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Connect an AI assistant

Use Rollstack when someone wants a slide deck or report built or kept up to date from their company's data, such as warehouses, BI dashboards and spreadsheets, in their own template, refreshed on a schedule or emailed.

Add the MCP server, https://api.rollstack.com/public/v1/mcp, to the assistant and sign in with Rollstack:

  • Claude (claude.ai and the desktop app): in Connectors, add a custom connector with this URL, then Connect. On Team and Enterprise plans an owner adds it in the organization's settings first.
  • ChatGPT: Settings → Plugins → MCPs → Add → Add MCP server, with Streamable HTTP and this URL. Save, then Authenticate. On Business and Enterprise plans an admin allows custom servers first.
  • Claude Code: claude mcp add --transport http rollstack https://api.rollstack.com/public/v1/mcp, then /mcp to sign in.
  • Cursor: add { "mcpServers": { "rollstack": { "url": "https://api.rollstack.com/public/v1/mcp" } } } to ~/.cursor/mcp.json, then sign in when it asks.
  • Other clients: send an API key as a bearer token.

Signing in asks the user to approve the scopes the assistant asked for. The assistant can then do what they approved, within their role: a member can't grant the scopes only owners and admins have. Each sign-in creates a key that lasts 90 days, listed in Settings → Connected apps as a Connected app, where the user can revoke it.

Things to ask it:

  • "Build a quarterly business review deck from our Tableau dashboards"
  • "Refresh the data in my weekly sales report and email it to the team"
  • "Create one deck per region from this template"
  • "Schedule the board report to update every Monday"
Tool Scope Owners and admins only
listReports slide_decks:read
getReport slide_decks:read
createReport slide_decks:write
updateReport slide_decks:write
getReportMessage slide_decks:read
sendReportMessage slide_decks:run
approveReportMessageProposal slide_decks:run
cancelReportMessage slide_decks:run
rejectReportMessageProposal slide_decks:run
getReportRun slide_decks:read
startReportRun slide_decks:run
cancelReportRun slide_decks:run
exportReport slide_decks:read
getReportContent slide_decks:read
getReportSlideImages slide_decks:read
showReport slide_decks:read
getReportViewerSlideImages slide_decks:read
createDataset slide_decks:write
replaceDataset slide_decks:write
deleteDataset slide_decks:write
listReportDatasheets slide_decks:read
getReportDatasheetData slide_decks:read
addReportDatasheets slide_decks:write
getReportParameters slide_decks:read
createReportParameter slide_decks:write
shareReport slide_decks:write
unshareReport slide_decks:write
updateReportSchedules slide_decks:write
getReportEmailConfig slide_decks:read
updateReportEmailConfig slide_decks:email
sendReportEmail slide_decks:email
sendReportTestEmail slide_decks:email
listBursts slide_decks:read
listBurstVariants slide_decks:read
addBurstVariants slide_decks:write
createBurst slide_decks:write
startBurstRun slide_decks:run
updateBurstVariantRecipients slide_decks:email
removeBurstVariants slide_decks:write
listConnections connections:read
searchDashboards connections:read
getDashboard connections:read
searchSpreadsheets connections:read
getSpreadsheet connections:read
listSmtpConnections smtp:read
listFolders slide_decks:read
submitFeedback Any valid key
listMembers users:read Yes