get-optimization-channel-performance
ChatGPTGet the performance of a specific optimization broken down per channel (marketing platform, e.g. Google Ads, Meta). Returns the portfolio total and a per-channel breakdown, each with the dailySpend (avg = average daily spend with the current budget allocation, predicted = predicted daily spend with the proposed allocation — both are per-day figures, not period totals, so they are expected to differ from the totalBudget reported by list-portfolio-applied-optimizations, which covers the whole optimization period), the target change (only for portfolios optimizing towards a target metric, absent otherwise; a channel with no data for the target funnel step has null target values) and per funnel step the metric, cost-per and ROAS (baseline = predicted with the current budget, predicted = predicted with the proposed budget). IMPORTANT — mixed timeframes: funnel step metric values are TOTALS over the whole optimization period while dailySpend is per-day, so never compare them to each other directly; cost-per and ROAS already reconcile the two timeframes and are the safe figures for comparisons. Use this to understand how an optimization shifts budget between channels and the impact it predicts. Optimization IDs can be found with list-portfolio-applied-optimizations or get-portfolio-latest-optimization. Note on roas: it is expressed as a percent (545.55 = 5.46x return) and only populated for conversion-value funnel steps — null otherwise, which is expected; for count metrics (impressions, clicks, orders) use costRatio / costPer (cost per unit) instead.
get-optimization-content-performance
ChatGPTGet the performance of a specific optimization broken down per content (campaign or adset). Use this to see which campaigns the optimization shifts budget to or from and why. Every content has contentId, title and channel, but the rest of the shape depends on whether the optimization manages the content. Managed contents additionally have: budgetProposal; dailySpend; and funnelSteps. budgetProposal holds the actual budget settings the optimization applies to the channel in team currency: currentDailyBudget vs proposedDailyBudget with dailyBudgetChangePercent (always per-day figures, even for budgetType LIFETIME, where lifetimeBudget additionally carries the current vs proposed total lifetime budget), budgetWillBeApplied, and — only for contents using target bidding — the current vs proposed target (e.g. a target ROAS) with biddingStrategyWillBeApplied. IMPORTANT — for any question about budget changes, budget shifts or budget allocation (e.g. "which campaigns have the largest budget shifts?"), use budgetProposal: rank by dailyBudgetChangePercent for relative shifts or by proposedDailyBudget − currentDailyBudget for absolute shifts. Do NOT use dailySpend for budget questions. dailySpend is a model prediction of spend, not a budget: avg = average daily spend with the current budget allocation, predicted = predicted daily spend with the proposed allocation, and its changePercent is a spend change, so it differs from the budget change. Use dailySpend only for questions about spend. funnelSteps holds per funnel step the metric and cost-per (baseline = predicted with the current budget, predicted = predicted with the proposed budget). IMPORTANT — mixed timeframes: funnel step metric values are TOTALS over the whole optimization period while dailySpend and all budget figures are per-day, so never compare them to each other directly; cost-per already reconciles the two timeframes. Contents excluded or limited by the optimization include a status with the reason (e.g. saturated, spend below threshold); SKIPPED contents get no budget proposal at all, so for them budgetProposal, dailySpend and funnelSteps are absent by design — treat these fields as optional; their absence is expected and not a data issue. Contents are returned in no particular order — sort them yourself when ranking (e.g. by budgetProposal.dailyBudgetChangePercent). Optimization IDs can be found with list-portfolio-applied-optimizations or get-portfolio-latest-optimization.
get-portfolio-attribution-performance
ChatGPTGet regression-attributed performance for a portfolio, broken down by attribution rule. This is Nexoya's model-attributed data (not last-click) — the numbers that can be defended to a CFO. Returns attributed funnel step metrics and cost-per per attribution rule.
get-portfolio-content-performance
ChatGPTGet aggregate performance metrics per content (campaign or adset) for a portfolio over a date range. Returns, for each funnel step, the funnel step total plus a per-content breakdown with spend, value, cost-ratio and ROAS, and the channel each content belongs to; all values are totals over the requested date range. Use this to identify top-performing and under-performing campaigns within a portfolio. Note on roas: it is expressed as a percent (545.55 = 5.46x return) and only populated for conversion-value funnel steps — null otherwise, which is expected; for count metrics (impressions, clicks, orders) use costRatio / costPer (cost per unit) instead.
get-portfolio-daily-metrics
ChatGPTGet daily time-series metrics for a portfolio over a date range. Returns one data point per day with spend and funnel step values. Use this to detect seasonal patterns, structural shifts, and to reason about whether a change is noise or a real trend.
get-portfolio-latest-optimization
ChatGPTGet the latest optimization for a specific portfolio. An optimization is a proposal of budget changes to the contents of a portfolio designed to improve the performance of the portfolio. This tool returns data about the current budget and a new proposed one along with metrics for all funnel steps (baseline is using the existing budget, predicted is using the new proposed budget and predicted the proposed one). The funnel steps performance data will correspond the the index of the funnel steps in the portfolio.
get-portfolio-performance
ChatGPTGet aggregate performance metrics for a portfolio over a date range. Returns total spend, funnel step metrics (value and cost-per), and a per-provider (channel) breakdown. Use this for briefings, ROI-per-portfolio-line analysis, and period comparisons.
list-portfolio-applied-optimizations
ChatGPTList applied optimizations of a specific portfolio. An optimization is a proposal of budget changes to the contents of a portfolio designed to improve its performance; an applied optimization is one whose budget proposal was accepted and pushed to the marketing channels. Returns each optimization with its period, the date it was applied, its totalBudget, and — for portfolios that optimize towards a target metric (e.g. a ROAS or cost-per goal) — its target; budget-based portfolios have no target, so that field being absent is expected and not a data issue. Note: totalBudget is the amount the client plans to spend over the whole optimization period (a configured setting); the optimization performance tools return average/predicted daily spend instead, so the two figures are expected to differ and are not contradictory. Use this to review the optimization history of a portfolio.
list-portfolio-contents
ChatGPTList contents of a specific portfolio. Contents are marketing campaigns or adsets from specific providers. A provider is a marketing platform like Google Ads, Facebook Ads, etc.
list-portfolio-events
ChatGPTList events of a specific portfolio.
list-portfolio-funnel-steps
ChatGPTList funnel steps of a specific portfolio. Funnel steps are the stages in the customer journey that a user goes through before converting.
list-portfolio-labels
ChatGPTList labels of a specific portfolio. Labels are used to categorize and organize contents within a portfolio.
list-portfolios
ChatGPTList portfolios for a specific team
list-user-teams
ChatGPTList all teams where the current user is a member with detailed information
get-portfolio-attribution-performance
Claudeget-portfolio-daily-metrics
Claudeget-portfolio-latest-optimization
Claudeget-portfolio-performance
Claudelist-portfolio-contents
Claudelist-portfolio-events
Claudelist-portfolio-funnel-steps
Claudelist-portfolio-labels
Claudelist-portfolios
Claudelist-user-teams
Claude
