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Connecting Iterate to your AI assistants

Connect Iterate to AI assistants like Claude and ChatGPT to explore feedback, create draft surveys, and edit existing surveys.

Connect Iterate to AI assistants like Claude and ChatGPT 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.

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 your assistant to read surveys and feedback, create draft surveys, and edit existing survey questions and supported settings, including on live 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.
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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 your assistant to read surveys and feedback, create draft surveys, and edit existing survey questions and supported settings, including on live 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.
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Connecting with other AI assistants

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

https://iteratehq.com/mcp
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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. These permissions allow your assistant to read surveys and feedback, create draft surveys, and edit existing survey questions and supported settings, including on live surveys.

  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 draft creation and editing existing surveys.

  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.

You can also search responses across surveys by words or phrases, sentiment, topic, and date. Your assistant can retrieve images submitted through file upload questions.
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Try asking:

  • Find negative feedback mentioning checkout from the last 30 days.

  • Show me responses about pricing across all my surveys.

  • What’s our NPS score, and how has it changed month over month?

  • What percentage of respondents are satisfied on our CSAT question?

  • Show me the images uploaded to my product feedback 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.
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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 and options for you to review.
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After you confirm the proposal, 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. Creating a draft does not publish or send it.


You can create surveys with written feedback, single-choice, multiple-choice, rating, NPS, CSAT, Statement, Number, Emoji, User info, File upload, Date, Ranking, Matrix, Legal, MaxDiff, and Conjoint questions. Available question types depend on the survey’s delivery method.

Question options

Ask for the settings you need, such as:

  • Required answers, supporting text, and character limits.

  • An Other option, randomized choices, and selection limits.

  • Minimum and maximum numbers or dates.

  • Contact fields to collect, allowed upload formats, and file size limits.

  • Ranking choices, matrix rows, and legal agreement text.

  • MaxDiff options or Conjoint attributes and levels.

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 proposal. You can also ask your assistant to read the saved questions and settings back to you.

Editing an existing survey

Your assistant can update questions and supported settings, add or remove questions, and change their order. It can also work with questions inside branches.

For example:

  • Make the written feedback question optional and limit answers to 500 characters.

  • Add an Other option to the question about checkout.

  • Move the recommendation question before the written feedback question.

  • Enable Follow-up questions on the written feedback question.

Follow-up questions require access to Research Assistant. Other available settings include answer layouts, choice scoring, rating scales and labels, and a consistent rating direction across the survey.

Edits are saved directly to the existing survey, including when it is live. Review the assistant’s proposed changes before confirming. Editing does not pause response collection.

Changing answer labels, scores, or rating scales can affect how historical results are displayed or interpreted. Existing translations are not updated automatically, so review them in Iterate after changing wording.

Some settings stay fixed after saving. For example, changing the options or round settings of a MaxDiff question, or the attributes and levels of a Conjoint question, requires duplicating the question in Iterate.

What it can and can’t do

Your assistant can:

  • Read surveys, question settings, branching, and responses.

  • Search feedback and summarize themes, sentiment, and scores.

  • Retrieve images submitted through file upload questions.

  • Create draft surveys after you confirm the proposal.

  • Edit existing questions and supported settings, add or remove questions, reorder them, and configure branching.

It cannot publish surveys, send them to respondents, or configure targeting, recipients, or external campaigns. Finish launch setup in Iterate. Removing a question from a survey preserves its saved responses. Images, translations, and custom design changes 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.

  • You control creation and editing. New surveys are saved as drafts after your confirmation. With write permission, your assistant can also edit existing surveys, including live ones. These edits take effect when saved. The connection cannot 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 or edit a survey. Older connections may only have permission to read data. Reconnect Iterate and approve survey creation and question editing, then restart your assistant if needed. You also need write access to the survey’s project.

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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