User Requirements

What an individual needs before Intelligence is useful to them.

To use Intelligence in the application

Requirement Detail An active SiteTrax.io account CreatedUse your active SiteTrax.io account and enabledcomplete byemail your organization.verification. Intelligence uses the same sign-in as the rest of the application. Access to at least one project A project is a site, yard, ramp, gate or facility. Without a shared project there is nothing in scope to report on. A published profile EightComplete questions,and completedpublish once.the Untileight-question interview to open the normal personalized Intelligence hub, with Intelligence enabled. You can revise and republish it islater. published,Profile the Intelligence hubpublication is not availablean toOAuth thatprerequisite account.for an external assistant. A current desktop browser The application is a browser-based interface. No installation is required.

To use Intelligence from an assistant

Requirement Detail TheAn sameactive SiteTrax.io account with verified email SignComplete verification first. Before starting the connection, check the account in to the connectorapplication. Authorize with the account that holds your project access andand, if you want profile context, your published profile. An assistant that supports remote MCP servers The SiteTrax.io endpoint is remote and uses Streamable HTTP with OAuth. A client that only supports local servers cannot reach it. Permission to add connectors On team and enterprise plans this is usually restricted to owners or administrators. Check with whoever administers your assistant. Each person still authorizes their own SiteTrax.io account.

Things that are commonly assumed and are not required

You do not need a separate Intelligence licence key or a second password. An external assistant does require separate OAuth approval; signing in to the application alone does not grant it access. You do not need to exportprepare a manual data anywhereexport. for anThe assistant retrieves permitted results when it calls SiteTrax.io, and those results are sent to usethe it.assistant provider you choose. You do not need administrator rights in SiteTrax.io to publish your own profile.

Profiles are held per user, not per organization. EachPublishing personone completesis theiroptional ownfor interview,ordinary MCP queries. A connected assistant can retrieve selected published facts and theirpriorities; answershow shapeit onlyuses theirthem owndepends results.on the assistant. You can start directly with Connecting ChatGPT or Connecting Claude. See Account Access and OAuth for the complete connection flow.