Outlit

Use Outlit to ground customer intelligence work in real customer data. Outlit joins product activity, conversations, billing, support, CRM, and web signals into a customer context graph and timeline for agents.

Choose the Interface

Use the highest-level interface already available:

1. If outlit_* MCP/Pi tools are present, use those tools.
2. Else if the outlit CLI is installed, use the CLI.
3. Else guide setup:
• Coding agents: install/use the outlit CLI and run outlit auth login.
• Agent skills: run outlit setup --yes or outlit setup skills.
• MCP clients: use the workspace MCP URL from Settings > CLI & MCP. Remote MCP uses OAuth; do not hardcode shared endpoints, bearer headers, or API keys into MCP config unless the docs/client explicitly require it.

Use the outlit-sdk skill instead when the user wants to instrument an application with tracking SDKs.

Quick Chooser

Use customer lookups before SQL. SQL is for aggregates, cohorts, joins, time-series checks, and custom reporting.

Working Rules

• Start with the highest-level tool that can answer the question.
• Gather evidence before drawing conclusions.
• Separate evidence from interpretation in the final answer.
• Cite the evidence kind: customer record, user record, timeline event, fact, search result, source record, or SQL result.
• If data is sparse, stale, or inconsistent, say how that affects confidence.
• Request only the fields or include sections needed.
• Results often include timestamps and source attribution; use them.

Facts vs Search vs Sources vs Timeline

• Use facts list to browse known structured intelligence for one account.
• Use factTypes for public customer-memory fact classes such as CHURN_RISK, EXPANSION, SENTIMENT, BUDGET, REQUIREMENTS, PRODUCT_USAGE, CHAMPION_RISK, or CONTACT_INFO.
• Do not request anomaly-detector fact types as public filters, such as CORE_ACTION_DECAY, CADENCE_BREAK, QUIET_ACCOUNT, ACTIVATION_RATE_DROP, or FUNNEL_DROPOFF.
• Use facts get when you already have a fact ID and need the canonical payload or best-effort evidence.
• Use search for a specific question/theme, including cross-customer questions. Search returns grouped source and fact artifacts, not raw vector chunks.
• Use sources list when you need deterministic enumeration of emails, calls, calendar events, support tickets, or CRM opportunities.
• Use sources get when a fact/search/list result points to a concrete source and you need the exact artifact.
• Use timeline when order, recency, or sequence matters.

Supported generic source types are EMAIL, CALL, CALENDAR_EVENT, SUPPORT_TICKET, and OPPORTUNITY. CRM and CRM_OPPORTUNITY are accepted aliases for opportunity filters.

Notifications

Notification tools are action tools. Use them only when the user explicitly asks you to send, post, or notify.

• CLI: outlit notify --title "..." --markdown "...".
• File input: --payload-file , --markdown-file .
• Optional context: --message, --severity low|medium|high, --source, --subject.
• Destination format: --destination slack[:channelId]. Omit destination to use the organization's default notifier, usually Slack.
• Markdown is the preferred human-readable body; payload can carry JSON-serializable context.

Do not notify by default just because an analysis found risk.

SQL Rules

Call schema before writing SQL.

• Use public analytics views, not backend table names: activity, customers, users, revenue.
• Add explicit time filters to event/activity SQL.
• Use LIMIT.
• Divide money fields in cents by 100 for display.
• Inspect JSON/trait column shapes before filtering nested values.
• Keep SQL read-only.

For ClickHouse syntax and query patterns, read references/sql-reference.md.

CLI Setup

Fast install:

curl -fsSL https://outlit.ai/install.sh | bash

Alternative installs:

npm install -g @outlit/cli
brew install outlitai/tap/outlit

Auth resolution order is --api-key, OUTLIT_API_KEY, then stored credentials.

outlit auth login
outlit auth login --key ok_your_api_key
outlit auth status
outlit auth whoami

Agent setup:

outlit setup --yes
outlit setup codex
outlit setup claude-code
outlit setup gemini
outlit setup droid
outlit setup opencode
outlit setup pi
outlit setup openclaw
outlit setup skills
outlit doctor

outlit setup skills opens the interactive Skills installer for outlit and optional extras like outlit-sdk.

CLI Output Behavior

• Interactive terminal: readable tables, spinners, colors.
• Piped stdout, --json, CI, or dumb terminal: JSON.
• Force JSON: --json.

AI agents commonly receive JSON automatically because stdout is piped.

MCP Setup

Get the workspace URL from Settings > CLI & MCP in Outlit. It looks like:

https://mcp.outlit.ai/w/<workspace-slug>/mcp

Add that URL directly to the MCP client and complete OAuth in the client. Verify with outlit_schema or by asking for available analytics views.

Pi and Tool Packages

For Pi agents:

pi install npm:@outlit/pi
export OUTLIT_API_KEY=ok_your_api_key
pi

@outlit/pi registers default customer intelligence tools and notification action tools. SQL tools are available but not enabled by default; use analytical/custom toolsets only for agents that should run read-only SQL.

For custom TypeScript tool clients, use @outlit/tools and its exported customerToolContracts, defaultAgentToolNames, actionToolNames, sqlToolNames, and allCustomerToolNames.

Integrations

Use integration commands only when the user asks to inspect or manage connected data sources.

outlit integrations list
outlit integrations status
outlit integrations add
outlit integrations remove

Be careful with remove: it can disconnect an integration and remove synced data. Confirm intent before using destructive integration-management commands.

Troubleshooting

• Missing API key: tell the user to set OUTLIT_API_KEY or run outlit auth login.
• Setup issues: run outlit doctor.
• Stale CLI: run outlit upgrade; set OUTLIT_NO_UPDATE_NOTIFIER=1 to suppress update notices.
• MCP auth issues: use the workspace MCP URL and OAuth flow; do not assume API-key-only auth for remote MCP.
• Empty data: check integrations and sync status before concluding the customer has no activity.

Docs

• Docs home: https://docs.outlit.ai/
• CLI overview: https://docs.outlit.ai/cli/overview
• CLI commands: https://docs.outlit.ai/cli/commands
• CLI integrations: https://docs.outlit.ai/cli/integrations
• AI agent setup: https://docs.outlit.ai/cli/ai-agents
• Agent skills: https://docs.outlit.ai/ai-integrations/skills
• MCP integration: https://docs.outlit.ai/ai-integrations/mcp
• Pi agents: https://docs.outlit.ai/ai-integrations/pi
• Public tools API: https://docs.outlit.ai/api-reference/tools
• Customer context graph: https://docs.outlit.ai/concepts/customer-context-graph

Common Prompts

• "What changed for this customer this week?"
• "Who is paying but inactive for 30 days?"
• "What pricing objections show up in conversations?"
• "List recent opportunity sources for Acme."
• "Which channels are driving revenue?"
• "Notify Slack with the high-confidence expansion candidates."