Set Up Assets
Set up datasets, workflows, and apps before using them in Agent Studio or supported AI clients. Setting up an asset makes it available for the relevant AI experience, subject to the authenticated user's existing Alteryx One permissions.
Setting up an asset doesn't grant additional access. Users and connected AI clients can use only assets that the authenticated user already has permission to access.
Set Up Datasets for Insights
Use the Datasets For Insights tab to set up datasets for Alteryx Agents and supported AI clients that generate insights.
Open Agent Studio in Alteryx One.
Select Set Up Assets.
Select the Datasets For Insights tab.
Search for the dataset you want to set up.
Turn on Use For Generating Insights for each dataset you want to use with Alteryx Agents or supported AI clients.
When Use For Generating Insights is on, the dataset can be selected when you build an Alteryx Agent. Supported AI clients, such as ChatGPT or Claude, can also use it to generate automated insights.
When Use For Generating Insights is off, the dataset can't be selected when you build an Alteryx Agent or used by supported AI clients to generate insights.
The Insights toolset can use only datasets where Use For Generating Insights is on and the authenticated user has permission to access the dataset. To learn about dataset tools, go to Alteryx MCP Server Toolsets.
Set Up Workflow Shortcuts
Use the Workflow Shortcuts tab to let supported AI clients call workflows and analytic apps more directly.
Before you set up a workflow shortcut, make sure the workflow or analytic app runs correctly in Alteryx One.
Open Agent Studio in Alteryx One.
Select Set Up Assets.
Select the Workflow Shortcuts tab.
Search for the workflow or analytic app you want to set up. If you don't see the workflow or analytic app, make sure it was uploaded as a Designer Workflow Package (.yxzp) to Alteryx One.
Turn on Register as a shortcut for each workflow or analytic app you want supported AI clients to call directly by name.
When Register as a shortcut is on, the supported AI client can recognize the workflow or analytic app directly by name and run it for the user.
When Register as a shortcut is off, the supported AI client won't recognize the workflow or analytic app directly by name. The AI client can still run the workflow or analytic app after finding it through search.
The Apps toolset can use only workflows and analytic apps that the authenticated user has permission to access. Workflows run as configured. Analytic apps can accept parameters based on the names of their interface tools. To prepare analytic apps for AI clients, go to Build Analytic Apps for MCP Tools.
MCP Registration Limits
Workflow and analytic app packages must stay within MCP registration limits. These limits apply when a workflow or analytic app is processed for MCP use. Default limits include:
Limit | Default |
|---|---|
Workflow package ZIP bundle download size. | 750 MB |
Standalone or primary workflow XML file size. | 200 MB |
Decompressed workflow package contents. | 1.5 GB |
Structured output rows returned as JSON. | 1000 |
Next Step
After you set up assets, connect to your Alteryx Agent, supported AI app, or MCP client. For more information, go to:
Troubleshooting
If you can't turn on Use For Generating Insights or Register as a shortcut, confirm that you have sufficient privileges on that asset.
If a dataset doesn't appear in an Alteryx Agent or supported AI client, confirm that Use For Generating Insights is on and that the authenticated user has permission to access it.
If a workflow or analytic app isn't recognized directly by name, confirm that Register as a shortcut is on and that the authenticated user has permission to access it.
If a workflow or analytic app can't be processed for MCP use, confirm that the package stays within MCP registration limits.
If an asset has an error or processing status, resolve the asset issue before you use it from an Alteryx Agent or supported AI client.