# Northbeam MCP

> Northbeam helps you analyze complex marketing attribution data right inside your AI client. Instead of navigating dashboards, ask your agent for metrics like Attributed Revenue or Transactions. You can list available breakdowns (Platform, Campaign), model credit assignment, and initiate programmatic data exports without leaving your workflow.

## Overview
- **Category:** ecommerce
- **Price:** Free
- **Tags:** marketing-attribution, revenue-tracking, ad-spend, performance-metrics, first-party-data

## Description

Connect Northbeam to your AI client, and you get instant access to deep marketing insights. Your agent handles the complexity of attribution reporting through natural conversation. Need to know what performance metrics are available? Just ask; it lists everything from Attributed Revenue to Spend. Want to segment data by channel or campaign? The tool finds all available data breakdowns for you. You can even tell your agent to start a programmatic export for specific dates, and then track the status until the results are ready for download. This gives you full visibility into everything—from monitoring scheduled exports to pulling high-level account metadata. It’s like having an analyst on call who lives inside your chat window, making complex reports simple.

## Tools

### get_dashboard_settings
Retrieves the current workspace dashboard configuration settings.

### list_breakdowns
Lists all available data grouping labels, such as Platform or Ad Set, for attribution reports.

### list_metrics
Provides a list of performance metrics you can use in your exports, like Transactions or Attributed Revenue.

### list_attribution_models
Displays the different models used to calculate how credit is assigned across marketing touchpoints.

### list_recent_exports
Shows a list of data exports that have been recently processed and completed.

### list_scheduled_exports
Provides visibility into all recurring or future scheduled data export tasks.

### list_webhooks
Lists the active webhooks configured for your Northbeam account.

### create_data_export
Initializes a brand new data export job, allowing you to specify metrics and date ranges.

### get_export_status
Checks the current status of an ongoing or finished data export task.

### get_account_info
Retrieves high-level account metadata and configuration details for your Northbeam workspace.

## Prompt Examples

**Prompt:** 
```
List all the performance metrics available for export in my Northbeam account.
```

**Response:** 
```
Retrieving metrics... You have access to several primary metrics including 'attributed_revenue', 'transactions', 'spend', and 'roas'. Would you like to see the available data breakdowns as well?
```

**Prompt:** 
```
Check the status of data export ID 'exp_12345'.
```

**Response:** 
```
Checking export status... The export exp_12345 is currently 'SUCCESS'. I've retrieved the result URL: you can download your data here: https://api.northbeam.io/v1/result/exp_12345/download.csv
```

**Prompt:** 
```
Show me my recent data export history.
```

**Response:** 
```
Retrieving recent exports... I found 5 recently processed exports, including 'Daily Platform Breakdown' (SUCCESS) and 'Monthly Attribution Audit' (FAILED). Shall I get the failure reason for the audit export?
```

## Capabilities

### Discover Available Metrics and Breakdowns
The agent lists all possible performance metrics (like Attributed Revenue) and the labels used to group data (Platform, Campaign).

### Understand Attribution Logic
You can view which attribution models are supported by Northbeam, understanding how credit is assigned across different marketing touchpoints.

### Create and Monitor Data Exports
The agent initializes a new data export for specific time ranges or metrics and then tracks the status until you can download the finished file.

### Review Account Settings and History
You access high-level account configuration, monitor active webhooks, and view recent export history without logging into the main dashboard.

## Use Cases

### Checking immediate data needs
A Marketing Manager needs to quickly check if a new metric, like 'ROAS,' is available before building a report. They simply ask their agent, and the tool runs `list_metrics`, giving them an immediate yes/no answer without opening a dashboard.

### Auditing data flow
A Growth Team Lead suspects a webhook might be failing. Instead of diving into complex settings, they ask their agent to run `list_webhooks` and review the recent export history using `list_recent_exports`, pinpointing the issue in seconds.

### Preparing for deep analysis
A Data Analyst needs data segmented by both Platform and Campaign. They use `list_breakdowns` to confirm those labels exist, then use that knowledge when running `create_data_export` to ensure the final dataset is perfectly structured.

### Verifying account health
A team member needs to know if the account has been properly configured for data access. They run `get_account_info` via their agent, getting a clean summary of metadata without needing API credentials or dashboard navigation.

## Benefits

- Get instant visibility into available data breakdowns. Use the `list_breakdowns` tool to see every label, like Campaign or Ad Set, that can segment your reports.
- Stop guessing about metrics. The `list_metrics` tool provides a comprehensive list of all performance numbers—Attributed Revenue, Transactions, Spend—you can analyze.
- You never have to manually set up an export again. Use `create_data_export` and then check the status with `get_export_status` until you get your download link.
- Know exactly how credit is assigned using `list_attribution_models`, eliminating guesswork about which marketing touchpoint gets the credit.
- Stay organized by monitoring recurring tasks. Use `list_scheduled_exports` to confirm that your critical monthly reports are set up and running automatically.

## How It Works

The bottom line is, you get to treat complex attribution reports like simple chat commands instead of clicking through multiple dashboard tabs.

1. Connect your Northbeam API Key and Data Client ID to your AI client.
2. Ask your agent what data you need; it lists available metrics, breakdowns, or models.
3. Instruct the agent to create a data export. It monitors the status until you receive the final download URL.

## Frequently Asked Questions

**How do I find out what metrics Northbeam can track?**
You run `list_metrics`. This tells your agent all the performance numbers available for export, such as Attributed Revenue and Transactions.

**Can I check if my scheduled reports are running correctly with Northbeam MCP?**
Yes. Use `list_scheduled_exports` to see a list of future jobs, and then use `get_export_status` to verify the status of any recent runs.

**What is the difference between running a simple query and using Northbeam MCP?**
A simple query only retrieves data at that moment. Using the MCP allows your agent to initialize complex, programmatic exports using `create_data_export` for later, structured analysis.

**How do I know what segmentation labels are available?**
Run `list_breakdowns`. This lists all available data groupings like Platform and Ad Set, so you can include them in your report request.