MCP Playbooks. Real jobs, step by step.
One job per playbook: which servers and AI app you need, the workflow step by step, example prompts, the guardrails to keep, and what to measure.
We grow your business with
- CROturn traffic into leads
- SEOrank & get found
- GEOwin generative search
- AEOget cited by AI answers
Playbooks use only tools that the vendors document, and they start read-only wherever possible. Steps are checked against vendor documentation on the date shown; we don't claim to have run them, except with LedgerMCP, which eSEOspace built.
Playbooks
Marketing and content
Reports, research, content and design work with MCP.
Weekly Marketing Reports with MCP: A Step-by-Step Playbook
Build a weekly marketing report from GA4, Google Ads, Meta ads and Clarity data through MCP servers, with real tool names, example prompts and safe guardrails.
Read the guide →SEO Content Briefs with MCP: A Step-by-Step Playbook
Build SEO content briefs with Ahrefs, Semrush or DataForSEO MCP servers: which tools to call, example prompts, API unit costs and what an editor should still own.
Read the guide →Competitor Research with MCP: A Step-by-Step Playbook
Run competitor research through Ahrefs, Semrush, Similarweb and DataForSEO MCP servers: what each covers, the workflow, example prompts, costs and guardrails.
Read the guide →Website Content Updates with MCP: A Step-by-Step Playbook
Update website copy, SEO fields and CMS items through the WordPress MCP Adapter, Webflow or Wix MCP servers, with a draft-review-publish flow and guardrails.
Read the guide →Design Assets with MCP: A Step-by-Step Playbook for Canva and Figma
Create, resize and export marketing assets with the Canva and Figma MCP servers: tool names, plan rules, example prompts and review steps for brand control.
Read the guide →Social Media Calendar with MCP: A Step-by-Step Playbook
Plan and fill a weekly social media calendar in Buffer or Hootsuite through MCP: tools to connect, draft-first steps, prompts, guardrails and metrics.
Read the guide →Producing an Email Newsletter with MCP: A Step-by-Step Playbook
A playbook for planning, drafting and reviewing an email newsletter with the Klaviyo or Brevo MCP servers: documented tools, prompts, send guardrails and metrics.
Read the guide →
Playbooks
Sales, support and clients
Prospect research, meetings, tickets, knowledge and onboarding.
Lead Research with MCP: A Step-by-Step Playbook
How to research and qualify leads with an AI assistant over MCP using Apollo, web search servers and your CRM, with approvals before any record or sequence change.
Read the guide →Sales Meeting Prep with MCP: A Step-by-Step Playbook
A playbook for building a one-page sales meeting brief with an AI assistant over MCP, pulling from your calendar, CRM, Gong call insights, email and the web.
Read the guide →CRM Cleanup with MCP: A Step-by-Step Playbook for HubSpot
A step-by-step playbook for cleaning a HubSpot CRM with an AI assistant over MCP: audit records, fix properties, flag duplicates and keep deletes human.
Read the guide →Support Ticket Triage with MCP: A Step-by-Step Playbook
A step-by-step playbook for triaging support tickets with MCP and Intercom, Freshdesk, Front or Help Scout: tools, prompts, guardrails and what to track.
Read the guide →Answering Questions from Your Knowledge Base with MCP: A Step-by-Step Playbook
How to answer staff questions from Notion or Confluence with MCP: the servers, documented tools, a cited-answer workflow, prompts, guardrails and what to track.
Read the guide →Proposal Drafting with MCP: A Step-by-Step Playbook
Draft client proposals with an AI assistant over MCP: reuse past proposals in Google Drive or Box, pull CRM deal context and prepare Docusign envelopes.
Read the guide →Client Onboarding with MCP: A Step-by-Step Playbook
Set up a new client project in Asana, monday.com or Linear through MCP: what to connect, the steps, sample prompts, guardrails and what to track.
Read the guide →
Playbooks
Projects and operations
Status reports, tasks and day-to-day operations.
Project Status Reports with MCP: A Step-by-Step Playbook
Draft a weekly project status report from Jira or Asana through MCP: servers to connect, the read-only workflow, sample prompts, guardrails and metrics.
Read the guide →Meeting Notes to Tasks with MCP: A Step-by-Step Playbook
Turn Zoom, Loom or monday.com meeting notes into assigned tasks through MCP: which servers to use, the steps, prompts, guardrails and what to measure.
Read the guide →Resolving Ecommerce Order Issues with MCP: A Step-by-Step Playbook
A playbook for investigating order problems with Shopify and Stripe through MCP: documented tools, a step-by-step workflow, prompts, refund guardrails and metrics.
Read the guide →Inventory Reorder with MCP and Shopify: A Step-by-Step Playbook
Plan inventory reorders with an AI assistant and Shopify's official AI plugin: check stock by location, read sales velocity and draft a reorder list you approve.
Read the guide →
Playbooks
Finance and bookkeeping
Month-end, invoices, expenses and cash flow.
Month-End Close with MCP: A Step-by-Step Playbook
A month-end close playbook for AI assistants connected over MCP to LedgerMCP, QuickBooks or Xero: the steps, tools, prompts, guardrails and what to track.
Read the guide →Invoice Follow-Up with MCP: A Step-by-Step Playbook
Chase unpaid invoices with an AI assistant over MCP using Stripe, QuickBooks or LedgerMCP: find overdue invoices, draft reminders, and keep a person on sends.
Read the guide →Expense Categorization with MCP: A Step-by-Step Playbook
Categorize business expenses with an AI assistant over MCP: LedgerMCP, QuickBooks, Xero, Ramp and Expensify tools, a weekly workflow, prompts and guardrails.
Read the guide →Cash Flow Reporting with MCP: A Step-by-Step Playbook
Build a weekly cash flow report with an AI assistant over MCP: cash position, money owed in and out, Stripe payouts and a short outlook, using documented tools.
Read the guide →
Playbooks
Developers and IT
Incidents, code review, databases, deploys, testing and docs.
Incident Triage with MCP: A Step-by-Step Playbook (Sentry and Datadog)
A step-by-step MCP playbook for triaging production incidents with the Sentry and Datadog MCP servers: setup, workflow, prompts, guardrails and metrics.
Read the guide →Pull Request Review with MCP: A Step-by-Step Playbook (GitHub)
A step-by-step playbook for reviewing GitHub pull requests with an AI agent over MCP: the tools GitHub documents, a draft-review workflow, prompts and guardrails.
Read the guide →Database Schema Changes with MCP: A Step-by-Step Playbook (Supabase and Neon)
A step-by-step MCP playbook for planning, testing and applying Postgres schema changes with the Supabase and Neon MCP servers, using branches and approvals.
Read the guide →Deploy Checks with MCP: A Step-by-Step Playbook (Vercel, Netlify, Cloudflare)
A step-by-step MCP playbook for checking deployments with the Vercel, Netlify and Cloudflare MCP servers: build logs, runtime errors, page checks and guardrails.
Read the guide →Browser Testing with MCP: A Step-by-Step Playbook (Playwright and Chrome DevTools)
An MCP playbook for exploratory browser testing with the Playwright and Chrome DevTools MCP servers: user flows, console and network checks, audits and guardrails.
Read the guide →Docs Lookup for Developers with MCP: A Step-by-Step Playbook (Context7)
A playbook for giving coding agents current, version-specific library docs with the Context7 MCP server: setup, workflow, prompts, guardrails and metrics.
Read the guide →
Playbooks
Rolling MCP out safely
Pilots, approved servers, permissions, training, incidents and measuring results.
Your First 30 Days of MCP: A Pilot Rollout Playbook
A 30-day MCP pilot plan: pick one workflow and a small group, approve a few servers, start read-only, train champions, then decide whether to expand.
Read the guide →How to Build an Approved MCP Server List: A Step-by-Step Playbook
How to build and enforce an approved MCP server list: intake, review, pinning versions, and enforcing it in Claude, Claude Code, ChatGPT and gateways.
Read the guide →MCP Permission Review: A Step-by-Step Playbook for Scopes, Tools and Approvals
Review what each MCP server is allowed to do: OAuth scopes, write and delete tools, and approval settings in Claude and ChatGPT, with least privilege as the goal.
Read the guide →MCP Access Review with Gateways and Audit Logs: A Step-by-Step Playbook
A quarterly MCP access review: list who can reach which servers and tools, compare it with gateway and client logs, then revoke what nobody needs.
Read the guide →Training Staff to Use MCP Safely: A Step-by-Step Playbook
A practical plan to train staff on MCP: what connectors do, how approval prompts work, spotting prompt injection, and when to stop and report a problem.
Read the guide →When an MCP Tool Misbehaves: An Incident Response Playbook
A runbook for one MCP tool that acts wrong: wrong edits, odd sends or errors. Turn it off, keep evidence, reproduce safely, fix, then turn it back on with checks.
Read the guide →Measuring the ROI of MCP: A Step-by-Step Playbook
How to measure whether MCP is paying off: set a baseline, pull usage data from Claude and Claude Code analytics, log tool calls and compare cost to time saved.
Read the guide →
FAQ
Common questions
What is an MCP playbook?
Which AI app do I need?
Is it safe to let an AI app do these jobs?
Can you set a playbook up for us?
Project Managers who will work with you on your project!
Irina S.
Benjamin G.
David G.
Jeanette M.
Mark S.
Maryna P.
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