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Introduction to Workflows

These workflows illustrate how MCP can be used to explore data, analyze performance, and support decision-making across different user roles. They are intended as starting points for testing and validation, not as an exhaustive list of capabilities. You can use the suggested prompts directly in your MCP-compatible client and iterate with follow-up questions to refine results. Start with the shared validation workflow to confirm access and scope, then move into more advanced workflows based on your use case.
Most workflows benefit from follow-up prompts to refine results.

Workflow 1

Shared Account and Setup Validation

Workflow 2

Global Capability and Retailer Discovery

Workflow 3

Global Performance and Competitiveness Monitoring

Workflow 4

Brand Campaign Performance Pull

Workflow 5

Brand Line-item Diagnostics

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Workflow 1: Shared Account and Setup Validation

Persona: Global Commerce and Brand Users Goal: Validate that auth, scoping, and discovery work correctly before deeper testing. Suggested prompts
  • “Which accounts are visible through this MCP connection?”
  • “Are the expected retailers, brands, and creatives accessible?”
  • “Is the retrieved scope aligned with the user’s assigned brands / accounts?”
What good looks like
  • Confirms the right data scope for both personas
  • Surfaces access issues early

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Workflow 2: Global Capability and Retailer Discovery

Persona: Global Commerce Goal: Validate that global users can understand account scope, retailer availability, and supported capabilities across accounts / retailers. Suggested prompts
  • “Which retailers are available across the accounts I can access?”
  • “Which retailers support Onsite Display and what formats are available?”
  • “Show me retailer capability differences across the accounts in scope.”
What good looks like
  • Useful for portfolio-level planning and partner enablement
  • Output is structured and easy to compare across retailers

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Workflow 3: Global Performance and Competitiveness Monitoring

Persona: Global Commerce Goal: Validate whether global users can get broad performance and share-of-voice visibility without manual exports. Suggested prompts
  • “Summarize account-level performance over the last 30 days.”
  • “Which retailers or categories show weaker share of voice?”
  • “Where are we seeing the biggest performance changes across the portfolio?”
What good looks like
  • Useful for global / portfolio-level monitoring
  • Helps identify where deeper brand-level investigation is needed

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Workflow 4: Brand Campaign Performance Pull

Persona: Brand Users Goal: Validate brand-scoped campaign reporting for day-to-day optimization review. Suggested prompts
  • “Summarize campaign performance for Brand X over the last 14 days.”
  • “Which campaigns had the highest ROAS last month for this brand?”
  • “Which campaigns are underperforming vs the previous period?”
  • “Which campaigns are underpacing and how can I increase their pacing?”
What good looks like
  • Brand users can quickly understand what changed
  • Output is usable without manual data cleanup

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Workflow 5: Brand Line-item Diagnostics

Persona: Brand Users Goal: Validate that line-item reporting is useful for troubleshooting and optimization support. Suggested prompts
  • “Which line items are dragging performance down for Brand X?”
  • “Show me underdelivering line items from the last 7 days.”
  • “Which line items have high spend but weak ROAS?”
What good looks like
  • Clear, actionable diagnosis at brand / line-item level
  • Users can identify what needs attention without stitching multiple exports together