Documentation - Cofoundr AI | Meta Ads Management for Agencies
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Documentation

Getting Started with Cofoundr AI

Everything you need to get your agency set up and running on Cofoundr AI.

Getting Started

Get your agency up and running in under 5 minutes.

1
Create your account

Sign up at app.gocofoundr.com using Facebook or Google. Your 14-day free trial starts immediately, no credit card required.

2
Connect Meta

Click "Connect with Facebook" and grant access to the ad accounts you manage. Cofoundr will automatically detect all accounts tied to your Meta Business Manager.

3
Select ad accounts

Choose which client ad accounts to monitor. Your plan determines how many you can select (Solo: 7, Growth: 30, Scale: 50+).

4
You are live

Your Overview dashboard populates within seconds. Health scores, wasted spend detection, and creative diagnostics start working immediately.

Connecting Meta Ad Accounts

Cofoundr connects through Meta's official API using permissions you explicitly approve. We request access to:

You can revoke access at any time from your Facebook Settings under Business Integrations.

Reconnecting

Meta tokens expire every 60 days. When yours is close to expiring, you will see a banner prompting you to reconnect. Click it and re-authenticate. Your settings and history are preserved.

Overview Dashboard

The Overview page gives you a single view across all connected client accounts:

Click any card to open the AI chat for deeper analysis or recommendations.

Date Ranges

Use the date dropdown to switch between Today, Last 7 days, Last 30 days, or a custom range. All KPIs and diagnostics update accordingly.

Autopilot Rules

Autopilot lets you set guardrails that protect client budgets without manual monitoring.

Autopilot rules run checks every hour. Actions are logged in the activity feed so you always have a clear audit trail.

White-Label Reports

Generate professional client-ready reports with your agency branding. Available on the Growth plan and above.

Creating a report

  1. Go to the Reports section and click "New Report".
  2. Select the client ad account and date range.
  3. Choose which metrics and sections to include.
  4. Preview the report, add your agency logo and customise the header.
  5. Send directly via email or download as PDF.

Sending reports

Enter your client's email and hit Send. They receive a clean, branded report with no mention of Cofoundr. It looks like it came from your agency.

Workspace and Clients

The Workspace section organises your connected accounts into client groups.

MCP Remote Server

The MCP Remote Server lets you connect your Meta ad account data to any MCP-compatible AI tool, including Claude, ChatGPT, Cursor, or custom agents.

Setting up MCP

1
Subscribe to an MCP plan

Go to Settings and choose an MCP plan (Starter, Pro, or Business). If you are on the Growth or Scale platform plan, MCP is included at no extra cost.

2
Generate an API token

In the MCP section of Settings, click "Create Token". Give it a label, choose read-only or read+write mode, and select which ad accounts it can access.

3
Copy the endpoint and token

You will see your server URL and token once. Copy both immediately. The token cannot be retrieved again. Store them securely.

4
Connect your AI tool

Add the MCP server URL and token to your AI tool's MCP configuration. In Claude Desktop, add it to your claude_desktop_config.json. Other tools have similar setup flows.

Read vs Write actions

Token security

MCP pricing

Already on Growth or Scale? MCP is included in your platform plan at no extra charge.

FAQ

What happens when my Meta token expires?

You will see a reconnect banner in the app. Click it, re-authenticate with Facebook, and you are back. No data is lost.

Can I upgrade my plan mid-cycle?

Yes. Upgrades take effect immediately. You will be charged the prorated difference for the remainder of your billing cycle.

How do I add more ad accounts?

Go to your account settings, reconnect Meta if needed, then select additional accounts from the picker. Your plan limit determines the maximum.

Is my data secure?

Yes. Access tokens are encrypted at rest, all connections use HTTPS, and we never store your Facebook password. See our Privacy Policy for full details.

How do I cancel?

You can cancel anytime from your account settings. Your access continues until the end of your current billing period.

Can I use MCP without a platform subscription?

Yes. MCP standalone plans (Starter, Pro, Business) work independently. You get API access to your ad accounts without needing the Cofoundr dashboard. If you want both, Growth and Scale platform plans include MCP at no extra cost.

What AI tools work with MCP?

Any tool that supports the Model Context Protocol, including Claude Desktop, ChatGPT (via plugins), Cursor, Windsurf, and custom agents built with the MCP SDK. If your tool can connect to an MCP server, it works with Cofoundr.

Need more help?

Email us at [email protected]. We typically respond within 24 hours.