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Data Sources

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General

Data Sources | General

Connections

Data Sources | Connections

Fields & Formulas

Data Sources | Fields & Formulas

Reports

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Creating & Sharing

Reports | Creating & Sharing

Report Editing

Reports | Editing

Report Config

Reports | Report Config

Chart Cards

Reports | Chart Cards

Content Cards

Reports | Content Cards

Data Chat

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General

Data Chat | General

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General

AI | General

Clients

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General

Clients | General

Integrations

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General

Integrations | General

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

MCP

Integrations | MCP

Webhook — Other

Integrations | Webhook — Other

Settings

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Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

KPI Forecasting

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General

KPI Forecasting | General

Settings & Status

KPI Forecasting | Settings & Status

Seasonality

KPI Forecasting | Seasonality

Metrics by Source

KPI Forecasting | Metrics by Source

Budget Tracking

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General

Budget Tracking | General

Anomaly Detection

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General

Anomaly Detection | General

Automation Jobs

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General

Automation Jobs | General

Change History

Automation Jobs | Change History

URL & Page Checkers

Automation Jobs | URL & Page Checkers

Local & Reviews

Automation Jobs | Local & Reviews

Search Console

Automation Jobs | Search Console

Insights

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Managing Insights

Insights | Managing Insights

Change History

Insights | Change History

URL & Page

Insights | URL & Page

Local & Reviews

Insights | Local & Reviews

Other Insight Types

Insights | Other Insight Types

Local Listings

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General

Local Listings | General

Profiles & Content

Local Listings | Profiles & Content

Performance & Activity

Local Listings | Performance & Activity

Media

Local Listings | Media

Categories & Services

Local Listings | Categories & Services

Reviews

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General

Reviews | General

General

Social Posts | General

Creating Posts

Social Posts | Creating Posts

Managing Posts

Social Posts | Managing Posts

Data Warehouse

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Pipelines

Data Warehouse | Pipelines

Access & Credits

Data Warehouse | Access & Credits

Source Fields

Data Warehouse | Source Fields

Data Studio

Data Warehouse | Data Studio

BigQuery

Data Warehouse | BigQuery

General

Clients | General

General

Integrations | General

MCP

Integrations | MCP

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Other

Integrations | Webhook — Other

Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

Recent Updates

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Account Settings

Settings | Account & Billing

Acknowledging and Resolving Insights

Insights | Managing Insights

Add comment from Slack

Integrations | General

Add comment from Zapier

Settings | Comments & Notes

Adding a User

Settings | Users

AI Analysis Generation

Reports | Creating & Sharing

AI Credits

AI | General

AI Models

AI | General

Analysis Card

Reports | Content Cards

Anomalies Bulk Action

Anomaly Detection | General

Anomaly Algorithm

Anomaly Detection | General

Anomaly Detection

Anomaly Detection | General

Anomaly Detection Insight

Insights | Other Insight Types

Anomaly Detection Settings

Anomaly Detection | General

Anomaly Detection Webhook Payload

Integrations | Webhook — Other

Anomaly Job Common Errors

Anomaly Detection | General

An overview of Local Listings

Local Listings | General

An overview of Reviews

Reviews | General

Area Chart Card

Reports | Chart Cards

Attributes

Local Listings | Profiles & Content

Automatic Schema Updates

Data Warehouse | Pipelines

Automation: Facebook Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Ads Change History

Integrations | Webhook — Automation Payloads

Automation: Google Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Analytics Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Answer

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Pending Updates

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Question

Integrations | Webhook — Local & Reviews

Automation: Google Review

Integrations | Webhook — Local & Reviews

Automation: Google Review Change History

Integrations | Webhook — Automation Payloads

Automation Job Common Errors

Automation Jobs | General

Automation Jobs

Automation Jobs | General

Automation: Microsoft Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Page Status Checker

Integrations | Webhook — Automation Payloads

Automation: Robots.txt Change Detection

Integrations | Webhook — Automation Payloads

Automations Bulk Action

Automation Jobs | General

Automation: Search Console Activity

Integrations | Webhook — Automation Payloads

Automation: Search Console Keyword Movement

Integrations | Webhook — Automation Payloads

Auto Resolving

Insights | Managing Insights

Bar Chart Card

Reports | Chart Cards

Branding

Reports | Creating & Sharing

Budget Campaign Dynamic Filter

Budget Tracking | General

Budget Common Errors

Budget Tracking | General

Budget history

Budget Tracking | General

Budgets Bulk Actions

Budget Tracking | General

Budget Settings

Budget Tracking | General

Budget Status

Budget Tracking | General

Budget Tracker Webhook Payload

Integrations | Webhook — Other

Budget Tracking

Budget Tracking | General

Budget Webhook URL

Budget Tracking | General

Bulk Action

Local Listings | General

Bulk Upload Images

Local Listings | Media

Calendar

Social Posts | General

Cancel Subscription

Settings | Account & Billing

Card Chat

Reports | Editing

Card Data Filters

Reports | Creating & Sharing

Jepto MCP Server Overview

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Jepto exposes a remote MCP (Model Context Protocol) server so an external AI assistant can call tools against your Jepto account: list clients, query connected marketing data, read KPI and budget status, search client knowledge, and (with confirmation) create or update Jepto objects and run platform actions.

The server uses the same Data Model field names as Reports and Data Chat (camelCase fully qualified names, e.g. googleAds.spend). See Data Model and Data Query for how those queries are shaped in the product.

Not the same as Data Chat MCP connectors. This article is Jepto's account MCP server (https://mcp.jepto.com). Data Chat can attach separate MCP servers (Google Sheets, Docs, etc.) per conversation; those connectors are documented under Data Chat in the help center, not on this page.

Connection

Item	Value
Server URL	`https://mcp.jepto.com`
Transport	Remote MCP over HTTP (streamable HTTP)
Authentication	Jepto sign-in when the client connects (redirect after you authenticate)
Scope	OAuth-secured, scoped to your Jepto account — the assistant can access every client that account login can see in the app (not locked to a single client)
Tools exposed	11 tools on the live server (see tables below)

Setup guides

Connect Jepto MCP to Claude Pro — add a custom connector with the URL above, connect, and sign in to Jepto.

Other products that support custom remote MCP connectors may work with the same URL; steps depend on the client. Claude is the path we document step-by-step today.

How the assistant uses it

Your MCP client discovers 11 tools exposed by mcp.jepto.com after connection.
You ask a question in natural language; the model selects one or more tools (you do not need to name tools yourself).
Read-only tools return JSON (account, client, analytics rows, KPI/budget lists, knowledge search hits).
Write tools (KPI_Forecasting, Budget_Tracker, Actions_Execute) first return a preview; you confirm or cancel in the client's MCP App UI. Pending confirmations expire after about 10 minutes. Nothing is applied to Google Ads (or saved in Jepto) until you confirm.

For analytics, the usual discovery order is:

Client_List → Datasource_List → Analytics_Schema → Analytics_Query

Use Client_List to obtain a 16-character hexadecimal clientId before any client-scoped call. Do not invent IDs.

Available tools

Tool names below are the exact MCP names your client will show.

Category	Tools	Mode
Account & clients	`Account_Info`, `Client_List`, `Client_Info`, `Client_Knowledgebase`	Read
Data & analytics	`Datasource_List`, `Analytics_Schema`, `Analytics_Query`	Read
KPIs & budgets	`KPI_Forecasting`, `Budget_Tracker`	Read + write (preview first)
Platform actions	`Actions_List`, `Actions_Execute`	Catalog read; execute previews first

Account and clients (read-only)

Tool	Purpose
`Account_Info`	Account name, plan, status, timezone, week start, and high-level counts (clients, KPIs, budgets, etc.).
`Client_List`	All clients with `clientId`, name, and domain.
`Client_Info`	Structured client profile: industry, location, products/services, contact details, business model, and related fields.
`Client_Knowledgebase`	Vector search over stored client notes and knowledge (short, generic search terms work best).

Data sources and analytics (read-only)

Tool	Purpose
`Datasource_List`	Connected integrations for a client (`dataSourceId`, `service`, `connectionIds`, `authEmail`), or supported service types when `clientId` is omitted.
`Analytics_Schema`	Metrics and dimensions for a client (optionally filtered by `source`). Copy `name` values verbatim into queries — schema-first discovery reduces invalid field names.
`Analytics_Query`	Run queries: measures, dimensions, filters, date range, granularity, sort, limit. Same camelCase FQNs as Reports (`googleAds.campaignName`, not snake_case). Date tokens include `last30days`, `yesterday`, `30DaysAgo`, and ISO dates.

Datasource_List service values (e.g. googleAds) align with sources on analytics tools. dataSourceId is for KPI and budget tools, not analytics queries.

KPIs and budgets

Tool	Purpose
`KPI_Forecasting`	One tool for read and write: actions `list`, `info`, `read`, `create`, `update`, `delete`. List KPIs account-wide or per client; filter by status (e.g. `CRITICAL`). Create/update/delete need fields from `Datasource_List` and metric names from `Analytics_Schema`. Mutations return a preview before anything is saved.
`Budget_Tracker`	Same action pattern for ad spend budgets on supported ad platforms (Google Ads, Meta, Microsoft, LinkedIn, X/Twitter, TikTok, Instagram). Create needs spend cap, period (`MONTHLY` or `CUSTOM`), and connection fields from `Datasource_List`. Mutations preview first.

KPI_Forecasting is a single tool with read actions (list, info, read) and write actions (create, update, delete) — not two separate tools.

Platform actions (preview + confirm)

Tool	Purpose
`Actions_List`	Catalog of enabled marketing actions (inputs schema, risk level, descriptions). Call before `Actions_Execute`. The catalogue expands over time; today the server exposes two Google Ads actions: `googleAdsEnableCampaign` and `googleAdsPauseCampaign` (medium risk, reversible).
`Actions_Execute`	Run an action for a client after preview; you confirm in the MCP App before anything runs on the ad platform. Requires `actionId` and `inputs` from `Actions_List`; entity IDs are arrays (e.g. multiple campaign IDs). Pending confirmations expire after about 10 minutes.

Do not describe Meta budget changes or other actions that are not returned by Actions_List today. Frame the catalogue as expanding; document only what the server lists.

Permissions and safety

Tools only access data and connections already in your Jepto account.
Connection is scoped to the account, not a single client: without a clientId, list tools can return all clients, KPIs, or budgets the login can see.
Destructive or state-changing operations go through confirmation UI, not silent execution.
In Claude, you can choose whether the model must ask before each tool call; many teams use always allow only after they are comfortable with the tool set.

Use cases

Morning portfolio check

Ask which KPIs or budgets are in critical or warning status across the account. The model typically calls KPI_Forecasting and Budget_Tracker with action=list and status filters, then summarizes by client.

Client call prep

Before a meeting, ask for a client overview plus recent performance. Expect Client_Info, optional Client_Knowledgebase searches, and Analytics_Query for key metrics over a defined range (e.g. last 30 days vs prior period).

Ad hoc analysis without building a report

When you need a one-off breakdown (campaign spend, channel mix, Search Console trends), use conversational follow-ups. The model discovers fields with Analytics_Schema, then runs Analytics_Query with filters and sort — same data model as chart cards, without publishing a report.

Create or adjust a KPI from chat

Describe the metric and target; the assistant resolves metricName from schema and datasource rows from Datasource_List, then calls KPI_Forecasting with action=create. You review the preview and confirm in the MCP App.

Pause or enable Google Ads campaigns

After analysis in the same thread, the model can call Actions_List, then Actions_Execute with googleAdsPauseCampaign or googleAdsEnableCampaign and a reason summarizing the conversation. You confirm the exact campaigns in the UI before Google Ads changes.

Find institutional context

Search what Jepto already stores about a client (brand guidelines, target audience, QBR notes) via Client_Knowledgebase instead of hunting through emails or docs.

Getting started

Connect https://mcp.jepto.com in your MCP client and sign in to Jepto (Claude steps).
Ensure clients and data sources are connected in Jepto — MCP analytics tools only see what the account already has.
Ask a concrete question (client name or list my clients, date range, platform, metric). Use follow-ups to narrow breakdowns or change the period.

No special command syntax is required; clarity about client, platform, and time range improves results.

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