# MCP Use Cases Once your assistant is [connected](/guides/install-mcp-server), you talk to it in plain language and it picks the tools. You don't need tool names. What helps is being specific about *which* campaign, *which* buyer, and *what time window*. --- ## Reporting questions The fastest win. These run against your call log and drill-down reporting without you building a report. - *"How many calls came in yesterday, broken down by buyer?"* - *"Revenue and payout by publisher for the last 7 days, best first."* - *"Which campaign had the most converted calls this month?"* - *"Show me the longest call today and its tags."* - *"Of yesterday's calls to the Auto Insurance campaign, how many were connected, and what was the revenue?"* Then keep going — the assistant can drill into any row you ask about: > *Break that top publisher down by state.* ## Campaigns and routing - *"Show me the routing settings for the 'Auto Insurance' campaign."* - *"Which buyers are in the first priority tier on that campaign, and what are their weights?"* - *"Pause the 'Test Campaign'."* - *"Disable the 'Sunrise Insurance' row in routing without removing it — dry run first."* - *"Move 'Sunrise Insurance' ahead of the others in the top tier."* ## Buyers and caps Caps are the same ones documented in [How to configure Retreaver number caps](/guides/how-to-configure-retreaver-number-caps). - *"List my paused buyers."* - *"What caps does Sunrise Insurance have right now?"* - *"Cap Sunrise Insurance at 50 concurrent calls and 200 calls a day."* - *"Sunrise hit its hard cap this morning — reset it."* - *"Duplicate the Sunrise Insurance buyer and call the copy Sunrise Insurance — Overflow."* - *"Set up a new buyer end to end: name Sunrise Insurance, on the Auto Insurance campaign, capped at 50 concurrent calls, business hours 9–5 Eastern weekdays."* ## Caller lists - *"Is +18885551234 on the Suppressed list for the Auto Insurance campaign?"* - *"Upload these numbers to the Suppressed list."* - *"Have there been any calls to the numbers I uploaded to the Suppressed list this morning?"* - *"How did last night's caller list upload go — were there errors?"* - *"What auto-add rule is on that list?"* ## Webhooks and integrations These use the same templates as the [webhook configurator](/guides/retreaver-webhook-configurator). - *"What webhooks are on the Auto Insurance campaign, and where do they post?"* - *"Is there a template for an agent-availability ping? What parameters does it need?"* - *"Create that webhook on the Sunrise Insurance buyer using our CRM endpoint."* - *"Test-fire the CRM webhook and show me exactly what it sent and what came back."* ## Housekeeping and audits Good use of a read-only connection: - *"Which buyers have no caps set at all?"* - *"List every webhook in this company that posts to a URL containing 'staging'."* - *"Which campaigns are paused but still have active numbers pointed at them?"* - *"Show me every conversion group on the Auto Insurance campaign and what each one pays."* - *"Which [postback keys](/guides/postback-keys) are on this company, and where do they point?"* --- ## Multi-step recipes Single prompts get you a long way. The real value is chaining them — each step builds on what the last one returned. ### Stand up a buyer and prove the webhook works 1. *"Add a buyer called 'Sunrise Insurance' to the 'Auto Insurance campaign', cap it at 50 concurrent calls, and show me a dry run first."* 2. *"Apply that. Then create the CRM webhook on that buyer from the configurator template, using our production endpoint."* 3. *"Test-fire that webhook and show me the URL it hit and the response."* 4. *"Put Sunrise Insurance in the top routing tier for California and Oregon — dry run first."* ### Diagnose a conversion drop 1. *"Converted calls for the Auto Insurance campaign this week vs last week, broken down by buyer."* 2. *"For the buyer that dropped the most, show me connected vs converted, and the longest converting call."* 3. *"What caps and routing weight does that buyer have right now?"* 4. *"Did its hard cap fire this week?"* ### Audit a company you just switched into Do this after [re-authenticating onto a different company](/guides/mcp-authentication). 1. *"Which Retreaver company am I connected to, and what can I do?"* 2. *"List paused campaigns, paused buyers, and webhooks posting to staging URLs."* 3. *"Which buyers have no caps set?"* --- ## Getting better answers **Ask which company you're on first.** *"Which Retreaver company am I connected to?"* One line, and you know exactly which account is about to be touched. This matters most if you manage several — see [MCP Authentication](/guides/mcp-authentication). **Ask for a dry run before anything that writes.** *"…show me a dry run first"* returns the exact diff and applies nothing. Especially worth it for routing. (A few actions have no preview — duplicating a buyer, resetting a hard cap, creating or test-firing a webhook.) **Name things exactly.** "The Auto Insurance campaign" beats "my main campaign". If you're not sure of the exact name, ask it to list them first. **Say the time window.** "Yesterday", "the last 7 days", "this month" — otherwise reporting questions default to a short recent window. **Ask what changed.** After a write, *"what exactly did you change?"* — most write tools return a diff, so it can tell you precisely. **Start a new session to pick up new tools.** Assistants load the tool list when a session starts. When we ship new capabilities, an old session won't see them. --- ## What it's not great at yet Being straight with you: - **Bulk edits across many records** are slow — the assistant works one call at a time. For "change 200 buyers", the Browser Platform or the REST API is still the better tool. - **RTB reporting** isn't reachable yet. It's coming with the new RTB Dashboard. - **Anything time-critical** deserves the Browser Platform for now. See the caveat in [Installing MCP Server](/guides/install-mcp-server) — this is a young service and we take it down briefly to improve it. - **Pixel-perfect exports.** The assistant can answer the question and show you the numbers, but a formatted report export still belongs in reporting. --- ## Related - [Installing MCP Server](/guides/install-mcp-server) - [MCP Authentication and Switching Companies](/guides/mcp-authentication)