Comprehensive Meta Ads account auditing using Pipeboard Meta MCP and Stape MCP tools. Use when conducting performance audits, analyzing ad account data, evaluating tracking infrastructure (Pixel/CAPI/Stape), creating audit reports, assessing campaign performance, managing Stape containers, or generating architecture diagrams.
Systematic workflow for conducting comprehensive Meta Ads account audits, generating professional client reports, and tracking implementation progress.
Professional deliverables for client presentations and proposals.
Ongoing task management for CAPI setup, revenue tracking, and optimization.
Step 1: Account Discovery
# Get all accessible ad accounts
get_ad_accounts(user_id="me", limit=200)
# Select target account and get details
get_account_info(account_id="act_XXXXXXXXX")
Step 2: Performance Analysis
# Account-level insights (30 days)
bulk_get_insights(level="account", time_range="last_30d")
# Campaign-level insights
bulk_get_insights(level="campaign", time_range="last_30d")
# Detailed campaign data
get_campaign_details(campaign_id="CAMPAIGN_ID")
Step 3: Tracking Assessment
# Check Stape containers (if Stape MCP available)
stape_container_crud(action="list")
stape_container_analytics()
Health Score Components (10 points total):
| Component | Weight | Scoring |
|---|---|---|
| Attribution Health | 3.0 pts | Full: 3.0 / Partial: 1.5 / Broken: 0 |
| ROAS Performance | 2.5 pts | >5x: 2.5 / 3-5x: 2.0 / 2-3x: 1.5 / <2x: 0.5 |
| CAPI Deployment | 1.5 pts | Full: 1.5 / Partial: 0.75 / None: 0 |
| Revenue Tracking | 1.5 pts | Complete: 1.5 / Partial: 0.75 / Missing: 0 |
| Campaign Structure | 1.5 pts | Optimal: 1.5 / Good: 1.0 / Needs work: 0.5 |
Status Thresholds:
Required Deliverables:
Executive Summary (1-page)
Full Audit Report
Implementation Checklist
Task Categories:
Task States:
PLANNED → IN_PROGRESS → VALIDATING → COMPLETE
↓
BLOCKED → (resolve) → IN_PROGRESS
Use ONE CAPI when:
Architecture:
1 Website → 1 Pixel → 1 CAPI → All Campaigns
Key: CAPI connects to Pixel/Dataset, not campaigns. Meta routes events automatically via fbclid.
Phase 1: Foundation
Phase 2: Enhancement
Phase 3: CRM Integration
Account: get_ad_accounts, get_account_info, get_account_pages
Campaign: get_campaigns, get_campaign_details, bulk_update_campaigns
Ad Set: get_adsets, get_adset_details, bulk_update_adsets
Ad: get_ads, get_ad_details, get_ad_creatives, get_ad_image
Analytics: get_insights, bulk_get_insights
Container: stape_container_crud, stape_container_power_ups
Domain: stape_container_domains
Analytics: stape_container_analytics, stape_container_statistics
audit-report-template.md - Full audit report structurepixel-audit-checklist.md - Events Manager review checklistarchitecture-diagram.md - Current vs ideal state visualizationimplementation-tracker-template.md - Task tracking format