DigitalPilot
DigitalPilot is an attribution platform for B2B SMBs running paid campaigns. It identifies which companies visit your site from which ads, so you can see exactly which campaigns drive qualified leads.
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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
- Connect/authenticate the MCP server in your client.
- Run
get_workspace_infoto confirm context (tagId,email, scopes, optional Google Ads IDs). - If needed, run
list_webhooks,list_forms, andlist_target_account_liststo inventory what already exists. - Start with read-only reporting tools before mutation tools.
Best Practice Workflow
- Confirm context with
get_workspace_info. - Pull overview/reporting (
get_report_overview,get_report_channel,get_report_utm,list_leads). - Drill into specific domains (
get_domain_activities,get_company_info). - Apply controlled changes (forms, webhooks, target accounts, Google Ads updates).
Common Pitfalls
- Running Google Ads tools before checking connected
customerIdcontext. - Mixing up grouped reports (
get_report_channel) with row-level company listing (get_report_overview). - Creating duplicate webhooks/forms without listing existing ones first.
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