Halo AI

Ask and build with Halo AI, insights, what it can see, credits, and your own AI tools.

• Halo AI What Halo AI does in Halo Data, which model runs each task, where you'll find it, and what it leaves to you.
• Ask Halo about your data Open the Halo AI panel, ask in plain English, and get answers with live charts and tables you can check and follow up on.
• Build charts and reports with Halo AI Describe a chart or a report and Halo AI drafts it for you to save, then get help with formulas, SQL and field descriptions.
• Insights Choose measures for Halo to watch. It flags a value outside its usual range, and Halo AI explains what moved. Checking uses no credits, and each person sees only flags from rows they can read.
• What Halo AI can see The data policy for admins and IT. Halo AI reads as the person asking, with their row policies; raw rows are off by default, hidden fields are refused, and prompt logs go after 30 days.
• AI credits and limits How Halo AI's use is counted, what each plan includes, the three ways to pay, and every cap that can stop an answer.
• The Halo MCP server Let members connect Claude, Cursor and other AI tools to Halo as themselves, read-only, with OAuth or a personal token.