> ## Documentation Index
> Fetch the complete documentation index at: https://support.detrics.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create an AI Context

> Define which data sources and accounts your AI should query

## What are AI Contexts?

An AI Context is a saved configuration that tells Claude which platforms and accounts to use by default. Instead of specifying account IDs in every prompt, you create a Context once and reference it by name.

**Without an AI Context:**

```
Query my Facebook Ads data for account 1234567890, show me spend and ROAS for the last 30 days
```

**With an AI Context:**

```
Show me my performance report for the last 30 days
```

AI Contexts are shared with all workspace members, making them useful for agencies managing multiple clients or teams with recurring reports.

## Create a Context

<Steps>
  <Step title="Go to AI Contexts">
    Open [app.detrics.io/mcp/contexts](https://app.detrics.io/mcp/contexts), or navigate to **AI Agents > AI Contexts** in the sidebar.

    <Frame>
      <img src="https://mintcdn.com/detrics-4688583d/OWWVo-QQI-tOiwlY/images/tutorials/ai/ai-contexts-list.png?fit=max&auto=format&n=OWWVo-QQI-tOiwlY&q=85&s=9593fd90e9c66978ade5609f630240f3" alt="AI Contexts page showing a list of saved contexts with platform icons and account counts" width="1280" height="720" data-path="images/tutorials/ai/ai-contexts-list.png" />
    </Frame>
  </Step>

  <Step title="Click + New Context">
    Click the green **+ New Context** button in the top right corner.

    <Frame>
      <img src="https://mintcdn.com/detrics-4688583d/OWWVo-QQI-tOiwlY/images/tutorials/ai/ai-contexts-new-button.png?fit=max&auto=format&n=OWWVo-QQI-tOiwlY&q=85&s=7b6a8b4e5860862fceef93abb989cf43" alt="AI Contexts page with the New Context button highlighted" width="1280" height="720" data-path="images/tutorials/ai/ai-contexts-new-button.png" />
    </Frame>
  </Step>

  <Step title="Name your Context">
    Give it a descriptive name that Claude can understand in natural language.

    **Good names:**

    * "Weekly performance report"
    * "Client A - Meta Ads"
    * "All e-commerce accounts"
    * "Detrics Traffic"

    **Avoid generic names** like "Context 1" or "Test", the clearer the name, the easier it is for your AI to match your prompts to the right context.
  </Step>

  <Step title="Select platforms and accounts">
    Choose which platform connections and accounts this Context should include. You can select multiple platforms and multiple accounts from each platform.

    You can add additional platforms by clicking **+ Add data source**.
  </Step>

  <Step title="Save">
    Click **Save Changes**. Your Context is now available to Claude through the MCP tools.
  </Step>
</Steps>

## Use Contexts in Claude

Once you have created Contexts, reference them by name in your prompts:

```
List my available AI Contexts
```

```
Run the weekly performance report for the last 7 days
```

```
Show me the Client A Meta Ads data for this month
```

Claude will automatically list your Contexts, select the right one, and use it to query your data.

<Tip>
  **Pair Contexts with Prompt Templates** for maximum efficiency. Create a Context for each client or report, then use [Prompt Templates](/claude/use-prompt-templates) with the "Use with Context" button to auto-fill the data scope.
</Tip>

## Managing Contexts

From [app.detrics.io/mcp/contexts](https://app.detrics.io/mcp/contexts) you can:

* **View all Contexts** in your workspace
* **Edit** existing Contexts to update platforms, accounts, or names
* **Delete** Contexts that are no longer needed

Changes take effect immediately. Claude will use the updated configuration on the next query.

## MCP tools for Contexts

Claude uses these MCP tools automatically when working with Contexts:

| Tool                                     | What it does                                             |
| ---------------------------------------- | -------------------------------------------------------- |
| `list_contexts`                          | Lists all Contexts available in your workspace           |
| `get_context`                            | Gets the full details of a specific Context              |
| `query_marketing_data` with `context_id` | Queries data using the Context's pre-configured settings |

See [Available Tools](/claude/available-tools) for the full tool reference.