Welcome to the Sellforte MCP Use Case Library. Each post takes one question that marketing teams really ask their AI assistant through Sellforte MCP, which is now in general availability and accessible to all marketers worldwide. It strips out anything customer-specific and walks through what the assistant does with it, step by step. We run every question on our demo account so the numbers you see are illustrative, not anyone's real results. The idea is simple: steal the prompts, try them on your own model, and see what you get back. We hope you find this series inspiring!
-Juha, CEO at Sellforte
A client asks how to give Sellforte access to their ad accounts, or how their sales data should be delivered, and you know there's an article for it somewhere. If you work in customer success, solutions or sales, you get these questions every week: in onboarding, in a procurement review, or while fact-checking a deck. Hunting for the right page takes longer than it should, and sending the wrong one costs a round trip with the client.
We asked three questions in a row, the way you would when a new client is getting their data connected.
Search Sellforte's support center for how a client grants Sellforte partner access to their Meta ad accounts. Give me the article title and link, a two-sentence summary I can send to the client, and say if no article covers it.
The same client also asks how they can deliver their sales and campaign data to Sellforte. Which article explains the options?
Is there an article on giving Sellforte partner access to Snapchat Ads?
Sellforte MCP has a tool that searches the Sellforte Support Center and returns the matching passages with their links. It doesn't touch your model data at all, so the answer is the same whichever account you're connected to. Here's what came back in this run.
The top result was How to grant a partner access to Meta Ad accounts in Meta Business Portfolio, last updated 2026-10-20. Because the search returns the article text and not just a title, the assistant can write the summary from what the article actually says. In short: the person granting access needs full control of the Business Portfolio, Sellforte only needs the relevant ad accounts with the "View Performance" permission (not Pages or other assets), and if the portfolio requires peer approval, a second admin has to approve the invite under Requests before it reaches Sellforte.
That last point is the one worth putting in the client message. It's the step people miss, and it's why an invite can look sent on their side while nothing has arrived on yours.
The same search also surfaced the matching articles for TikTok Business Center and Pinterest Business Manager, which is handy if the client runs more than one platform.
For the follow-up, the assistant found Sellforte supported data delivery methods. It lays out three routes: built-in connectors, partner access to ad platforms, and custom delivery such as Sellforte fetching data from a data warehouse or cloud storage. It also points out that each data type (marketing activity, business outcomes, web analytics, promotions and experiments) has its own data specification. For a client who plans to send offline media data, the search also returned Offline media data requirements for Sellforte MMM, which spells out the minimum: net media investment and the modelled metric, at daily level.
This is where things get interesting. The search for Snapchat partner access didn't return a partner access article. The closest match was the Snapchat Ads connector setup article, which covers connecting the account through the built-in connector instead. Because the first prompt asked the assistant to say when nothing covers the topic, that's what you want back: "no partner access article came up, here's the connector article instead", not a confident link to the wrong page.
| Client question | Article returned | Exact match? |
|---|---|---|
| Partner access to Meta ad accounts | How to grant a partner access to Meta Ad accounts in Meta Business Portfolio | Yes |
| How to deliver sales and campaign data | Sellforte supported data delivery methods | Yes |
| Partner access to Snapchat Ads | Snapchat Ads (connector setup) | No, closest related article |
Most client questions about setup and data already have a written answer. The hard part is finding it fast and sending something accurate. Asking for the link and a short summary in one go saves you from opening five tabs, and the summary comes from the article text, so it says what the documentation says.
The "say if no article covers it" line matters just as much. A gap in the documentation is useful information: it tells you to answer the client yourself, or to ask for an article to be written, before anyone forwards the wrong link.
Want to see it on your own data? Book a demo. Already a Sellforte customer? Here's how to connect Sellforte MCP to your AI assistant, and the launch post has the background.
New use cases land in this library regularly.