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Get Account UTM Defaults

get_account_utm_defaults
Read-only

Read the ACCOUNT-level UTM defaults - the tracking parameters every campaign channel inherits unless it stores its own.

            KEYWORDS: utm, utms, utm_source, utm_medium, utm_campaign, utm_term, utm_content, tracking parameters, account default, defaults, inherited, placeholder, UPDATE ME

            USE THIS TOOL WHEN THE USER ASKS:
            - "What are our default UTMs?" / "What UTM settings does the account use?"
            - "Which channels have customised UTM defaults?"
            - As the baseline before judging whether a campaign overrides anything.

            INHERITANCE RULE - READ BEFORE ANSWERING ANY UTM QUESTION:
            UTMs are inherited, never blank. A campaign channel with an empty stored
            mapping does NOT have "no UTMs" - it tracks with the account's UTM defaults,
            and where the account set nothing it tracks with the Metadata platform default.
            Roughly half of all channel rows in production are in that inherited state.
            NEVER report "no UTMs configured" from an empty stored field: report the
            resolved value and its origin.

            ORIGIN IS PER CHANNEL, not per key: a channel with an empty stored mapping
            inherits the account default whole, so a channel whose resolved mapping differs
            at all from that is stored on the campaign and every one of its values is an
            override. The per-key `same_as_default` flag says whether that one key happens
            to match the default anyway.

            ORIGIN VALUES:
            - campaign_override: stored on this campaign channel, differs from what it would inherit.
            - account_default: inherited from this account's UTM defaults.
            - platform_default: inherited from the Metadata-wide default (account set nothing).
            - not_set: the channel really has no UTM mapping (non-sponsored channels only).

            HONEST LIMIT: a campaign that stores a mapping identical to the default it
            would inherit is reported as inherited. The platform returns resolved values
            with no provenance, so that case cannot be distinguished - say so rather than
            claiming the campaign has no override.

            TRACKING TIMING AND TOKEN MEANING:

Leads using server-resolved campaign UTMs use the current saved mapping when the platform processes them, without waiting for an ad republish. Captured URL or caller-supplied values can follow a different ingestion path, so do not generalize this timing to every new lead. Native click-time macros retain values captured from the lead's click URL. Ad click URLs have a separate publication timeline: a draft uses the saved mapping at launch, and launched ads use it on their next campaign publish. Saving a launched Microsoft Ads campaign triggers a live UTM push. AD_NAME is a dynamic token, not necessarily an individual ad name: standard experiments use their ad group name when present, otherwise their creative name; native ad structures use the native ad's own name. CAMPAIGN_NAME uses the wizard campaign name. Saving a launched campaign can also queue an asynchronous existing-lead UTM refresh. Do not assume historical rows are immutable or that all old rows have already refreshed. Verify the saved mapping with get_campaign_utms and actual lead values and ingestion timing separately from live ad click URLs; a supplied or backfilled lead creation date alone does not prove when its UTMs were resolved.

            Takes no parameters - the account comes from the caller's credentials.
            There is no cross-account lookup.

            RESPONSE SHAPE:
            {
              "channels": {
                "LINKEDIN": {"origin": "account_default", "values": {"UTM_SOURCE": "Acme", ...}},
                "FACEBOOK": {"origin": "platform_default", "values": {"UTM_SOURCE": "Metadata", ...}}
              },
              "platform_default": {"UTM_SOURCE": "Metadata", "UTM_MEDIUM": "AD_CHANNEL", ...},
              "notes": ["..."]
            }

            A channel reported as platform_default was never customised on this account; the
            values shown are the ones campaigns actually inherit, not a blank.

            READ-ONLY. No tool here edits the defaults (set_campaign_utms edits ONE campaign
            channel's mapping, never the account defaults).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.5/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already establish the safe read profile (readOnlyHint=true, destructiveHint=false, openWorldHint=false), and the description goes well beyond them: it documents the inheritance rule, the four origin values, the honest limitation that identical stored mappings cannot be distinguished from inherited ones, and that a channel reported as platform_default was never customised. It also states there is no cross-account lookup. The timing/token section is detailed but partly about downstream systems rather than this tool's own behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The core purpose and the inheritance rule are front-loaded, which is good, but the entry runs roughly 600 words for a zero-parameter read tool. The tracking-timing and dynamic-token sections (AD_NAME resolution, Microsoft Ads republish, asynchronous lead refresh) are lengthy and only tangentially needed to call this tool correctly, diluting the actionable content.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema exists, but the description supplies an explicit RESPONSE SHAPE with origin/values/platform_default/notes, plus the semantics of each origin value and the caveat that platform_default values are the real inherited values rather than blanks. An agent has everything needed to interpret and report the result correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Zero parameters, so the rubric baseline is 4. The description usefully confirms this is not an oversight by explaining that the account is derived from caller credentials and that cross-account lookup is impossible, which is the only parameter-adjacent information that could matter here.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The first sentence states a precise verb+resource+scope: read ACCOUNT-level UTM defaults, the tracking parameters channels inherit. It explicitly differentiates itself from siblings by naming get_campaign_utms (verification) and set_campaign_utms (edits one campaign channel, never account defaults), so an agent can route correctly without opening schemas.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

There is an explicit 'USE THIS TOOL WHEN THE USER ASKS' list of user phrasings, an instruction to use it as the baseline before judging campaign overrides, and named alternatives for the adjacent jobs (get_campaign_utms for saved mappings, set_campaign_utms for edits). When-to-use and when-not-to-use are both covered.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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