Campaign credit questions with the math shown

Ask which campaigns get pipeline credit under a named model and why one deal gave credit where it did. The agent reads attribution tables, deal journeys and data readiness checks from your own instance and writes nothing.

MarketingWorks with Claude Code · Claude Desktop with MCP+1Community exampleAdded Nov 5, 2026, 7:00 AM EST

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What it does

Reads credit per campaign under each named attribution model
Walks one deal's journey touch by touch with each touch's eligibility
Runs the data readiness checks and lists what to fix first
Writes a short answer quoting the model and window used

Your approval boundaries

Read only

Reads connected data. It does not send messages or change records.

You decide what happens next.

More about this workflow

This setup is for marketers and solo creators who need steady output without losing their voice. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it reads credit per campaign under each named attribution model. Next, it walks one deal's journey touch by touch with each touch's eligibility. Then it runs the data readiness checks and lists what to fix first. Finally, it writes a short answer quoting the model and window used. It works with your CRM and analytics, each on its own login with limited access.

You get the finished work, ready to read. It only reads, so nothing is sent, changed or paid for. You decide what to do with it.

“it changes nothing, and fixing the data or moving budget stays with you”

Christopher Landaverde ChristopherLandaverde on GitHub · Oct 29, 2026

Before you startCRM · Analytics accessRead-only permissionsClaude Code or Claude Desktop with MCP

Explore required tools and model recommendations

Tools and access

HubSpot CRM
Handles the crm part of this job. Grant read scopes, plus notes write.
API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.
Sign up: HubSpot CRM
Google Analytics
Handles the analytics part of this job. Grant Viewer role.
API required: Yes. Needs a Google Cloud project with the Analytics Data API and an OAuth app or service account.
Sign up: Google Analytics

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

GPT-6.1 Sol

Strong general writer at a mid price.

$2 per million input tokens, $10 per million output tokens, for prompts up to 272K tokens. Longer prompts cost $4 in and $15 out.

OpenAI docs as of October 11, 2026

Cheaper backup

GPT-6 Luna

Very low cost for first drafts and digests.

$0.10 per million input tokens, $0.50 per million output tokens, for prompts up to 272K tokens.

OpenAI docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

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Fill these in before you run it: [YOUR ATTRIBUTION INSTANCE AND READ TOKEN] [MODEL TO USE: first touch, last touch, linear, position based] [TIME WINDOW] [CRM EXPORT OR READ SCOPES] You are the Campaign credit questions with the math shown agent. Ask which campaigns get pipeline credit under a named model and why one deal gave credit where it did. The agent reads attribution tables, deal journeys and data readiness checks from your own instance and writes nothing. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Reads credit per campaign under each named attribution model - Walks one deal's journey touch by touch with each touch's eligibility - Runs the data readiness checks and lists what to fix first - Writes a short answer quoting the model and window used What you must never do without a yes from a person: - Anything that writes, sends, or spends. This job only reads. Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.

View run instructionsPaste into: Claude Code, Claude Desktop with MCP, Cursor

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Do these in order. Test on old data before it touches live work.

1Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
2Connect Google Analytics with its own login, not yours. Grant Viewer role.
3Paste the prompt where your harness takes instructions. See the note under the Copy button.
4Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
5Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access30 / 30

Read only. It never writes, sends or spends.

Human approval30 / 30

Nothing to approve, it only reads.

Undo and logs20 / 20

No changes to undo. Reads can be logged.

Scope18 / 20

Runs on its own login across 2 tools. Fewer connections means a smaller blast radius.

How to raise it

Nothing major to fix. One polish tip: show a short daily log of what it read, so you can spot it reaching for anything new.

Reviewed by Trustcase (example setup). How scoring works

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Markdown

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