Data Audit Skill

# 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()

Phase 2: Analysis & Scoring

Health Score Components (10 points total):

Status Thresholds:

• 🟢 8.5-10: Excellent
• 🟡 7.0-8.4: Good
• 🟠 5.0-6.9: Needs Attention
• 🔴 <5.0: Critical

Phase 3: Artifact Generation

Required Deliverables:

1. Executive Summary (1-page)

   • Health score with breakdown
   • Key metrics vs benchmarks
   • Top 3-5 findings
   • Recommended next steps

2. Full Audit Report

   • Detailed campaign analysis
   • Tracking infrastructure assessment
   • Opportunity identification
   • Implementation roadmap

3. Implementation Checklist

   • Task categories with dependencies
   • Validation criteria
   • Progress tracking

Phase 4: Implementation Tracking

Task Categories:

• CAPI_SETUP - Stape container, events, matching
• REVENUE_TRACKING - Value parameter standardization
• CRM_INTEGRATION - GHL → Stape → Meta flow
• CAMPAIGN_OPTIMIZATION - Budget and targeting changes

Task States:

PLANNED → IN_PROGRESS → VALIDATING → COMPLETE
              ↓
           BLOCKED → (resolve) → IN_PROGRESS

CAPI Best Practices

One vs. Multiple CAPI Integrations

Use ONE CAPI when:

• Single ad account
• Single domain
• Single Meta Pixel
• Want simple setup (RECOMMENDED)

Architecture:

1 Website → 1 Pixel → 1 CAPI → All Campaigns

Key: CAPI connects to Pixel/Dataset, not campaigns. Meta routes events automatically via fbclid.

Implementation Phases

Phase 1: Foundation

• Set up Stape container (Europe zone for GDPR)
• Configure custom domain
• Generate CAPI access token
• Basic event flow testing

Phase 2: Enhancement

• Enhanced matching (email, phone, external_id)
• Event deduplication
• Revenue tracking standardization

Phase 3: CRM Integration

• GHL webhook configuration
• Event mapping
• Offline conversion upload

Tool Integration

Pipeboard Meta MCP Tools

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

Stape MCP Tools

Container: stape_container_crud, stape_container_power_ups Domain: stape_container_domains Analytics: stape_container_analytics, stape_container_statistics

Formatting Rules

• Use clear headers (##, ###)
• Include tables for data comparisons
• Add status indicators: ✅ OK, ⚠️ WARN, 🚨 CRITICAL
• No time constraints in roadmaps (use phases)
• Phased implementation plans
• Simple ASCII diagrams for architecture

Resources

references/

• audit-report-template.md - Full audit report structure
• pixel-audit-checklist.md - Events Manager review checklist
• architecture-diagram.md - Current vs ideal state visualization
• implementation-tracker-template.md - Task tracking format

Example Artifacts

• See Organized Data Audit project for real client examples48:["$","$L4c",null,{"content":"$4d","frontMatter":{"name":"data-audit","description":"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.","triggers":["audit this Meta account","analyze ad performance","evaluate tracking setup","create CAPI recommendations","set up Stape container","generate audit report","client audit","implementation tracking"]}}]