Northbeam MCP. Automate deep marketing attribution reports.
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Northbeam connects your AI agent to your marketing attribution data. It lets you query performance metrics, view campaign breakdowns, and manage complex data exports—all without logging into the Northbeam dashboard.
You can list available metrics like Attributed Revenue or Transactions, check export statuses via `get_export_status`, and automate the retrieval of deep attribution insights directly through natural conversation.
What your AI agents can do
Create data export
Starts a new data export job based on defined metrics and date ranges.
Get account info
Retrieves high-level configuration details for your Northbeam account.
Get dashboard settings
Fetches the current settings and structure of your main workspace dashboard.
The agent retrieves a list of every performance metric (e.g., Transactions, ROAS) available for export in your account.
You get a full list of data labels—like Campaign or Platform—that you can use to filter and group any attribution report.
The agent starts the process of exporting a defined set of metrics for specific date ranges, giving you an export ID.
You check the status of a data export job using its unique ID to see if it's running, successful, or failed.
The agent fetches high-level account configuration details and dashboard settings for oversight.
You view active webhooks, scheduled recurring exports (list_scheduled_exports), and export history without opening the Northbeam UI.
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Supported MCP Clients
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Northbeam MCP Server: 10 Tools for Marketing Analytics
These tools let your agent interact with Northbeam to list metrics, check account settings, schedule exports, and manage all aspects of attribution reporting.
019d75dfcreate data export
Starts a new data export job based on defined metrics and date ranges.
019d75dfget account info
Retrieves high-level configuration details for your Northbeam account.
019d75dfget dashboard settings
Fetches the current settings and structure of your main workspace dashboard.
019d75dfget export status
Checks the current status (running, success, fail) of a specific data export job ID.
019d75dflist attribution models
Lists which attribution models are supported by Northbeam (e.g., Clicks only or Modeled).
019d75dflist breakdowns
Retrieves a list of available data labels you can use to segment your reports, like Platform or Ad Set.
019d75dflist metrics
Lists every primary performance metric (like Attributed Revenue) that is ready for export.
019d75dflist recent exports
Shows a history of the last few data exports that have completed running.
019d75dflist scheduled exports
Lists any recurring or scheduled data export jobs set up in your account.
019d75dflist webhooks
Displays all active webhooks connected to your Northbeam workspace for external notifications.
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What you can do with this MCP connector
Northbeam connects your AI agent directly to your full marketing attribution data. You don't gotta log into the Northbeam dashboard just to pull one number or run a report. Your agent handles complex queries and massive exports using native conversation.
Account Oversight & Configuration
Your agent can start by gathering high-level info about your setup. Use get_account_info to retrieve core configuration details for your Northbeam account, while get_dashboard_settings fetches the current structure of your main workspace dashboard. You'll also see all connections and alerts when you call list_webhooks, which displays every active webhook linked to your workspace.
Data Preparation & Discovery
You gotta know what data’s available before you can export anything. Run list_metrics to get a complete rundown of every primary performance metric ready for export, like Attributed Revenue or Transactions. You'll also use list_attribution_models to see which attribution models Northbeam supports—like Clicks only or Modeled—so your queries are accurate.
For filtering reports, run list_breakdowns; this returns a list of all available data labels you can segment your reports by, such as Platform or Ad Set.
Exporting and Data Retrieval Workflow
The full workflow starts when you kick off an export job using create_data_export. You define the metrics and date ranges right in the prompt, and the agent manages starting that data dump, giving you a unique export ID. Once that ID is active, you use get_export_status to check if the job's running, successful, or failed.
To keep tabs on what you’ve already pulled, run list_recent_exports for a history of your last few completed jobs. If you set up recurring reports, you can view those scheduled jobs by calling list_scheduled_exports.
What You Can Do With These Tools
Your AI client handles everything from discovery to delivery. It retrieves the list of available metrics and data groupings for you first. Then, it initiates a full export job based on your specified parameters, giving you an ID to track its progress via get_export_status. You can also view any active webhooks or check scheduled reports without ever opening the Northbeam UI.
This setup lets your agent manage complex account settings and deep data exports using only natural conversation.
How Northbeam MCP Works
- 1 Subscribe to the server and provide your Northbeam API Key and Data Client ID.
- 2 Your AI client calls a specific tool (e.g.,
list_metrics) to gather data details like available metrics or breakdowns. - 3 The agent uses those gathered parameters to call another tool (e.g.,
create_data_export), starting the job and giving you status updates until the file is ready.
The bottom line is, your AI client manages the whole workflow—from gathering data requirements to initiating and monitoring the final export.
Who Is Northbeam MCP For?
This is for the marketing analyst who needs repeatable reporting without manual dashboard navigation. It's also for the growth team that needs real-time verification of data sync across multiple sources. If you spend time copying and pasting numbers from a web UI, this saves you hours.
Uses list_metrics to verify which performance indicators are available for export before writing a custom report.
Automates the retrieval of complex, multi-layered attribution data using multiple tools like list_breakdowns and create_data_export for deep modeling.
Monitors scheduled exports via list_scheduled_exports to confirm that key reports run every night at 3 AM without manual intervention.
What Changes When You Connect
- Stop guessing which data points are available. Use
list_metricsto pull a definitive list of every metric (like Transactions or ROAS) before you write any code. The agent handles the lookup, so you don't have to. - The complex part of reporting is finding all possible filters. Call
list_breakdownsonce, and your AI client knows exactly which labels—Platform, Campaign, etc.—you can use when asking for a data segment. - You never want to manually check if an export job failed. The tool
get_export_statuslets you query the status of any specific ID immediately, giving you clear instructions on how to download the results or what went wrong. - Setting up recurring reports is painless. Use
list_scheduled_exportsto see exactly what automated jobs are running nightly, verifying that your core business metrics are always captured without human oversight. - Build a full workflow from scratch. The agent can chain together calls: first, use
list_metrics, then pass those results intocreate_data_export, and finally monitor the result withget_export_status—all in one prompt.
Real-World Use Cases
Auditing a Campaign Failure
A campaign underperformed, and you need to know why. You ask your agent: 'What metrics and breakdowns should I check?' The agent uses list_metrics and list_breakdowns, giving you the full scope of data available. Then, it creates a specific export using create_data_export so you can analyze the Platform vs. Ad Set performance in detail.
Verifying Data Sync
Your team relies on daily reports running automatically. Instead of logging into the Northbeam UI, you ask your agent to check scheduled jobs. It uses list_scheduled_exports, confirms they're active, and then runs get_export_status on yesterday's job ID just to verify it completed successfully.
Building a New Report
You need a new report for the finance team. First, you ask your agent to list supported attribution models using list_attribution_models. Then, knowing the model, you prompt it to build an export: 'Create a data export for Attributed Revenue using this Model ID.' The job is created via create_data_export.
Getting Quick Account Context
You need confirmation on your API setup or dashboard structure. Instead of navigating settings menus, you simply ask the agent to run get_account_info and get_dashboard_settings. It spits out all the necessary metadata instantly.
The Tradeoffs
Manual Export Checking
A user manually creates a data export, then has to wait 15 minutes, refresh the Northbeam dashboard every minute, and copy/paste the result URL into their notes.
→
Instead, ask your agent to run create_data_export first. Then, use get_export_status repeatedly until it reports 'SUCCESS'. This keeps everything in one chat log.
Guessing Metrics
A user assumes they can pull a metric like 'Lead Quality Score' because they saw it on the dashboard, but realize later that Northbeam doesn't track it.
→
Don't guess. First, run list_metrics. This tells you exactly what data is available before you try to export anything.
Ignoring Schedules
A report fails at 2 AM, and the team doesn't know if it's a one-time issue or if all scheduled reports are broken.
→
Check list_scheduled_exports first. This shows you what should be running. Then, check list_recent_exports to see which ones actually ran.
When It Fits, When It Doesn't
Use this server if your job involves complex, multi-step data retrieval: generating scheduled reports, building ad-hoc exports from many different metrics and breakdowns, or monitoring the API status of large data jobs. You need reliability and automation across multiple endpoints.
Don't use it if you only need a single piece of information (like 'What was last month’s spend?'). If that one number is visible on the Northbeam dashboard, just look at the dashboard. This server shines when your process requires chaining together list_metrics -> create_data_export -> get_export_status. It's a workflow tool, not a simple query tool.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Northbeam. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Tracking campaign data shouldn't require 4 different clicks and an API key copy/paste.
Today, getting a complete performance picture means opening the Northbeam dashboard. You click into 'Attribution,' then you open 'Metrics,' to see what’s available. Next, you find the data breakdowns—Campaign, Platform, Ad Set—and finally, if everything looks right, you manually initialize an export and wait.
With this MCP server, your agent does all that work for you in plain English. You just say: 'Give me a detailed export of Attributed Revenue, broken down by Platform, for the last quarter.' The agent handles listing metrics (`list_metrics`), confirming breakdowns (`list_breakdowns`), and running `create_data_export`. You get the job started without touching a dashboard.
Northbeam MCP Server: Get attribution data right from your chat.
The biggest time drain is monitoring. After running an export, you have to remember the ID and then manually check back in hours later to see if it passed or failed. That's tedious overhead that cuts into actual analysis time.
Now, after calling `create_data_export`, you just ask your agent to run `get_export_status`. It tells you immediately: 'It succeeded,' and gives you the direct download URL. The whole process moves from manual waiting to immediate action.
Common Questions About Northbeam MCP
How do I find out what metrics are available using Northbeam MCP Server? +
Run list_metrics. This tool gives you a definitive list of every primary metric (like Transactions, Spend) that the platform can use for reports and exports.
What is the difference between `get_account_info` and `get_dashboard_settings`? +
get_account_info pulls core account metadata (things about your billing or API setup). get_dashboard_settings shows you the specific configuration and structure of what's visible on your main Northbeam dashboard.
Can I check if a data export finished using the Northbeam MCP Server? +
Yes. Use the get_export_status tool, passing in the specific ID you received when you ran create_data_export. It tells you if it's 'SUCCESS' or what error occurred.
How do I see my planned recurring reports with Northbeam MCP Server? +
Call list_scheduled_exports. This tool displays all the automated, time-based report jobs that are set up to run on a schedule in your account.
When I use the `create_data_export` tool, how do I specify the date range for my data? +
You must pass specific start and end dates to the function. This ensures the export pulls metrics only from the exact time window you need, keeping your resulting dataset clean.
If I run `list_webhooks`, what kind of information do I get about my active API alerts? +
The tool lists all current webhooks and their status. You see the specific endpoint URLs that trigger when certain events happen, letting you confirm your data notifications are pointing to the right place.
What does `list_attribution_models` show me about how marketing credit is assigned? +
It lists all supported models, such as 'Clicks' or 'Modeled'. This information helps you understand the specific methodology Northbeam uses to attribute revenue across different customer touchpoints.
When I call `get_account_info`, what kind of metadata should I expect to retrieve? +
The tool provides high-level account configuration and authentication data. You check this to verify your connection status, confirm authorized metrics, and ensure general system setup is correct.
Where do I find my Northbeam API credentials? +
Log in to your Northbeam Dashboard, navigate to Settings > API Keys. You will find both your API Key and your Data-Client-ID (UUID) there.
Can I download data directly through the agent? +
Yes! The get_export_status tool will provide a direct download URL once the export status is marked as 'SUCCESS'.
How do I know which metrics I can export? +
Use the list_metrics and list_breakdowns tools to see all valid parameters available for your account before creating a new data export.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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