This article is for: Account Owners, Executive Admins, Company Admins, Company Managers, Department Managers and Team Managers. These are the roles that can use Scout Chat and the SalesScreen MCP.
Available on: Scale, Pro and Enterprise.
Who is this for?
This guide is for sales leaders, managers and admins who run SalesScreen for their teams. It helps you decide which tasks to hand to Scout or the MCP, and which to keep doing yourself.
Regular users can't use Scout Chat or the MCP. They still benefit from what you create with them, such as competitions, missions, battles and endorsements. Regular users can also see their own Insights on their profile.
When to use this
Use this guide when you notice the same manual tasks coming back every week. Typical signs:
You build the same competition by hand every Monday.
You take screenshots of leaderboards to put in a meeting deck or a team update.
You write winner announcements and weekly recaps yourself.
You spend more time pulling numbers than talking to your team about them.
Sales managers are often stretched across many responsibilities. Much of their week goes to data-heavy admin work instead of coaching. Scout and the MCP are built to take over that admin work, so the human parts of the job get more of your time.
What you'll learn
When to use Scout, and when the MCP adds something Scout can't
Practical business cases for leadership, sales managers, admins and team leaders
How to ask for things so you get precise results
What neither tool is built for, and what to use instead
Scout or the MCP: which should I use?
Scout and the MCP use the same SalesScreen data and can take the same actions. The difference is where you work and what else the task needs.
Rule of thumb: use Scout for quick questions and one-off tasks while you're in SalesScreen. Use the MCP when the task repeats, needs data from another tool, or should end up in a document, deck or message.
| Scout AI | SalesScreen MCP |
Where you use it | Inside SalesScreen, from the left-hand menu | In Claude or ChatGPT |
Quick questions about your numbers | Best choice | Works, but Scout is quicker |
One-off competitions, battles, missions, endorsements | Yes | Yes |
Recurring tasks, for example every Monday | No | Yes, your AI assistant runs the schedule |
Combine with other tools, such as your calendar, HR system or Slack | No | Yes, if that tool is connected to the same assistant |
Put results straight into a doc, deck or email | No | Yes |
Insights and Suggested Actions on profiles | Yes, in SalesScreen | You can ask for Scout's suggestions |
If you only want an answer about your numbers, ask Scout. The MCP pays off when it saves you a step you'd otherwise do by hand.
Principles
1. Hand off the repetitive work, keep the human work
Scout and the MCP are good at work that follows a pattern: pulling numbers, setting up competitions, drafting recaps and suggesting next steps. You're better at the parts that need judgment: coaching, reading the room and deciding what matters for each person.
Good example: Let the MCP build Monday's competition and recap, and use the time for 1:1s.
Bad example: Letting an AI-written endorsement replace the conversation you should have with a rep.
2. Be specific: metric, who and when
Scout isn't a general chatbot. Name the metric, the team or person, and the time period.
Good example: "Which team had the most [metric] last month?"
Bad example: "How are we doing?"
3. Use the names you see in SalesScreen
Teams, departments and metrics must match their names in SalesScreen. If you're unsure, ask first: "Which metrics and teams can you see?"
Good example: "Show this week's leaderboard for [exact team name]."
Bad example: "Show the leaderboard for the Oslo guys."
4. Preview before you create
The MCP can create things, but it can't edit or delete them. Check what it plans to do first.
Good example: "Show me what you'd set up before you create it."
Bad example: Asking it to launch ten competitions at once without checking.
5. Check the numbers before you share them
Scout and the MCP use your live SalesScreen data. Still, review important numbers before they go to leadership or the whole team.
Good example: Open the competition or dashboard in SalesScreen and compare before you send the recap.
Bad example: Forwarding an AI-generated report to leadership without reading it.
Business cases by role
Each case starts with a common situation, then shows which tool to use and a prompt you can copy. Replace the names, teams and metrics with your own.
Leadership: CEO, sales director, head of sales
Case 1: Report results to leadership without building the report
Situation: Before a leadership meeting, someone has to collect results across departments and put them into a report.
Use: MCP
Try: "How is the Sales department doing on its key metrics this fiscal quarter? Add it to my report for leadership."
Case 2: See the bigger picture over the year
Situation: Leadership wants to know how performance has developed over time, and what has driven it.
Use: Scout for a quick answer, MCP to put it into a report
Try: "Give me a 12-month performance overview for all teams, and show which competitions lifted performance the most this year."
To compare results with the time before you started using SalesScreen, talk to your Customer Success Manager.
Sales managers and admins
Case 3: Find out which initiatives actually worked
Situation: You run many competitions, but you don't know which ones moved the numbers. That makes it hard to decide what to repeat.
Use: Scout for a quick answer, MCP to put it into a report
Try: "Which of last quarter's competitions actually moved the numbers?" Then: "Set up a new one like the best one for next month."
Case 4: Stop rebuilding the same competition every week
Situation: SalesScreen doesn't have recurring competitions, so someone creates the same competition by hand every Monday.
Use: MCP, with your AI assistant's scheduled tasks
Try: "Every Monday, sort the team into A, B and C leagues based on last week's results and start a competition for each league."
Case 5: The weekly recap and meeting deck
Situation: Every week you take screenshots of leaderboards, write the recap and announce winners by hand.
Use: MCP
Try: "Pull this week's leaderboard into my Monday meeting deck." Or, with Slack connected: "Post my team's results from yesterday to our Slack channel."
Case 6: Launch a full campaign in one go
Situation: A campaign needs several competitions, missions and battles. Setting them up one by one takes hours.
Use: Scout or MCP
Try: "Plan a Shark Week: a team competition, a ramp mission for our newest reps and a few 1-vs-1 battles."
Case 7: Competitions only for the people who are working
Situation: You pick participants by hand because not everyone works the same days.
Use: MCP, with your scheduling tool connected to the same assistant
Try: "Build today's competition for whoever is working this week."
Team leaders
Case 8: Prepare and follow up 1:1s
Situation: Before a 1:1 you dig for numbers. Afterwards, the action items get lost.
Use: Scout to prepare, MCP to follow up
Try: "When was [name]'s best week this quarter?" After the meeting: "Turn the action items from my 1:1 with [name] into a mission for them."
Case 9: Give new hires a ramp plan from day one
Situation: New reps start, and someone has to remember to set up their onboarding goals.
Use: MCP, with your HR system connected to the same assistant
Try: "A new rep starts Monday. Set up their 30/60/90 ramp mission."
Case 10: Act on what Scout suggests
Situation: You know some reps need support, but you don't have time to go through everyone's numbers.
Use: Scout, through Insights and Suggested Actions on the team profile
Try: "What does Scout suggest I focus on with my team this week?" Then use the suggestion to set up a mission or battle.
Case 11: Recognise good work while it's fresh
Situation: Recognition gets forgotten when the week is busy.
Use: Scout or MCP
Try: "Send [name] an endorsement with 50 coins for closing the [customer] deal."
When not to use Scout or the MCP
Scout and the MCP are assistants for managers, not integrations or admin tools. For these tasks, use something else:
You want to… | Use instead |
Log or register activities or sales | Register them in SalesScreen, or through your integration |
Move large amounts of data, sync systems or feed a BI tool or data warehouse | Contact Support about integration options |
Export the individual activities users register, including values in custom fields | Contact Support. Scout and the MCP read results on your metrics and your activity setup. |
Edit or delete competitions, missions or battles | Do it in SalesScreen |
Add, change or remove users, teams, roles or settings | Do it in SalesScreen |
Manage rewards, coin balances or redemptions | Use the Reward Shop in SalesScreen |
Manage TV screens or playlists | Do it in SalesScreen |
Use a competition type other than Standard, Custom Goal or Lottery | Create it in SalesScreen |
Use an AI tool other than Claude or ChatGPT | Not supported today |
Fix an error, a data sync problem or an access issue | Contact Support |
Do's and Don'ts
Do:
Start with one weekly task you do by hand today, and automate that first.
Keep your Key Metrics up to date for each team. Insights are based on them, and no insight is generated for a period with no data.
Check your company's AI policy before you connect the MCP. Data you request is handled by Anthropic or OpenAI under your agreement with them.
Use Claude, or ChatGPT Business, Enterprise or Edu, if you want the MCP to create things. Other ChatGPT plans are read-only.
Tell your team what you've automated, so they know where recaps and competitions come from.
Don't:
Use the MCP just to ask about your numbers. Scout gives you the same answer inside SalesScreen.
Ask Scout questions in the support chat. Open Scout from the left-hand menu in SalesScreen.
Expect Scout or the MCP to log activities, manage users or change settings.
Share AI-generated numbers or reports without checking them first.
Replace real conversations with your team with automated messages.
Common questions
Can my reps use Scout or the MCP? No. Only Admins and Managers can use Scout Chat and the MCP. Reps take part in what you create, such as competitions, missions and battles, and they can see their own Insights on their profile.
Do I need to ask SalesScreen to turn on the MCP? No. SalesScreen doesn't need to turn anything on. How you connect depends on your AI plan:
Personal plan (Claude Pro or Max): you add the SalesScreen connector yourself.
Company plan (Claude Team or Enterprise, ChatGPT Business or Enterprise): your AI workspace owner or admin must add SalesScreen for the organisation first. After that, each Admin or Manager connects and signs in with their own SalesScreen login.
A Company Admin can switch MCP connections off for the whole company under Manage → Settings → Scout AI. While it's off, no one in the company can connect.
Can I limit the MCP to some managers only? Not in SalesScreen. The setting applies to the whole company. You can limit access in your AI tool instead, for example in Claude Team or Enterprise, or ChatGPT Enterprise.
Will the MCP see more than I can? No. It signs in as you and sees only what you can already see in SalesScreen.
Scout stopped answering. What do I do? Scout has a limit on how many questions you can ask in a short time. Wait a minute and ask again. If the problem continues, contact Support.