Skip to main content

MCP for Data Analytics

Overview

Data analysts use Glean's MCP server to query structured data sources, combine quantitative and qualitative insights, and generate reports without switching between multiple analytics tools.

Prerequisites

Recommended connectors:

  • Databricks (for data warehouse queries)
  • Salesforce (for CRM data)
  • Google Drive (for spreadsheets and reports)
  • Confluence or Notion (for analysis documentation)
  • Slack (for data discussions)
  • Jira (for project tracking)

Supported MCP hosts:

  • Claude Desktop
  • ChatGPT
  • Cursor (for data notebooks)
  • Any MCP-compatible interface

Use Cases

1. Natural Language Database Queries

Query structured data sources using natural language instead of SQL.

What it does:

  • Translates natural language to SQL queries
  • Executes queries against connected data warehouses
  • Formats results for easy interpretation
  • Identifies notable patterns or anomalies

Note: Requires Databricks Genie or similar connectors that support structured data queries.

2. Trend Analysis and Pattern Recognition

Identify trends in business metrics and customer behavior.

What it does:

  • Queries time-series data
  • Identifies patterns and correlations
  • Combines quantitative data with qualitative context
  • Provides business interpretation

3. Automated Report Generation

Generate recurring reports by pulling data from multiple sources.

What it does:

  • Aggregates data from multiple sources
  • Calculates key metrics automatically
  • Adds qualitative context from discussions
  • Formats for stakeholder consumption

4. Anomaly Detection in Financial Data

Identify unusual patterns or errors in financial datasets.

What it does:

  • Analyzes financial data for outliers
  • Identifies reconciliation issues
  • Flags potential errors or fraud
  • Prioritizes audit focus areas

5. Customer Cohort Analysis

Analyze customer behavior by cohort to understand retention and growth patterns.

What it does:

  • Groups customers by cohort
  • Calculates retention and lifetime value metrics
  • Compares cohort performance
  • Identifies successful acquisition strategies

6. Root Cause Analysis

Investigate data anomalies by combining quantitative and qualitative sources.

What it does:

  • Combines quantitative metrics with qualitative context
  • Correlates changes with events (deployments, campaigns)
  • Searches for related discussions and issues
  • Proposes hypotheses for investigation

7. Competitive Benchmarking

Analyze competitive data and market positioning.

What it does:

  • Aggregates competitive intelligence
  • Compiles market research and analysis
  • Quantifies competitive performance
  • Identifies positioning opportunities

8. Data Quality Assessment

Audit data quality and identify gaps or inconsistencies.

What it does:

  • Identifies incomplete or inconsistent data
  • Finds duplicates and errors
  • Quantifies data quality issues
  • Prioritizes remediation efforts

9. Predictive Analysis Support

Gather data and context for predictive modeling.

What it does:

  • Aggregates historical data for modeling
  • Surfaces domain knowledge from past analyses
  • Suggests relevant features and variables
  • Connects quantitative data with qualitative insights

10. Ad Hoc Business Questions

Answer urgent business questions quickly with data.

What it does:

  • Quickly queries relevant data sources
  • Provides evidence-based answers
  • Combines data with contextual information
  • Formats insights for executive consumption

Best Practices

Start with Clear Questions

✅ "What's the month-over-month growth in user sign-ups?"
✅ "Which customer segment has the highest churn rate?"
❌ "Tell me about our customers" (too broad)

Specify Time Ranges

Always include time boundaries: "last quarter", "YTD", "since January 2024"

Combine Quantitative and Qualitative

Don't just query numbers. Also search for context in Slack discussions,
meeting notes, and analysis docs to understand the "why" behind the data.

Validate Results

When Glean returns data, cross-check key figures against known sources or
dashboards before using in reports.

Document Assumptions

Ask Glean to note any assumptions, filters, or data limitations in the
analysis so stakeholders understand the context.

Troubleshooting

Can't query structured data?

  • Verify Databricks Genie or similar connector is properly configured
  • Check that your user has query permissions on the data warehouse
  • Ensure the data source is actively indexed

Inaccurate calculations?

  • Be explicit about formulas: "Calculate as (new - old) / old * 100 for growth rate"
  • Specify how to handle nulls, duplicates, or edge cases
  • Ask Glean to show the query it's using so you can verify

Missing business context?

  • Connect Slack channels where data discussions happen
  • Index analysis documentation from Confluence or Notion
  • Include links to past analyses and reports

Results don't match dashboards?

  • Check if time zones or date boundaries are defined consistently
  • Verify filters and segments match your dashboard definitions
  • Confirm you're querying the same underlying data sources

See also