Use the new Customer Insights MCP server to automatically discover insights provided by Customer Insights - Data and Customer Insights - Journeys.

The Customer Insights MCP server can be leveraged in chat and agent workflows to quickly obtain key insights such as:

Access extended customer information unified by Customer Insights - Data from external sources not available to Dataverse.
Understand processed insights such as calculated measures of a users purchase activity over time, or rewards points.
Quickly discover what key segments the customer is a member of.
If a customer has duplicate contacts or leads, determine which contact or lead is considered authoritative for that customer.
See predictive insights for the customer such as Customer Lifetime Value (CLV) and Churn risk, giving you greater insights into the customer's current relationships with your company.

Scenario

Sally is a seller who is evaluating a lead named Joe who recently attended a webinar for a new product launch event. Unbeknown to Sally, Joe has several contact records in the CRM and is a known contact with existing paid licenses for several products, elevating Joe from a simple lead to a VIP customer. But Sally's team recently used Copilot Studio and the Customer Insights MCP server to create an Insights agent that displays additional customer details from the unified profile and insights created by Customer Insights - Data. Because Customer Insights - Data unifies her company's Purchase and Rewards system with Dataverse customer data, Sally is able to see all the extended customer insights from their external systems data like rewards points and product keys Joe has purchased, but she can also see AI-generated insights such as the Customer Lifetime Value score, Churn Risk, and the segments Joe is a member of. Armed with a wealth of customer data, Sally is able to engage her contacts more effectively than ever.