MCP Tools
Plans & Playbooks

instantiate_playbook

Run a playbook: create one content plan per playbook item, in order, as a batch.

Input Schema

{
  "type": "object",
  "required": [
    "playbook_id"
  ],
  "properties": {
    "project_id": {
      "type": "string",
      "description": "Scope the created plans to this project UUID."
    },
    "anchor_date": {
      "type": "string",
      "description": "ISO date YYYY-MM-DD. Each item's offset_days is added to it to compute that plan's due date."
    },
    "assigned_to": {
      "type": "integer",
      "description": "Assign the created plans to this team member."
    },
    "category_id": {
      "type": "integer",
      "description": "Apply this content category to the created plans."
    },
    "playbook_id": {
      "type": "integer",
      "description": "ID of the playbook to instantiate."
    }
  }
}

Output Schema

{
  "type": "object",
  "properties": {
    "run": {
      "type": "object",
      "properties": {
        "id": {
          "type": "integer"
        },
        "name": {
          "type": "string",
          "description": "Auto-named \"<playbook> — <Mon YYYY>\" unless you passed a name."
        },
        "link_url": {
          "type": "string",
          "description": "https://app.marcora.ai/runs/{run_id}"
        },
        "anchor_date": {
          "type": [
            "string",
            "null"
          ],
          "description": "Persisted YYYY-MM-DD reference date, or null."
        }
      },
      "description": "The created cycle."
    },
    "plans": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "link_url": {
            "type": "string",
            "description": "https://app.marcora.ai/plans/{plan_uuid}"
          }
        }
      },
      "description": "The created content plans (same shape as create_plan / get_plan), stage Accepted, source playbook."
    },
    "run_id": {
      "type": "integer",
      "description": "ID of the cycle (run) this created — the group the plans belong to."
    },
    "playbook_id": {
      "type": "integer",
      "description": "The instantiated playbook."
    },
    "created_count": {
      "type": "integer",
      "description": "Number of plans created (one per playbook item)."
    }
  },
  "description": "An object describing the run."
}

Instructions

Run a playbook: create one content plan per playbook item, in order, as a batch. Plans land in the Accepted stage with source playbook and inherit the playbook's visibility. Optionally anchor due dates to a date (each item's offset_days is applied to anchor_date) and/or scope the batch to a project. This is a distinct bulk action — it does not create or edit the playbook itself.

Parameters:

Parameter Type Required Description
playbook_id integer Yes ID of the playbook to instantiate
anchor_date string No ISO date YYYY-MM-DD. Each item's offset_days is added to it to compute that plan's due date
project_id string (uuid) No Scope the created plans to this project
assigned_to integer No Assign the created plans to this team member
category_id integer No Apply this content category to the created plans

If anchor_date is omitted, the playbook's persisted anchor_date (if any) is used.

Output: an object describing the run:

Field Type Description
playbook_id integer The instantiated playbook
run_id integer ID of the cycle (run) this created — the group the plans belong to
run object The created cycle: id, name (auto-named "<playbook> — <Mon YYYY>" unless you passed a name), anchor_date, and link_url (https://app.marcora.ai/runs/{run_id}) — share it to hand the user their new cycle
created_count integer Number of plans created (one per playbook item)
plans array The created content plans (same shape as create_plan / get_plan), each with its own link_url (https://app.marcora.ai/plans/{plan_uuid}). Stage Accepted, source playbook

Example prompts:

  • "Run my launch playbook"
  • "Instantiate this template anchored to next Monday"
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