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2 changes: 1 addition & 1 deletion content/hub/build/share.md
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Expand Up @@ -73,7 +73,7 @@ An embed follows the mode of its link. The embed of a live link redraws its card

### Turn a live link into a snapshot

Under a live link, **Make this link a snapshot** stops the updates. The dialog says: "Everyone who has the link then sees the numbers as they were when you made it. This cannot be undone." The link keeps its address and loses the "Live data" line. To share live data again, make a new link.
Under a live link, **Make this link a snapshot** stops the updates. The dialog says: "To stop live updates, make this link a snapshot. Everyone who has the link then sees the numbers it shows now, and they stay that way. This cannot be undone." The link keeps its address and loses the "Live data" line. To share live data again, make a new link.

## Check the link

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124 changes: 0 additions & 124 deletions content/hub/get-started/connect-your-assistant.md

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38 changes: 34 additions & 4 deletions content/hub/index.md
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Expand Up @@ -8,25 +8,55 @@ The Development Finance Observatory (DFO) brings development finance data from t

See the full list of datasets on the [sources page](/data/sources), and check out the [roadmap](/data/roadmap) to see what's in the pipeline.

## Connect your AI assistant

Connect Claude, ChatGPT, Gemini, or Le Chat to the DFO, and your assistant answers development finance questions from DFO data and names the source of each figure. Each assistant needs this server address and no account or token.

```text
https://developmentfinance.org/mcp
```

:::tabs

::tab{label="Claude"}

[Add the DFO to Claude](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=DFO&connectorUrl=https%3A%2F%2Fdevelopmentfinance.org%2Fmcp). The link opens Claude with the connector's name and address filled in, and you confirm.

::tab{label="ChatGPT"}

Open [Plugins](https://chatgpt.com/plugins) in ChatGPT, select **+**, then **Add custom MCP server**. Name it DFO, paste the address under **Connection**, choose **No authentication**, and select **Create as a plugin**.

::tab{label="Gemini"}

Open [Connected Apps](https://gemini.google.com/apps) in Gemini on the web, select **Add a custom app**, paste the address, and select **Next**. Custom apps need a personal Google account held by someone in the US aged 18 or over. On Gemini Enterprise, a team administrator can add the server for the team.

::tab{label="Le Chat (Mistral)"}

In [Le Chat](https://chat.mistral.ai), open **Intelligence**, then **Connectors**, and select **Add Connector**. On the **Custom MCP Connector** tab, enter DFO as the name, paste the address as the **Server URL**, and select **Connect**.

:::

[Connect your assistant](../dfo-ai/connect.md) covers team plans, coding tools such as Claude Code, and a question that checks the connection.

## Where to start

Choose the starting point that matches what you want to do.

| If you want to… | Use | Start here |
| ------------------------------------------------------------------ | --------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| Ask an AI assistant (like Claude or ChatGPT) about the data | The DFO MCP server, a connector that lets AI assistants use DFO tools | [Connect your assistant](../dfo-ai/connect.md) |
| Make a chart, e.g. French health aid for a briefing | DFO Studio ([/studio](/studio)) | [Use DFO Studio](get-started/use-studio.md) |
| Download data as a CSV, e.g. aid disbursements to Nigeria | Data search ([/data](/data)) | [Get data](get-started/get-data.md) |
| Let an AI assistant (like Claude or ChatGPT) query the data | The DFO MCP server, a connector that lets AI assistants use DFO tools | MCP server guide <!-- TODO: link when the MCP endpoint and its guide are public --> |
| Pull data into a script or app | The DFO API | API quickstart <!-- TODO: link when the API guide is public --> |
| Pull data into a script or app | The DFO API | [API quickstart](../dfo-apis/quickstart.md) |
| Load OECD, IMF, or TOSSD data into Python (pandas) | DFO Python packages | Python packages: [ODA reader](../oda_reader/index.md), [IMF reader](../imf-reader/index.md), and [TOSSD reader](../tossd-reader/index.md) |
| Convert amounts between currencies or to constant prices in Python | DFO Python packages | [pydeflate](/docs/tools/pydeflate) |
| Manage and load data to a Data Commons Platform instance | DFO Python packages | [DCP tools](../dcp-tools/index.md) |

**Do I need an account?**

The DFO, its tools, and its infrastructure are free to use. For Studio you'll need an account after making five search queries. Sign in to save your work in Studio.
The DFO, its tools, and its infrastructure are free to use. The MCP server and the API need no account. For Studio you'll need an account after making five search queries. Sign in to save your work in Studio.

## Next

- [Connect your assistant](../dfo-ai/connect.md): Add the DFO to Claude, ChatGPT, Gemini, Le Chat, or a coding tool in a few minutes.
- [Get data](get-started/get-data.md): A step-by-step guide to finding a dataset and downloading it as a CSV.
- How the data fits together: Explore [the knowledge graph](data/knowledge-graph.md) to see how the DFO matches data from different publishers so one search can cover them all.
2 changes: 1 addition & 1 deletion content/hub/skills/use-in-your-agent.md
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Expand Up @@ -10,7 +10,7 @@ Install the DFO skills in the assistant you already use, and it answers developm

The DFO assistant in [DFO Studio](../get-started/use-studio.md) loads and uses the DFO skills automatically, so you have nothing to set up. [How the DFO assistant uses skills](what-a-skill-is.md#how-the-dfo-assistant-uses-skills) explains how it picks one.

<!-- TODO: add an MCP route once the DFO MCP endpoint is public. data-mcp's search names the skills attached to the datasets it finds, and get_skill and get_skill_file load them, so an MCP client needs no copy. Link get-started/connect-your-assistant.md when it joins the navigation. -->
<!-- TODO: add an MCP route once the DFO MCP endpoint is public. data-mcp's search names the skills attached to the datasets it finds, and get_skill loads them, so an MCP client needs no copy. Link get-started/connect-your-assistant.md when it joins the navigation. -->

## Before you start

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2 changes: 1 addition & 1 deletion content/hub/skills/what-a-skill-is.md
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Expand Up @@ -67,7 +67,7 @@ Install the skills under `skills/` in your own assistant to use them.

## How the DFO assistant uses skills

The DFO assistant is an agent too, and it reads the same skills from the knowledge graph. The `apis` repository serves them through its Skills API, and the DFO MCP server gives the assistant two tools over it: `get_skill` loads a skill's `SKILL.md` and lists its reference files, and `get_skill_file` reads one of those files.
The DFO assistant is an agent too, and it reads the same skills from the knowledge graph. The `apis` repository serves them through its Skills API, and the DFO MCP server gives the assistant one tool over it. `get_skill` loads a skill's `SKILL.md` and lists its reference files, and reads one of those files when given its `path`.

The descriptions the assistant matches against come from its data search. Skills are attached to datasets, and the search result names up to five skills attached to the datasets it found. A question about DFO itself goes straight to [`dfo-faq`](../../dfo-skills/dfo-faq/SKILL.md).

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4 changes: 2 additions & 2 deletions hub.yaml
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Expand Up @@ -10,13 +10,14 @@ nav:
- title: Home
page: index.md

- mount: dfo-ai

- title: Get started
children:
- title: Get data
page: get-started/get-data.md
- title: Use DFO Studio
page: get-started/use-studio.md
# Connect your assistant (get-started/connect-your-assistant.md) joins once the MCP endpoint is public.

- title: Build with the DFO
children:
Expand All @@ -27,7 +28,6 @@ nav:
- title: Use DFO data in your code
page: build/use-data-in-code.md
- mount: dfo-apis
- mount: dfo-ai

- title: Data
children:
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43 changes: 43 additions & 0 deletions roadmap/ai-tools.yaml
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Expand Up @@ -12,6 +12,49 @@ categories:
label: Models and access

entries:
- id: switchable-plan-decisions
title: Clearer plans with switchable decisions
description: >-
Studio's plan card leads with the question, a short summary and the
decisions that shape the answer: how sectors and regions are counted,
whether multilateral spending is included, gross or net flows, and how
phrases such as "major donors" are read. Defaults follow OECD counting
conventions, and each answer ends with a "Counted as" line. Each decision
can be switched in one click, on the plan card before a run or from chips
under the answer afterwards, and the figure is recalculated without a new
search. Plans list each decision once and take about half as long, and
Studio prepares the data while you review the plan.
categories: [analysis]
status: released
released_on: "2026-10-30"

- id: new-analytical-operations
title: New analytical operations
description: >-
Studio can give one figure across every row, join tables whose key
columns have different names, and compute each donor's share of a pooled
total.
categories: [analysis]
status: released
released_on: "2026-10-24"

- id: clarifying-questions
title: Several clarifying questions at once
description: >-
When a question is ambiguous, Studio can ask up to three clarifying
questions in one pause and keeps your answers in the conversation.
categories: [analysis]
status: released
released_on: "2026-10-23"

- id: studio-daily-limits
title: Daily Studio limits
description: >-
Studio allows 5 prompts a day for guests and 75 for signed-in users.
categories: [models-access]
status: released
released_on: "2026-10-23"

- id: faster-reliable-answers
title: Faster and more reliable answers
description: >-
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47 changes: 47 additions & 0 deletions roadmap/platform.yaml
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Expand Up @@ -16,6 +16,53 @@ categories:
label: Developer experience

entries:
- id: sortable-tables-chart-hovers
title: Sortable tables and focused chart hovers
description: >-
Tables can be sorted by column, and table cards fit their rows and columns.
Hovering over a chart shows only the series under the pointer, and several
cards from one answer collapse into one row in the chat.
categories: [charts]
status: released
released_on: "2026-11-01"

- id: api-reference-and-errors
title: OpenAPI reference and standard errors
description: >-
The OpenAPI description is at /openapi.json, and each refusal code is
documented at /codes/{code}. Every error is a problem+json document.
Dataset downloads cover any stored version in any format, with retention
periods and paged version history.
categories: [developer-experience]
status: released
released_on: "2026-10-25"

- id: search-assumptions-shown
title: Assumptions shown with search answers
description: >-
Search shows the assumptions behind each answer and, for a partial
answer, how many parts of the question were answered.
categories: [data-exploration]
status: released
released_on: "2026-10-24"

- id: open-source-repositories
title: Open-source code
description: >-
The platform's code repositories are public under the MIT licence.
categories: [developer-experience]
status: released
released_on: "2026-10-24"

- id: guest-shared-snapshots
title: Guest access to shared snapshots
description: >-
Anyone with the link can open a shared Studio snapshot without signing in.
Live links now work for canvases with more than four data cards.
categories: [sharing-publishing]
status: released
released_on: "2026-10-23"

- id: more-chart-types
title: Scatter plots
description: >-
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2 changes: 1 addition & 1 deletion sources.yaml
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Expand Up @@ -83,7 +83,7 @@ sources:
ref: dev
docs_dir: docs/guide
path: mcp
title: MCP server
title: AI assistants (MCP)

- name: dfo-skills
repo: DevelopmentFinanceObservatory/skills
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