Connect an AI assistant

Connect SourceMedium to Claude, ChatGPT, or one of the coding agents below. Each has its own setup steps, and they all use the same connection URL and the same SourceMedium sign-in. Other MCP tools may work, but these are the ones we keep verified instructions for. Your plan, and your company’s policy for the tool, can also decide whether the connection is allowed at all. You never paste BigQuery, Shopify, or Meta credentials into the assistant. SourceMedium holds those and answers read-only. This is a different product from the Slack AI Analyst. In Slack, SourceMedium’s own analyst writes the SQL and answers for you. Here, the assistant you already use asks SourceMedium.

Workspace members can connect. Admins, Editors, and Viewers all get a read-only session scoped to what they can already reach in SourceMedium. Use the email associated with your membership. Your first MCP sign-in can link an existing SourceMedium account, so you do not need to sign in through the SourceMedium browser app first.

The connection URL

https://mcp.sourcemedium.com/mcp

The path /mcp is required. The AI assistants page in your SourceMedium workspace shows these same setup steps with the URL ready to copy, and lists your connected tools once one works. Here is the whole flow in two minutes:

When you connect SourceMedium to an AI service, queries and the resulting data may be sent to the AI provider you choose. Access remains limited by your existing SourceMedium organization membership and connected-source permissions. This connection does not provide semantic PII detection or field-level masking. Do not request customer contact, address, or other direct personal data unless it is necessary and authorized for your use case.

Chat apps

Claude
ChatGPT

On Team or Enterprise plans, an Owner must first add SourceMedium under Organization settings → Connectors → Add → Custom → Web. Each member then connects it under Customize → Connectors.

Open the connectors list

In claude.ai, go to Customize → Connectors.

Add the connector

On Free, Pro, or Max, click + and choose Add custom connector. On Team or Enterprise, find the connector your Owner added, click Connect, and skip the next step.

Paste the URL

Paste https://mcp.sourcemedium.com/mcp into the connector URL field, click Add, then click Connect.

Use it in a chat

Click + in the lower left of a chat, open Connectors, switch SourceMedium on, and ask a question about your data.

On Claude’s Free plan only one custom connector is allowed.

Vendor guide: Claude custom connectors

Developer mode availability depends on your ChatGPT account and workspace policy. If the toggle or plugin page is unavailable, ask your workspace admin.

Turn on Developer mode

Open ChatGPT Settings → Security and login, then turn on Developer mode.

Add the connection

Open the ChatGPT Plugins page and click the + button. Enter SourceMedium as the name and paste https://mcp.sourcemedium.com/mcp under Connection.

Create the connection, review the discovered tools, then complete the SourceMedium sign-in when prompted.

Use it in a chat

In a new chat, enable the SourceMedium plugin and ask a question about your data.

Workspace policy can hide Developer mode or prevent you from creating plugins even when your account would otherwise support them.

Vendor guide: Connect to ChatGPT

Coding agents

A terminal or IDE agent uses the same URL.

Claude Code
Codex
Cursor
Grok Build
Hermes

Add the server

claude mcp add --transport http sourcemedium https://mcp.sourcemedium.com/mcp

Start Claude Code and run /mcp, pick sourcemedium, and complete the browser sign-in with your SourceMedium account.

Ask a question

Ask a question about your data. The SourceMedium tools are now available.

Removing the server with claude mcp remove does not sign you out. Run claude mcp logout to clear the saved token.

Vendor guide: Claude Code MCP

Add the server

codex mcp add sourcemedium --url https://mcp.sourcemedium.com/mcp

codex mcp login sourcemedium

Restart and ask

Restart Codex and ask a question about your data. Prefer config files? This in ~/.codex/config.toml does the same as the add command:

[mcp_servers.sourcemedium]
url = "https://mcp.sourcemedium.com/mcp"

Add the server

Add SourceMedium to ~/.cursor/mcp.json (in Cursor: Customize → MCPs → Add New MCP Server edits this file):

{
  "mcpServers": {
    "sourcemedium": {
      "url": "https://mcp.sourcemedium.com/mcp"
    }
  }
}

In Cursor’s MCP settings, click Login next to sourcemedium and complete the SourceMedium sign-in in your browser.

Ask a question

Ask Cursor’s agent a question about your data.

Vendor guide: Cursor MCP

Add the server

grok mcp add --transport http sourcemedium https://mcp.sourcemedium.com/mcp

Complete the browser sign-in with your SourceMedium account when it opens.

Ask a question

Ask a question about your data. The SourceMedium tools are now available.

Configuration lives in ~/.grok/config.toml if you prefer to edit it directly.

Vendor guide: Grok MCP servers

Add the server

hermes mcp add sourcemedium --url https://mcp.sourcemedium.com/mcp --auth oauth

hermes mcp test sourcemedium

Ask a question

Ask a question about your data. The SourceMedium tools are now available.

Hermes supports this connection through the Hermes Agent CLI. Configuration lives in ~/.hermes/config.yaml.

Vendor guide: Hermes Agent MCP

Coding agents that load skills can also install SourceMedium’s optional agent skills. Chat products do not need them; the MCP tools already describe how to query.

After you connect

One connection is one organization. If you belong to several SourceMedium workspaces, the sign-in asks you to pick one; reconnect to switch later. To confirm it worked, ask a first question. A successful request adds the tool under Connected tools on the AI assistants page, with its request count and when it was last used:

The Connected tools list showing Claude and Claude Code with request counts and last use

What the assistant can reach

Surface	When it answers
SourceMedium reporting data (`sm_transformed_v2` and `sm_metadata`)	Every active organization, always
SourceMedium documentation search	Every active organization, always
Shopify	As soon as a store is connected to SourceMedium
Meta Ads	As soon as an ad account is connected to SourceMedium

There is no separate approval step for Shopify or Meta. If the source is connected in your workspace, the assistant can read it; if it is not, the tool answers SOURCE_UNAVAILABLE and warehouse questions still work. Agency partners with a live grant can connect too. An organization-level grant sees the whole org. A brand- or store-scoped grant is narrowed to those stores, and cannot run raw SQL (run_bigquery_sql).

How to ask

Ask in plain language. The assistant’s instructions tell it to look up table, column, and metric names before writing SQL. When a number matters, ask it to use SourceMedium’s metric definitions through query_metrics. Two questions it answers directly: “are my connections working?” (live connection health and data freshness) and “what does this metric mean?” (searched from this documentation). The MCP tool reference covers each tool, the call order that produces correct numbers, and how to tell a good answer from a guessed one.

Your first question

Once you are connected, paste this in:

Compare net revenue for the last complete week against the week before, using SourceMedium’s own metric definition (query_metrics). Tell me which stores, dates, and timezone you used, and show the definition and any filters.

A good answer names the stores you expected, gives dates that match the week you meant, and shows the definition it used. If it skips those, or says data is missing or truncated, sort that out before you trust the number. If you check the answer against a dashboard, line up the dates, timezone, stores, and filters first. A custom report can define a metric differently, so compare the same metric, not just a number with a similar name.

Limits

Limit	Value
Rows returned from the warehouse	500, then the result is marked truncated
Records per page, Shopify and Meta	100
BigQuery billed bytes	10 GiB per query
Query wall time	60 seconds for the warehouse, 30 for Shopify and Meta
Response size	256 KiB

No tool writes to your data. Writes, exports, and other projects are refused.

MCP tool reference

Every tool, the order that gets correct answers, and the column name assistants guess wrong.

AI assistant troubleshooting

Sign-in errors, source denials, and what to send support.

Slack AI Analyst

Ask in Slack when you want SourceMedium to write the SQL and charts for you.

Getting Started

Slack AI Analyst

Connected Assistants

Agent Skills

Reference

Connect an AI assistant

The connection URL

Chat apps

Coding agents

After you connect

What the assistant can reach

How to ask

Your first question

Limits

MCP tool reference

AI assistant troubleshooting

Slack AI Analyst

​The connection URL

​Chat apps

​Coding agents

​After you connect

​What the assistant can reach

​How to ask

​Your first question

​Limits

​Related

MCP tool reference

AI assistant troubleshooting

Slack AI Analyst

The connection URL

Chat apps

Coding agents

After you connect

What the assistant can reach

How to ask

Your first question

Limits

Related