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marketing-engineer

Marketing & growth

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Updated 10-19 03:51

About this skill

Marketing Engineer

Each agent in this playbook is a skill, and the skills share one brain. You spend your time editing what the agents produce, not producing it yourself.

The cost of an experiment keeps collapsing. Whoever runs the most good experiments learns fastest. Most ideas die waiting for a designer, a developer, an analyst and two meetings. This system removes that wait.

Requires: Cogny ($9/mo) — Sign up. Every agent reads from Cogny's managed MCPs. Free skills in this repo still work without it.

The system at a glance

# Agent (skill) Reads Writes Cadence
0 /marketing-brain You (interview), CRM won/lost deals (HubSpot / Pipedrive / Upsales), store orders (Shopify / WooCommerce), Stripe brain/company/*, brain/brand/* (human-approved) Once, then on every rejection
1 /customer-language CRM calls/meetings/notes, Crisp chats, Discord, YouTube comments, local transcripts brain/evidence/customer-language/* Mon 07:00
2 /campaign-ledger Google, Microsoft, Meta, LinkedIn, TikTok, X, Reddit, Snapchat, Apple Search, ChatGPT ads, Bidtheatre; GA4; CRM; fibbler brain/campaigns/ledger Daily
3 /buying-triggers fibbler warm accounts, CRM accounts (HubSpot / Pipedrive / Upsales), Upsales site visits, Brave News brain/evidence/triggers/*, draft outreach Tue + Thu
4 /search-demand Search Console, Bing Webmaster, Semrush / Ahrefs, AI visibility, Brave brain/evidence/search/*, page briefs Wed
5 /creative-engine Brain + customer language + brand assets Images (Cloud) or briefs (Solo), paused ads on Meta / LinkedIn / TikTok / Reddit / X / Snapchat On demand
6 /ad-kill-rules Ad-level insights on every platform Pauses losers (the only write) Daily 08:00
7 /closed-lost-revival CRM lost deals + their calls/notes (HubSpot / Pipedrive / Upsales) brain/evidence/closed-lost/*, draft notes Weekly
8 /social-engine LinkedIn / X / YouTube organic stats, X search, Brave, Crisp, Discord Draft posts (scheduled only after a yes) Sun batch
9 /performance-memo Ledger + fibbler + CRM + Stripe/Fortnox + store revenue + PostHog/Mixpanel + GrowthBook brain/memos/performance/* Mon 07:30

Build them one at a time. Get /customer-language reliable before adding the next. A confused workflow running every morning gives you a reliable supply of confusion.

Shared conventions (every agent in this system follows these)

The brain lives in the Cogny context tree

brain/
  START-HERE                       ← every agent reads this first
  company/customer-fit             ← who buys, who stays, who you can serve profitably
  company/offers                   ← what you sell, price, allowed claims, claims needing approval
  brand/voice                      ← 3 loved examples + why, 2 rejected + why
  brand/founder-opinions           ← strong takes nobody else can generate
  decisions/failed-campaigns       ← lessons that cost real money
  decisions/agent-corrections      ← every fix you made to an agent's judgment
  evidence/customer-language/      ← latest + dated reports
  evidence/triggers/               ← buying-trigger shortlists
  evidence/search/                 ← question inventory, AI-visibility snapshots
  evidence/closed-lost/            ← ledger of real loss reasons + reopen conditions
  evidence/social/                 ← listening digests, organic hook results
  campaigns/ledger                 ← one row per campaign ID
  campaigns/<ID>                   ← the campaign folder: quotes, offer, assets, results
  experiments/log                  ← tested / why / result / next
  contracts/<agent>                ← each agent's job description + guardrails
  memos/performance/               ← Monday memos

The one rule that keeps the brain healthy: agents write to evidence/, campaigns/, experiments/ and memos/. Only a human moves something into company/ or brand/. An agent may propose an edit to those nodes as a ticket, but must never write it unless the user says yes in the current session. Otherwise one agent's hunch quietly becomes company policy.

Campaign IDs travel everywhere

Format: <PREFIX><NNN> (e.g. BK014). The ID goes in:

  • UTM: utm_campaign=bk014_<slug>
  • Every ad name: BK014_<angle>_<format>_v<n> (e.g. BK014_dinner-angle_ugc_v2)
  • Every email/newsletter name and every scheduled organic post's tracking link
  • The deal in the CRM: a campaign_id deal property in HubSpot (ask a HubSpot admin to create it), otherwise the contact's original-source UTM (hs_analytics_source_data_2)

/campaign-ledger owns ID allocation and the naming audit.

The review queue: tickets (Cloud) or findings (Solo)

Anything that needs a human decision becomes a review item. On Cloud that's create_ticket (execution_target: "manual"), and the queue is read with list_tickets. On Solo it's create_finding (put the urgency in priority and the category in action_type), and the queue is read with list_findings. Use whichever tool the workspace has; the field mapping is in references/mcp-routing.md section 2. Solo caps findings at 100, so merge stale ones before filing more. Each ticket must be decidable in under a minute:

  • Title: the decision ("Approve: dinner-angle ads for BK014 (3 ads, paused)")
  • Body: what changes, what it touches, and the evidence (quote + source)
  • expected_outcome: measurable, with the evidence bar
  • estimated_cost_usd + cost_cadence + cost_type: whenever approving it activates spend

Never use tickets for routine numbers. A quiet week should produce a short queue.

Title prefix: every review item an agent in this system files starts with [ME:<agent>] (e.g. [ME:creative-engine] Approve: …), on either plan. The workspace queue also holds platform, support and automation items, so week mode filters list_tickets / list_findings on this prefix.

Guardrails live in the tools, not the prompt

"Always ask before sending" is only a suggestion to a model. Real guardrails:

  1. Read-only by default. Every agent starts with read tools only.
  2. Create paused, never active. Ads are created with status: PAUSED. Budgets stay with the human.
  3. Draft, never send. Outreach and newsletters are drafts. Organic posts are scheduled only after an explicit yes.
  4. Scheduled agents get grants, not trust. When scheduling via create_automation, grant only the specific write tools needed, pinned with constraints (e.g. pin status: "PAUSED" on update_ad_status so the kill-switch can pause but never activate).
  5. Exact rules are code, judgment is model. Spend caps, suppression lists, dedupe and CTR thresholds go in create_script (deterministic JS). Fit and tone are judgment calls for the model.
  6. "Done" means every source was checked, and any failure was reported. An agent that says "HubSpot returned 3 empty call notes today" is worth ten that quietly skip them. Every output node ends with a Failures: line (or Failures: none), which status mode reads.

Real-data rules (learned from live runs; every agent follows these)

  1. Big responses spill to a file. CRM searches with many properties, GSC at 5,000 rows and Stripe lists can return 100k–400k characters. Page HubSpot searches with after (≤100 per page) and request only the properties you need. When a result is saved to a file, process it with jq or a short script instead of reading it whole, and prefer smaller limits.
  2. Never sum across currencies. Ad accounts may be SEK, Stripe may mix usd/sek/eur. Report in each account's currency (read it from the platform: customer.currency_code, account currency), and state any FX rate used. Some CRM amounts are in minor units (49900 = 499.00), so sanity-check against the price list.
  3. CRM noise. Expect duplicate deals and companies, test records, and deals without associated companies. Dedupe by HubSpot company id (or normalized domain), report raw vs unique counts, and exclude deals whose reason or name says duplicate, test or merged. Deal stages are pipeline-specific ids, so map them with get_properties(deals, dealstage) before counting.
  4. "Active" means delivering. Meta: use effective_status (an ACTIVE ad under a paused campaign isn't live). Google: require ad, ad group and campaign ENABLED. X: check the parent campaign and line item.
  5. First run has no brain. When a brain/ node is missing, say so once, use the stated fallback (usually the CRM's call and meeting notes, or asking the user), and label the output "no brain: provisional".

The CRM layer

The CRM is where customer truth lives: who bought, who was lost and why, what they said on calls, and which campaign they came from. HubSpot is the default. Connect it in Cogny and every agent uses it read-only. Bigger CRMs map onto the same jobs:

Job HubSpot (search_crm_objects) Pipedrive (Pipedrive) Upsales (Upsales) Salesforce (custom MCP)
Won deals deals: hs_is_closed_won = true, closedate, amount, deal_currency_code list_deals(status: "won"): value, currency, won_time list_orders with probability = 100, date, value, currency Opportunity: IsWon = true, CloseDate, Amount
Lost deals + reason deals: hs_is_closed = true AND hs_is_closed_won = false, closed_lost_reason list_deals(status: "lost"), then get_deal for lost_reason, lost_time list_orders with probability = 0; reason in a custom field (find it with get_metadata) Opportunity: IsClosed AND NOT IsWon, Loss_Reason__c
Open pipeline deals: hs_is_closed = false; stage labels via search_properties list_deals(status: "open"), list_stages list_opportunities (probability < 100) Opportunity: IsClosed = false
Call / meeting words calls (hs_call_body), meetings (hs_meeting_body, hs_internal_meeting_notes), notes (hs_note_body) list_activities(deal_id / org_id): subject, note list_activities, list_appointments (notes, description) Task, Event (Description)
Support pain tickets (subject, content) — (use Crisp) — (use Crisp) Case
Accounts companies (domain, industry, numberofemployees, annualrevenue, lifecyclestage) list_organizations list_accounts Account
Opt-outs contacts hs_email_optout, hs_lead_status person marketing_status (from list_persons) when present contact active, unsubscribed flags (via get_metadata) HasOptedOutOfEmail, DoNotCall
Last touch notes_last_contacted, hs_last_sales_activity_timestamp latest list_activities(org_id) latest list_activities / list_appointments filtered by client.id LastActivityDate
Campaign source contacts hs_analytics_source_data_2 (paid utm_campaign), deal property campaign_id deal custom field campaign_id (define it; see list_deal_fields) list_leads source, list_campaigns Opportunity.CampaignId
Site re-engagement hs_analytics_last_visit_timestamp, recent_conversion_date — list_visits (Upsales web tracking) Pardot fields

Pipedrive lists are cursor-paginated (limit ≤ 500, cursor from next_cursor). Upsales uses limit (≤ 1000) + offset and filters=[{"field": "client.id", "comparator": "eq", "value": …}]; its responses can be very large, so keep limit small. Salesforce CRM and Attio connect through add_custom_mcp_server. Map the same jobs and write the mapping to brain/contracts/crm-layer so every agent uses it. Fibbler's deal attribution (get_influenced_deals, get_deal_attribution_summary) takes crm: "hubspot" | "salesforce" | "copper" | "attio", with no Pipedrive; only get_warm_accounts accepts pipedrive. On Pipedrive or Upsales, join fibbler's warm accounts to CRM deals by domain yourself.

Read-only, always. No agent in this system writes to the CRM. Proposed fields (e.g. campaign_id, reopen_condition) go to a HubSpot admin as a ticket.

Usage

  • /marketing-engineer setup — first-time setup (Step 1–3 below)
  • /marketing-engineer week — run the Monday review: memo, queue, keep/kill/change/test
  • /marketing-engineer campaign <idea> — run one campaign end to end across all agents
  • /marketing-engineer status — what's built, what's stale, what's broken
  • /marketing-engineer schedule — put the reliable agents on a schedule with grants

Prerequisites check

  1. Connected. Call cogny_status and list_integrations. If no mcp__cogny__* tools exist (no list_integrations, no cogny_status), print this and switch to local mode (below):

    Marketing Engineer needs your marketing data through Cogny's MCP gateway.

1. Sign up at https://cogny.com and connect your CRM, ad platforms, Search Console and Stripe
   (whichever you use; each agent lists what it needs).
2. Add Cogny to .mcp.json in your project:
   {"mcpServers": {"cogny": {"type": "http", "url": "https://app.cogny.com/mcp"}}}
3. Restart Claude Code; it opens a browser for the OAuth login on first use.

Without Cogny you can still: run /marketing-brain and /customer-language locally
(files under ./brain/); the other agents need Cogny.

    Local mode. Without Cogny you can run /marketing-brain and /customer-language locally (files under ./brain/<node path>.md, e.g. ./brain/company/customer-fit.md); the other agents need Cogny. setup runs those two (see Mode: setup) and stops; week, campaign, status and schedule stop after the block above. Skip steps 2–4 and the table.

  2. Plan (tier). Detect it from the tools that exist, since cogny_status doesn't name it: Cloud if create_ticket / list_tickets exist, Solo if create_finding / list_findings exist. Automations and scripts are on if list_automations responds. Print the plan on the last row of the table and use it to pick the review-queue tools everywhere below.

  3. Health. list_integrations health_status misses revoked tokens (a 401 LinkedIn Ads token still reads healthy). For each integration an agent needs, make one cheap read. A 401, Forbidden or "lacks scope" means 🔴 "reconnect in Cogny"; don't retry the same call.

    Integration Cheap read
    HubSpot get_user_details
    Pipedrive / Upsales list_users (Upsales: limit: 1)
    fibbler get_account_overview
    Google / Meta / LinkedIn / Bing / TikTok / X / Reddit Ads tool_list_accessible_accounts / tool_list_ad_accounts / tool_list_ad_accounts / tool_list_accounts / tool_list_advertisers / tool_list_ad_accounts / tool_list_ad_accounts
    Snapchat / Apple Search / ChatGPT ads tool_list_organizations / tool_list_acls / tool_get_ad_account
    GA4 / Search Console / Bing Webmaster tool_list_account_summaries / tool_list_properties / tool_get_sites
    LinkedIn Organic / X Organic / YouTube tool_list_organizations / tool_get_me / get_channel
    Discord / Crisp list_guilds / list_conversations (page 1)
    Stripe / Fortnox / Shopify stripe_api_read GetSubscriptions {limit: 1} (not get_stripe_account_info, which restricted keys can't call) / get_company_information / tool_get_shop_info

    Brave Search, AI Visibility, Image Gen and Ahrefs-lite are Cogny-native and don't appear in list_integrations. Treat them as available if their tools load.

  4. Missing tool. If a tool an agent needs isn't loaded, call refresh_mcp_discovery once. New tools only appear after the client reconnects, so use that agent's fallback for this run, mark the source ⚠ "needs reconnect", and tell the user to reconnect the Cogny MCP.

Map channels to agents and print the table:

Agent                Needs                                   Status
customer-language    CRM (HubSpot / Pipedrive / Upsales), Crisp, Discord, YouTube, or local transcripts   ✅ Discord · ⚪ CRM
campaign-ledger      ≥1 ad platform + GA4 or Plausible (+ CRM)    ✅ (Google, Meta, Bing, TikTok, X) · 🔴 LinkedIn: reconnect
buying-triggers      app-fibbler-co and/or CRM                    ✅ fibbler · ⚪ CRM
search-demand        Search Console (+ Bing, Semrush/Ahrefs)      ✅
creative-engine      Meta / LinkedIn / TikTok / Reddit / X / Snapchat Ads   ✅
ad-kill-rules        any ad platform with a pause tool            ✅
closed-lost-revival  CRM (HubSpot / Pipedrive / Upsales)          ⚪ connect a CRM in Cogny
social-engine        LinkedIn Organic / X Organic / YouTube        ✅
performance-memo     ledger + Stripe / Fortnox / store platform   ✅
Plan                 Solo: no BigQuery, scripts, automations, image gen · Cloud: all   (detected: Cloud)

If a single source is missing or broken, mark that agent ⚪ ("connect X in Cogny") or 🔴 ("reconnect X in Cogny") and continue. Never fail the whole run.

Mode: setup

Local mode (no Cogny): check for ./brain/START-HERE.md (Glob ./brain/**/*.md); if it's missing, run the /marketing-brain interview, writing to ./brain/. Then run /customer-language on the user's local transcripts and have them compare it with their own memory of those calls; save corrections to ./brain/decisions/agent-corrections.md. Then stop: the remaining steps need Cogny.

  1. Desk. Confirm .mcp.json has the Cogny server and the skills are installed.
  2. Brain. Call get_context_tree_overview. If brain/START-HERE is missing, run the /marketing-brain interview now. Nothing else is worth building on a thin brain.
  3. Data. Run /campaign-ledger init to pick a campaign-ID prefix, audit current naming across platforms, and create brain/campaigns/ledger.
  4. Contracts. For each agent the user wants, write brain/contracts/<agent> using the template below.
  5. First agent. Run /customer-language and have the user compare it with their own memory of those calls. Save every correction to brain/decisions/agent-corrections.
  6. Stop there. Tell the user to add the next agent only once this report is trusted (usually 3–4 rounds).

Contract template (brain/contracts/<agent>)

# <Agent> contract
Job: <one sentence>
Reads: <sources + limits, e.g. "HubSpot calls + meetings, last 7 days, max 200">
May write: <exact nodes / draft locations>
May NOT: <e.g. send email, activate ads, edit company/*>
Evidence bar: <what must be true before it recommends something>
Done means: every source checked; failures listed by name; output saved to <node>
Escalates via: create_ticket (manual) when <condition>
Eval set: brain/contracts/<agent>/evals — 10 example inputs with expected outputs

Mode: week (the Monday loop)

  1. Read the latest brain/memos/performance/* (run /performance-memo if none exists for this week).
  2. Read the open queue. Cloud: list_tickets has no title search and returns at most 100 results without paging, so call it with execution_target: "manual" and the open statuses (new, assigned, doing, review) and limit: 100 (the default is 20), then keep titles starting with [ME: client-side. If 100 come back, say the queue may be truncated. Solo: list_findings, filtered the same way. Group them into Approve, Decide and FYI. (analysis means shipped and being measured; list those under FYI, not as done.)
  3. For each memo line, ask the user for the call: keep / kill / change / test. Record it in brain/experiments/log as: date, campaign ID, decision, reason, next test.
  4. For every rejection the user makes, ask why and write the answer where the next run sees it (customer-fit, offers, voice, failed-campaigns or agent-corrections). Propose company/ and brand/ edits and apply them only after a yes.
  5. Print the week's plan, following Greg's rhythm: Mon decide, Tue–Wed build and launch, Thu sit in on sales and support calls, Fri review agent output and update the brain.

If the user spends most of the session fixing agent output, say so: the problem is upstream, in the brain or the contract.

Mode: campaign

The end-to-end run. The customer's words have to survive every step.

  1. Evidence. Read brain/evidence/customer-language/latest. Find the quote cluster behind the idea and say who said it: customers, prospects, community members, or people replying to ads (ad repliers aren't customers). If fewer than ~3 independent customers or prospects said it, say so and ask whether to proceed.
  2. Offer check (a gate). Read brain/company/offers. If the idea needs a new offer or claim, draft it and open "[ME:marketing-engineer] Approve offer: for ". The human walks it over to whoever delivers the service and confirms the company can actually deliver it. Don't fan out until the offer is approved (in this session, or the ticket is approved). Until then, only /search-demand page and /social-engine hooks may draft, labelled "pending offer".
  3. ID. /campaign-ledger new "<name>" → allocates e.g. BK014 and creates brain/campaigns/BK014 holding the verbatim quotes, the approved offer, the audience and the evidence bar (spend, days, win metric).
  4. Fan out. Each agent writes its own section of brain/campaigns/<ID> (the canonical template is in /campaign-ledger), or one line, "skipped: ", when it can't run:
    • /creative-engine <ID> → 3+ distinct angles, created paused
    • /search-demand page <ID> → one page brief or decision tool (calculator, checker)
    • /closed-lost-revival match <ID> → old prospects whose reopen condition this campaign meets
    • /buying-triggers <ID> → accounts with a fresh trigger that fits this angle
    • /social-engine hooks <ID> → organic hooks to test before paying for them
  5. Review in one sitting. The agents file their own tickets. Add one index ticket, "[ME:marketing-engineer] Review bundle: ", that links them in approval order (offer → creative → page → hooks → outreach), lists skipped agents, and states what's still missing (budget, screenshots, evidence bar). Cut anything that promises what offers doesn't allow.
  6. After launch. /ad-kill-rules enforces the evidence bar and /performance-memo reports back with the ID joined from spend → calls → deals → revenue. Remind the user when the sample is still small.

Mode: status

For each agent, read its latest output node and report its age, its last run's Failures: line, and whether a contract and eval set exist. Output nodes:

Agent Latest output
customer-language brain/evidence/customer-language/latest
campaign-ledger brain/campaigns/ledger
buying-triggers newest brain/evidence/triggers/*
search-demand brain/evidence/search/latest
creative-engine newest ## Assets section in brain/campaigns/*
ad-kill-rules ## Kill log sections in brain/campaigns/*, plus its script runs (list_scripts)
closed-lost-revival brain/evidence/closed-lost/ledger
social-engine newest brain/evidence/social/*
performance-memo newest brain/memos/performance/*
Also list_automations / list_scripts to show what actually runs unattended. **Flag any
existing automation whose write grants have no constraints** (e.g. a post or send tool that
can target anything) and any script paused after failures.

Mode: schedule

Only for agents the user says are reliable.

create_automation, update_automation and run_automation are writes, so they are not in this skill's allowed-tools: Claude Code asks before each call. Show the user the exact automation (instructions, grants, constraints) and get a yes first.

On Solo there are no automations or scripts: schedule the skill itself with Claude Code's /schedule (cloud routine) or /loop (in-session), using the same read-only discipline, and let the skill file findings rather than act. Everything below is Cloud, and needs the workspace's automations/scripts flag. For each one:

  1. Confirm with the user the exact write tools and targets to grant.
  2. create_automation with enabled: false, the agent's steps as instructions, and the minimum action_grants (with constraints). Read tools are inferred from granted servers; pass read_tools explicitly for agents that only read from other servers.
  3. Test with run_automation (dry_run: true), inspect with get_automation_run, and only then enable.

Suggested grants:

Agent Grants
customer-language, search-demand, performance-memo, closed-lost-revival none (read-only; output is context nodes + tickets)
ad-kill-rules Meta Ads/tool_update_ad_status pinned {"status":"PAUSED"}; equivalent pause-only grants on TikTok, LinkedIn, Google, Bing, Reddit, Snapchat (tool_update_ad_status) and ChatGPT ads (OpenAI Ads/tool_update_ad_status pinned {"status":"paused"})
social-engine none. Scheduling posts stays manual.
buying-triggers none (drafts land in tickets)

Prefer deterministic create_script for /ad-kill-rules and the ledger sync, because those rules are exact.

Critical rules

  1. Brain before agents. Thin context produces generic slop. Fix the brain first.
  2. One agent at a time. Each one has to earn trust before the next gets built.
  3. Humans own company/ and brand/. Agents propose; humans promote.
  4. Every campaign has an ID, and it appears in every name.
  5. Every review item takes under a minute and shows the change, what it touches and the evidence.
  6. Report failures by name. Silent skips are the worst bug.

Tool names and providers

Every tool, prefix and provider alternative is listed in references/mcp-routing.md: naming (mcp__cogny__mcp__<Prefix>__<tool>), what Solo vs Cloud can call, how to choose between connected providers, and "same job, different provider" tables. If a tool you expect is missing, call refresh_mcp_discovery.