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Optmyzr Sidekick MCP - User Guide

Written by Radhika Shenoy
Updated over a week ago

Optmyzr provides a Model Context Protocol (MCP) endpoint that allows AI assistants to securely interact with your Optmyzr account through Sidekick.

With MCP, you can connect AI clients such as Claude to Optmyzr and perform the same analysis, reporting, and workflow creation that you would normally do in the Optmyzr UI.

This article explains what MCP is, how it works with Sidekick, and how to configure the Optmyzr MCP endpoint.

What is MCP?

Model Context Protocol (MCP) is a standard that allows AI assistants to connect to external tools and data sources.

Using MCP, an AI client can:

  • Query structured data from external systems

  • Execute workflows and tools

  • Retrieve documentation and contextual information

In the case of Optmyzr, MCP allows supported AI assistants to access Sidekick capabilities.

When Should You Use the Optmyzr MCP?

The Optmyzr MCP is useful when you want to interact with Optmyzr from an external AI assistant instead of working directly inside the Optmyzr interface.

You may find MCP helpful if you want to:

  • Work from your AI workspace. If you use Claude as your primary AI assistant, MCP allows you to analyze performance, generate strategies, and retrieve Optmyzr data without opening the Optmyzr platform.

  • Combine Optmyzr with other tools. AI assistants can combine Optmyzr data with information from other sources, such as documents, spreadsheets, or analytics platforms, to produce broader analyses.

  • Build AI-driven workflows. MCP enables AI assistants to chain multiple actions together, such as analyzing performance, generating a Rule Engine strategy, and creating alerts in a single interaction.

  • Run advanced analysis across accounts. AI assistants can retrieve data from multiple accounts and summarize trends or opportunities across your portfolio.

For many day-to-day optimization tasks, using Sidekick directly inside Optmyzr will still be the simplest option. MCP simply provides another way to access Sidekick capabilities from external AI environments.

Sidekick and MCP

Optmyzr Sidekick is Optmyzr’s AI assistant designed to help advertisers analyze performance, discover insights, and build optimization workflows.

Through MCP, the same capabilities available in the Sidekick interface inside Optmyzr can also be accessed through compatible AI clients. This means you can:

  • Run PPC analysis on connected ad accounts

  • Generate Rule Engine strategies

  • Retrieve performance reports

  • Create and review alerts

  • Discover relevant Optmyzr tools

  • Build custom AI workflows that combine multiple tasks

All actions executed through MCP interact with your Optmyzr account in the same way as using Sidekick in the UI.

You can get a full overview of Sidekick features here.

Configure the Optmyzr MCP

Currently, you can connect the Optmyzr MCP server to Claude. There are two configuration methods depending on your Claude plan.

Prerequisite: Install Node.js

Before using the MCP, you may need to install Node.js on your system.

You can download Node.js directly from the official website: https://nodejs.org/en/download

We recommend using the prebuilt Node.js installer, as it is the fastest and simplest option. You’ll only need to select your operating system (Windows, macOS, or Linux), and follow the installation instructions provided.

Once installed, you’ll be ready to proceed with MCP setup.

Method 1: Using Connectors (Claude subscription required)

If you have a Claude subscription, you can configure MCP using Connectors.

Steps:

  1. Open Claude Desktop

  2. Go to Settings

  3. Navigate to Connectors

  4. Click Add Custom Connector

  5. Save the connector

  6. Restart Claude

After restarting, Claude will be able to access Optmyzr MCP functions.

Please note that you will be prompted to log into your Optmyzr account the first time you use Claude with the Sidekick MCP.

Method 2: Manual Configuration (Free plan)

If you are using the free version of Claude, you can configure MCP manually.

Steps:

  1. Open Claude Desktop

  2. Go to Settings

  3. Navigate to Developer

  4. Click Edit Config

  5. Open the file: claude_desktop_config.json

  6. Add the following configuration:

    {

    "mcpServers": {

    "optmyzrMCPServer": {

    "command": "npx",

    "args": [

    "mcp-remote",

    "https://tools.optmyzr.com/OptmyzrMcp.svc"

    ]

    }

    }

    }

  7. Save the file

  8. Restart Claude Desktop

Claude will now be able to access Optmyzr through MCP.

Available MCP Functions

The Optmyzr MCP provides the following functions that AI clients can use to interact with your Optmyzr account.

Function

Description

get_active_accounts

Returns all active accounts connected to your Optmyzr profile.

get_ppc_report

Fetches ad account performance data based on user queries. Supports filtering, sorting, limits, and pagination for deeper analysis.

get_merchant_feed_details

Retrieves merchant feed details based on provided filter criteria.

get_configured_alerts

Fetches the latest configured alerts. Results can be filtered by account, metric, level, or alert type. Returns the latest 10 alerts by default.

get_triggered_alerts

Retrieves recently triggered alerts for the user. Can be filtered by level, entry type, and metric.

create_or_edit_alert

Creates a new alert or updates an existing alert using a valid schema payload. In edit mode, only specific fields can be modified.

re_generate_strategy_chain

Generates a complete Rule Engine strategy from a natural language description. The process creates the strategy, executes it, analyzes the results, and provides AI recommendations.

fetch_relevant_tools

Suggests relevant Optmyzr tools based on the user’s query and may also retrieve related help articles.

fetch_help_articles

Retrieves relevant Optmyzr help articles based on the user’s query.

login

Logs into an Optmyzr account.

update_language_preference

Updates the user’s language preference when they request a supported language.

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