Workflows / Workflow

Set up a marketing MCP research workflow

Connect a compatible AI client to Liftaven and verify a small authenticated reporting task.

THE SHORT ANSWER

MCP lets a compatible client call the reporting tools you authorise. Begin with a narrow read task so you can verify account scope and output before asking for a broad analysis. The connection belongs to the client and needs its own authorisation.

Work through it, step by step.

  1. Add https://mcp.liftaven.com/mcp to a client that supports remote MCP and OAuth. Complete the consent flow for the providers you want to expose.

  2. Ask the client to list accessible resources and confirm the intended account or property. Do not paste a dashboard session or provider secret into the prompt.

  3. Run a small report with explicit dates and review its source, units and limitations. Expand to a cross-source question only after the basic read succeeds.

ILLUSTRATIVE EXAMPLE · NOT CUSTOMER DATA

Make it concrete.

A user first asks for the available GA4 properties, confirms one ID and then requests a short acquisition report. This is easier to validate than immediately asking for a complete growth strategy.

What to keep in mind.

Client features vary, and endpoint-specific authorisation matters. A token for an old domain or different endpoint should not be assumed portable.

Your next useful step.

Keep a reusable prompt containing the account IDs and reporting conventions, without credentials. Use dedicated provider routes when a narrower connection better fits the task.

Working with this in Liftaven

Choose a single business question before requesting data. Write down the accounts, dates and definitions that make the answer reproducible. Liftaven provides the reporting workspace and authenticated MCP access; decisions and changes remain with you.

Explore the AI workflow

Sources & context

This note combines original practical guidance with the reporting references below. Follow provider documentation for current definitions and availability; suggested investigations are not guarantees of a particular result.

FROM READING TO UNDERSTANDING

Put your own data
in the picture.

Connect the accounts you already use. Explore the evidence in Liftaven, or bring it to your authorised AI agent.

Connect your agent