• CONFIG
  • ACCESS
  • STATUS
  • HUMAN

How to audit experience programs with your AI

Connect Medallia to your AI client once. After that, you can query your survey setups and user permissions using natural language.

Ask AI about this page

Short answer

How can I audit my Medallia programs with AI?

Your AI client pulls live data from Medallia to check program configurations, survey statuses, and user access. You'll get a clear view of your setup and permission levels through simple chat commands. Here is how it works.

Audit outcomes

What you'll find

The AI scans your Medallia account to provide these specific insights.

CONFIG

Program settings

The AI checks the logic and setup of your active programs. You'll see if they match your intended configuration.

ACCESS

User permissions

Your agent pulls the current user list. You can quickly identify who has access to your survey data.

STATUS

Survey health

The AI looks at individual surveys to confirm they are active and running correctly. You'll know exactly which ones are live.

HUMAN

Manual intervention

The AI flags errors or permission gaps. You'll need to go into Medallia to actually change any settings or delete users.

The workflow

What your AI does when the audit arrives.

The AI uses Medallia tools to gather the data you need to verify your setup.

  1. Identify programs

    The AI finds all the survey programs currently active in your account.

    list_programs

  2. Check program details

    It pulls the specific configuration settings for any program you ask about.

    get_program_details

  3. Verify surveys

    The agent lists and inspects the individual surveys within your programs to check their status.

    list_surveysget_survey

  4. Audit users

    The AI retrieves the list of users to help you verify access control.

    list_users

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are opening lines. Replace the names in quotes with your actual Medallia program or survey names.

Medallia Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_qKIyQLqLbK6UK3HlVzgLka1x6HXe5rZJcKHAb7Eh/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 — Medallia capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "medallia-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_qKIyQLqLbK6UK3HlVzgLka1x6HXe5rZJcKHAb7Eh/mcp"
    }
  }
}
Copy into chat04

  • List all my Medallia programs and tell me which ones are active.

  • Show me the configuration details for the 'Customer Loyalty' program.

  • What is the current status of the 'NPS Monthly' survey?

  • List all users in my Medallia account so I can check permissions.

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

Start here

Connect Medallia once, then ask.

Connect your account through our secure link. Your login stays encrypted, and you can start auditing immediately.

Connect Medallia to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my survey settings?

    No. The AI can only read data. You must make any configuration changes directly in Medallia.

  • 02

    Can the AI delete users from my account?

    No. The AI has no tools to modify or delete user accounts.

  • 03

    Can I use this to create a new survey program?

    No. This MCP is designed for auditing and viewing existing data, not for creating new assets.

  • 04

    Does the AI see my survey responses?

    No. The available tools only allow the AI to see program settings, survey metadata, and user lists.

  • 05

    How does the AI get the data?

    The AI calls specific Medallia tools to pull live information every time you ask a question.

  • More questions about Medallia? See everything the Medallia Connector can do

Connect Medallia to Claude, Cursor, ChatGPT & more