# Reportei MCP

> Reportei connects your AI client to Google, Facebook, and Instagram data sources. It lets you run complex marketing analyses—like cross-platform performance comparisons or campaign trend tracking—directly in your chat interface without jumping between dashboards.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** marketing-analytics, performance-reporting, social-media-metrics, ad-reporting, data-consolidation, client-reporting

## Description

Reportei hooks up your AI client to Google, Facebook, and Instagram data sources. You ditch the spreadsheet shuffle; you run complex marketing analyses right in your chat interface without jumping between a dozen dashboards.

Here's how Reportei handles all your reporting needs. It lets your agent pull consolidated performance data—project details, client metadata, real-time metrics, and historical event logs—and acts like a dedicated analyst for you. You don't need to manually collect anything.

**Client & Account Management**
You can start by checking who’s in the system. The `list_clients` tool pulls every single account Reportei manages, giving you a quick overview of all your partners. If you need deeper intel on just one person, `get_client` grabs detailed profile information for that specific client.

**Project Tracking & History**
To keep tabs on your work environment, you use the project tools first. The `list_reportei_projects` tool shows a list of every marketing project currently tracked in Reportei's system. When you need to audit what happened and when, you check the timeline. You can retrieve a full chronological record of actions using `list_reportei_timeline`. If something happens—a successful run or an action taken by your agent—you use `add_reportei_event` to log that specific result directly into the project’s history.

**The Reporting Cycle**
Starting a report is simple. You kick off a new, full analytics performance review using `create_report`. After you run it, you don't want to wait and stare at the screen; you check its status with `get_report_details`, which pulls the scope and current progress of that specific job. To see everything Reportei has ever done for a given project, `list_reportei_reports` fetches all previously generated reports, letting you filter by exact project IDs.

**Data Retrieval & Metrics**
When it comes to numbers, you get raw data directly. The `get_reportei_metrics` tool pulls unsummarized performance metrics and numbers from every connected ad channel—think reach or total engagements across Google Ads and Instagram. You can also check what Reportei’s connected services are doing by running `list_integrations`, which shows all the third-party data sync services currently hooked up.

This server lets your agent handle everything, from listing all managed accounts using **`list_clients`** to pulling detailed client metadata with **`get_client`**. You can see every project tracked by running **`list_reportei_projects`**, and you'll always know what happened because **`add_reportei_event`** logs actions right into the timeline, which you track using **`list_reportei_timeline`**. When it’s time to generate an analysis, **`create_report`** starts the process, and you monitor its status with **`get_report_details`**. For the numbers themselves, **`get_reportei_metrics`** pulls raw performance data from all your connected platforms. You can also see every report ever made by checking **`list_reportei_reports`**, or check which services are sending data via **`list_integrations`**.

## Tools

### create_report
Starts the process of generating a new, full analytics report for review.

### add_reportei_event
Logs a specific action or result to a project's timeline history.

### get_client
Retrieves detailed metadata and information for one specific client.

### get_reportei_metrics
Fetches raw performance metrics data from connected ad channels (e.g., reach, engagements).

### get_report_details
Pulls the status, scope, and details of a previously requested report.

### list_clients
Lists every client account that is currently integrated with the server.

### list_integrations
Shows a list of all third-party services connected to Reportei for data syncing.

### list_reportei_projects
Retrieves a list of every managed marketing project environment.

### list_reportei_reports
Lists all previously generated reports, allowing filtering by specific project IDs.

### list_reportei_timeline
Retrieves a chronological list of recorded events and activity within a given project's history.

## Prompt Examples

**Prompt:** 
```
List all active marketing projects in my Reportei account.
```

**Response:** 
```
I've retrieved your projects. You have 3 active environments including 'Vinkius Growth' and 'Social Media Client A'. Which one would you like to see metrics for?
```

**Prompt:** 
```
Generate a comprehensive marketing report for all social media channels from last month.
```

**Response:** 
```
Marketing report generated for April 2025. Instagram: 12,400 followers (+3.2%), 234K reach, 8,900 engagements (4.1% rate). Facebook: 8,900 page likes, 156K reach, 3,400 engagements. LinkedIn: 5,600 followers (+5.8%), 89K impressions, 1,200 engagements. Twitter/X: 4,200 followers, 67K impressions. TikTok: 2,800 followers (+12%), 445K views. Cross-channel totals: 997K total reach, 14,700 engagements. Top performing post: Instagram Reel with 45K views. Report exported as PDF with charts.
```

**Prompt:** 
```
Show me all projects and their connected integrations with data freshness status.
```

**Response:** 
```
8 active projects. "Main Brand" has 6 integrations: Google Analytics (synced 2h ago), Instagram (synced 1h ago), Facebook (synced 1h ago), LinkedIn (synced 3h ago), Google Ads (synced 2h ago), YouTube (synced 4h ago). "Client: Meridian" has 4 integrations: Google Analytics, Instagram, Facebook, Google Ads (all synced within 2h). "Client: TechFlow" has 3 integrations. 5 additional client projects with combined 18 integrations. All connections healthy. 1 integration warning: LinkedIn token expires in 5 days.
```

## Capabilities

### List all client details
Retrieves a full list of clients managed by Reportei using the `list_clients` tool.

### Get specific client metadata
Pulls detailed profile information for one specified client using `get_client`.

### Generate a full report
Initiates the creation of a new, comprehensive analytics performance report via `create_report`.

### Pull raw metric data
Fetches unsummarized metrics and performance numbers from connected ad channels using `get_reportei_metrics`.

### List all active projects
Retrieves a list of every marketing project currently tracked in the system via `list_reportei_projects`.

### Track timeline events
Adds, retrieves, or lists historical records of actions and results associated with a specific project using `add_reportei_event`.

## Use Cases

### The Quarterly Client Review
A client review is due, and the analyst needs Q3 numbers from Instagram, Google Ads, and Facebook. Instead of opening three dashboards, they ask their agent to run `list_reportei_projects` to find the project ID. Then they call `get_client` and finally use a prompt that triggers `create_report`. The AI compiles all data into one PDF exportable report.

### Tracking Campaign Milestones
A social media manager needs to prove when the client agreed to switch ad budgets. They don't want to dig through emails. By using `add_reportei_event` and tagging it with a date, they instantly create an immutable record in the project history that shows exactly when the decision was logged.

### Debugging Data Discrepancies
The data looks wrong. The analyst suspects Google Ads isn't syncing correctly. They check `list_integrations` to see the last sync time, and if that fails, they use `get_reportei_metrics` directly on Google Ads alone to pull raw numbers for manual cross-referencing.

### Onboarding a New Client
The agency is starting work with 'Client X'. They first run `list_clients` to confirm the client exists. Then they use `get_client` to pull all the necessary contact and metadata, giving them an immediate starting profile for project setup.

## Benefits

- Get consolidated, raw data instantly. Instead of logging into Google Ads or Facebook separately, calling `get_reportei_metrics` pulls combined performance numbers directly to the chat.
- Maintain a perfect audit trail. Use `list_reportei_timeline` and `add_reportei_event` to log every key client milestone automatically, so you never forget what happened on which date.
- Manage projects without context switching. You can use `list_reportei_projects` first, then get a specific client's details with `get_client`, all in one session.
- Don't wait for reports to finish. Use `create_report` and immediately follow up with `get_report_details` to monitor the generation status until it’s ready.
- See everything at once. The server gives you visibility into which ad platforms are connected via `list_integrations`, helping you manage data dependencies.

## How It Works

The bottom line is: your AI client handles the API calls, keeping you in the chat window while it pulls data from all those separate ad platforms.

1. Subscribe to the Reportei server on Vinkius and input your API token in the client settings.
2. Ask your AI agent for specific data, like 'List all active projects.' The agent runs `list_reportei_projects`.
3. The system returns a structured list of project names and IDs that you can reference to pull detailed metrics using tools like `get_client`.

## Frequently Asked Questions

**How do I list all my marketing projects using Reportei MCP Server?**
`list_reportei_projects` gives you a clean list of every project environment. This is the first tool to run if you aren't sure which client or campaign data set you need access to.

**Can I pull raw metrics using Reportei MCP Server?**
Yes, use `get_reportei_metrics`. This retrieves unsummarized performance numbers from connected ad channels. It’s perfect for when the high-level reports aren't detailed enough.

**What does Reportei MCP Server do with client data?**
`get_client` pulls specific metadata about a single client account. This is useful if you need to verify contact info or project scope before pulling performance metrics.

**How can I track historical actions in Reportei MCP Server?**
Run `list_reportei_timeline` and `add_reportei_event`. This keeps a chronological, auditable record of every significant action taken on a project's lifecycle.

**Does Reportei MCP Server help me compare platforms?**
Absolutely. By combining calls to `get_client` and then using natural language prompts that trigger the retrieval of metrics, you can force an apples-to-apples comparison across Google, Facebook, and Instagram.

**How do I check which marketing integrations are connected using Reportei MCP Server?**
The `list_integrations` tool shows all services linked to your account. You can review exactly what's connected—like Google Ads or Instagram—and verify their current data sync status.

**What do I need for Reportei MCP Server’s `create_report` tool?**
You must specify the required metrics and time frame. Once you give those parameters, your AI agent runs the report generation process across all connected data sources.

**How do I use Reportei MCP Server to check details for a specific report?**
Using `get_report_details`, you supply the report ID. The server returns comprehensive metadata, letting you confirm the status or parameters of any previously generated analytics report.

**Can my AI automatically find the details for a specific project just by providing its ID?**
Yes! Use the `list_reportei_projects` tool. Your agent will respond with complete metadata for all your projects, allowing you to identify and inspect individual client accounts in seconds.

**How do I find my Reportei API Token?**
Log in to your Reportei account, navigate to **Settings** > **Company** > **Reportei API**, and you will find your unique secret token there.

**Can I retrieve metrics for a specific date range?**
Yes, using the `get_reportei_metrics` tool, you can provide `start_date` and `end_line` parameters to fetch consolidated marketing data for any specific period.