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Connect The Trade Desk to Claude

Connect The Trade Desk to Claude and ask about any metrics or dimensions using current integrations data. No CSV exports or manual campaign summaries.

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How to connect The Trade Desk to Claude ?

Three steps to your first source-aware prompt.

Step one

Authorize the The Trade Desk account in Catchr

Select The Trade Desk, sign in, and choose the client or business accounts you want to connect.

Client A · Connected sources
5 sources ready
Meta Ads 3 advertising accounts Connected
Google Ads 2 advertising accounts Connected
Google Analytics 4 1 web property Connected
HubSpot 1 CRM portal Connected
Step two

Add the Catchr MCP as a custom connector in Claude

Configure the Catchr remote MCP connection in Claude using the connector details from Catchr.

Step three

Choose, adapt, and run a prompt.

Replace account, period, KPI target, and threshold variables before you ask Claude.

A simple client question should not trigger an hour of data prep.

“Why did CPA rise?” sounds simple. The answer is usually buried across exports, formulas, filters, and tabs before the analysis can even start.

Pull another CSV

Choose the right account, date range, breakdowns, and fields. Then wait for the file and do it again when the question changes.

Rebuild the context

Rename columns, fix formats, join tabs, and check formulas before you can trust the comparison.

Summarize it by hand

Turn the numbers into a client-ready answer, then repeat the whole process for the inevitable follow-up.

Ask the account. Get to the explanation.

Catchr MCP gives Claude access to the marketing accounts you select, so each follow-up starts with the same marketing context instead of a new manual export.

The hard way

Prepare data before every question.

  • Export files from the marketing platform
  • Reformat and reconcile columns
  • Rebuild the analysis for each follow-up
The Catchr way

Connect once. Keep asking.

  • Select the right accounts and data
  • Ask in the language your team already uses
  • Investigate with follow-up questions

Twelve The Trade Desk prompts for analyzing real account data.

Choose your role, open a workflow, then replace the bracketed variables before pasting the prompt into Claude. Every prompt asks for evidence, limits, and a concrete output.

Agency promptCopy prompt
Multi-Client The Trade Desk Health Radar
Using the Catchr MCP, analyze The Trade Desk for [List of Client Accounts] over [Reporting Period] against [Comparison Period]. For each account, review Cpa In Advertiser Currency, Clicks, and Conversions and break the results down by Ad Groups Campaign End Date and Ad Groups Campaign Start Date. Focus on budget efficiency, pacing, and conversion quality. Rank accounts as Healthy, Watch, or Critical using [Client Targets or Historical Baseline], and show the evidence behind each status. Return a client-ready table with the account, main change, supporting fields, business implication, recommended next action, and one sentence for the next client meeting. Separate observed changes from possible explanations, respect the reporting grain, and do not claim causation when The Trade Desk only shows correlation.
Client-Ready The Trade Desk Performance Brief
Using the Catchr MCP, review The Trade Desk for [Client Account] during [Reporting Period] versus [Comparison Period]. Review Conversions, Ctr, and Media Cost Usd and break the results down by Ad Groups Campaign Name and Ad Groups Campaign Status. Explain what improved, what declined, and which changes are material for campaign, audience, placement, and creative performance. Produce an executive summary, three evidence-backed wins, three risks, and a prioritized action plan with owner and review date. Include a compact evidence table that ties every conclusion to the returned fields. State any unavailable field, incompatible reporting level, or small-sample limitation before recommending action, and write the final recap in language an agency account manager can use with the client.
The Trade Desk Opportunity and Risk Map
Using the Catchr MCP, compare The Trade Desk across [List of Client Accounts] for [Period] using [Materiality Threshold] and [Client-Specific Targets]. For every account, review Media Cost Usd, Revenue, and 01 - Click Conversion Revenue and break the results down by Ad Groups Campaign Objective and Ad Groups Campaign Channel Type. Investigate audience and placement differences that explain performance gaps and creative fatigue, delivery constraints, and reallocation opportunities. Build an opportunity-and-risk map ranked by business relevance, confidence, and urgency. For each finding, show the account, observed change, supporting fields, plausible explanations, first validation step, and recommended client action. Keep each client separate before creating a portfolio summary, and avoid applying one account's baseline, currency, attribution rule, or reporting definition to another.
Morning The Trade Desk Priority Queue
Using the Catchr MCP, pull The Trade Desk for [List of Client Accounts] over [Recent Period] and compare it with [Baseline Period]. For each client, review 01 - Click Conversion Revenue, 02 - Click Conversion Revenue, and 03 - Click Conversion Revenue and break the results down by Ad Groups Campaign Impressions Only Budgeting CPM and Ad Groups Auto Optimization Settings Is Use Clicks As Conversions Enabled. Flag changes beyond [Alert Threshold], separate high-value issues from low-volume noise, and rank the work I should handle today. Return a queue with the client, issue, exact evidence, likely impact stated cautiously, first validation step, recommended action, and a short update I can send to the client. Do not merge accounts until each result has been checked against its own target, currency, timezone, and reporting grain.
Monthly The Trade Desk Client Report
Using the Catchr MCP, create a monthly The Trade Desk report for [Client Account] covering [Current Period] versus [Previous Period]. Review 03 - Click Conversion Revenue, 04 - Click Conversion Revenue, and 05 - Click Conversion Revenue and break the results down by Date and Campaigns Budget Ad Group Spend Prioritization Type. Explain the most important movement in campaign, audience, placement, and creative performance, including what stayed stable and what needs attention. Write a plain-English report with an executive summary, a concise evidence table, three wins, three concerns, and three actions for [Next Period]. Attach an owner and success measure to each action. State the latest available date and any missing fields or intervals so the client can distinguish measured facts from assumptions or incomplete coverage.
The Trade Desk Optimization Backlog
Using the Catchr MCP, analyze The Trade Desk for [Client Account] over [Lookback Period]. Review 05 - Click Conversion Revenue, 06 - Click Conversion Revenue, and 01 - Conversion Touch Revenue and break the results down by Ad Groups Campaign Budget In Impressions and Ad Groups Campaign Minimum Ad Group Spend In Advertiser Currency. Identify the largest opportunities related to budget efficiency, pacing, and conversion quality and creative fatigue, delivery constraints, and reallocation opportunities, then create an optimization backlog ranked by expected impact, effort, and confidence. For every task, include the observed evidence, a specific action, an owner, a due date, a success metric, and a guardrail that would stop the test. Use [Minimum Volume] and [Materiality Threshold] to avoid reacting to noise, and label any recommendation that requires a field or business definition not available in the returned dataset.
The Trade Desk Campaign Efficiency and Pacing Review
Using the Catchr MCP, analyze The Trade Desk for [Account or Entity] over [Reporting Period] versus [Comparison Period]. Review 01 - Conversion Touch Revenue, 01 - Time Weighted Decay Conversion Revenue, and 01 - View Through Conversion Revenue and break the results down by Campaigns Minimum Ad Group Spend In Advertiser Currency and Ad Groups Budget Spend Priority. Concentrate on budget efficiency, pacing, and conversion quality. Identify the entities and periods driving the largest change, distinguish material movement from normal variation using [Minimum Volume] and [Business Target], and explain what the available fields can and cannot prove. Return a ranked findings table with evidence, business implication, confidence, and recommended next action, followed by a short decision summary. Keep calculations at a compatible reporting grain and do not invent a metric when The Trade Desk exposes only a related signal.
The Trade Desk Audience and Placement Opportunity Map
Using the Catchr MCP, investigate The Trade Desk for [Account or Entity] across [Period] with a focus on audience and placement differences that explain performance gaps. Review 01 - View Through Conversion Revenue, 02 - Conversion Touch Revenue, and 02 - Time Weighted Decay Conversion Revenue and break the results down by Ad Groups Campaign Partner Cost Percentage Fee and Ad Groups Campaign Custom ROAS Type. Compare relevant entities against [Target, Peer Group, or Historical Baseline], then locate the strongest opportunities and clearest deterioration. For every finding, show the returned values, comparison dimension, possible explanations, and next check required before action. Deliver a prioritized opportunity map with owner, action, expected signal of improvement, and review date. Treat associations as hypotheses unless the available The Trade Desk fields establish a direct relationship.
The Trade Desk Creative Performance and Fatigue Scan
Using the Catchr MCP, review The Trade Desk for [Account or Entity] over [Lookback Period] to assess creative fatigue, delivery constraints, and reallocation opportunities. Review 02 - Time Weighted Decay Conversion Revenue, 02 - View Through Conversion Revenue, and 03 - Conversion Touch Revenue and break the results down by Ad Groups Campaign Custom CPA Click Weight and Ad Groups Auto Optimization Settings Is Use Secondary Conversions Enabled. Flag changes outside [Tolerance], rank them by materiality and confidence, and separate confirmed data observations from possible operational causes. Return an exception table with the affected entity, period, supporting fields, severity, owner, first validation step, and recommended response. End with three repeatable monitoring rules, including the threshold, minimum volume, and required field. Do not present an unusual value as proof of an error or business cause.
The Trade Desk Data Quality Audit
Using the Catchr MCP, audit The Trade Desk for [Account or All Connected Accounts] over [Period]. Review 03 - Conversion Touch Revenue, 03 - Time Weighted Decay Conversion Revenue, and 03 - View Through Conversion Revenue and break the results down by Ad Groups Budget In Impressions and Ad Groups Current Flight Budget In Impressions. Check completeness, unexpected nulls, duplicate identifiers at [Expected Grain], invalid values, incompatible aggregation levels, and date consistency where the returned fields support those tests. Return rule-level failure counts and a severity-ranked exception sample with account, field, observed value, expected condition, and reproducible validation step. Distinguish source-data issues from extraction or modeling issues, and do not infer uniqueness, join keys, or business meaning unless confirmed in [Data Contract or Source Documentation].
The Trade Desk Freshness and Coverage Monitor
Using the Catchr MCP, monitor The Trade Desk delivery for [Account or All Connected Accounts] across [Lookback Period]. Review 03 - View Through Conversion Revenue, 04 - Conversion Touch Revenue, and 04 - Time Weighted Decay Conversion Revenue and break the results down by Ad Groups Current Or Next Flight Budget In Impressions and Ad Groups Next Flight Budget In Impressions. Measure date coverage, latest available record, row or entity volume, missing intervals, and field population against [Expected Schedule] and [Freshness SLA]. Flag stale extraction, flatlined volume, schema coverage changes, and gaps beyond [Absolute and Relative Thresholds]. Return an account-level health summary plus an investigation table with first affected period, supporting fields, likely failure domain stated cautiously, owner, and next validation query. Separate genuine source inactivity from a pipeline issue whenever the evidence cannot distinguish them.
The Trade Desk Drift and Reconciliation Review
Using the Catchr MCP, compare The Trade Desk across [Current Window] and [Baseline Window] for [Account or All Connected Accounts]. Review 04 - Time Weighted Decay Conversion Revenue and 04 - View Through Conversion Revenue and break the results down by Ad Groups Audience Settings Recency Exclusion Window In Minutes. Profile distributions, null rates, distinct-value counts, volume, and material changes at the declared reporting grain. Reconcile related fields only when their definitions and aggregation levels are compatible. Flag abrupt shifts beyond [Drift Threshold], inconsistent totals, and values that violate [Business or Data Contract Rules]. Produce a reproducible alert table with evidence, severity, probable domain, and next check, followed by a concise assessment of which analyses may be unreliable until each issue is resolved.
Replace [variables] Facts ≠ hypotheses Action + follow-up metric

The Trade Desk to Claude FAQs

Clear answers for marketers comparing connectors, data sources, reporting workflows, and dashboard setup.

What The Trade Desk data can Claude analyze through Catchr?

Claude can query connected The Trade Desk data for campaign, audience, placement, and creative performance. Representative available fields include Cpa In Advertiser Currency, Clicks, Conversions, Ctr, and Media Cost Usd. Useful breakdowns include Ad Groups Campaign End Date, Ad Groups Campaign Start Date, Ad Groups Campaign Name, Ad Groups Campaign Status, and Ad Groups Campaign Objective.

Claude analyzes the The Trade Desk records returned through the selected Catchr connection. Exact availability can vary by selected account, report type, permissions, and requested period, so Claude should state which returned fields support its answer.

How granular can The Trade Desk analysis be in Claude?

The available detail depends on the selected The Trade Desk dataset and the reporting grain of its fields. Useful breakdowns include Ad Groups Campaign End Date, Ad Groups Campaign Start Date, Ad Groups Campaign Name, Ad Groups Campaign Status, and Ad Groups Campaign Objective.

Ask Claude to state the grain, date range, timezone, filters, and any incompatible report types before it calculates totals, rates, or comparisons. Keep separate datasets apart unless their keys and definitions support a reliable join.

Can Claude compare The Trade Desk performance across periods or accounts?

Yes, when the required fields are returned for the selected The Trade Desk account. Claude can use Cpa In Advertiser Currency, Clicks, Conversions, Ctr, and Media Cost Usd together with Ad Groups Campaign End Date, Ad Groups Campaign Start Date, Ad Groups Campaign Name, Ad Groups Campaign Status, and Ad Groups Campaign Objective to compare periods, entities, and targets.

Provide the account, period, comparison, business target, and minimum volume in the prompt. Claude should show the evidence behind each finding and identify any missing field before recommending action.

Can Claude investigate unusual changes in The Trade Desk?

Claude can flag patterns and exceptions supported by the available The Trade Desk records. It can compare Cpa In Advertiser Currency, Clicks, Conversions, Ctr, and Media Cost Usd across Ad Groups Campaign End Date, Ad Groups Campaign Start Date, Ad Groups Campaign Name, Ad Groups Campaign Status, and Ad Groups Campaign Objective and rank the issues that deserve review.

An unusual value is not proof of a cause or operational error. Ask Claude to separate observations, possible explanations, and the next validation step so the result remains useful and defensible.

What types of prompts work best for The Trade Desk analysis in Claude?

Strong prompts specify the account, date range, comparison, threshold, available fields, and required output.

  • Monitor: The Trade Desk Campaign Efficiency and Pacing Review
  • Diagnose: The Trade Desk Data Quality Audit
  • Find opportunities: The Trade Desk Audience and Placement Opportunity Map
  • Report: Monthly The Trade Desk Client Report

Can I combine The Trade Desk with other data sources in Claude?

Yes, when the other sources are also connected through Catchr. Useful combinations for this category include analytics, CRM, and ecommerce sources.

Align account scope, dates, currencies, attribution rules, identifiers, and business definitions first. If the sources cannot be joined reliably, ask Claude for a side-by-side comparison rather than a single attributed result.

Can Claude compare multiple The Trade Desk accounts or entities?

Yes, provided each account or entity is connected and available through Catchr. Ask for separate results first, then request a combined summary.

Give Claude the account list, period, target, timezone, reporting grain, and materiality threshold. This prevents one large account or a definition mismatch from distorting the comparison.

What do I need to connect The Trade Desk to Claude with Catchr?

You need access that can authorize the relevant The Trade Desk data, a Catchr workspace with the source connected, and Catchr MCP enabled in Claude.

After selecting the required accounts or entities, you can ask questions in natural language without preparing a new CSV export for every analysis. Available fields still depend on the source connection and permissions.

How recent is the The Trade Desk data, and how much history can Claude analyze?

Claude analyzes the records returned through the connected Catchr source and should not treat them as automatically real time. Freshness and historical coverage can vary by dataset, field, selected period, account, and source API limits.

Ask Claude to state the latest available record date, extraction date when present, timezone, requested period, and any missing intervals before interpreting a trend.

Can Claude change anything in The Trade Desk through Catchr?

No. Catchr MCP provides The Trade Desk data to Claude for analysis; it does not give Claude permission to edit source records, change settings, move money, publish content, or modify campaigns.

Use the result to prepare an action plan, then make operational changes in The Trade Desk with the appropriate access and review. Prefer aggregated outputs whenever record-level details are not required.

How much does it cost to connect marketing data to Claude with Catchr?

Catchr MCP is included in every standard plan—there is no separate fee for the Claude integration. The Starter plan begins at $20 per month when billed annually, or $24 when billed monthly. It includes 3 platforms, 10 accounts, unlimited users, and unlimited requests. Larger plans increase the number of platforms and accounts available. See Catchr pricing.

Can I try the Claude integration before choosing a plan?

Yes. Catchr offers a 14-day free trial with no credit card required. You can use the trial to connect your marketing sources, authorize Catchr MCP in Claude, and test questions using your own data before subscribing.

Still have a question ? 

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