Agent setup

Connect an AI agent to Altertable with skills, hosted MCP access, and an optional CLI for terminal workflows.

Quick setup

Paste this instruction into an AI agent with terminal and file access:

Fetch https://altertable.ai/docs/agent-setup/prompt.md and follow the instructions.

The prompt detects the active agent, preserves existing configuration, and verifies the connection.

Manual setup

Choose a guide for installation and troubleshooting steps:

Claude Code

Install the Altertable plugin in Claude Code, load its bundled skills and MCP configuration, and verify access to your data catalogs.

Codex

Install the Altertable plugin from its Codex marketplace, connect the hosted MCP server, and verify access to your data catalogs.

Cursor

Install Altertable Agent Skills in Cursor, merge the hosted MCP server into project configuration, and verify access to your data catalogs.

Setup prompt

Copy a prompt that asks an AI agent to install Altertable Skills, preserve existing MCP configuration, and verify the connection.

Tools

Tool	Use when	Setup
Altertable Skills	The agent needs Altertable-specific workflow guidance or help choosing tools	Installed with the plugin or Agent Skills package
Altertable MCP	The agent can call tools interactively and needs authenticated access to Altertable data or operations	Registered by the plugin or configured manually
Altertable CLI	The workflow must run from a shell, CI job, or script, or needs pipeable JSON	Optional; install separately

The altertable-ai/skills repository packages the skills and client plugin manifests. Compatible clients also discover the hosted MCP server:

https://mcp.altertable.ai/mcp

When the agent first uses an Altertable tool, complete authorization in your browser and choose the organization and environment it should access. See MCP for connection and permission details.

When to add the CLI

Install the Altertable CLI when your agent needs to run terminal commands, automate CI, load data, or consume structured JSON. The --agent preset returns JSON without a pager, colors, or terminal styling:

altertable --agent query "SELECT 1"

The CLI is optional and installed separately. Agents can use it alongside MCP: MCP works well for interactive platform operations, while the CLI works well for shell-native workflows.

Try Altertable

Start a new agent session after installation, then try these workflows:

Explore the catalog: “List my Altertable catalogs and explain which tables are relevant to signups.”
Analyze web traffic: “Analyze web traffic for the last 30 days and call out meaningful changes.”
Analyze a funnel: “Analyze the signup funnel from landing page to account creation.”

The agent should call initialize before other Altertable tools, inspect available data instead of guessing schema names, and ask before creating or changing persistent resources.

Skills included

Skill	Purpose
`analyze-funnels`	Analyze conversion funnels and user journeys
`analyze-insights`	Interpret chart patterns, anomalies, and trends
`analyze-web-traffic`	Analyze acquisition and web traffic patterns
`build-segments`	Build user segments and cohorts
`configure-tasks`	Configure recurring agent tasks
`create-discoveries`	Record meaningful findings for review
`create-insights`	Create insights through the approval workflow
`decide-actions`	Choose the right insight or discovery action
`evaluate-skills`	Evaluate and create Agent Skills
`explore-data`	Explore connections, catalogs, and schemas
`forecast-timeseries`	Analyze trends, anomalies, and forecasts
`manage-discoveries`	Manage discovery review and feedback
`query-lakehouse`	Write and run DuckDB SQL queries
`track-events`	Instrument product events and user identity
`understand-platform`	Explain Altertable concepts and architecture
`use-memory`	Store and retrieve reusable agent context

Update the installed plugin or skills package when a new Altertable Skills release is available.