Bïrch

Step-by-step setup for Claude.ai, ChatGPT, Claude Code, and Codex, plus what's still off-limits during Beta.

Setting up Birch MCP

Give your Claude, ChatGPT, or custom AI agent live access to manage and analyze your Birch rules and Stage data.

Birch MCP: Overview & Use Cases

Birch MCP

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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Style guide

Article page title

Home hero title

English

Overview of Birch features

Getting started with Birch

How to set up a Birch account for your agency

Workspaces: How to organize your Birch account

Understanding Highlights & Widgets in Birch

How to split an existing workspace into several workspaces

Birch Online Support

Getting started

How do I connect my Meta ad accounts?

How to change your Meta integrations after migrating to MMA

How to verify admin access to your Meta Ad Account, Page, and Instagram Account

How do I connect my Google Ads accounts?

Google Ads integration explained

TikTok integration explained

Snapchat Ads integration explained

Ad platforms

What is Slack integration for and how to integrate Slack with Birch

Can I give specific users access to Birch in Slack?

How to use Google Sheets integration in automated rules

How Hyros integration works

How AppsFlyer integration works

How Wicked Reports integration works

What is Youtube integration for?

Google Analytics integration explained

How Adjust integration works

Integrations

Meta ad account statuses: meaning and handling

My Meta ad account was disabled by mistake. How can I open a dispute?

My Meta Ads account was disabled: possible reasons

Meta ad account status

My Meta pages seem to have lost connection. What should I do?

I don't see my Meta ad account on the Platforms page. What do I do?

I don't see my Meta page or Instagram account on the Platforms page. What do I do?

My Meta account seems to have lost connection. How can I fix it?

I don't see my Slack channel to send notifications to. What is wrong?

Remove Birch business integration

Troubleshooting connection issues to your Google account

Connection help

How to change an email or password to your Birch account

Inviting users and managing permissions

Managing multiple companies

How to delete your Birch account

Account settings

How does our billing work?

About additional charges

Essential vs Pro plans

FAQs: Birch EUR and USD billing

Birch Referral Program

Pricing & Billing

How to upgrade my account and how do I get charged if I upgrade/downgrade?

Upgrades and Downgrades

How can I estimate what plan suits me?

How does an annual subscription work?

Do you offer custom plans or agency pricing?

Plan types

How can I cancel my subscription?

Can I pause my subscription?

Cancellation

Getting started with Birch AI

Getting Started with Routines

Birch AI Prompting Guide

Business Context for Birch AI

Meta MCP Tools

Birch AI

Signals Gateway Setup Guide

How Gateway Billing Works

Birch Hub

Getting started with Stage using Google Drive

Getting started with Stage using Google Sheets

Stage: supported ad formats and limitations

How Stage pricing works

Stage

Launch

How to create Post Boosting rules

How to read Post Boosting rule logs

How to define budget in Post Boosting rules

"Number of posts promoted at once" setting explained

Facebook & Instagram Auto Post Boosting

Common ways to use Post Boosting rules

How Launcher works

Upload creatives in bulk with Google Drive integration

My Instagram account isn't showing up in Launcher. How can I fix it?

Can I use existing posts in Launcher?

How to launch and manage retargeting campaigns

How to quickly reuse the creatives used in Launcher

How to Automatically Assign Media to the  Placements

Launcher

How to create a Saved Audience in Birch

Creating lookalike audiences in Birch

How to create a custom audience based on a customer list with Google Sheets

Custom audiences formatting guidelines

Audiences

Automate

Creating automated rules

How to share a rule with another Birch user

How to read rules logs

Using multiple budget-modifying tasks with “once a day” frequency

How to use webhooks

Rule settings

Scope of the rules

Conditions of the rules

Schedule of the rules

How to create a Custom metric?

How to export  the attribution and tracking data into Google Sheets

Custom metrics

Main Types of Birch Automation Rules

Pause type rules

Start type rules

Day parting: Pause and start at a specific time

Restart ad sets that were paused yesterday

Increase Budget type rules

Decrease Budget type rules

Rules Examples for all platforms