Skip to main content
MCP connect lets you use Marketer’s marketing tools from a compatible agent client. The connection belongs to your account and reaches only the workspaces you grant.

Before you connect

  • Confirm which client you are authorizing.
  • Decide which workspaces it should reach.
  • Review whether each workspace has an available MCP seat.
  • Review the permissions requested by the client. Marketer caps them to the most restrictive effective role among the granted workspaces.
Marketer represents MCP access with three scope tiers:
A mutate grant does not replace judgment. Workspace roles, guardrails, approvals, and provider permissions still apply, but the grant should still be limited to clients you trust.

Connect an agent

1

Open MCP connect

Go to SettingsMCP connect.
2

Choose the client instructions

Use the tab for Claude Code, Claude Desktop or Cowork, or claude.ai. Copy the command or MCP server URL shown in Marketer.
3

Authorize in the browser

Complete the OAuth flow with your own Marketer account. Do not share an authorization link or session with a teammate.
4

Grant workspaces

Select only the workspaces the connected agent should reach. A workspace without the required seat cannot be used through that connection.
5

Verify the session

Confirm the client name, granted scopes, connected or last-used time, and workspace list under Connected agents.

Manage access

You can edit a connection’s workspace grants without reconnecting the client. Removing a workspace stops that OAuth session from using Marketer tools in that workspace. Select Disconnect to revoke the session entirely. Revoke any session you do not recognize or no longer use. MCP seats are managed with team access. Account owners control seat changes that can affect billing. See Members and roles.

Verify safely

Start with a read-only request that names one workspace and asks for a small, verifiable result. Confirm that the agent cannot access an ungranted workspace. Add proposal or mutation use cases only after the read boundary is correct.

Troubleshooting

  • If authorization does not open, copy the current command or URL from Marketer again.
  • If a workspace is missing, confirm your membership and the connection’s workspace grant.
  • If a workspace shows no available seat, ask the account owner to review MCP seat capacity and billing.
  • If a client behaves unexpectedly, disconnect the OAuth session, review its requested permissions and workspace grants, and authorize it again only if those boundaries are appropriate.

Next step

Review Guardrails and autonomy before allowing an external agent to propose or perform spend-affecting work.
Last modified on August 7, 2026