• NEW
  • DATA
  • LIST
  • HUMAN

How to generate marketing reports with your AI

Connect Reportei to your AI client once. After that, you can command your agent to build new reports or pull specific metrics from existing ones.

Ask AI about this page

Short answer

How can I use my AI to make marketing reports?

You tell your AI to create a report or find specific data, and it uses Reportei to do the heavy lifting. You'll get fresh analytics and detailed breakdowns without leaving your chat interface.

Where every request lands.

Report outcomes

Your AI handles the data fetching and report generation, leaving you to interpret the results.

NEW

Fresh reports

The AI triggers the creation of brand new analytics reports. You get a complete set of data ready for review.

DATA

Specific metrics

Instead of a full report, your agent pulls specific data points. This is perfect for answering quick client questions.

LIST

Report inventory

Your AI can see all your existing reports. It helps you find exactly what you need from your current client list.

HUMAN

Client delivery

The AI provides the data, but you decide how to present it. You handle the final communication and strategy with your clients.

The workflow

What your AI does when you ask for reports.

The AI acts as your data analyst, interacting with Reportei to fetch or build what you need.

  1. Find existing data

    Your agent looks through your current library to see what reports are already available for your clients.

    list_reportei_reports
  2. Pull specific details

    If you need a specific number or a deep dive into one client, the AI grabs those exact details.

    get_report_details
  3. Build new reports

    When a client needs a fresh update, the AI tells Reportei to generate a new analytics report from scratch.

    create_report
  4. Analyze and summarize

    Once the data is retrieved, your AI interprets the numbers so you don't have to do the manual math.

    get_report_details

Try it

Copy these to start.

Use these prompts to kick off your first task.

Starting points

Swap out the bracketed text with your actual client names or specific social channels.

Reportei Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_3ZfcpniEPF6ymeWDiQmzUEvVZm8wf5n7XPgowF7T/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 — Reportei capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "reportei-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3ZfcpniEPF6ymeWDiQmzUEvVZm8wf5n7XPgowF7T/mcp"
    }
  }
}
Copy into chat04
  • List all my current Reportei reports so I can see what's available.

  • Create a new marketing report for the Acme Corp Facebook campaign.

  • Get the details for the latest Instagram report for Client X.

  • Check the specific engagement metrics in the most recent Google Ads report.

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

Start here

Connect Reportei once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Reportei to your AI

FAQ

Common questions

  • 01

    Can my AI delete my existing reports?

    No. The AI can only list, retrieve, or create reports. It has no capability to delete anything.

  • 02

    Can the AI change the design of a report?

    No. The AI triggers the creation and retrieval of reports based on Reportei's existing templates and structures.

  • 03

    Does the AI send the report directly to my client?

    No. The AI fetches the data or creates the report for you. You are responsible for sending the final results to your clients.

  • 04

    Can I ask for data from a specific social media channel?

    Yes, as long as that data is included in the report the AI is accessing or creating.

  • 05

    How does the AI know which report to look at?

    You can tell it the client name or use the list of reports to identify the correct one.

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

Connect Reportei to Claude, Cursor, ChatGPT & more