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Docs/Tools/get_insights_report

get_insights_report

Query account journey insights with filtering, sorting, and pagination.

Read analytics

Returns data. Calling it changes nothing, so it is safe in an unattended loop.

What it does

Query account journey insights with filtering, sorting, and pagination.

USE FOR: Filtering/searching multiple accounts, bulk analysis, trends, building segments.
DO NOT USE FOR: Single account lookup (use get_account_summary_insights).

TO CREATE AUDIENCE: 1) create_segment with criteria, 2) create_audience_from_segment.

CRITERIA BUILDING:
1. Use search_insights_criteria_fields to discover fields
2. Build criteria: {"operator": "AND|OR", "match": [{field, operator, type, value}, ...]}
3. Or use get_segment_criteria to get saved segment's criteria

OPERATORS: EQUALS, NOT_EQUAL, LIKE, NOT_LIKE, IN, NOT_IN, GREATER_THAN, GREATER_OR_EQUAL, LESS_THAN, LESS_OR_EQUAL, IN_THE_LAST, NOT_IN_THE_LAST, BETWEEN, IN_THE_NEXT

BOOLEAN FIELDS: Use without operator: {"field":"IN_CRM","operator":null,"type":"BOOLEAN","value":false}

SORT OPTIONS: timeInJourney, revenue, oppCreatedAmount, highIntentDetails, engagementScoreClassificationDelta, engagementScoreClassification, inCrm, lastTouchDate (default), totalTouches, pageViews, sessions, uniqueVisitors, companyName. Append ,desc or ,asc.

Arguments

ArgumentTypeNotes
accountName string Filter by account/company name.
startDate string|null ISO 8601 format or null. E.g., '2025-01-01T00:00:00.000Z'
endDate string|null ISO 8601 format or null.
criteria object|null Criteria object: {"operator":"AND","match":[{field,operator,type,value}]}. Use get_segment_criteria for saved segments.
page integer 0-based page number.
sort string Sort format: field,direction. Default: lastTouchDate,desc
one of: timeInJourney,desc, timeInJourney,asc, revenue,desc, revenue,asc, oppCreatedAmount,desc, oppCreatedAmount,asc, highIntentDetails,desc, highIntentDetails,asc, engagementScoreClassificationDelta,desc, engagementScoreClassificationDelta,asc, engagementScoreClassification,desc, engagementScoreClassification,asc

Request

curl
curl -s -X POST https://mcp-server.metadata.io/mcp \
  -H "Authorization: $METADATA_PAT" \
  -H "Content-Type: application/json" \
  -H "Accept: application/json, text/event-stream" \
  -H "MCP-Protocol-Version: 2025-11-25" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_insights_report","arguments":{}}}'

Response

Real, from the production server, in 417 ms. Values that identify a customer or disclose money are replaced with typed placeholders; keys, types and nesting are exactly as returned.

recorded response
"[value redacted]"

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