• AUTOMATION
  • MONITORING
  • RETRIEVAL
  • HUMAN

How to automate marketing data exports with your AI

Connect Northbeam to your agent once. After that, you just tell your AI what data you need, and it handles the dashboard work for you.

Ask AI about this page

Short answer

How can I automate Northbeam data exports with my AI?

Your AI uses the Northbeam MCP to request new exports, check if they are ready, and pull the final files. This replaces the manual process of logging into the Northbeam dashboard to grab files. You'll get the raw data exactly when you need it.

The results.

Where your data goes.

The AI manages the heavy lifting of the export lifecycle.

AUTOMATION

Hands-free requests

The AI triggers the export process. You no longer need to navigate the Northbeam UI to start a job.

MONITORING

Status tracking

Your agent watches the export progress in the background. It knows exactly when a large file is ready.

RETRIEVAL

Direct data access

Once the file is ready, the AI pulls the data. You can then feed this information directly into your other tools.

HUMAN

Manual review

You decide which specific data sets are worth exporting. The AI won't pull data unless you explicitly ask for it.

The workflow

What your AI does when you request an export.

The agent moves through a specific loop to ensure you get the right files without manual intervention.

  1. Initiate the export

    The AI tells Northbeam exactly which data parameters you want to export.

    create_data_export

  2. Check progress

    Instead of you refreshing a page, the AI checks the status of the requested file.

    get_export_status

  3. Find existing files

    If you need something that was already run, the AI looks through the recent history to find it.

    list_recent_exports

  4. Verify completion

    The AI confirms the file is fully processed before attempting to hand it off to you.

    get_export_status

Try it

Copy these to start.

Use these prompts to kick off your first automated export.

Starting points

These are basic starting lines. Swap out the bracketed info for your specific Northbeam requirements.

Northbeam Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_9oP8RXhoOI2Cirhogu1lpv1mnfHydfPY91UxvjJq/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 — Northbeam capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "northbeam-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9oP8RXhoOI2Cirhogu1lpv1mnfHydfPY91UxvjJq/mcp"
    }
  }
}
Copy into chat04

  • Create a new Northbeam data export for my last 30 days of attribution data.

  • Check the status of my most recent Northbeam export to see if it's finished.

  • List my recent Northbeam exports so I can find the one from yesterday.

  • Start a Northbeam export for my Facebook spend data and let me know when it's ready.

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

Start here

Connect Northbeam once, then ask.

You only need to link your account one time. Your credentials stay encrypted, and you can immediately start using these commands in your preferred AI client.

Connect Northbeam to your AI

FAQ

How the automation behaves

  • 01

    Can my AI change my Northbeam settings?

    No. The AI can only trigger exports and read status or history. It cannot modify your account configuration or dashboard settings.

  • 02

    Will the AI delete any of my Northbeam data?

    No. The tools provided only allow for creating and retrieving exports. There is no capability to delete data or exports.

  • 03

    Does the AI need me to stay online while it waits for an export?

    No. You can give the command and move on. The AI handles the monitoring of the export status.

  • 04

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client will work once you have connected the Northbeam MCP through Vinkius.

  • 05

    How does the AI know when the file is ready?

    The AI uses the status tool to check the progress of the export until it reaches a completed state.

  • More questions about Northbeam? The Connector page answers them. See everything the Northbeam Connector can do

Connect Northbeam to Claude, Cursor, ChatGPT & more