Close



Data Sources



General

Data Sources | General

Fields & Formulas

Data Sources | Fields & Formulas

Connections

Data Sources | Connections

Reports



Creating & Sharing

Reports | Creating & Sharing

Report Editing

Reports | Editing

Report Config

Reports | Report Config

Chart Cards

Reports | Chart Cards

Content Cards

Reports | Content Cards

Data Chat



General

Data Chat | General

AI Visibility



General

AI Visibility | General



General

AI | General

MCP (Model Context Protocol)

AI | MCP (Model Context Protocol)

Clients



General

Clients | General

Integrations



General

Integrations | General

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Other

Integrations | Webhook — Other

Settings



Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

KPI Forecasting



General

KPI Forecasting | General

Settings & Status

KPI Forecasting | Settings & Status

Seasonality

KPI Forecasting | Seasonality

Metrics by Source

KPI Forecasting | Metrics by Source

Budget Tracking



General

Budget Tracking | General

Anomaly Detection



General

Anomaly Detection | General

Automation Jobs



General

Automation Jobs | General

Change History

Automation Jobs | Change History

URL & Page Checkers

Automation Jobs | URL & Page Checkers

Local & Reviews

Automation Jobs | Local & Reviews

Search Console

Automation Jobs | Search Console

Insights



Managing Insights

Insights | Managing Insights

Change History

Insights | Change History

URL & Page

Insights | URL & Page

Local & Reviews

Insights | Local & Reviews

Other Insight Types

Insights | Other Insight Types

Local Listings



General

Local Listings | General

Profiles & Content

Local Listings | Profiles & Content

Performance & Activity

Local Listings | Performance & Activity

Media

Local Listings | Media

Categories & Services

Local Listings | Categories & Services

Reviews



General

Reviews | General

General

Social Posts | General

Creating Posts

Social Posts | Creating Posts

Managing Posts

Social Posts | Managing Posts

Data Warehouse



Pipelines

Data Warehouse | Pipelines

Access & Credits

Data Warehouse | Access & Credits

Source Fields

Data Warehouse | Source Fields

Data Studio

Data Warehouse | Data Studio

BigQuery

Data Warehouse | BigQuery

General

Clients | General

General

Integrations | General

MCP

Integrations | MCP

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Other

Integrations | Webhook — Other

Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

Recent Updates



Account Settings

Settings | Account & Billing

Acknowledging and Resolving Insights

Insights | Managing Insights

Add comment from Slack

Integrations | General

Add comment from Zapier

Settings | Comments & Notes

Adding a User

Settings | Users

AI Analysis Generation

Reports | Creating & Sharing

AI Credits

AI | General

AI Models

AI | General

AI Visibility Insights

AI Visibility | General

AI Visibility Overview

AI Visibility | General

AI Visibility Settings

AI Visibility | General

AI Visibility Webhook Payload

Integrations | Webhook — Other

Analysis Card

Reports | Content Cards

Anomalies Bulk Action

Anomaly Detection | General

Anomaly Algorithm

Anomaly Detection | General

Anomaly Detection

Anomaly Detection | General

Anomaly Detection Insight

Insights | Other Insight Types

Anomaly Detection Settings

Anomaly Detection | General

Anomaly Detection Webhook Payload

Integrations | Webhook — Other

Anomaly Job Common Errors

Anomaly Detection | General

An overview of Local Listings

Local Listings | General

An overview of Reviews

Reviews | General

Answers

AI Visibility | General

Area Chart Card

Reports | Chart Cards

Attributes

Local Listings | Profiles & Content

Automatic Schema Updates

Data Warehouse | Pipelines

Automation: Facebook Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Ads Change History

Integrations | Webhook — Automation Payloads

Automation: Google Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Analytics Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Answer

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Pending Updates

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Question

Integrations | Webhook — Local & Reviews

Automation: Google Review

Integrations | Webhook — Local & Reviews

Automation: Google Review Change History

Integrations | Webhook — Automation Payloads

Automation Job Common Errors

Automation Jobs | General

Automation Jobs

Automation Jobs | General

Automation: Microsoft Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Page Status Checker

Integrations | Webhook — Automation Payloads

Automation: Robots.txt Change Detection

Integrations | Webhook — Automation Payloads

Automations Bulk Action

Automation Jobs | General

Automation: Search Console Activity

Integrations | Webhook — Automation Payloads

Automation: Search Console Keyword Movement

Integrations | Webhook — Automation Payloads

Auto Resolving

Insights | Managing Insights

Bar Chart Card

Reports | Chart Cards

Branding

Reports | Creating & Sharing

Budget Campaign Dynamic Filter

Budget Tracking | General

Budget Common Errors

Budget Tracking | General

Budget history

Budget Tracking | General

Budgets Bulk Actions

Budget Tracking | General

Budget Settings

Budget Tracking | General

Budget Status

Budget Tracking | General

Budget Tracker Webhook Payload

Integrations | Webhook — Other

Budget Tracking

Budget Tracking | General

Budget Webhook URL

Budget Tracking | General

Build Reports with Jepto MCP

AI | MCP (Model Context Protocol)

Bulk Action

Local Listings | General

Bulk Upload Images

Local Listings | Media

Calendar

Social Posts | General

Cancel Subscription

Settings | Account & Billing

Card Chat

Reports | Editing

Card Data Filters

Reports | Creating & Sharing

Build Reports with Jepto MCP

‍
‍

You can build a full Jepto report from Claude, ChatGPT or any other MCP client. Describe the report you want, and the assistant uses the Jepto MCP to create the tabs, add chart and table cards from your live data, lay them out, apply your theme and write the analysis. You get a link to the finished report in Jepto.

The report is a normal Jepto report. You can open it in the editor, change it in Report Chat, share it, or keep asking the assistant to change it.

Why it matters

Go from question to report in one chat. When an analysis in your AI assistant turns into something you want to send, you don't have to start again in Jepto.
Same numbers as the app. Cards use the same Data Model fields as reports you build by hand, so a card made over MCP shows what a card made in the editor shows.
Repeat it for every brand. The connection is account-wide. Ask for the same report for Homer's Donuts and three other brands, and the assistant builds each one.
Your branding, applied for you. The assistant can list your themes and palettes and apply them, or create a new palette from your brand colors.

Before you start

Connect the Jepto MCP to your AI assistant (Claude or ChatGPT).
Make sure the brand has data sources connected in Jepto. The assistant can only chart sources that are connected and synced.
Decide on a date range. If you don't give one, reports default to the last 30 days.

How a report gets built

You only write the request. The assistant picks the tools. Here's what happens behind the scenes:

1Create the shell
report_create makes the report and every tab you asked for, with a date filter on each data tab.2Check the data
datasource_list, analytics_schema and analytics_query confirm each metric has rows for the date range.3Add cards
report_card_generate adds one chart or table at a time. report_page_update places them on the grid.4Write the analysis
report_analysis_run adds a written summary. report_get checks the finished report.

A report isn't finished after step 1. report_create only makes empty tabs, so a good assistant always goes on to add and place cards.

Example: a monthly report for Homer's Donuts

Here's a typical request, and what the assistant does with it.

Using Jepto, build a monthly report for Homer's Donuts for last month. Add an Executive Overview tab, a Paid Search tab and an Organic Search tab. Use our brand theme and finish with a short summary.client_list → report_theme_list → report_create (3 tabs)datasource_list → analytics_schema → analytics_queryreport_card_generate × 12 → report_page_update × 3report_analysis_run → report_getYour report is ready: Homer's Donuts Monthly Report has 3 tabs and 12 cards, using the Homer's Donuts theme. Open it in the editor or share the preview link.

You never name tools. Mention Jepto, the brand, the tabs and the date range, and the assistant works out the rest.

The Executive Overview tab it builds looks something like this:

Executive Overview · Date range: last monthTotal Spend$4,820+6%Clicks9,140+11%Conversions412+4%Organic Clicks3,265-2%Line chart: Sessions by dayDonut chart: Spend by channelAnalysis: Paid search drove most of the growth in conversions. Organic clicks dipped slightly as "donuts near me" lost a position to Glaze Co.

The assistant pairs number cards with trend and breakdown charts, and aims for 3 to 6 cards per tab rather than one card per tab.

What you can ask for

You want to	Try asking	Tools used
Create a report	"Build a Google Ads report for Homer's Donuts for the last 90 days with a campaign table."	`report_create`, `report_card_generate`, `report_page_update`
Add a tab	"Add a Website Analytics tab with sessions, users and engagement rate."	`report_page_create`
Change a card	"Change the spend chart to a column chart and compare to the previous period."	`report_card_get`, `report_card_update`
Rearrange a tab	"Move the campaign table to the Paid Search tab and put the KPIs on one row."	`report_page_get`, `report_page_update`
Add text or images	"Add a heading that says Q3 Highlights and our logo at the top."	`report_card_create` (markdown, HTML, image)
Brand the report	"Create a palette from #F5A9B8 and #6B3E26 and use it on this report."	`report_palette_create`, `report_theme_create`, `report_update`
Write the analysis	"Write an executive summary of last month for this report."	`report_analysis_run`, `report_analysis_save`
Find an existing report	"List the reports for Homer's Donuts and open the monthly one."	`report_list`, `report_get`
Remove something	"Delete the Social tab from this report."	`report_page_delete`, `report_card_delete`, `report_delete`

Cards the assistant can add

Charts: number (KPI), line, area, bar, column, donut and scatter. See Line Chart Card and the other card articles for what each one shows.
Tables: detailed rows when exact values matter more than a visual (Table Card).
Analysis: AI-written insights about the report's data (Analysis Card).
Markdown, HTML and image cards: headings, notes and logos. Image cards need a real image URL.
Date range filter: added for you on every tab with data.

Map cards can't be created over MCP yet. Add them in the editor.

Tips for better reports

Name the brand, tabs and date range. "Homer's Donuts, last month, Paid Search and Organic Search tabs" gets a better result than "make me a report".
Ask for specific metrics when you care about them, such as ROAS or average position. Otherwise the assistant picks headline metrics for each source.
Keep going in the same chat. Follow-ups like "add a campaign table" or "swap the donut for a bar chart" change the report you just built.
Review it in Jepto. The assistant returns an editor link and a preview link. Check the report before you share it.

FAQ

Can Claude create a Jepto report for me?

Yes. Connect the Jepto MCP to Claude, then ask it to build a report for a brand and date range. Claude creates the tabs and cards in your Jepto account and gives you a link to the report.

Does ChatGPT work too?

Yes. Install the Jepto plugin from ChatGPT's Plugins page (Connect Jepto MCP to ChatGPT). Other MCP clients that support remote connectors with OAuth sign-in, such as Cursor, can use the same report tools.

Is a report built over MCP different from one built in Jepto?

No. It's saved as a normal Jepto report, so you can edit it in the editor, change it with Report Chat, link it to a master report or share it.

Can two people edit the same report at once?

Every page and card change checks that it's working from the latest version. If someone else saved a change first, the assistant re-reads the report and tries again, so it won't overwrite their work.

Troubleshooting

The report has tabs but no cards. Ask the assistant to keep going and add cards. Creating the report only makes empty tabs.

A card was made but isn't on the report, or shows no data. The data check found no rows for that metric and date range, so the card was saved but not placed. Check that the source is connected and synced in Data Sources, try a wider date range, or ask the assistant to swap the metric. Then ask it to place the card.

The assistant says a tab was left out. Tabs for sources that aren't connected to the brand are skipped. Connect the source, then ask the assistant to add the tab.

The assistant reports a conflict. Someone changed the page or card while the assistant was working. Ask it to re-read the report and try again.

The colors don't match your brand. Ask the assistant to list your themes and apply the right one, or to create a palette from your brand colors. Cards with their own palette keep it.

Was this article helpful?



Nice one!

Thanks a lot for your feedback! If you’d like a member of our support team to respond to you, please send a message here



Please try again

Oops! Something went wrong while submitting the form.



Nice one!

Thanks a lot for your feedback! If you’d like a member of our support team to respond to you, please send a message here



Please try again

Oops! Something went wrong while submitting the form.