Brands
Creating Brands
Create a brand whenever you onboard a client, product line or region that has its own accounts. Owners, administrators and operators can add brands; then you connect accounts to the brand and query them through MCP.
When to add one
- A new client or business unit whose accounts should stay separate
- A product line or region with its own reporting
- A test setup you want kept apart from live work
Create a brand
- Open Brands and click Add Brand.
- Enter a brand name that matches how you will refer to it in chat.
- Add a description, industry, target audience and website URL.
- Add brand guidelines and ad-copy guidelines if agents will write copy for this brand.
- Save the brand.
After you create it
- Open Connectors and click Connect on a platform, then assign the accounts to this brand. See First Connection.
- Add an MCP server to your AI client. See Claude Setup or the MCP server directory.
- Name the brand in your questions, for example "For Northwind, show last week's Google Ads spend."
Tips
- Agree on a naming pattern before several people create brands.
- You can rename a brand and edit its fields later.
Related: Brand Properties, Best Practices.