AI Agent
The AI Agent is a chat inside the Mammoth web app. Say what you want in plain words: the agent answers questions, makes charts, cleans and combines data, builds dashboards and connects sources, with your own access.
The AI Agent, including Ask mode and the Today page, is available on Enterprise plans.
Where the agent appears
| Where | What you see |
|---|---|
| Left navigation | Agent, marked "beta". See Chat with the agent. |
| A dataset's page and the Automations tab | Ask, a chat docked beside the page. See Ask about a dataset or your automations. |
| Notifications bell | An Agent group. See Agent notifications. |
| Connector workspace | The chat that builds a connector. See Add a connector with the connector workspace. |
| Export panel | Somewhere else…, for a destination with no built-in export. See Send to destinations. |
| agent@mammoth.io. See Email the agent. | |
| Slack | @Mammoth, once an owner connects Slack. See Slack. |
When Ask mode is on, the top of the left navigation also has an Ask and Build switch. Ask is a read-only side of the app built around the agent. See Ask mode.
Who can use it
A Workspace Owner controls the agent for the whole workspace on the AI Agent page of Workspace Settings. Only Workspace Owners see that page. See AI Agent access.
| Person | What the agent does for them |
|---|---|
| Someone who can edit a project | The agent in Build, for the projects they can edit. It can change data there. |
| Someone who can only view a project | Nothing while Ask mode is off. With Ask mode on, the agent answers about the project but changes nothing. |
| A guest invited to Ask | Ask only, about the projects and files picked for them. Guests have a monthly question limit. |
The agent never does more than your own access allows. When Enable agents for this workspace is off, no one has an agent, and the Agent page says "Agents are off in this workspace".
How it differs from the MCP server and the CLI
| AI Agent | Mammoth MCP server | CLI | |
|---|---|---|---|
| Where it runs | Inside the Mammoth web app | In your own AI client, such as Claude or ChatGPT | In your terminal and scripts |
| Who drives it | You, in the chat | Your AI client calls Mammoth's tools | You or your script, one command at a time |
The MCP server works on every Mammoth plan. The in-app AI Agent is available on Enterprise plans.
The CLI can also talk to the in-app agent: mammoth agent chat sends a message and waits for the reply. See Continue a chat from the CLI.
The Generative AI and AI SQL steps in a pipeline are not the agent. They are pipeline steps you add yourself. See Generative AI and AI SQL query.
In this section
- Chat with the agent: open the agent, the message box and its options, adding data, replies, the chat list, phones, and the CLI.
- Plans and runs: how the agent plans work, asks for your OK and runs it.
- Results and the data canvas: the cards, charts and tables a chat makes, and where you keep them.
- What the AI Agent can do: the agent's skills, and what each needs.
- Your agent: what your agent knows about you, what it sends you, and your alerts.
- Ask mode: the read-only side of the app for asking questions.
- Today, alerts and dashboards in Ask: your daily page about your data.