The ReportMojo connector

What it is

ReportMojo imports your CRM data (Keap, and other sources you connect) into a private reporting warehouse for your account, organized into datasets: leads, sales, opportunities and the like, each described with your business's own rules. The connector lets an AI assistant read those datasets and answer questions from them. It uses the Model Context Protocol (MCP) and signs in with OAuth, so you approve the connection with your ReportMojo login and never hand the assistant a password or key.

You need a ReportMojo account with at least one connected data source.

Connect it

The connector's address is:

https://app.reportmojo.com/mcp/reportmojo

Claude Desktop

1. Open Claude Desktop and go to Settings, then Connectors.
2. Click "Add custom connector" and paste the address above.
3. Claude checks the address and fills in the right settings itself. You do not need a client ID or any headers.
4. Sign in with your ReportMojo login when Claude asks, and choose the account it should read.

Claude on the web

1. Go to claude.ai and open Customise, then Connectors.
2. Click + and choose "Add custom connector", then paste the address above.
3. Sign in with your ReportMojo login when Claude asks, and choose the account it should read.

On a Team or Enterprise plan an owner adds the connector once under Organization Settings, and everyone else then connects individually. A connector added on the web also works in Claude Desktop and the mobile apps.

ChatGPT

1. Open Settings, then "Security and login", and turn on Developer mode.
2. Open the connectors panel, click +, and enter the address above as the MCP server URL.
3. Choose OAuth when asked how to sign in, then sign in with your ReportMojo login.

Claude Code and other developer tools

Add it as a remote HTTP server, then sign in from the tool's MCP menu (/mcp in Claude Code):

claude mcp add --transport http reportmojo https://app.reportmojo.com/mcp/reportmojo

Let it read without asking every time

Your assistant asks before every tool call until you tell it otherwise. In its connector settings (in Claude: Settings, then Connectors, then ReportMojo), set the tools that only read to "Always allow": list-datasets, describe-dataset, list-dimension-values, run-query, list-tables, profile-column and bundle-status. Leave the ones that change something on "Ask", above all activate-bundle, which puts a dataset live.

One account per connection

Each connection reads exactly one ReportMojo account, the one you choose when you approve it, so an assistant can never add two businesses' numbers together. If you manage several accounts, connect each one separately: every account has its own connector address on the Connect an assistant page in ReportMojo, and you can add as many as you need side by side.

What you can ask

Ask in plain words, for example:

• "How many new leads did we get each month this year, by lead source?"
• "What was our revenue last quarter, and how does it compare with the same quarter last year?"
• "Which lead sources turn into the most sales?"
• "Build me a dashboard of leads and sales I can come back to."

The assistant first reads what your account holds and what your business's own terms mean — what counts as a customer, which tags mean sold — then runs the query. Every answer carries the date your data was last imported.

What it can do

• Read your account's datasets and run queries against them. Reading goes through each dataset's own measures and filters; it does not take SQL.
• Look at the data imported from your CRM — tables, columns and the values in them — to suggest new datasets.
• Save what your business's terms mean, as a draft that only becomes agreed once you have seen what it selects and said it is right.
• Draft and check new datasets, and clean-up rules for messy fields. The assistant writes a new dataset's SQL, and ReportMojo builds and checks it in a throwaway copy of your account's own warehouse. Nothing goes live until an account admin says so: your assistant asks you to confirm before it puts a dataset live, or you can open the review page in ReportMojo and press Use this yourself. Every version is kept, so after the first you can go back to an earlier one in a click.

It never writes to your CRM.

If something goes wrong

• "This connection is not authorized" or a request to reconnect: remove the connector in your assistant and add it again.
• Your account is still being set up: the assistant says so and links to your ReportMojo Dashboard. The first import can take from under an hour to most of a day.
• An error with a reference such as RM-7K2QH9XA: something failed on our side. Try once more; if it happens again, email us the reference.

Disconnecting

Remove the connector in your assistant's connector settings. You can connect again at any time. Closing your ReportMojo account ends every connection to it.

Privacy and support

The assistant only sees the results of the questions it asks; we never see your conversations with it. See the privacy policy for what we collect and keep. For help, email support@reportmojo.com.