MCP use case · Client reporting · Claude

Create a client-ready report
with Claude.

Create an AI visibility client report with your agency’s branding. Bring together performance, competitor comparisons and supporting answers, with clear recommendations your client can discuss and act on.

Connect Onsomble See the workflow

Step-by-step guide

Turn scan results into a client report

Before you start: Connect Onsomble and choose a client with completed results. Share your report template, logo, colours and intended audience.

Confirm the client, scan dates, markets and AI platforms included in the report.
Ask your assistant to draft the findings and next steps, supported by saved answers and clearly explained figures.
Review the evidence and recommendations. Compare periods only when their coverage matches; use a first scan as a baseline.
Choose a file format your assistant supports. If it cannot create a file, copy the structured draft into your template. Review it before sharing.

What you’ll have: A client report draft that explains the findings, supporting evidence and recommended next steps.

Prepare a client report for Davanti from the 28 September scan. Use our agency branding, explain the competitor gaps in plain English and finish with the next steps we should discuss.

Claude: Here’s a report excerpt for review. This is the first scan, so it establishes a baseline. I’ve kept the overall comparison separate from the individual buyer questions behind it.

YOUR AGENCYCLIENT REPORT / 01

Davanti Consulting

AI visibility · Baseline report

28 September 2026 · New Zealand & Australia
ChatGPT & Google AI Summaries

What the scan tells us

Davanti’s overall visibility is 30.09%, compared with 49.56% for PwC. The next priority is to examine the buyer questions behind that difference, particularly where customers are choosing a consulting partner.

First scan: no previous period is available for comparison.

Visibility across the scan

Percentage of saved answers mentioning each brand. Selected competitors; all tracked prompts, including brand-name questions.

PwC49.56%
Accenture42.48%
Davanti30.09%
Deloitte Digital27.43%

One buying question worth investigating

Which consultancies in New Zealand are strong at both customer experience design and Salesforce delivery?

The saved ChatGPT answer mentions PwC and omits Davanti. Google AI Summaries mentions both. The gap on this question is specific to the ChatGPT result in this scan.

Source in the ChatGPT answer: PwC’s Salesforce page.

Recommended next steps

Review Davanti’s customer experience and Salesforce pages together. Check whether they clearly explain the combined offer and include relevant New Zealand delivery examples.
Inspect the sources cited for that buyer question before deciding whether to update existing content or develop a new brief.
Use the same question, market and models in a later scan to assess whether visibility changes.

Connect Claude to Onsomble

Use Claude on the web or desktop with access to custom connectors. In a Team or Enterprise workspace, an owner or someone with connector permissions must add Onsomble before you can connect it. Claude account requirements

Open Customize → Connectors. On an individual account, choose Add custom connector and enter the server address below. In a workspace, select the Onsomble connector your organisation has added. Sign in to Onsomble, approve access and enable it in your conversation.

https://mcp.onsomble.ai/mcpClaude connection guide

Try this prompt

Connect your Onsomble account and choose a client with completed scan results. Share your logo, colours and report template with your assistant, then adapt the prompt below.

Prepare an AI visibility client report for [brand / website] using [scan or reporting period] in Onsomble. Confirm the client, completed scans, dates, markets and AI models covered. Use existing results and flag incomplete data. Write for [client audience] in [agency name]’s tone of voice. Include an executive summary, brand visibility, a competitor comparison, important buyer questions, cited sources and prioritised next steps. Keep branded and unbranded findings distinct. Compare periods only where coverage is comparable; if this is the first scan, present a baseline. Support the main findings with saved answers and sources. Explain what the figures mean in plain English, distinguish observed results from proposed actions, and connect each recommendation to the evidence. Do not infer business impact or a cause of change from visibility alone. Use my supplied [logo, colours and report template] to format the report. Tell me which document or presentation formats your tools support, then prepare the agreed format. If file creation is unavailable, provide a structured draft I can put into our template. Show me the report for review before any publishing or sharing.

What you can do

A client report that explains what to do next.

Explore Onsomble MCP

A useful AI visibility report connects the numbers to your client’s business. Ask your assistant to pull the scan results from Onsomble, explain where the brand appears and show which competitors are being recommended. Include the buyer questions and cited sources behind the findings so your client can see what the conclusions are based on.

Give your assistant your agency’s logo, colours, tone of voice and preferred report structure. It can use that brief to shape the narrative and, where its document tools support it, create a branded document or presentation. Onsomble supplies the scan data through MCP; the connected assistant’s tools determine the available files and export formats.

Finish with a short, prioritised set of actions for your next client conversation. For recurring reporting, reuse the brief with fresh scan data and compare periods with equivalent coverage. Keep the reporting dates, markets and AI models visible so changes in the scan setup are distinguishable from changes in visibility. Review the report before sharing it with the client.

Create a client-ready report with Claude.