Iterate can connect directly to AI assistants like Claude and Claude Code, as well as other tools that support connectors, so you can explore your surveys and feedback just by asking. Instead of clicking into the dashboard, you can ask your AI assistant questions like "What are people saying about checkout?" and get answers pulled straight from your live Iterate data. 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 to know anything about MCP to use it, you just need the connection link below.
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.
An AI assistant that supports custom connectors, such as Claude Desktop, Claude Code, or other tools that support them.
Connecting your assistant
The connection link for Iterate is:
https://iteratehq.com/mcp
To connect, add this as a custom connector (sometimes called an "MCP server") in your assistant. The exact steps vary slightly by app, but the flow is always the same:
In your assistant's settings, look for Connectors or MCP servers and choose to add a new one.
Paste in the connection link above.
Your browser will open an Iterate sign-in page. Log in with your Iterate account as you normally would.
You'll see a consent screen asking whether to let the assistant read your surveys and feedback. Click Approve.
That's it. The browser hands you back to your assistant, and it can now read your Iterate data.
You only have to do this once.
What you can ask
Once connected, your assistant can look up your surveys, 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.
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.
What it can and can't do
This connection is read-only. Your assistant can read your surveys and responses, but it cannot create, edit, or delete anything in your Iterate account, and it cannot send surveys. It's a safe way to explore your data.
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.
Read-only by design. The connection cannot change anything in your account, so there's no risk of an assistant accidentally editing or deleting your data.
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.
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.