTAs, you can ask for details on specific accounts mentioned in those lists.

  • 05

    Will the AI delete any of my tasks?

    No. The AI has no capability to delete or modify any data in your Gainsight instance.

  • More questions about Gainsight CS? See everything the Gainsight CS Connector can do

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