• PACING
  • PERFORMANCE
  • INVENTORY
  • HUMAN

How to audit campaign performance and pacing with your AI

Connect Basis Technologies to your AI client to turn raw delivery data into instant performance audits. Your agent handles the heavy lifting of scanning every campaign for pacing issues.

Ask AI about this page

Short answer

How do I audit campaign performance and pacing with my AI?

You ask your AI to scan your portfolio for specific delivery or budget metrics. It pulls real-time data from your campaigns and tactics to identify exactly where spend is lagging or performance is dropping. You get a clear view of your entire account status without manual exports.

Audit outcomes

Where your audit results land.

The AI categorizes findings based on the data it pulls from your account.

PACING

Budget drift alerts

The AI identifies campaigns where spend is too high or too low relative to the flight dates. You get a list of specific tactics that need budget adjustments.

PERFORMANCE

KPI deviations

Your agent flags tactics that are missing their performance targets. It compares current stats against your goals to highlight underperforming segments.

INVENTORY

Delivery gaps

The AI spots campaigns that aren't scaling or are hitting delivery ceilings. It shows you which tactics are stalled and why.

HUMAN

Manual optimizations

The AI identifies the specific campaigns that require your direct intervention. You decide which budget shifts or bid changes to execute in the platform.

The workflow

What your AI does when the audit request arrives.

Your agent moves from high-level portfolio views down to specific tactic details to find the root cause of any issue.

  1. Scan the portfolio

    The AI starts by pulling a complete list of your active campaigns to establish the scope of the audit.

    list_campaigns

  2. Check budget pacing

    It pulls real-time delivery and spend stats for every campaign to see if they are on track.

    get_campaign_performance

  3. Drill into tactics

    To find the exact source of a pacing or performance issue, the AI looks at the individual tactics within a campaign.

    list_tactics

  4. Isolate performance dips

    The agent pulls granular performance data for specific tactics to confirm if a single line item is dragging down the whole campaign.

    get_tactic_performance

Try it

Copy these to start.

Use these prompts to kick off your first audit.

Starting points

Swap out the bracketed text with your actual campaign names or channel types.

Basis Technologies Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_SnpKXdygTZA4wKBHRAVUUaseBMWOtDKT88AnbweF/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Basis Technologies capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "basis-technologies-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_SnpKXdygTZA4wKBHRAVUUaseBMWOtDKT88AnbweF/mcp"
    }
  }
}
Copy into chat04

  • Check the pacing for the [Campaign Name] campaign and tell me if we are underspending.

  • Which tactics in [Campaign Name] are underperforming on their primary KPI?

  • List all campaigns in my portfolio that have spent less than 50% of their budget.

  • Find the specific tactics in the [Brand Name] account that are driving the most efficient delivery.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Basis Technologies once, then ask.

Log in via the secure link to authorize the connection. Once connected, your AI client can immediately start querying your campaign data.

Connect Basis Technologies to your AI

FAQ

How this task behaves

  • 01

    Can my AI change my campaign budgets?

    No. The AI can only read performance and pacing data. You must manually adjust budgets within the Basis Technologies platform.

  • 02

    Does the AI see my historical data?

    Yes, it can access any performance data available through the campaign and tactic tools.

  • 03

    Can the AI create new tactics for me?

    No. The current tools only allow for listing and retrieving performance data, not creating or editing campaign elements.

  • 04

    How real-time is the data?

    The AI pulls data directly from the platform, so you are seeing the most recent stats available in your account.

  • 05

    Can I ask for a summary of all my campaigns at once?

    Yes. You can ask for a high-level overview of your entire portfolio's pacing or performance.

  • More questions about Basis Technologies? See everything the Basis Technologies Connector can do

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