DigitalPilot

DigitalPilot là nền tảng ghi nhận chuyển đổi dành cho các doanh nghiệp B2B vừa và nhỏ đang chạy chiến dịch trả phí. Nó xác định công ty nào truy cập trang web của bạn từ quảng cáo nào, giúp bạn thấy chính xác chiến dịch nào mang lại khách hàng tiềm năng đủ điều kiện.

Xem trên digitalpilot.app

Tài liệu

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