Intelligence Labs handbook

Connect your Facebook Ads to Claude.

A step-by-step setup that gives Claude permanent access to your Facebook and Instagram, so you can run your ads, leads and presence by chatting with it.

15-30 min
first time, one-time
Never
the token does not expire
No review
Development Mode, your own assets

What you can ask after setup

Claude runs your Meta presence by chat.

Audit your ad spend in one chat

"Show me my top 3 ad sets by cost-per-lead in the last 7 days." Claude pulls live data and answers.

Manage campaigns by talking

"Pause anything over $80 CPL. Push budget to anything under $40." Claude makes the changes.

Lead Ads pipeline

Pull every Lead Ad submission as it comes in. Claude routes, drafts replies, pushes into your CRM.

Triage Messenger + IG DMs

Claude reads, classifies, drafts responses in your voice. Spam filtered, hot leads flagged.

Publish posts cross-platform

"Post this update to Facebook and Instagram with these hashtags." Done.

Comment moderation

Find which Page + IG comments need a response. Claude drafts replies that sound like you.

Real-time performance watchdog

"Alert me if any ad spends $200 in 24 hours with zero conversions." Claude monitors silently.

Cross-channel attribution

Connect ad clicks > form fills > calls booked. Claude reads each layer and tells you what's working.


Before you start

The checklist

Meta Business Portfolio

Used to be called Business Manager. Check at business.facebook.com, if you've ever advertised through an agency, you have one. If not, it's a 5-minute create at the start.

Admin access on the Business Portfolio

Hard blocker

You must be Admin (not just Employee or User). Most common blocker: your marketing agency owns the Portfolio and you're listed as Employee. Get them to grant you Admin or migrate the Portfolio under your name.

An Ad Account inside the Business Portfolio

Where your campaigns live. If your ad account exists outside the Portfolio (personal account), you need to add it from Business Settings > Accounts > Ad Accounts > Add > I have an ad account ID.

A Facebook Page for the firm

The firm's brand presence. Required for Page features (posts, Messenger, comments). Optional if you only want ads access.

Instagram Business Account (optional)

Only if you want IG features. Must be connected to your Facebook Page. Convert from a personal IG via the IG app: Settings > Account > Switch to Professional.

Your Facebook personal login + 2FA device

You'll log into developers.facebook.com with this. Two-factor will likely prompt mid-flow, keep your phone nearby.

A Claude Project ready (or claude.ai with Code)

Where you'll paste the access token. We provide a starter project in your bonus portal.


How long this takes

Three scenarios

Best case8-10 min

You already have Business Portfolio + Admin access + ad account configured. Just creating the developer app and the System User.

Typical15-20 min

First time inside developers.facebook.com and Business Settings. Clicks are obvious but every screen is new.

Worst case25-30 min

You have to create the Business Portfolio from scratch, add the ad account, hunt for IDs.


The full walkthrough

Six parts, about 15 minutes

PART 015 min

Create Your Developer App

An internal placeholder Meta requires to issue API tokens. Stays private. No App Review needed.

Step 1.1, Go to the Meta for Developers portal

Open developers.facebook.com and log in with the Facebook account that's an Admin on your Business Portfolio.

Step 1.2, Create the app

My Apps > Create App. Use case: Other > Next. App type: Business > Next. App name: something like "My Firm, Internal API". Email: yours. Business portfolio: pick yours. Click Create app.

Step 1.3, Add the Marketing API product

In the left sidebar, find Add product > Marketing API > Set up.

Step 1.4, (Optional) Add other products for extended capabilities

Facebook Login for Business (base for Pages/IG flows), Instagram Graph API, Webhooks (real-time Lead Ads), Messenger.

Step 1.5, Confirm Development Mode

Top of dashboard: App Mode: Development. Leave it. Do not switch to Live. Development Mode = only you can use the app = no App Review.

PART 025 min

Create a System User

A non-human account that holds the API token. Tokens issued to System Users never expire (unless you choose 60-day mode).

Step 2.1, Open Business Settings

Go to business.facebook.com/settings.

Step 2.2, Navigate to System Users

Left sidebar > Users > System users (not regular Users).

Step 2.3, Add a new System User

Add (top right). System Username: something like "Claude Connector". Role: Admin. Create System User.

Step 2.4, Assign assets to the System User

Click Add Assets. Select your Ad Account > toggle every permission > Save. Click Add Assets again. Select your Page > toggle Create content, Moderate community activity, Manage Page > Save. (Optional) Pixel + Catalogs the same way. This is the step everyone skips.

PART 032 min

Generate Your Token

The token Claude will use. Generated once. Copy it immediately, Meta only shows it once.

Step 3.1, Click Generate New Token

On the System User detail panel: Generate New Token. App: select your app ("My Firm, Internal API"). Token Expiration: Never. Scopes: check the boxes from Part 4 below. Click Generate Token.

Step 3.2, Copy the token immediately

A long string starting with EAA... appears. Paste it into your password manager or directly into the .env file. If you forget, regenerate, the old one stops working.

Step 3.3, Verify in the Access Token Debugger

developers.facebook.com/tools/debug/accesstoken. Paste your token. Confirm: App = your app, Type = App, Expires = Never, Scopes = the list you selected.

PART 041 min

Pick Your Scopes

Pick what you want Claude to do. Always regeneratable later with more scopes. See the full menu in the Scope Menu section below.

Recommended starting point

ads_read, ads_management, business_management, leads_retrieval, pages_show_list, pages_read_engagement. Covers ad management + lead pipeline. Add Instagram + Messenger scopes when ready.

PART 052 min

Get Your Asset IDs

Your token works against specific assets. You need their IDs so Claude knows which account/Page to query.

Ad Account ID

Business Settings > Accounts > Ad Accounts > click your account. Top: Account ID: 1234567890. Use it as act_1234567890 (with the act_ prefix).

Page ID

Open your Page > About (left sidebar) > scroll to bottom: Page ID. Or use Graph API Explorer: query me/accounts > JSON shows each Page's ID.

Instagram Business Account ID

Graph API Explorer > query {page-id}?fields=instagram_business_account > returns your IG ID.

PART 061 min

Paste Into Your Claude Project + Test

Save the values. Restart Claude in the project. Run a test prompt.

.env contents

META_ACCESS_TOKEN=EAA...your-token... META_AD_ACCOUNT_ID=act_1234567890 META_PAGE_ID=1234567890 META_INSTAGRAM_ID=17841400000000000 META_API_VERSION=v22.0

Test prompt

"Run a quick health check on my Facebook ads, last 7 days spend, top 3 ad sets by CPL, and any ad set spending over $100/day with zero conversions." If your token + scopes are right, Claude pulls the data and answers.


Permission scopes

Pick what Claude can do

Required base, pick all three

ads_read

Read every ad, ad set, campaign, and performance metric

ads_management

Create, edit, pause, duplicate, change budgets, manage targeting

business_management

Manage business assets, ad accounts, Pages

Killer scope for law firms

leads_retrieval

Pull every Lead Ads form submission in real time. Claude routes them to your intake.

Pages, manage your firm's Facebook page

pages_show_list

List Pages you manage

pages_read_engagement

Page content, follower demographics, post performance

pages_manage_metadata

Update Page bio, hours, contact, services

pages_manage_posts

Create, schedule, edit, delete posts

pages_manage_engagement

Reply to comments, hide spam

pages_messaging

Read + send Messenger messages

pages_read_user_content

User comments, reviews, mentions

read_insights

Page-level analytics

Instagram, only if firm has IG Business

instagram_basic

Read your IG profile + media

instagram_manage_messages

Read + respond to IG DMs

instagram_manage_comments

Moderate comments on posts/reels

instagram_manage_insights

Reach, profile visits, follower stats

instagram_content_publish

Publish posts, reels, stories from Claude

Three pre-baked combos

01

Just my ads (minimum)

ads_read, ads_management, business_management

02

Ads + Lead Pipeline (recommended)

ads_read, ads_management, business_management, leads_retrieval, pages_show_list, pages_read_engagement

03

Full social management

ads_read, ads_management, business_management, leads_retrieval, pages_show_list, pages_read_engagement, pages_manage_metadata, pages_manage_posts, pages_manage_engagement, pages_messaging, pages_read_user_content, read_insights, instagram_basic, instagram_manage_messages, instagram_manage_comments, instagram_manage_insights, instagram_content_publish


Build it with the room

Get stuck? Bring it to a live Lab.

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