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Connecting Iterate to Claude and other AI assistants

Connect Iterate to AI assistants like Claude to explore feedback and create draft surveys with the questions and options you need.

Connect Iterate to AI assistants like Claude and Claude Code to explore your feedback and create draft surveys just by asking. Ask "What are people saying about checkout?" for answers from your Iterate data, or "Help me create an onboarding survey" to turn an idea into a draft you can review and launch in Iterate. This article walks you through connecting an assistant and shows you what you can do once it's set up.

This connection uses a standard called MCP (Model Context Protocol), which is how modern AI assistants securely connect to outside tools. You don’t need any technical knowledge to get started.

What you'll need

Before you start, make sure you have:

  • An Iterate account with admin access. Only admins can connect an assistant, and it will only ever see data for your company.

  • A ChatGPT or Claude account, or another AI assistant that supports remote MCP connections.

Connecting with ChatGPT

  1. Open the official Iterate plugin for ChatGPT. Sign in to ChatGPT if prompted.

  2. Select Install plugin. If prompted to connect Iterate, select Connect.

  3. Follow the prompts to sign in with your Iterate admin account.

  4. Review the requested permissions, then click Approve. These permissions allow ChatGPT to read surveys and feedback and create draft surveys.

  5. Return to ChatGPT and ask “List my active Iterate surveys” to check the connection.

You can also find Iterate by searching for it in ChatGPT’s plugin directory.

Connecting with Claude

  1. Open Iterate in Claude’s directory. Sign in to Claude if prompted.

  2. Select Connect and follow the setup prompts.

  3. Sign in with your Iterate admin account.

  4. Review the requested permissions, then click Approve. These permissions allow Claude to read surveys and feedback and create draft surveys.

  5. Return to Claude and ask “List my active Iterate surveys” to check the connection.

You can also find Iterate in Claude’s connectors directory. If Claude can’t access Iterate in a conversation, check that the connector is enabled in that conversation’s connectors menu.

Connecting with other AI assistants

For other assistants that support remote MCP connections, use this server URL:

https://iteratehq.com/mcp

The exact steps vary by app:

  1. Open your assistant’s settings and look for Connectors or MCP servers.

  2. Add a new connection and enter the server URL above.

  3. Follow the prompts to sign in with your Iterate admin account.

  4. Review the requested permissions, then click Approve.

  5. Return to your assistant and ask “List my active Iterate surveys” to check the connection.

Connecting with Cursor

Open or create ~/.cursor/mcp.json to make Iterate available across your projects, or .cursor/mcp.json in a project to use it only there.

Add the configuration below. If the file already has an mcpServers object, add the iterate entry inside it alongside your other servers. No client secret is needed.

{
  "mcpServers": {
    "iterate": {
      "url": "https://iteratehq.com/mcp",
      "auth": {
        "CLIENT_ID": "https://iteratehq.com/.well-known/mcp/cursor-client.json",
        "scopes": ["read", "surveys:create"]
      }
    }
  }
}

  1. Save the file, then open Customize in Cursor's sidebar. Find Iterate, enable it, and follow the prompts to connect.

  2. Sign in with your Iterate admin account. Review and approve the requested permissions: read for surveys and feedback, and surveys:create for creating draft surveys. Drafts stay in Iterate for you to review and launch.

  3. Return to Cursor and try asking, "List my active surveys" to check the connection.

If Iterate doesn't appear, check that iterate is inside mcpServers, then restart Cursor.

What you can ask

Once connected, your assistant can look up your surveys, read their questions and settings, read recent responses, and analyze feedback across many responses at once, using the sentiment, topics, and scores Iterate has already tagged. That means you can go beyond reading individual responses and ask for summaries and trends across a survey, across all your surveys, or over time. A few examples to try:

  • List my active surveys and how many responses each one has.

  • Show me the most recent responses to my post-purchase survey.

  • Show me the questions in my onboarding survey and which ones are required.

  • What are the top themes across all my surveys this quarter?

  • What's the sentiment split on my onboarding survey, positive vs. negative?

  • Which survey is getting the most negative feedback right now?

  • How has sentiment changed month over month this year?

  • What's the average rating on my NPS question, and how are the scores distributed?

  • Summarize what customers are saying about our onboarding survey.

Your assistant can combine this with everything else it does, so you can ask it to summarize feedback into a report, draft a Slack update, or pull out quotes for a presentation.

Creating a survey

Tell your assistant what you want to learn, who the survey is for, and how you plan to share it. It will help choose a project and an available delivery method, then propose questions for you to review.

After you confirm the questions and their options, the assistant creates a draft and gives you a link to open it in Iterate. Review the survey and finish any targeting, recipient, or delivery setup there before launching it.

You can create surveys with written feedback, single-choice, multiple-choice, rating, NPS, and CSAT questions.

Question options

You can ask your assistant to include:

  • Required answers and subheaders: make a question required or add supporting text below its prompt.

  • Other and randomized choices: add an Other option with a text box, give it a custom label, or randomize the regular choices on single-choice and multiple-choice questions.

  • Selection limits: set a minimum or maximum number of selections on a multiple-choice question. Other counts toward the limit.

  • Character limits: limit the length of a written feedback answer.

For example: "Help me create an onboarding survey with a required written feedback question and a multiple-choice question with an Other option and a maximum of two selections."

Include these settings when reviewing the proposed survey. You can also ask your assistant to read the saved questions and settings back to you.

What it can and can't do

Your assistant can read your surveys, question settings, and responses. With permission to create drafts, it can also create a new survey after you confirm the proposed questions and options.
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It cannot edit existing surveys, delete data, publish surveys, or send them to respondents. Branching, other question types, targeting, recipients, and launch setup remain in Iterate.

Security and privacy

We built this connection with the same care as the rest of Iterate:

  • You stay in control. Nothing connects until you sign in with your Iterate account and click Approve. You're granting access on your own behalf, to your own company's data.

  • Drafts stay under your control. New surveys are saved as drafts after your confirmation. The connection cannot edit existing surveys, delete data, publish surveys, or send them to respondents.

  • Your data isn't used for training. Iterate never uses your survey data to train AI models, and leading assistants like Claude don't train on the data you share with them by default. Because policies differ between tools, it's worth confirming this with whichever assistant you connect.

Keep in mind that once feedback is in your AI assistant, it's handled under that assistant's own privacy and data policies, so it's worth using a tool your team already trusts with company data.

Troubleshooting

The assistant says it can't connect. Double-check that you pasted the link exactly (https://iteratehq.com/mcp) and that you're signing in with an Iterate admin account. Non-admin accounts can't connect.

I don't see the new tools in my assistant. Some assistants only pick up a new connection after you restart them. Close and reopen the app, then try again.

I can read feedback, but I can't create a survey. Older connections may only have permission to read data. Reconnect Iterate and approve draft creation, then restart your assistant if needed. The question options use the same draft-creation permission.

It asks me to log in again after a while. This is normal and expected for security. Just approve the sign-in when prompted.

If you're still stuck, reach out to our support team and we'll help you get connected.

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