Verify your setup

This workflow confirms that Sociality MCP is connected correctly, your workspace is accessible, and your client can read the context needed for future workflows. It does not use MCP credits. It only reads workspace context, available data sources, platform capabilities, and tool information.

The goal is to finish with a verified MCP setup that is ready for agent workflows, internal copilots, reporting assistants, benchmarking flows, and custom tools powered by Sociality.io intelligence.

Step 1: Check your workspace

Goal: Confirm that your client is authenticated and connected to the correct Sociality.io workspace.

Read:

social_workspace_context

Use the response to check:

• active workspace or team context
• current user context
• MCP credit usage
• MCP credit limit
• next reset date, if available

Step 2: Discover available data sources

Goal: Confirm that your workspace has accessible owned accounts or tracked competitors.

For owned accounts:

social_accounts_list

For tracked competitors:

social_competitors_list

Use the response to identify at least one account or competitor that could be used later in an analysis workflow.

Step 3: Review platform capabilities

Goal: Confirm which channels, features, metrics, and aggregation behavior are supported before preparing any stats query.

Read:

social_platform_capabilities

Use the response to check:

• supported channels
• available account metrics
• available competitor metrics
• metric descriptions
• aggregation behavior

This step helps prevent failed queries caused by unsupported channels or guessed metric names.

Step 4: Review available tools

Goal: Understand which tools are available and which ones consume credits.

Read:

social_tools_catalog

Use the response to distinguish:

• free setup and discovery tools
• billable account analysis tools
• billable competitor analysis tools
• read-only tools
• write actions, such as competitor creation

Final step: Confirm your first milestone

You have completed this setup check when you can confirm:

• MCP client is connected
• OAuth is working
• Correct workspace is visible
• Credit status is visible
• At least one owned account or competitor is listed
• Supported channels and metrics are visible
• Available tools are visible
• Free tools and billable tools can be distinguished

After this, your MCP setup is ready to use Sociality.io intelligence to support broader workflows through AI agents and custom tools.