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CUBE AI · CONNECTION & LEARNING CENTER

Your Business. Your Data.
Your AI. 

You've built your business in CUBE. Now learn how to connect that information to AI—and turn everyday questions into smarter decisions and repeatable workflows.

Set up CUBE AI →
See what it finds
Built around your CUBE data | Choose your AI platform | Start with guided workflows
START HERE · SEE THE FINISHED RESULT

Don't imagine what AI can do.
See what it delivers.

Choose a business challenge. Click once. See the kind of management-ready result CUBE AI can help produce from authorized CUBE data. 

CUBE AI / COMMAND CENTER
Illustrative output preview · No connection required

AI Sales & Bid Command Center

Example of a leadership briefing generated from a defined project sample
READY TO PREVIEW
What if your Monday morning report was already prepared?

Click Show me the result to reveal a realistic sample of the dashboard, key findings and next actions—not another description of AI.

All numbers, projects, customers, and findings in this interactive preview are fictional examples. Actual outputs depend on available CUBE records, your CUBE access permissions, tool coverage, filters, and AI review. No live CUBE connection is made on this page.

That's the destination. The rest of this page shows how to connect your own data, run a guided workflow, and verify the result.

Now show me how to get started
01 / WHY CUBE AI

Your dashboards show what happened.
CUBE AI shows you what to do about it.

Most weeks you're too busy reacting to look deeper. CUBE AI connects the AI app you already use to your CUBE data, looks across your sales, projects, service and customers, and tells you what needs your attention before it becomes a problem.

Your business data

Sales, estimates, customers, projects and other CUBE information exposed by your authorized connection.

The CUBE AI connection

The secure integration layer through which supported AI tools request approved information.

Your AI workspace

Use ChatGPT, Claude or Microsoft Copilot where your organization has compatible access and configuration.

Think of it this way: CUBE holds the operational information. CUBE AI connects approved AI tools to that information. AI helps you analyze it, summarize it and act on insights—within the permissions and capabilities available.

THE SIMPLE PICTURE

One CUBE platform. Multiple ways to use AI.

CUBE

 Your business records

CUBE AI

 Authorized data access

AI workspace

 ChatGPT · Claude · Copilot

Business outcomes

 Insights · reports · workflows

Capabilities vary by connected tools, account permissions, AI plan and platform support. This diagram is conceptual.

02 / REAL BUSINESS VALUE

Before AI. After AI.
A completely different way of working.

Start with a business question, not a blank prompt. Here are examples of the outcomes CUBE AI is being designed to support.

Sales & Bids

"Which bids are we most likely to lose, and why?" · "Which good customers are we losing touch with?"

Projects

"Which of my jobs has a problem I'm not seeing?" · "Where is cash stuck in work we've already done?"

Service

"Which sites keep calling us back, and why?" · "Which contracts are at risk of not renewing?"

Estimating

"Walk me through this estimate, system by system." · "Is anything missing before we quote?"

Engineering

"What did the take-off find in this area?" · "Does this sequence of operation meet Guideline 36?"

The whole business

"Where is my business heading this quarter?" · "What should I focus on this week?"

Examples describe intended use cases, not a promise that every data endpoint or AI workflow is available today.

03 / HANDS-ON SETUP

Choose your AI platform. We'll show you where to start.

You don't need to invent complicated prompts. Pick your AI app below and follow the numbered steps. Each step is one click or one thing to type.

ChatGPT / step-by-step setup

Set up CUBE AI in ChatGPT

About 10 minutes, one time. Follow each step in order. Do one thing at a time.

Part 1 · Get permission — one time
  1. Ask your company's CUBE administrator to turn on CUBE AI for you. They do it in the CUBE marketplace and choose which data you can see.a message from your administrator saying you're set up. Don't go on until you have it.
Part 2 · Connect CUBE to ChatGPT — one time
  1. Open your web browser and go to chatgpt.com. Sign in with your work account.
  2. On the far left there is a narrow strip of small icons. Click the @ icon (the fourth one from the top).a panel called Customize with Plugins at the top. Click Plugins if it isn't already selected.
  3. In the top right corner, click the black Add button. A small menu opens. Click Add custom MCP server.a window called Add custom MCP server.
  4. In Name, type CUBE AI. You can leave Icon and Description empty.
  5. Under Connection, make sure Server URL is selected. Click Copy address below, click inside the box that says https://example.com/mcp, and paste with Ctrl + V (Windows) or Cmd + V (Mac).
    https://mcp.cube-usa.com/mcp
  6. Leave Authentication set to OAuth. Don't touch Advanced OAuth settings.
  7. Scroll down a little. Tick the box I understand and want to continue.
  8. Click Create as a plugin at the bottom right.
  9. A CUBE sign-in page opens. Type your CUBE username and password, the same ones you use to log into CUBE. Click Sign in.ChatGPT again, with CUBE AI listed under Installed on the left.
Part 3 · Make your CUBE AI project — one time
  1. Click the house icon at the top of the narrow strip on the far left to go back to the main screen.
  2. In the left sidebar, find the word Projects. Move your mouse over it. A small + appears on the right. Click the +.a window called Create project.
  3. In Project name, type CUBE AI — My Business. Click Create project.
  4. In the left sidebar, move your mouse over CUBE AI — My Business. Click the three dots (⋯) that appear, then click Project settings.
  5. On this page, find the dark box called Copy your Project instructions and click Copy instructions. Go back to ChatGPT, click inside the Instructions box, and paste. Click the X in the top right corner to close.
Part 4 · Ask your first question — every time you use it
  1. In the left sidebar, click CUBE AI — My Business.
  2. Just below the box where you type, click Plugins. Click CUBE AI in the list.CUBE AI selected for this chat.
  3. Click in the typing box, type What can you do for me? and press Enter.CUBE AI shows you the 3 things in your business you should look at right now, then what else you can ask.
  4. Ask anything you want to know, in your own words. For example: Which of my jobs has a problem I'm not seeing? or Where are my blind spots in the pipeline?
  5. If ChatGPT asks whether it can use CUBE AI, click Allow. This can happen at any point.
You're done when CUBE AI points out 3 things from your own CUBE that need your attention, and answers your first question with your own data. If it doesn't, go back to Part 2 and check that CUBE AI is under Installed.
Never upload CUBE exports (Excel, PDF) into ChatGPT to make this work. If CUBE AI doesn't connect, stop and contact your CUBE administrator.
Copy your Project instructions

These instructions guide responses. They do not grant access or add the CUBE AI connection.

You are CUBE AI, the business advisor for my company's CUBE data. My dashboards already show me the numbers. Your job is to go further: find what I'm not seeing, tell me why it matters, what is likely to happen next, and what I should do. Most problems start small. Point at them before they grow. WHEN WE START (when I say Hi, Start, Help or ask what you can do): 1. Check the CUBE AI connection and tell me which company I'm connected to. If it isn't connected, tell me to go back to the setup steps. 2. Look across my current data and tell me the 3 things I should pay attention to right now: the things that could hurt the business if ignored, even if they look small. For each one: what it is (with the job, customer or bid name and number), why it matters, and the one thing to do about it. If you can't see enough data to judge an area, say so in one line. 3. Then tell me what else I can ask, grouped by area, with one or two example questions each. Show only the areas I have access to. For example: Sales & Bids: "Which bids are we most likely to lose, and why?" · "Why are sales down compared to last year?" Projects: "Which of my jobs has a problem I'm not seeing?" Service: "Which customers keep calling us, and what does that tell me?" Customers: "Which good customers are we losing touch with?" The whole business: "Where is my business heading this quarter?" 4. End with: "What would you like to look at first?" WHEN I ASK SOMETHING: - Don't just repeat numbers I can see on a dashboard. Tell me the cause, what is likely to happen next, and what I should do. - Point out what I'm not looking at: risks, patterns and exceptions, ranked by how much damage they could do. - Focus on what's current. Unless I say otherwise, use open and recent records (the last 6 months and anything coming up), and say that in one short line. - Lead with the answer in one or two plain sentences, then the few records that matter, with names and numbers. - Say how sure you are and what it is based on. If CUBE doesn't hold the data needed to answer, say so plainly. - Keep it short. Never mention how many records or pages you read. - A warning light is a business risk: money, a customer, a deadline or the team at stake. Missing or messy data is not a warning light. Mention data problems in one line at the end, with an offer to list them. - Apply the rules below silently. Never report a rule you applied (for example, a Sold project you left out) as a finding. RULES: - Sold projects are closed. Never count them in the open pipeline. - A blank or zero amount means "no amount", not $0. - A bid request date is not a bid deadline. - Never invent numbers, records or deadlines. - Use plain business language. Never say MCP, tool, API or endpoint. - You can only read CUBE data. You cannot change anything in CUBE.
Claude / step-by-step setup

Set up CUBE AI in Claude

About 10 minutes, one time. Follow each step in order. Do one thing at a time.

Part 1 · Get permission — one time
  1. Ask your company's CUBE administrator to turn on CUBE AI for you. They do it in the CUBE marketplace and choose which data you can see.a message from your administrator saying you're set up. Don't go on until you have it.
Part 2 · Connect CUBE to Claude — one time
  1. Open your web browser and go to claude.ai. Sign in with your work account.
  2. In the left sidebar, click Customize.
  3. In the window that opens, click Connectors on the left.a page called Connectors, with Yours and Discover at the top.
  4. Click Yours. If CUBE AI is already in the list (your company may have added it), click Connect next to it and jump to step 8.
  5. In the top right corner, click the black + Add button. Click Add custom connector.a window called Add custom connector.
  6. In Name, type CUBE AI.
  7. Click Copy address below, click inside the MCP server URL box, and paste with Ctrl + V (Windows) or Cmd + V (Mac). Click Continue.
    https://mcp.cube-usa.com/mcp
  8. A CUBE sign-in page opens. Type your CUBE username and password, the same ones you use to log into CUBE. Click Sign in.Claude again. Under Yours, CUBE AI shows a check mark. If it shows Connect or Reconnect instead, click it and sign in again.
Part 3 · Make your CUBE AI project — one time
  1. Close the window with the X in the top right corner.
  2. In the left sidebar, move your mouse over Projects. A small + appears on the right. Click the +.a window called Create a project.
  3. Under What are you working on?, type CUBE AI — My Business. Leave everything else as it is. Click Create project.
  4. On the right side of the project page there is a box called Instructions. Click the small pencil in its corner.
  5. On this page, find the dark box called Recommended Project instructions and click Copy instructions. Go back to Claude, click inside the instructions box, paste, and click Save.
Part 4 · Ask your first question — every time you use it
  1. In the left sidebar, click Projects, then click CUBE AI — My Business.
  2. Click the + at the left end of the typing box. Point to Connectors. Turn on the switch next to CUBE AI.
  3. Click in the typing box, type What can you do for me? and press Enter.CUBE AI shows you the 3 things in your business you should look at right now, then what else you can ask.
  4. Ask anything you want to know, in your own words. For example: Which of my jobs has a problem I'm not seeing? or Where are my blind spots in the pipeline?
  5. When Claude asks whether it can use CUBE AI, click Allow. Choose Always allow so it doesn't ask every time.
You're done when CUBE AI points out 3 things from your own CUBE that need your attention, and answers your first question with your own data. If it doesn't, go back to Part 2 and check that CUBE AI has a check mark under Yours.
Never upload CUBE exports (Excel, PDF) into Claude to make this work. If CUBE AI doesn't connect, stop and contact your CUBE administrator.
Recommended Project instructions
You are CUBE AI, the business advisor for my company's CUBE data. My dashboards already show me the numbers. Your job is to go further: find what I'm not seeing, tell me why it matters, what is likely to happen next, and what I should do. Most problems start small. Point at them before they grow. WHEN WE START (when I say Hi, Start, Help or ask what you can do): 1. Check the CUBE AI connection and tell me which company I'm connected to. If it isn't connected, tell me to go back to the setup steps. 2. Look across my current data and tell me the 3 things I should pay attention to right now: the things that could hurt the business if ignored, even if they look small. For each one: what it is (with the job, customer or bid name and number), why it matters, and the one thing to do about it. If you can't see enough data to judge an area, say so in one line. 3. Then tell me what else I can ask, grouped by area, with one or two example questions each. Show only the areas I have access to. For example: Sales & Bids: "Which bids are we most likely to lose, and why?" · "Why are sales down compared to last year?" Projects: "Which of my jobs has a problem I'm not seeing?" Service: "Which customers keep calling us, and what does that tell me?" Customers: "Which good customers are we losing touch with?" The whole business: "Where is my business heading this quarter?" 4. End with: "What would you like to look at first?" WHEN I ASK SOMETHING: - Don't just repeat numbers I can see on a dashboard. Tell me the cause, what is likely to happen next, and what I should do. - Point out what I'm not looking at: risks, patterns and exceptions, ranked by how much damage they could do. - Focus on what's current. Unless I say otherwise, use open and recent records (the last 6 months and anything coming up), and say that in one short line. - Lead with the answer in one or two plain sentences, then the few records that matter, with names and numbers. - Say how sure you are and what it is based on. If CUBE doesn't hold the data needed to answer, say so plainly. - Keep it short. Never mention how many records or pages you read. - A warning light is a business risk: money, a customer, a deadline or the team at stake. Missing or messy data is not a warning light. Mention data problems in one line at the end, with an offer to list them. - Apply the rules below silently. Never report a rule you applied (for example, a Sold project you left out) as a finding. RULES: - Sold projects are closed. Never count them in the open pipeline. - A blank or zero amount means "no amount", not $0. - A bid request date is not a bid deadline. - Never invent numbers, records or deadlines. - Use plain business language. Never say MCP, tool, API or endpoint. - You can only read CUBE data. You cannot change anything in CUBE.
Microsoft Copilot / setup

Copilot is being tested

CUBE AI works today in ChatGPT and Claude. Copilot setup is being tested now.

  1. If your company uses Microsoft Copilot, tell your CUBE administrator.
  2. We'll send your company step-by-step Copilot instructions as soon as they are ready.
  3. Until then, use the ChatGPT or Claude tab above to get started today.
Agent behavior brief
Act as the CUBE AI business advisor. At the start, confirm the company, then look across current data and name the 3 things the user should pay attention to now (what, why it matters, what to do), even if they look small. Then show what else they can ask by area and let them choose. Go beyond dashboards: causes, what is likely next, actions, blind spots. Say how sure you are. Sold is closed and never counts in the pipeline; blank amounts are not $0; a bid request date is not a deadline. Never invent data. Read-only.

Think of it this way: CUBE holds the operational information. CUBE AI connects approved AI tools to that information. AI helps you analyze it, summarize it and act on insights—within the permissions and capabilities available.

04 / FIRST SUCCESS

Your first CUBE AI session: it shows you what you're missing.

Your dashboards show what happened. Most weeks you're too busy reacting to look deeper. CUBE AI looks for you: it finds the small things that can turn into big problems, tells you why they matter and what to do, and then lets you ask anything.

HOW IT STARTS

Say hi. CUBE AI does the looking.

  1. Open your CUBE AI — My Business project in ChatGPT or Claude.
  2. Type What can you do for me? and press Enter.
  3. CUBE AI shows you the 3 things you should look at right now, why they matter, and what to do about each.
  4. It then shows what else you can ask.
  5. Ask whatever you want to know, in your own words. Ask why, ask what should I do, ask what am I missing.
  6. Keep going. Ask a follow-up, or ask What else can you do?

Example of what you'll see (sample company):

Hi Maria. You're connected to CUBE for Riverside Controls. Before anything else, 3 things I'd look at this week: 1. Job 4531 Airport Terminal C is using labor faster than planned: 62% of budgeted hours used, 45% complete. If this continues the job loses about $38,000. Review it with the PM this week. 2. Brightline Medical, one of your top 5 customers, has had no recorded contact in 47 days and has 3 open service calls. Call them before they call someone else. 3. $410,000 in bids reach their close date in the next 14 days with no follow-up logged. Assign an owner to each one today. You can also ask me things like: "Which bids are we most likely to lose, and why?" "Which customers keep calling us, and what does that tell me?" "Where is my business heading this quarter?" What would you like to look at first?

CUBE AI only shows the areas your CUBE administrator gave you access to.

VERIFY BEFORE TRUSTING

What a successful first session looks like

It finds what you're missing

Without being asked, CUBE AI points to the few things in your own data that need attention, with names, numbers and what to do.

Scope is transparent

It reports which records, filters and dates it used—not an unsupported claim about the entire company.

Results are actionable

You receive a useful review and can verify the examples in CUBE.

Limitations are clear

It doesn't invent deadlines, missing values or actions it cannot perform.

05 / LEARNING PATH

Five short lessons. Then let CUBE AI do the looking.

About 30 minutes in total, from connected to confident.

What is CUBE AI?

What it sees, what it can't do, and who controls access. 4 minutes.

ChatGPT or Claude?

Which app to use and what you need before you start. 3 minutes.

Connect CUBE AI

The setup, step by step, with a check at the end. 8 minutes.

Your first session: the warning lights

Say hi, read your 3 warning lights, and ask your first questions. 10 minutes.

The Monday briefing

Get your warning lights by email every week, and choose who receives them. 5 minutes.

CUBE AI Academy

✓ Lesson 1 · What is CUBE AI?
▶ Lesson 2 · ChatGPT or Claude?
○ Lesson 3 · Connect CUBE AI
○ Lesson 4 · Your first session
○ Lesson 5 · The Monday briefing
06 / TRUST & SUPPORT

Your data. Your rules.

You decide who sees what, and CUBE AI never changes your data. If you get stuck, contact your CUBE administrator or CUBE support.

Your administrator decides

Your company's CUBE administrator turns on CUBE AI for each person and decides which data they can see.

Read-only

CUBE AI reads your CUBE data. It cannot change, delete or send anything in CUBE.

Shows its work

Every answer says what it looked at and how sure it is, so you can check the important numbers in CUBE.

 YOUR NEXT STEP

Your Business. Your Data. Your AI.

Connect CUBE AI in about 10 minutes. Then say hi, and let it show you what you've been missing.

Set up CUBE AI →