AI for Marketing Ops
Agencies
Intermediate • 1-2h

MCP for Agencies

Scale client operations with automated reporting, content research, and CRM management

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Overview

Transform your agency operations with Model Context Protocol servers that automate client reporting, streamline competitive research, and enhance CRM management. This playbook shows you how to leverage MCP servers to deliver better results for clients while reducing manual work.

Featured MCP Servers

Google Analytics MCP

Query client website performance data using natural language

✓ Automated client reports
✓ Performance trend analysis
✓ Custom dashboard creation

HubSpot CRM MCP

Manage client relationships and track sales pipeline data

✓ Lead qualification
✓ Client communication tracking
✓ Sales performance analysis

Firecrawl MCP

Research competitor websites and extract structured data

✓ Competitive analysis
✓ Market research
✓ Content strategy insights

PostHog Analytics

Analyze client product usage and user behavior patterns

✓ User journey mapping
✓ Feature usage analysis
✓ Conversion optimization

Implementation Workflows

Automated Client Reporting

Step-by-Step Process

  1. 1 Set up Google Analytics MCP with client GA4 properties
  2. 2 Create natural language queries for key metrics
  3. 3 Set up automated data collection workflows
  4. 4 Generate weekly performance summaries
  5. 5 Create visual dashboards using collected data
  6. 6 Schedule and deliver reports to clients

Expected Outcome

Reduce manual reporting time by 80% while providing more detailed insights

Competitive Intelligence Dashboard

Step-by-Step Process

  1. 1 Configure Firecrawl MCP for competitor monitoring
  2. 2 Set up automated website content analysis
  3. 3 Track competitor pricing and feature changes
  4. 4 Monitor competitor social media activity
  5. 5 Generate competitive analysis reports
  6. 6 Alert clients to significant competitor moves

Expected Outcome

Provide clients with real-time competitive insights and strategic advantages

Lead Qualification Automation

Step-by-Step Process

  1. 1 Connect HubSpot CRM MCP to client CRM systems
  2. 2 Set up lead scoring based on engagement data
  3. 3 Create automated lead qualification workflows
  4. 4 Implement lead routing based on criteria
  5. 5 Track conversion rates and optimize processes
  6. 6 Generate lead quality reports for clients

Expected Outcome

Increase lead conversion rates by 35% through better qualification

Key Benefits

✓ Reduce manual reporting work by up to 80%
✓ Provide more detailed insights to clients
✓ Scale operations without hiring additional analysts
✓ Improve client satisfaction with data-driven recommendations
✓ Free up time for strategic work and business development

Common Use Cases

→ Automated monthly client reports combining GA4, CRM, and social data
→ Real-time competitive monitoring alerts for client industries
→ Lead scoring and qualification using multiple data sources
→ Content performance analysis across client websites
→ Custom dashboard creation for executive-level reporting

Implementation Guide

Prerequisites

  • • Claude Desktop installed and configured
  • • Access to client Google Analytics and CRM accounts
  • • API keys for required services
  • • Basic understanding of MCP server setup
Estimated Time
1-2 hours for initial setup, 30 minutes per additional client
Difficulty
Intermediate - requires API configuration and client account access

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Frequently Asked Questions

How long does implementation take?

Implementation time varies by complexity, but most playbooks can be set up in 1-2 hours. The time includes installing MCP servers, configuring API connections, and testing basic workflows.

Do I need technical expertise?

While some playbooks require API configuration, most are designed for marketing professionals with basic technical skills. Each playbook includes step-by-step instructions and prerequisites.

What if an MCP server doesn't work for my use case?

Playbooks are flexible templates that can be customized. You can substitute different MCP servers, modify workflows, or combine multiple playbooks to fit your specific needs.

Are there any costs involved?

The playbooks themselves are free. However, some MCP servers require API keys from underlying services (like Google Analytics or HubSpot), which may have associated costs depending on usage.

Can I get help with implementation?

Yes! If you need assistance with implementation, you can contact our support team or consider our consultation services for more complex setups.

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