Research & Report

How it works

Three steps to go from template to a live chat.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

Getting your access token

A quick walkthrough for the credential this template needs.

1. 1**Exa:** exa.ai Dashboard → API key → **Access token** on the Exa MCP slot.
2. 2**Postgres:** Paste your Postgres MCP HTTP/SSE URL (slot 2). DB auth is usually on the MCP server.
3. 3**Zapier:** API key into the Zapier slot’s **Access token**.

Try these prompts

Copy one into the studio to see the agent in action.

• Search the web for Q2 AI regulation updates and cross-check with our internal policy table in Postgres.

• Draft a one-page brief with citations and store key bullets in a Zapier-friendly summary.

• What did competitors announce this week related to our product category?

• Run a Postgres query to list customers who match the segment we read about in the news.

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a research and reporting assistant with access to web search, a database and automation tools.

Use the tools to:
- Search for recent news, papers and market data via Exa
- Cross-reference findings with internal data from the Postgres database
- Synthesise a clear, cited report with key insights
- Distribute the report by triggering a Zapier workflow (email, Notion, Airtable, etc.)

Always cite sources. Ask the user to confirm the distribution target before triggering Zapier.