Agency Autopilot

Library

Every animation below is a real flow — the clients are made up, the screens and tool names are the real ones. Nothing here is a video: it plays in the page.

Setting up, connector by connector

Add Agency Autopilot to Claude

One URL, one sign-in, then a first question. About a minute.

How to: Add Agency Autopilot to Claude1 / 5
claude.ai
Settings › Connectors
Google DriveConnected
GmailConnected
+ Add custom connector
In Claude, open Settings → Connectors and choose Add custom connector.
claude.ai
Add custom connector
Add
Paste the connector URL. It is not a secret and not tied to you.
claude.ai
Agency Autopilot
Not connected
Connect
Click Connect. Google asks you to sign in once — with the Google account you manage clients with.
G Sign in with Google
Agency Autopilot wants to access your Google Account
See your Google Analytics data
View Search Console data
Manage your Google Ads campaigns
Allow
On Google's permissions screen keep every box ticked, then Allow.
claude.ai
New chat
How do I set Agency Autopilot up?
Google is connected as you. You have 0 clients so far — say “add a client called …” and I will link their accounts.
Back in Claude, type this first. The assistant checks what is connected and tells you the one next step.

Connect Google — Analytics, Search Console and Ads

Signing in only identifies you. Connecting Google is one click on the Google Analytics & Search Console tab, and grants the assistant what that login can already reach.

How to: Connect Google — Analytics, Search Console and Ads1 / 4
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Google
Signed in as alex@youragency.com. Not connected yet.
Connect Google →
On the dashboard, open the Google Analytics & Search Console tab and click Connect Google.
G Sign in with Google
Choose an account
Alex Morganalex@youragency.com
Personalyou@gmail.com
Pick the Google account you use to manage your clients' Analytics, Search Console and Ads.
G Sign in with Google
Agency Autopilot wants to access your Google Account
See your Google Analytics data
View Search Console data
Manage your Google Ads campaigns
Allow
Keep every box ticked. An unticked Google Ads box is why "the Ads tools aren't available" happens.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Google
Connected as alex@youragency.com
Acme Fence — GA4Property 4123 · Analytics
acmefence.comSearch Console · owner
Ridge Sheds — GA4Property 4198 · Analytics
Done. The Google Analytics & Search Console tab lists every property and site that login can see.

Google Ads — link an account to a client

Ads comes with the Google sign-in. Linking an account to a client lets you say the client's name instead of an ID.

How to: Google Ads — link an account to a client1 / 4
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Google Ads
Acme Fence839-118-2201 · client · enabled
Your Agency — Manager718-263-2647 · manager
Ridge Sheds935-980-2698 · client · enabled
The Google Ads tab lists every account your login manages, including manager accounts.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Clients
Acme FenceAnalytics · Search Console
Ridge ShedsAnalytics
Open Clients and edit the client.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Edit client
Save
Choose the Ads account in the client's form and save.
claude.ai
How did Acme Fence's ads do last week?
Spend $286, 41 clicks, 6 leads — $47.60 a lead, down from $61 the week before.
Now "How did Acme's ads do last week?" resolves on its own.

Add a client

A client is a name plus the accounts behind it. Every tool then works by that name.

How to: Add a client1 / 3
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Clients
No clients yet.
+ Add client
Clients → Add client.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
New client
Save
Type the name and pick the accounts from the dropdowns — only accounts your Google login can already see are offered.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Clients
Acme FenceAnalytics · Search Console · Google Ads
Free plan: 1 client. Upgrade for more.
Saved. Ask for the client by name from now on.

Connect Meta (Facebook and Instagram ads)

One Facebook login. The assistant sees the ad accounts and Pages that login already manages.

How to: Connect Meta (Facebook and Instagram ads)1 / 4
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Meta
Not connected.
Connect Meta →
Meta tab → Connect Meta.
facebook.com/dialog/oauth
Agency Autopilot
Continue as Alex?
Continue as Alex
Facebook asks you to continue as yourself.
facebook.com/dialog/oauth
What Agency Autopilot can access
Acme Fence ad account
Ridge Sheds ad account
Acme Fence — Page
Save
Choose which ad accounts and Pages to share. Untick any you don't manage.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Meta
Connected
Acme Fenceact_5518 · USD · active
Ridge Shedsact_5602 · USD · active
Connected. Link each ad account to its client under Clients, the same way as Google Ads.

Business Profile — reviews, posts and Maps performance

Included in the Google sign-in as a second screen. Skip it if you don't manage profiles.

How to: Business Profile — reviews, posts and Maps performance1 / 3
G Sign in with Google
Agency Autopilot wants to access your Google Account
See, edit, create and delete your Google business listings
Used to list locations, read reviews and performance, and reply or post only when you confirm.
Allow
Right after the main Google permissions, Google shows one more screen for Business Profile.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Business Profile
Connected as alex@youragency.com
Acme Fence4400476532880262696 · Fence contractor
Ridge Sheds1478159995609876 · Shed builder
Your locations appear on the Business Profile tab.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Edit client
Save
Link each location to its client, so "any new reviews for Acme?" just works.

Connect your CRM with a private integration token

Nothing to install: one token per sub-account, created in the CRM's settings. Reads on by default, writes off until you switch them on.

How to: Connect your CRM with a private integration token1 / 5
app.gohighlevel.com/location/ve9EPM…/settings/private-integrations
Private Integrations
Create a token for an app you trust to use this account's data.
+ Create new integration
In the client's sub-account: Settings → Private Integrations → Create new integration.
app.gohighlevel.com/location/ve9EPM…/settings/private-integrations
Contacts — view, edit
Conversations & messages — view, edit
Opportunities — view, edit
Calendars & events — view
Locations — view
Everything else
Create
Name it Agency Autopilot and tick only these scopes: contacts, conversations and messages, opportunities (view + edit); calendars, events and locations (view).
app.gohighlevel.com/location/ve9EPM…/settings/private-integrations
Agency Autopilot
Copy
Copy the token — the CRM shows it once. The account ID is in the address bar after /location/.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
CRM
Connect with token →
Back on the CRM tab, paste the account ID and the token, then Connect with token.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
CRM
Connected · Acme Fence
Sales pipelineNew lead → Quoted → Won
WritesOFF — notes, messages and opportunities stay read-only
Turn writes on
Connected. Pipelines are listed; nothing can be written until you turn writes on. Link the sub-account to its client under Clients.

Connect a WordPress site

A small plugin plus an application password. The assistant can then publish, fix SEO and install tracking by ID.

How to: Connect a WordPress site1 / 5
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
WordPress
Step 1 — install the Bridge plugin on the client's site.
Download agency-mcp-bridge.zip
Download the Bridge plugin from the WordPress tab.
acmefence.com/wp-admin/plugin-install.php
Add Plugins
Install Now
In the site's wp-admin: Plugins → Add New → Upload → Activate.
acmefence.com/wp-admin/profile.php
Application Passwords
Add New Application Password
Users → your admin user → Application Passwords → name it Agency Autopilot → Add.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Add a site
Verify and save
Copy the password shown once, and paste site, user and password into the WordPress tab. Verify.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
WordPress
Acme Fenceacmefence.com · alex
ok · Bridge 1.2.1
Connected. "Install call tracking on Acme's site" is now one sentence.

Clients under different logins

Add as many Google or Facebook logins as you need. Every account lands in one list, and a check stops one business's data going under another.

How to: Clients under different logins1 / 5
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Google logins
you@youragency.comThis account's own sign-in
Add another Google login →
Google tab → Add another Google login. Your first login stays connected.
G Sign in with Google
Choose an account
you@youragency.comAlready connected
second@youragency.comManages Ridge Sheds
Google asks which account. Pick the other one and keep every box ticked.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Google logins
you@youragency.comThis account's own sign-in
second@youragency.comAdded
Its properties, sites and Ads accounts have joined the lists.
Both logins are connected. Nothing is linked to a client yet.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Ridge Sheds
Save
On Clients, every account says which login it comes from. Pick the one that belongs to this client.
mcp.jiyumarketing.com/dashboard
Set upGoogleGoogle AdsClientsMetaBusiness ProfileCRMWordPress
Ridge Sheds
Check these links
Google Ads: “Acme Fence” does not look like Ridge Sheds.
EditThese are right
An account that does not look like the client is flagged. Fix it, or confirm it is right with one click.

Let a client connect their own accounts

For a client who would rather not give you manager access. They sign in themselves on a page that names you.

What you can do once it's connected

Audit a client, then fix it in one step

A scorecard of what to fix first. Say "do it all" and the safe fixes are previewed together.

Audit a client, then fix it in one stepAgency Autopilot connected

Audit Acme Fence. What should we fix first?

audit_client Google Ads · Meta · Search Console · Analytics

3 of 12 areas need attention.

🔴 Keyword spend: 2 keywords spent $210 in 30 days with no conversions.
🟡 Search terms: 3 terms cost $120 with no conversions (“jobs hiring”, “diy panels”, “how to build”).
🟡 Impression share: the Search campaign converts and misses 34% of searches to budget.
🟢 Conversion tracking, lead measurement and Meta are healthy.

Do it all.

apply_audit_fixes preview only

Here is everything it would change. Nothing has been applied yet.

Preview — not appliedapply_audit_fixes
Pause
“fence company” (broad) — $122, 0 conversions
Pause
“fence panels” (broad) — $88, 0 conversions
Add negatives
jobs hiring · diy panels · how to build
Spend affected
$330 in the last 30 days
Left alone
Budget: more spend is your call
ConfirmCancel

Confirm

2 keywords paused, 3 negatives added. Each can be undone.

Audit Meta ads

Which campaigns spend without leads, and which ads people are tired of seeing.

Audit Meta adsAgency Autopilot connected

Audit Ridge Sheds' Facebook and Instagram ads.

audit_client Meta ads · last 30 days

Leads recorded: 9 leads on $940, $104 each. 🟢

🔴 Campaign spend: “Spring promo” spent $240 with no leads, a quarter of the budget.
🟡 Ad fatigue: “Ridge Sheds — Leads” has shown each person its ads 4.6 times. Results usually fall from here; it needs new creative.
🟢 Click-through is above 0.8% on every campaign.

Pause Spring promo.

meta_set_campaign_status preview only
Preview — not appliedmeta_set_campaign_status
Campaign
Ridge Sheds — Spring promo
Now
Active · $15 / day
Change
Pause
ConfirmCancel

Confirm

Paused. $15 a day stops going to a campaign with no leads.

Did last week's changes work?

Every change you confirmed, with the week before against the week after.

Did last week's changes work?Agency Autopilot connected

Review the changes we made for Acme Fence in the last two weeks. What worked?

review_changes 14 days

5 changes. 2 wins, 1 loss, 1 too new to judge.

✅ Added 12 negative keywords: cost $268 → $214, conversions 6 → 7.
✅ Paused “fence panels”: cost down 38%, conversions held at 3. Small numbers, so a hint rather than a result.
❌ Raised the Meta budget to $35: cost up 40%, leads flat at 4.
⏳ Search budget to $60: made 2 days ago; judged after 7.

One question on Monday morning, and you know what to keep.

Connect a platform without leaving the chat

Not connected yet? The assistant hands you a one-time link instead of sending you to a dashboard.

Connect a platform without leaving the chatAgency Autopilot connected

What did Ridge Sheds spend on Facebook ads last month?

meta_insights Meta is not connected connect_platform platform: meta

Meta ads isn’t connected yet. Open this link to connect it. It goes to Facebook’s own sign-in, takes one click, and works for the next 30 minutes:

mcp.jiyumarketing.com/c/4f2a…

Tell me when it’s done and I’ll pull the numbers.

Done, it says connected.

meta_insights last month

Ridge Sheds spent $742 on Meta last month for 11 leads, $67 each. Reach was 19,300 people.

Connected and answered in the same conversation.

A check before accounts are grouped

With several logins there are a lot of accounts. The wrong one cannot be linked to a client quietly.

A check before accounts are groupedAgency Autopilot connected

Set up Acme Fence as a client with its Analytics, Search Console and Google Ads.

suggest_clients create_client preview only

Stopped. One account does not match, so nothing has been created. I checked each by name:

✓ Analytics: Acme Fence
✓ Search Console: acmefence.com
⚠ Google Ads: “Ridge Sheds”, via second@youragency.com. That does not look like Acme Fence.

Is that Ads account really Acme Fence’s?

No, use the Acme Fence Ads account.

create_client preview only
Preview — not appliedcreate_client
Analytics
Acme Fence ✓
Search Console
acmefence.com ✓
Google Ads
Acme Fence ✓
ConfirmCancel

Confirm

Acme Fence created with its own three accounts.

A client who won't give manager access

Send them a link. They connect their own accounts and you get to work.

A client who won't give manager accessAgency Autopilot connected

Acme Fence won't add us as a manager. Can they connect their accounts themselves?

client_access_link Google · Meta

Yes. Send Acme Fence this link. It names your agency, says what each connection allows and how to undo it, and they sign in with their own logins:

mcp.jiyumarketing.com/invite/7c1e…

It lasts 14 days. Tell me when they’ve connected.

They've done it.

list_connected_accounts

Their accounts are in: Acme Fence Analytics and acmefence.com in Search Console, both via owner@acmefence.com. Want me to link them to the Acme Fence client?

No manager access was ever handed over.

The weekly client report

Every channel in one page, written for the owner, with a link you can send.

The weekly client reportAgency Autopilot connected

Write Acme Fence's weekly report and give me the link.

client_overview 7 days · compare: true highlevel_opportunities won this week create_client_report

Done. Leads 14 (up from 9), 3 jobs won worth $11,400, ad spend $286 at $47 a lead. Search clicks up 18%.

Report: mcp.jiyumarketing.com/r/acme-w39 — branded with your logo, fixed figures, no login needed.

Sent to the owner in 40 seconds, not 40 minutes.

Build a weekly SEO campaign

Finds the searches a client already ranks near page one for, plans a page a week, and drafts week one in WordPress.

Build a weekly SEO campaignAgency Autopilot connected

Build a weekly SEO campaign for Acme Fence.

gsc_query acmefence.com · 90 days · positions 5–20 ads_keyword_ideas Boise, ID · fence wp_list_posts pages + posts

Acme already ranks 8th to 19th for 14 searches worth about 2,900 visits a month, and has no page for most of them. That is the campaign: one page a week, aimed at what is already almost working.

Four weeks, drafted one at a time:

Plan — nothing publishedwp_write_post
Week 1
Cedar fence cost in Boise — ranks #11, 480/mo
Week 2
Vinyl vs cedar fence — ranks #14, 390/mo
Week 3
Fence permits in Ada County — ranks #9, 260/mo
Week 4
Fence installation Meridian — ranks #17, 320/mo
Each page
1,000 words, FAQ, 3 internal links, title + meta set
Status
Draft in WordPress — you publish
ConfirmCancel

Start week 1

wp_write_post draft wp_set_seo title · meta · canonical

Week 1 is drafted in WordPress with its SEO set. Ask again next Monday for week 2.

Build a Google Ads campaign

Keyword research, a full campaign, previewed and created paused.

Build a Google Ads campaignAgency Autopilot connected

Set up Google Ads for Acme Fence — fence installation in Boise, $40 a day.

ads_keyword_ideas Boise, ID · fence installation ads_create_campaign preview only

Here's the plan. Nothing has been applied yet.

Preview — not appliedads_create_campaign
Campaign
Acme Fence — Search
Budget
$40 / day
Location
Boise, ID + 15 mi
Ad groups
3 · keywords from real search volumes
Status
Paused until you turn it on
ConfirmCancel

Confirm

Created, paused. Nothing spends until you turn it on.

Install call tracking on a new client's site

Conversion action in Ads, the tag on the site, phone clicks counted — one sentence.

Install call tracking on a new client's siteAgency Autopilot connected

I just signed Acme Fence. Install call tracking on their website.

wp_tracking_status acmefence.com ads_create_conversion_action Phone call · preview

Two changes, previewed together:

Preview — not appliedwp_install_tracking
Google Ads
New conversion "Phone call from site"
Site tag
AW-1122 · phone clicks fire the conversion
Tracked number
(208) 555-0140 — clicks on it count
Raw code
None — IDs only, the plugin renders the tag
ConfirmCancel

Confirm

Live. The first call shows up in Ads as a conversion.

Answer a Google review

Reads the profile's reviews, drafts the reply, posts only when you say so.

Answer a Google reviewAgency Autopilot connected

Any unanswered reviews for Acme Fence? Draft a reply to the newest.

gbp_reviews Acme Fence · 25 latest

Two unanswered. Newest is 5★ from Dana R.: “Crew was on time and the cedar fence looks great.”

Draft: Thank you, Dana — the crew will be glad to hear it. Enjoy the new fence, and call us any time it needs a look.

Post this reply?

Preview — not appliedgbp_reply_review
Review
Dana R. · 5★ · 2 days ago
Reply
Thank you, Dana — the crew will be glad…
ConfirmCancel

Post it

Reply published on the profile.

Set up Search Console for a new site

Adds the site, verifies ownership through the plugin, submits the sitemap.

Set up Search Console for a new siteAgency Autopilot connected

Get acmefence.com into Search Console and submit the sitemap.

gsc_add_site preview site_verification_token meta tag

Three steps, in order:

Preview — not appliedwp_install_tracking
Search Console
Add https://acmefence.com/
Verification
Meta tag placed by the Bridge plugin
Sitemap
Submit /wp-sitemap.xml
ConfirmCancel

Confirm

site_verify verified gsc_submit_sitemap

Verified and submitted. Search data starts in a couple of days.

Follow up a lead in the CRM

Finds the contact, reads the thread, drafts the text, sends when you confirm.

Follow up a lead in the CRMAgency Autopilot connected

Did we follow up with the Johnson quote from Tuesday? If not, text them.

highlevel_find_contact Johnson highlevel_read_conversation

Mark Johnson, quoted $6,800 on Tuesday, no reply since. Last message was ours.

Send this SMS?

Preview — not appliedhighlevel_send_message
To
Mark Johnson · (208) 555-0177
Text
Hi Mark, Alex at Acme Fence — any questions on the quote? Happy to walk it through.
ConfirmCancel

Send

Sent, and logged on the opportunity.

Cut wasted ad spend

Finds the searches that cost money and never convert, then blocks them.

Cut wasted ad spendAgency Autopilot connected

Which searches are wasting Acme's budget this month?

ads_report search terms · 30 days

$74 went to searches with zero leads: “fence repair diy” ($31), “free fence panels” ($26), “fence jobs hiring” ($17).

Block them?

Preview — not appliedads_add_negative_keywords
Campaign
Acme Fence — Search
Negatives
diy, free, jobs, hiring
Match
phrase
ConfirmCancel

Confirm

Added. About $70 a month back into real searches.

How is the client doing?

Every channel against last period, in plain numbers.

How is the client doing?Agency Autopilot connected

How is Acme Fence doing this month compared to last?

client_overview 28 days · compare: true

Leads 31 (last month 24). Ads $1,140 → 19 leads, $60 each (was $71). Organic clicks 812, up 22%. Maps calls 9 (was 6). Won: 7 jobs, $31,200.

The one soft spot: website form leads fell from 8 to 5 — worth checking the form after last week's theme update.

One question, every console.

Launch a Meta campaign

Audience, budget and placements previewed, created paused.

Launch a Meta campaignAgency Autopilot connected

Run a Facebook lead campaign for Ridge Sheds, $25 a day, 30 miles around Spokane.

meta_list_accounts meta_create_campaign preview only

Preview — nothing created yet.

Preview — not appliedmeta_create_campaign
Campaign
Ridge Sheds — Leads
Objective
Leads · instant form
Budget
$25 / day
Audience
Spokane + 30 mi · homeowners
Status
Paused
ConfirmCancel

Confirm

Created, paused. Turn it on when the creative is approved.