# Manage onboarding plan (adsap_manage_onboarding_plan)

Creates, reads, updates or deletes a structured onboarding plan for a Meta ad account.

Canonical: https://adsap.ai/docs/tools/adsap_manage_onboarding_plan
Updated: 2026-09-13

**Platform:** Meta · **Read or write:** Write · **Plan:** All plans · **Consumes a task:** No · **Preview supported:** No

## What it does

Creates, reads, updates or deletes a structured onboarding plan for a Meta ad account. The plan stores business context, recommended steps, a suggested account structure, targeting ideas and budget allocation. Adsap saves the plan, so the copilot can pick it up in a later conversation.

## Parameters

Descriptions are shortened from the tool schema. Your assistant sees the full text.

| Name | Type | Required | Description |
|---|---|---|---|
| `action` | one of `create`, `read`, `update`, `delete` | Yes | CRUD operation. |
| `ad_account_id` | string | Yes | The ad account this plan is for. Must include act_ prefix. |
| `plan_id` | string | No | Optional. The plan is found by ad_account_id alone. Only pass a plan_id (UUID) previously returned by this tool. |
| `business_context` | object | No | Required for create. Company info gathered by Claude. |
| `business_context.company_name` | string | No |  |
| `business_context.website_url` | string | No |  |
| `business_context.industry` | string | No |  |
| `business_context.products` | string | No |  |
| `business_context.average_order_value` | number | No |  |
| `business_context.gross_margin_pct` | number | No |  |
| `business_context.target_cpa` | number | No |  |
| `business_context.target_roas` | number | No |  |
| `business_context.monthly_ad_budget` | number | No |  |
| `business_context.target_countries` | array of string | No |  |
| `business_context.primary_goal` | string | No |  |
| `business_context.experience_level` | string | No |  |
| `business_context.website_analysis_id` | string | No |  |
| `recommended_steps` | array of object | No | Required for create. Array of step objects with step_id, order, category, title, description, status, priority, depends_on, meta_tool, notes. |
| `recommended_steps[].step_id` | string | Yes |  |
| `recommended_steps[].order` | number | Yes |  |
| `recommended_steps[].category` | one of `setup`, `tracking`, `audience`, `campaign`, `creative`, `optimization` | Yes |  |
| `recommended_steps[].title` | string | Yes |  |
| `recommended_steps[].description` | string | Yes |  |
| `recommended_steps[].status` | one of `pending`, `in_progress`, `done`, `skipped`, `blocked` | No |  |
| `recommended_steps[].priority` | one of `critical`, `high`, `medium`, `low` | Yes |  |
| `recommended_steps[].depends_on` | array of string | No |  |
| `recommended_steps[].meta_tool` | string | No |  |
| `recommended_steps[].notes` | string | No |  |
| `recommended_structure` | any | No | Campaign hierarchy recommendation. |
| `targeting_recommendations` | any | No | Audience strategy. |
| `budget_allocation` | any | No | Budget split recommendation. |
| `update_fields` | any | No | For update: partial update object. Allowed keys: recommended_steps, recommended_structure, targeting_recommendations, budget_allocation, status. |
| `step_updates` | array of object | No | For update: update specific step statuses. |
| `step_updates[].step_id` | string | Yes |  |
| `step_updates[].status` | one of `pending`, `in_progress`, `done`, `skipped`, `blocked` | Yes |  |
| `idempotency_key` | string | No | Retry safety. Auto-generated server-side from request content if absent. Ignored for read action. |

## Example prompts

- "Save an onboarding plan for this account based on what you learned from my website."
- "Show me the onboarding plan for the US account and mark step 2 as done."
- "Update the budget allocation in my onboarding plan to 70% prospecting, 30% retargeting."

## Related tools

- [`adsap_analyze_website`](/tools/adsap_analyze_website): Fetch and analyze a website URL to extract business context, tracking scripts (Meta Pixel, GTM, GA4, TikTok), product/pricing signals...
- [`adsap_ping`](/tools/adsap_ping): Verify Adsap MCP server connectivity and API key.

## Guide

Read [AI Copilot setup](/guides/ai-copilot/setup) for the workflow around this tool, and the [Tool reference](/tools) for every tool.