Copy as markdown[View .md](https://docs.funnelfizz.com/concepts/insights "View the raw markdown for this page")[Open in Claude](https://claude.ai/new?q=Read%20https%3A%2F%2Fdocs.funnelfizz.com%2Fconcepts%2Finsights.md%20and%20help%20me%20with%20this%20FunnelFizz%20topic%3A%20Insights%20%26%20MCP "Open this page in Claude with context")[Open in ChatGPT](https://chat.openai.com/?q=Read%20https%3A%2F%2Fdocs.funnelfizz.com%2Fconcepts%2Finsights.md%20and%20help%20me%20with%20this%20FunnelFizz%20topic%3A%20Insights%20%26%20MCP "Open this page in ChatGPT with context")

# Insights & MCP

Once data is flowing, the question shifts from *"is this set up?"* to *"what is it telling me?"*, where's the dropoff, which channel converts, who's churning, what to fix this week. Two paths.

* **This page** — hand the funnel to your agent for ad-hoc, conversational questions over MCP.
* **[Reports](https://docs.funnelfizz.com/concepts/reports.md)** — generate a saved, shareable AI analysis from the dashboard.

Use both. They share the same underlying model and data.

## Hand it to your agent[​](#hand-it-to-your-agent "Direct link to Hand it to your agent")

Your agent connects to the [FunnelFizz MCP server](https://docs.funnelfizz.com/ai-agents/mcp.md) and calls **read tools** that return live funnel data. It then synthesizes, bottlenecks, comparisons, recommendations, without you opening the dashboard.

Paste any of these into Claude / Cursor / ChatGPT (assuming MCP is connected, see [Getting Started → Path A](https://docs.funnelfizz.com/getting-started/overview.md#a-hand-it-to-your-agent-5-min)):

```
Run a weekly review across all my funnels. Surface the biggest

dropoffs, channel that's underperforming, and one thing to fix.
```

```
Compare conversion across my three funnels for the last 30 days.

Which performs worst, why, and what would you change?
```

```
Pull the journey for the profile that just signed up. Where did

they come from, what did they read, what convinced them?
```

```
Why is my trial-to-paid conversion lower this month than last?
```

```
What's the dropoff between AWARENESS and CONSIDERATION on my main funnel?
```

The agent picks the right MCP tool for each question and stitches results into a narrative.

### What the agent has access to[​](#what-the-agent-has-access-to "Direct link to What the agent has access to")

| Capability                                       | Plan   | Tool                                          |
| ------------------------------------------------ | ------ | --------------------------------------------- |
| Funnel overview (stage counts, conversion rates) | HOBBY+ | `get_funnel_overview`                         |
| Stage metrics with optional split-by             | HOBBY+ | `get_funnel_metrics`                          |
| Side-by-side comparison across funnels           | HOBBY+ | `compare_funnels`                             |
| Cross-funnel rollup + top funnels                | HOBBY+ | `get_workspace_overview`                      |
| Search profiles by email/name                    | PRO    | `search_profiles`                             |
| Latest 100 events for a profile (PII redactable) | PRO    | `get_profile_journey`                         |
| Generate or fetch a saved AI report              | HOBBY+ | `generate_funnel_report`, `get_funnel_report` |

### Pre-baked review prompts[​](#pre-baked-review-prompts "Direct link to Pre-baked review prompts")

Built-in workflows your agent can run by name:

| Prompt            | What it does                                  |
| ----------------- | --------------------------------------------- |
| `weekly_review`   | Multi-funnel summary, last 7 days vs prior 7. |
| `diagnose_funnel` | Pinpoints why one funnel is underperforming.  |
| `find_dropoff`    | Locates the biggest conversion leak.          |

Just say *"run weekly\_review"*, the agent invokes the prompt and surfaces results.

### What the agent **can't** do[​](#what-the-agent-cant-do "Direct link to what-the-agent-cant-do")

* Send email or trigger automations.
* Edit funnels, stages, splits, or conversions.
* Mutate or delete profile data.
* Anything outside the read scope.

So a "what should I change?" answer is always a *recommendation*, you make the change.

→ Setup: [Hand it to your agent](https://docs.funnelfizz.com/ai-agents/setup.md) · MCP reference: [/ai-agents/mcp](https://docs.funnelfizz.com/ai-agents/mcp.md)

## When to use Reports instead[​](#when-to-use-reports-instead "Direct link to When to use Reports instead")

Reports are the same kind of analysis, captured as a saved artifact. Use them when:

* You want a weekly funnel diagnostic you can revisit and forward to a co-founder.
* You're not in an agent session and just want to click "Generate report" in the dashboard.
* You want to export the analysis as Markdown for paste into Notion / a Loom doc / another model.

For one-off questions ("what's my worst stage?") MCP is faster. For artifacts you want to keep, generate a [Report](https://docs.funnelfizz.com/concepts/reports.md).

***

**Related:** [Reports](https://docs.funnelfizz.com/concepts/reports.md) · [Stages](https://docs.funnelfizz.com/concepts/stages.md) · [Conversion](https://docs.funnelfizz.com/concepts/conversion.md) · [MCP](https://docs.funnelfizz.com/ai-agents/mcp.md)