Advertising · Available
The Trade Desk for Claude, ChatGPT and Copilot
How is each campaign pacing against its flight budget? Which ad groups win too few impressions, which connected TV inventory performs, and how did bid list changes move cost? Traders and planners ask The Trade Desk these questions through Claude, ChatGPT or Copilot. Roles limit people to their advertisers, and budget or bid changes above your threshold need approval. Setup is a guided pilot covering the advertisers you choose.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask The Trade Desk?
Questions from programmatic trader, media planner, ad operations manager and others, answered from live The Trade Desk data and only for the people allowed to see them.
Records it works with
- Campaigns
- Ad groups
- Creatives
- Bid lists
- Seeds
- Advertisers
- Flights
- Programmatic trader
“Which campaigns are pacing more than 15% behind their flight budget this week?”
- Media planner
“How did cost per completed view on connected TV compare with online video for the Q3 campaign?”
- Ad operations manager
“Which ad groups have a win rate under 5% and spent less than half their daily budget?”
- Agency account director
“How much has each advertiser spent this month across all campaigns?”
- Programmatic analyst
“Which sites and apps in the brand awareness ad group had the highest viewability last week?”
- Retail media manager
“Which audience segments drove the lowest cost per acquisition in the holiday campaign?”
Changes, governed
What the assistant can prepare in The Trade Desk
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to The Trade Desk under a named person.
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Increase an ad group's base bid
Bid increases over 20% or above a $12 CPM need the programmatic lead to approve.
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Move budget between flights in a campaign
Shifting more than $5,000 or 10% of a campaign's budget needs the account director to approve.
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Add domains to a blocking bid list
A trader may edit one advertiser's own bid list; lists shared across advertisers need ad operations to approve.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for The Trade Desk
Programmatic budgets are large and pacing errors compound fast across thousands of auctions a second. Traders reach only the advertisers they buy for. Bids, budgets and bid lists appear before and after, and changes past your threshold need the programmatic lead or account director. When a client asks who moved money between flights, the answer is on record.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the The Trade Desk records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How The Trade Desk gets connected
We connect The Trade Desk for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the The Trade Desk questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your The Trade Desk administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
The Trade Desk questions
Can ChatGPT report on The Trade Desk campaign pacing?
Yes, through mcpbizapps. It compares spend to date with each flight budget and the days left, and lists the ad groups slowing a campaign down, so a trader can act before the flight ends.
Does it work with bid lists?
Yes. It can read which bid lists apply to an ad group and prepare edits, such as blocking domains or adjusting a bid factor, as a preview. Shared bid lists follow a stricter approval rule because they touch many campaigns.
Is it useful for agencies with many advertisers?
Yes. Roles map to the advertisers in your account, so each trader works only on the clients they serve, and budget and bid thresholds can be set per advertiser to match each client agreement.
Does mcpbizapps keep a copy of our The Trade Desk data?
No. When someone asks a question, mcpbizapps reads the answer live from The Trade Desk through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
The Trade Desk is a trademark of its owner. mcpbizapps is not affiliated with The Trade Desk; the name describes the connection only.
Related
Often connected alongside The Trade Desk
Part of Marketing and advertising: Campaigns, audiences, analytics and ad spend.
Start
Bring The Trade Desk into your AI assistant
Tell us how your team uses The Trade Desk, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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