Build an insight from a question

Turns a reporting question into a Report Builder insight, checked with a preview before it's saved.

Download skill

Overview

Answer a question like "how many hours did we deliver per client last month?" with a saved Report Builder insight.

It shows you what it plans to change and waits for a clear yes before saving anything. It works through the Imploy MCP connection, so it only sees what your Imploy role can access.

Free to download and use.

What it does

  • Restates your question as what to measure, how to group it and the date range.
  • Picks the right data source and metric in Report Builder.
  • Previews the numbers and gives you the answer in words.
  • Saves the insight to the report space you choose, once you agree.

Example prompts

  • How many hours did we deliver per client in the last 30 days? Save it to my Operations space.
  • Show unpaid billing by client for this quarter.
  • Make a metric of shifts with SCHADS warnings this month.

How to install

  1. Connect the Imploy MCP server to your AI app and sign in to your Imploy organisation. Ask your assistant to run whoami to check it can see the right organisation.
  2. Download imploy-insight-from-question.zip.
  3. Claude: go to Settings, then Capabilities, turn on Skills and upload the zip. In a Claude Project, paste the contents of SKILL.md into the project instructions instead. In Claude Code, copy the folder into ~/.claude/skills/.
  4. ChatGPT: in a custom GPT or a Project, paste the contents of SKILL.md into the instructions and connect the Imploy MCP server.
  5. Other MCP clients such as Cursor or Windsurf: add the contents of SKILL.md to your custom instructions or rules file.
Works with
Claude, ChatGPT and other MCP clients
Requires
Imploy MCP server
Tools used
get_report_builder_options, preview_report_insight, list_report_spaces, create_report_insight, update_report_insight
Price
Free

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