> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wisepilot.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Claude MCP

> Connect Claude to WisePilot via MCP to generate images, browse content, analyze ads, and access AI tools through natural conversation.

Use Claude as a natural-language interface to WisePilot. Once connected via MCP (Model Context Protocol), you can generate images, browse your content library, analyze ad performance, pull metrics, and more — all from a Claude conversation.

## Prerequisites

Before connecting, make sure:

1. **You have a WisePilot account** — You need to be a member of at least one website
2. **Your role is Editor or higher** — Generation tools require Editor access. Ask your workspace admin to add you if needed.
3. **You're using Claude Pro, Team, or Enterprise** — MCP connections require a paid Claude plan

## Connecting Claude to WisePilot

### Claude.ai (Web)

1. Open [claude.ai](https://claude.ai) and sign in
2. Click your profile icon in the bottom-left corner, then **Settings**
3. Go to **Integrations** (or **MCP Servers** depending on your plan)
4. Click **Add Integration**
5. Enter the server URL:
   ```
   https://ai.wisepilot.app/api/v1/mcp
   ```
6. Claude will redirect you to WisePilot to log in
7. On the consent screen, review the permissions and click **Allow**
8. You're connected — Claude will confirm the integration is active

### Claude Desktop

1. Open Claude Desktop and go to **Settings** (gear icon)
2. Navigate to **Integrations** or **MCP Servers**
3. Click **Add** and enter:
   * **Name:** WisePilot
   * **URL:** `https://ai.wisepilot.app/api/v1/mcp`
4. Save and restart Claude Desktop if prompted
5. On first use, Claude will open a browser window for you to log in to WisePilot
6. Review the permissions on the consent screen and click **Allow**
7. Return to Claude Desktop — the connection is now active

### Claude Code (CLI)

Add the server to your Claude Code configuration:

```bash theme={null}
claude mcp add wisepilot --transport http https://ai.wisepilot.app/api/v1/mcp
```

On first use, Claude Code will open a browser for OAuth authentication.

## What's Available

<Note>
  **Recommended path: explore/query.** Claude has access to **8 domain pairs** (`{domain}_explore` + `{domain}_query`) plus 4 atomic orchestration tools that cover everything below. Ask Claude *"what intelligence operations are available?"* and it'll call `intelligence_explore()` to find out. See the **[MCP Tool Reference](/integrations/mcp-reference)** for the full pattern.

  The individual tools below remain available for backward compatibility. New conversations should let Claude discover ops via `_explore`.
</Note>

### Discovery-first tools (recommended)

| Domain                         | Surface                                                                                                                                                |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **`intelligence_*`**           | Lifecycle state, work items, content opportunities, AI insights, test runs, confirmed learnings, pattern candidates, attribution rollups, runner stats |
| **`metrics_*`**                | Conversations, appointments, revenue, ads, GSC, GA4, GBP, content/CTA performance, client snapshot                                                     |
| **`ads_*`**                    | Creatives, ad sets, keywords, search terms — daily timeseries + summary aggregates                                                                     |
| **`content_*`**                | Assets, blogs, CTAs, nurture sequences, entities, content opportunities, full-text search                                                              |
| **`brand_*`**                  | Brand position, guidelines, ICPs, hooks & angles, learnings, design tokens, palettes, image styles, brand subjects                                     |
| **`ghl_*`**                    | Conversations + messages, appointments, pipeline stages, opportunities                                                                                 |
| **`seo_research_*`**           | Ahrefs keyword ideas, bulk metrics, SERP analysis, competitor keywords                                                                                 |
| **`integration_*`**            | WordPress / GHL / ad-platform connection state + sync trigger                                                                                          |
| **`dispatch_lifecycle`**       | Open or resume a content lifecycle session — returns deep-link URL into the workspace                                                                  |
| **`promote_learning`**         | Promote a `pattern_candidate` to a durable confirmed learning (requires `approve`)                                                                     |
| **`request_wp_engineer_work`** | File an engineering ticket into the inbox (label `engineer_work`)                                                                                      |
| **`get_image_brief`**          | Composed brand-aligned brief for ChatGPT / Claude image gen — read-only                                                                                |

### Scoping & Navigation

Start here — these tools help Claude discover your websites and understand what's available.

| Tool                      | What It Does                                                                     |
| ------------------------- | -------------------------------------------------------------------------------- |
| **list\_websites**        | See all websites you have access to                                              |
| **get\_website\_summary** | Get details about a specific website (name, domain, integrations, content stats) |

### Content Browsing & Search

| Tool                         | What It Does                                                           |
| ---------------------------- | ---------------------------------------------------------------------- |
| **list\_assets**             | Browse content assets with filtering by type, status, or title         |
| **get\_asset\_detail**       | Get full detail on a specific asset including sections and SEO context |
| **list\_opportunities**      | See content opportunities ranked by priority                           |
| **list\_entities**           | Browse topics, concepts, and other content entities                    |
| **get\_entity\_detail**      | Get entity details with priority scores and recent mentions            |
| **search\_content**          | Full-text search across all your content                               |
| **list\_blogs**              | Browse blog posts with SEO metadata and section counts                 |
| **list\_ctas**               | Browse calls-to-action with click and conversion rates                 |
| **list\_nurture\_sequences** | View nurture sequences with step counts                                |
| **get\_sequence\_steps**     | Get detailed steps within a nurture sequence                           |

### Ad Campaigns & Creatives

| Tool                                  | What It Does                                                                                                              |
| ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **get\_ad\_campaigns**                | Get campaigns with 30-day metrics (spend, ROAS, CTR, CPC, CPM, reach, frequency) plus objective, budget, and channel type |
| **list\_ad\_creatives**               | Browse creatives with performance metrics, creative spec (headlines/descriptions/body copy), and ad set linkage           |
| **list\_ad\_sets**                    | Browse ad sets with targeting/audience data (geo, age, gender, interests), 30-day metrics, and campaign linkage           |
| **get\_ad\_performance\_daily**       | Daily creative performance breakdowns with date range filtering — reach, frequency, CPM, ROAS per day                     |
| **get\_campaign\_performance\_daily** | Daily Google Ads campaign performance with date range filtering                                                           |

### Google Ads Keywords & Search Terms

| Tool                            | What It Does                                                                                           |
| ------------------------------- | ------------------------------------------------------------------------------------------------------ |
| **list\_google\_ad\_keywords**  | Browse keyword performance with quality scores and date range filtering                                |
| **list\_google\_search\_terms** | Browse search term reports with date range filtering                                                   |
| **get\_keyword\_summary**       | Aggregated keyword totals (impressions, clicks, cost, conversions, CTR, CPC) — handles any data volume |
| **get\_keyword\_grouped**       | Keywords deduplicated across daily snapshots — one row per keyword with aggregated metrics             |
| **get\_search\_term\_summary**  | Aggregated search term totals — handles any data volume                                                |
| **get\_search\_term\_grouped**  | Search terms grouped with server-side sorting and pagination — handles large datasets                  |

<Tip>The `get_keyword_summary` and `get_search_term_summary` tools use SQL aggregation and work regardless of how many keywords or search terms exist. Use these for high-level analysis, and the `_grouped` variants for drill-down.</Tip>

### Generation

These tools create content and require **Editor** role or higher.

| Tool                   | What It Does                                                                        |
| ---------------------- | ----------------------------------------------------------------------------------- |
| **generate\_image**    | Generate images using your brand styles and subjects                                |
| **generate\_content**  | Create blog posts, landing pages, emails, social posts via the governed AI pipeline |
| **generate\_ad\_copy** | Generate Google or Meta ad copy using your brand context                            |

### Metrics & Dashboards

| Tool                                | What It Does                                                                               |
| ----------------------------------- | ------------------------------------------------------------------------------------------ |
| **get\_conversation\_metrics**      | GHL conversation performance: volume, AI vs human handling, handoff rates                  |
| **get\_appointment\_metrics**       | Appointment booking data: booked, showed, no-show counts and rates                         |
| **get\_revenue\_metrics**           | Revenue and pipeline data: opportunities created, won, and revenue value                   |
| **get\_ad\_campaign\_overview**     | Ad campaign 30-day rollup metrics                                                          |
| **get\_ad\_creative\_performance**  | Daily ad creative performance trends                                                       |
| **get\_content\_performance**       | Content performance: GSC metrics, GA4 pageviews, engagement data                           |
| **get\_tracking\_summary**          | Tracking events: CTA clicks, form submits, calendar bookings, phone clicks                 |
| **get\_seo\_overview**              | SEO overview: keyword clusters, search volume, difficulty, intent                          |
| **get\_keyword\_rankings**          | Keyword rankings with GSC data and opportunity scores                                      |
| **get\_gsc\_pages**                 | GSC page performance: clicks, impressions, CTR, position by date range                     |
| **get\_gsc\_queries**               | GSC search queries by page with date range filtering                                       |
| **get\_ga4\_pages**                 | GA4 page metrics: pageviews, users, sessions, bounce rate, conversions                     |
| **get\_ga4\_events**                | Tracking events: CTA clicks, form submits, calendar bookings by date range                 |
| **get\_gbp\_performance\_daily**    | GBP daily metrics: calls, clicks, impressions, directions                                  |
| **get\_gbp\_reviews\_list**         | GBP reviews with star ratings, comments, reply status                                      |
| **get\_gbp\_search\_queries\_list** | GBP listing search queries with impressions                                                |
| **get\_cta\_performance**           | CTA click and conversion performance by asset                                              |
| **get\_client\_snapshot**           | Multi-source overview: conversations, appointments, revenue, ads, SEO, content in one call |

### Intelligence & Optimization

| Tool                             | What It Does                                                                                                                       |
| -------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- |
| **get\_work\_items**             | Prioritized action items from the revenue intelligence inbox. Items may include `target_step_id` for lifecycle-aware task routing. |
| **get\_insights**                | AI-generated insights: competitor gaps, audience expansions, messaging wins, ad refresh proposals                                  |
| **get\_test\_runs**              | Active experiments and A/B test results with confidence scores                                                                     |
| **get\_confirmed\_learnings**    | Proven messaging patterns validated by 2+ independent wins                                                                         |
| **create\_work\_item\_rest**     | Create work items with quality gates (confidence, evidence, action specificity)                                                    |
| **update\_work\_item**           | Approve, dismiss, or snooze work items                                                                                             |
| **update\_content\_opportunity** | Accept or dismiss content opportunities                                                                                            |
| **get\_runner\_stats**           | Runner effectiveness: win rate, deploy rate, dismiss rate                                                                          |
| **get\_next\_actions**           | Prioritized recommended actions across work items, opportunities, reviews, and experiments                                         |

<Tip>Entities now include a `lifecycle_state` field via `query_data`, tracking where each asset sits in its creation lifecycle (setup, outline, draft, review, published). Use this to filter for in-progress or stalled assets.</Tip>

### Brand & Style

| Tool                          | What It Does                                                                                 |
| ----------------------------- | -------------------------------------------------------------------------------------------- |
| **get\_brand\_position**      | Brand positioning: identity, audience archetype, differentiators, proof points, core message |
| **get\_brand\_guidelines**    | Editorial and brand guidelines (tone, style, formatting, visual identity)                    |
| **get\_icps\_detailed**       | Full ICP profiles: demographics, pain points, goals, objections, buying triggers             |
| **get\_messaging\_learnings** | Confirmed messaging learnings sorted by confidence                                           |
| **get\_hooks\_and\_angles**   | Active messaging hooks (attention-grabbers) and angles (persuasive frames)                   |
| **get\_operating\_profile**   | Website operating context: vertical, primary KPI, funnel configuration                       |
| **get\_design\_tokens**       | Typography and color design tokens for brand-consistent design                               |
| **list\_color\_palettes**     | Color palettes with primary, accent, trim, shadow, and ground colors                         |
| **list\_image\_styles**       | Image styles defining aesthetic direction (composition, mood, lighting)                      |
| **list\_brand\_subjects**     | Brand subjects (characters, mascots, products) with appearance details                       |
| **generate\_brand\_image**    | Generate on-brand images using styles, subjects, and reference images                        |

### GoHighLevel (GHL) Data

| Tool                            | What It Does                                                         |
| ------------------------------- | -------------------------------------------------------------------- |
| **get\_ghl\_agents**            | View GHL AI agent configurations and active prompt versions          |
| **list\_conversations**         | Browse GHL conversation threads with filtering by agent and outcome  |
| **get\_conversation\_messages** | Get all messages within a conversation thread                        |
| **list\_appointments**          | View booked appointments with status and linked conversation context |
| **list\_pipeline\_stages**      | Pipeline stage definitions with outcome mappings                     |
| **list\_ghl\_opportunities**    | Pipeline opportunities with revenue and linked conversations         |

### Skills

| Tool                   | What It Does                                                         |
| ---------------------- | -------------------------------------------------------------------- |
| **list\_skills**       | Browse published skills with descriptions and input requirements     |
| **get\_skill\_detail** | Full skill detail including instructions, dependencies, and inputs   |
| **execute\_skill**     | Assemble skill context with resolved data dependencies for execution |

### Chat History

| Tool                                | What It Does                                          |
| ----------------------------------- | ----------------------------------------------------- |
| **list\_chat\_sessions**            | Browse recent workspace chat sessions (metadata only) |
| **get\_chat\_conversation\_detail** | Get full message history for a specific chat session  |

### Lifecycle Management

| Tool                             | What It Does                                                                |
| -------------------------------- | --------------------------------------------------------------------------- |
| **get\_lifecycle\_status**       | Current lifecycle step, checklist state, and completed steps for any entity |
| **validate\_publish\_readiness** | Check if all pre-publish criteria are met — returns blockers if not         |
| **advance\_lifecycle**           | Re-evaluate criteria and advance to next step if current step is complete   |
| **skip\_lifecycle\_step**        | Skip an optional lifecycle step (required steps cannot be skipped)          |

### Platform Publishing

These tools create or modify content and require **Editor** role or higher.

| Tool                               | What It Does                                                                                                            |
| ---------------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| **push\_to\_platform\_rest**       | Push to 9 platforms (WordPress, Google Ads, Meta Ads, GHL, Elementor, Slack, Social, Pinterest, Figma) with risk gating |
| **update\_content\_asset**         | Update content asset sections, SEO fields, or body                                                                      |
| **manage\_content\_sections**      | Reorder, merge, split, delete, or rename content sections                                                               |
| **create\_cta\_rest**              | Create a CTA attached to a content asset                                                                                |
| **update\_cta**                    | Update CTA headline, body, button text, or position                                                                     |
| **create\_ad\_creative\_rest**     | Create ad creative for Google or Meta Ads                                                                               |
| **create\_entity\_rest**           | Create hooks, angles, offers, or stories with semantic dedup                                                            |
| **update\_entity\_metadata\_rest** | Update entity classification metadata                                                                                   |
| **create\_social\_post\_rest**     | Create social posts for 6 platforms                                                                                     |
| **schedule\_social\_post\_rest**   | Schedule social post with date/time validation                                                                          |
| **create\_nurture\_sequence**      | Create a new nurture email/SMS sequence                                                                                 |
| **create\_nurture\_step**          | Add a step to an existing nurture sequence                                                                              |

### SEO Research

These tools consume Ahrefs API credits. Batch keywords into single calls rather than querying one at a time.

| Tool                            | What It Does                                                                 |
| ------------------------------- | ---------------------------------------------------------------------------- |
| **get\_keyword\_ideas**         | Ahrefs keyword expansion from seed terms (costs credits — batch in one call) |
| **get\_keyword\_metrics\_bulk** | Volume, difficulty, CPC, traffic potential for keyword list                  |
| **get\_serp\_analysis**         | SERP features and top results for a keyword                                  |
| **get\_competitor\_keywords**   | Competitor domain organic keyword gaps                                       |

<Tip>SEO research tools consume Ahrefs API credits. Batch keywords into single calls rather than querying one at a time.</Tip>

### Data Sync & Export

| Tool                           | What It Does                                                        |
| ------------------------------ | ------------------------------------------------------------------- |
| **trigger\_integration\_sync** | Force refresh data from GSC, GA4, Google Ads, Meta Ads, GHL, or GBP |

### Integrations

| Tool                       | What It Does                                                       |
| -------------------------- | ------------------------------------------------------------------ |
| **get\_wordpress\_status** | WordPress connection state, Elementor availability, last sync time |

## Example Prompts

Once connected, try asking Claude:

**Getting started:**

* *"List my websites"* — discover your website IDs
* *"Give me a summary of the Acme Corp website"*

**Content:**

* *"Show me all blog posts that are in Review status"*
* *"What content opportunities have the highest priority right now?"*
* *"Search for content about pricing strategies"*

**Ads analysis:**

* *"Show me all ad campaigns and their ROAS"*
* *"What are the top-performing ad creatives by CTR this month?"*
* *"Show me the targeting for our Meta ad sets"*
* *"Give me a keyword summary for the last 90 days"*
* *"What search terms are driving the most conversions?"*
* *"Show me daily performance trends for campaign X over the last 30 days"*

**Generation:**

* *"Generate a hero image for our new product page — use our primary brand style"*
* *"Generate 3 variations of a Meta ad for our spring campaign"*
* *"Create a blog post about cloud migration for IT directors"*

**Intelligence:**

* *"What are our top confirmed learnings from the last month?"*
* *"Show me the active experiments and their results"*
* *"What work items should we prioritize this week?"*

**Brand & style:**

* *"What are our brand guidelines?"*
* *"Show me our ICP profiles"*
* *"List our image styles and generate an image using the editorial style"*

**Lifecycle:**

* *"What step is the wedding pricing blog at in its lifecycle?"*
* *"Is this blog ready to publish?"*

**Platform push:**

* *"Publish this blog to WordPress"*
* *"Pause the underperforming Google Ads creative"*

**SEO Research:**

* *"Find keyword ideas around 'wedding venue marketing'"*
* *"What SERP features exist for 'the knot advertising cost'?"*

**Recommendations:**

* *"What should I work on next?"*
* *"Show me the top priority actions for this week"*

**Skills:**

* *"List all available skills for this website"*
* *"Execute the ad-spend-analyst skill for Google Ads with a 30-day lookback"*

<Tip>When you first connect, ask Claude to **list your websites** — this helps it discover your website ID, which is required for most other tools.</Tip>

## How Access Works

The MCP connection uses **OAuth 2.1 with PKCE** — the same secure flow used by services like Google and GitHub.

* **Your identity:** The connection is tied to your WisePilot user account. Claude can only access websites where you are a member.
* **Website-scoped:** All data access is scoped to individual websites. If you're a member of multiple websites, Claude can access them all.
* **Role-enforced:** Your role on each website determines what you can do. Viewers can browse; Editors and above can generate content and images.
* **Token-based:** Access tokens expire after 1 hour and automatically refresh. No passwords or API keys are stored by Claude.

## Revoking Access

To disconnect Claude from your WisePilot account:

1. Log in to [WisePilot](https://ai.wisepilot.app)
2. Navigate to **Integrations** in the sidebar
3. Find the active OAuth session and revoke it

You can also remove the integration from Claude's settings directly.

## Troubleshooting

### "Unauthorized" or "Access denied" errors

* Your access token may have expired. Disconnect and reconnect the integration in Claude's settings.
* Verify your WisePilot account is active and you're a member of at least one website.

### "Forbidden" on generation tools

* Generation tools require **Editor** role or higher. Check your role under **Settings > Team & Roles** in WisePilot, or ask your admin to upgrade your access.

### Claude doesn't show WisePilot tools

* Verify the integration is listed in Claude's settings as connected.
* Try refreshing or restarting Claude.
* Make sure you completed the OAuth consent step (clicked **Allow**).

### Wrong website data

* If you have access to multiple websites, tell Claude which one to use: *"Use the Acme Corp website"* or provide the website ID directly.
* Ask Claude to `list_websites` to see all available options.
