summationai/summation
Summation's AI data analyst: ask data questions, search the catalog, run bounded SQL, generate and validate reports, export PDF/DOCX/Markdown. MCP-native auth and tools.
Use Summation through the hosted summation MCP server and Summation skills. Product questions, data work, reports, connections, and auth.
Search and describe Summation tables, views, and catalog metadata. Use when the user asks what data exists or before writing SQL.
Connect a data source (Postgres, Snowflake, BigQuery, etc.) to Summation. Use when the user wants to add a warehouse or database. Keep secrets out of chat; attach tables with clear names.
Check whether Summation is connected and what data is visible. Use when tools fail, sign-in seems broken, or the user asks if setup is OK.
Alias for diagnose — check whether Summation is connected and what data is visible. Use when tools fail, sign-in seems broken, or the user asks if setup is OK. Prefer diagnose.
Alias for signin — connect Claude to Summation via hosted MCP browser OAuth. Use when the user needs to connect Summation or tools return 401/403. Prefer signin.
Alias for signout — disconnect Summation MCP session so the next use re-authenticates. Prefer signout.
Suggest Summation workflows from recent local IDE chats and the live catalog. Use when the user asks what Summation can do for their work, wants workflow ideas, use cases, how you can help, opportunity scan, or after onboarding when they consent to a local chat scan.
Answer a data question or run read-only SQL against Summation. Use for quick checks, tables, or open-ended questions.
Generate a Summation report from a question and export it (Markdown, PDF, or DOCX). Use for analyses, board updates, or exportable documents over Summation data.
Schedule recurring Summation playbook runs with email delivery — list, create, update, pause, resume, or run now.
Connect the host to Summation via the hosted MCP server. Use when the user needs to connect Summation, when Summation tools are missing or unauthenticated, or when any Summation MCP call fails with 401/403.
Disconnect the host from Summation — clear the hosted MCP session so the next use re-authenticates. Use when the user wants to disconnect, switch Summation user/org/environment, or clear a stale MCP session.
Summation onboarding — sign in, map data, meet the analyst, first report. Use when the user says set up Summation, get started, or is clearly new.
Verify a Summation report against its sources before sharing. Use before external or executive distribution, or when the user asks if a report is solid.