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Docs/Recipes

Recipes

Single tools are documented in the reference. These are the orders that get something done, with each step labelled by what it does to the account.

Read an account without touching it

Every tool here is read-only, so this is the safe way to point a new agent at a live account and see what comes back.

  1. get_account_details Read Current user and account information.
  2. account_level_stats Read Account-level statistics and channel breakdown for a timeframe.
  3. performance_metrics Read Granular performance metrics for ads, audiences, creatives, offers, target groups, keywords.
  4. get_converted_leads_summary Read Fast aggregate summary of the account's converted leads (Smart Leads) — counts and rates only, no lead rows.

Build and size an audience before spending

Search the criteria the platform actually supports, create the audience, then ask what it is worth targeting. The estimate is read-only, so the loop can iterate before anything spends.

  1. search_target_group_criteria Read Get available criteria and their supported values (names and IDs) for target group creation/updates.
  2. create_firmographic_audience Writes Create B2B company firmographic audiences for targeted advertising campaigns.
  3. create_target_group Writes Create a new target group with name and targeting criteria.
  4. estimate_target_group Read Estimate audience size for target group criteria before creating.

Check a campaign before you launch it

The readiness check is read-only and tells you whether the launch would succeed. Calling it first turns one destructive call into a decision you can put a human in front of.

  1. list_target_groups Read List and search target groups in Metadata platform.
  2. check_campaign_launch_readiness Read Check whether a draft campaign is ready to launch, per channel.
  3. launch_campaign Destructive LAUNCHES REAL MARKETING CAMPAIGNS WITH REAL BUDGET SPEND 🚨 KEYWORDS: launch, start, activate, go live, campaign, begin, advertising, spend, marketing PREREQUISITE: Before runni…

A rule that holds for all of them

Resolve names to ids with a list_ or search_ call before the tool that acts, and reproduce every campaign, audience and offer name character for character. Separators and trailing words are part of the name; a tidied-up name is a wrong name, and the call will either fail or hit the wrong object.