DigitalPilot

DigitalPilot은 유료 캠페인을 운영하는 B2B 중소기업을 위한 기여 플랫폼입니다. 어떤 광고를 통해 어떤 회사가 귀하의 사이트를 방문하는지 식별하여, 어떤 캠페인이 적격 리드를 유도하는지 정확히 확인할 수 있습니다.

digitalpilot.app에서 보기

문서

Help Center

Getting Started with the DigitalPilot MCP Server

New to MCP? Learn how to connect the DigitalPilot MCP server, verify workspace context, and safely move from reporting to controlled actions.

Who This Is For

New users connecting an AI agent to DigitalPilot data and actions.

What This MCP Server Does

The DigitalPilot MCP server lets your agent:

  • Read workspace identity and scope access.
  • Pull traffic, channel, UTM, lead, and domain activity reports.
  • Manage target-account lists.
  • Manage lead-capture forms.
  • Configure and test webhooks.
  • Run Google Ads reporting and optimization actions.

First-Run Checklist

  1. Connect/authenticate the MCP server in your client.
  2. Run get_workspace_info to confirm context (tagId, email, scopes, optional Google Ads IDs).
  3. If needed, run list_webhooks, list_forms, and list_target_account_lists to inventory what already exists.
  4. Start with read-only reporting tools before mutation tools.

Best Practice Workflow

  1. Confirm context with get_workspace_info.
  2. Pull overview/reporting (get_report_overview, get_report_channel, get_report_utm, list_leads).
  3. Drill into specific domains (get_domain_activities, get_company_info).
  4. Apply controlled changes (forms, webhooks, target accounts, Google Ads updates).

Common Pitfalls

  • Running Google Ads tools before checking connected customerId context.
  • Mixing up grouped reports (get_report_channel) with row-level company listing (get_report_overview).
  • Creating duplicate webhooks/forms without listing existing ones first.

Was this information helpful?

Yes No

Thank you for your feedback!

Phone Call

Call us at +1 306-802-4663

Mon-Fri, 9am-5pm EST

Contact Form

Fill out the form on our contact page

We reply within 1 business day