meta-create-adset

name	meta-create-adset
description	Use when creating a Meta ad set. Parent campaign verification, pixel detection, targeting patterns, attribution spec, bid amount rules, placement/optimization guardrails. Loaded after the create master skill.

Meta Ads - Create Ad Set

CRITICAL: Do NOT combine with other creation steps

Each creation step (campaign → ad set → ad+creative) has its own separate flow. The ad set step happens AFTER campaign has been created and executed.

user_input Rules

Do NOT call user_input for ad set creation. Auto-detect and auto-configure ALL fields. Show a brief summary in chat, then call facebook_propose_create_adset directly. The user can review and edit everything in the approval UI.

Auto-configure ALL fields silently:

Field	Fixed Value	Source
adset_name	Auto-generate	Follow parent campaign's naming convention (e.g., "Brand | Audience | Date"). If no pattern, generate from campaign context + targeting.
target_countries	Auto-detect	Most common countries from Step 4. If no existing ad sets, use account's default country.
daily_budget	Auto-detect or ASK (ABO only)	Median budget from Step 4. If no existing ad sets with budgets → ASK the user for budget. NEVER invent a number. Skip if CBO.
bid_amount	Auto-detect or ASK (if needed)	Only if campaign uses COST_CAP or BID_CAP. Use median from existing ad sets. If no existing bid data → ASK the user. NEVER invent a number.
campaign_id	From prior step	Just-executed campaign's new_campaign_id
campaign_name	From prior step	Campaign name used during creation — UI breadcrumb only
billing_event	IMPRESSIONS	Fixed for Sales
destination_type	WEBSITE	Default for Sales
optimization_goal	OFFSITE_CONVERSIONS	Default for Sales — optimize for conversions. Do NOT use VALUE unless user explicitly asks AND pixel is eligible.
status	ACTIVE	Default — ad set goes live as soon as an active ad is attached
promoted_object	{ pixel_id: <from Step 3>, custom_event_type: "PURCHASE" }	Auto-detect pixel. If 1 pixel → use it. If multiple → show in chat, ask user to pick (this is the ONE exception where user input is needed).
attribution_spec	[{ event_type: "CLICK_THROUGH", window_days: 7 }, { event_type: "VIEW_THROUGH", window_days: 1 }]	Standard 7d click + 1d view
is_campaign_cbo	true if campaign has budget	From Step 2
campaign_bid_strategy	From Step 2	facebook_get_campaign_details → bid_strategy
bid_strategy	Do NOT set	Inherits from campaign
is_dynamic_creative	false (default)	Leave false in most cases. For multiple headlines/texts, prefer creative_asset_groups_spec (Flexible Ads) at the ad level instead — it does NOT need this flag. Only set to true if specifically using asset_feed_spec (legacy DCO) or placement-specific asset_customization_rules.
targeting.age_min	18	Default performant range
targeting.age_max	55	Default performant range
targeting.genders	Do NOT set	All genders
targeting.publisher_platforms	Do NOT set	Advantage+ Placements (automatic)

Workflow: Fetch account details (Step 1) → get campaign details (Step 2) → list pixels (Step 3) → detect patterns (Step 4) → build targeting with interest search (Step 5) → call facebook_propose_create_adset directly with all auto-configured values. Do NOT call user_input. Do NOT show a summary before proposing — the user reviews and edits everything in the approval UI.

EMPTY ACCOUNT (no existing adsets to detect patterns from): If account_structure.adsets is empty, this is a NEW account. Do NOT stop and ask the user what to do. Proceed with creation using these defaults:

• target_countries: Use the account's timezone/locale to infer country (e.g., INR currency → ["IN"], USD → ["US"]). If unsure, ASK the user.
• daily_budget (ABO only): ASK the user — you have no data to infer from. Use user_input with a single daily_budget number field.
• adset_name: Generate from campaign name + "Broad" (e.g., "GoMarble | Broad | Apr 2026")
• targeting: Broad targeting — geo_locations only, age 18-55, no interests/behaviors
• Everything else: use standard auto-configured values (IMPRESSIONS, OFFSITE_CONVERSIONS, ACTIVE, etc.)

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Complete Workflow (follow in exact order)

Phase 1: Gather Information

Step 1: Get Account Details (if not already fetched) Call facebook_get_details_of_ad_account with act_id. Extract:

Field	Where to Find	Use For
currency	Response root	currency_code param
account_structure.adsets	Response root	Detect targeting patterns, conversion events, budget ranges

Step 2: Get Parent Campaign Details (MANDATORY) Call facebook_get_campaign_details with campaign_id and act_id. Extract:

Field	Where to Find	Use For
daily_budget or lifetime_budget	Campaign response	is_campaign_cbo = true if either exists
bid_strategy	Campaign response	campaign_bid_strategy — determines if bid_amount is needed
special_ad_categories	Campaign response	Pass as campaign_special_ad_categories
special_ad_category_country	Campaign response	Pass as campaign_special_ad_category_country
objective	Campaign response	Must be OUTCOME_SALES for V1
status	Campaign response	Verify not DELETED/ARCHIVED

STOP if facebook_get_campaign_details fails — tell user campaign does not exist.

Step 3: Get Pixel Call facebook_list_pixels with act_id.

• 1 pixel → show to user for confirmation (e.g., "Found pixel: {name} ({id}). Using this for conversion tracking.")
• Multiple pixels → check which pixel is most used across existing ad sets' promoted_object.pixel_id. Show the most-used one as the recommended choice, list others. Ask user to confirm.
• No pixels → warn user that conversion tracking won't work

Step 4: Detect Patterns from Existing Ad Sets From account_structure.adsets, extract:

Pattern	Where to Find	Use For
Common countries	adsets[].targeting.geo_locations.countries	target_countries defaultValue
Age range	adsets[].targeting.age_min, age_max	Suggest age
Conversion event	adsets[].promoted_object.custom_event_type	Default event (usually PURCHASE)
Budget range	adsets[].daily_budget	daily_budget — use median. If none found → ASK user, do NOT guess.
Naming convention	adsets[].name	adset_name defaultValue
Bid amounts	adsets[].bid_amount	bid_amount — use median. If none found → ASK user, do NOT guess.

Step 5: Build Targeting with Interest/Behavior Search (when user wants audience targeting)

Use facebook_search_targeting to find targeting option IDs for interests, behaviors, demographics, and other audience categories. This tool operates at the ad set level — targeting is always configured on the ad set, never on the ad.

When to use targeting search:

• User mentions specific interests (e.g., "people who like yoga", "anime fans", "runners")
• User wants to target specific behaviors (e.g., "engaged shoppers", "frequent travelers")
• User wants demographic targeting (e.g., "homeowners", "parents with toddlers")
• Creative analysis suggests a clear audience (e.g., fitness creative → search fitness interests)
• User explicitly asks for interest-based or behavior-based targeting

When to skip targeting search (use broad targeting):

• User says "broad targeting" or "let Meta optimize"
• No clear audience signals from creative or user
• Account patterns show broad targeting performs best

Search types:

Search Type	When to Use	Required Params
adinterest	Free-text search for interests	query (e.g., "yoga", "anime", "organic food", "running shoes")
adinterestsuggestion	Expand targeting with related interests	interest_list (array of interest IDs from prior search)
adTargetingCategory	Browse a full category	class (see categories below)
adinterestvalid	Validate interest IDs are still active	interest_list (array of interest IDs)

Available category classes for adTargetingCategory:

Class	Description	Example Use
interests	Hobbies, entertainment, activities	"anime", "yoga", "gaming"
behaviors	Purchase behavior, device usage, travel	"engaged shoppers", "frequent travelers"
demographics	Education, relationship, work	"college graduates", "small business owners"
life_events	Recent milestones	"recently moved", "newly engaged"
industries	Professional industries	"technology", "healthcare"
income	Household income brackets	Top 10%, 25%, etc.
family_statuses	Parental status, family composition	"parents with toddlers", "new parents"
home_ownership	Homeowner vs renter	"homeowners", "renters"
home_type	Housing type	"apartment", "house"
home_value	Property value ranges	High-value homeowners
household_composition	Household makeup	"roommates", "living alone"
net_worth	Financial net worth brackets	High net worth individuals
generation	Generational cohorts	"millennials", "gen X"
ethnic_affinity	Cultural affinity	Multicultural targeting
politics	Political leanings	Political interest targeting
markets	Market segments	DMA/market-based targeting
moms	Parenting stage	"new moms", "moms of teenagers"
office_type	Work environment	"home office", "corporate"
user_device	Device targeting	"iPhone", "Samsung Galaxy"
user_os	Operating system targeting	"iOS", "Android"

How to use search results in targeting:

The search returns objects with id and name. Always include both id and name when building targeting. Place results in the correct sub-key of flexible_spec:

{
  "targeting": {
    "geo_locations": { "countries": ["US"] },
    "age_min": 25,
    "age_max": 55,
    "flexible_spec": [
      {
        "interests": [
          { "id": "6003139266461", "name": "Yoga" },
          { "id": "6003384248805", "name": "Meditation" }
        ],
        "behaviors": [
          { "id": "6002714895372", "name": "Engaged shoppers" }
        ]
      }
    ]
  }
}

flexible_spec sub-keys (must match the category of the targeting option):

Sub-key	For Options From
interests	adinterest search or adTargetingCategory class=interests
behaviors	adTargetingCategory class=behaviors
demographics	adTargetingCategory class=demographics
life_events	adTargetingCategory class=life_events
family_statuses	adTargetingCategory class=family_statuses
education_statuses	Education-related demographics
work_employers	Employer targeting
work_positions	Job title targeting
income	adTargetingCategory class=income
industries	adTargetingCategory class=industries
user_device	adTargetingCategory class=user_device
user_os	adTargetingCategory class=user_os

Targeting search workflow example:

1. User says "target people interested in anime and gaming"
2. Call facebook_search_targeting({ act_id, search_type: "adinterest", query: "anime" }) — get results
3. Call facebook_search_targeting({ act_id, search_type: "adinterest", query: "gaming" }) — get results
4. Pick the most relevant results (highest audience size, most specific match)
5. Optionally call with search_type: "adinterestsuggestion" + picked IDs to find related interests
6. Build targeting.flexible_spec[].interests with the selected { id, name } pairs
7. Present to user in the proposal — they can edit/remove in the approval UI

Multiple flexible_spec groups (OR vs AND logic):

• Items within the same flexible_spec object are OR (match any)
• Items in separate flexible_spec objects are AND (must match all)

{
  "flexible_spec": [
    { "interests": [{ "id": "123", "name": "Yoga" }, { "id": "456", "name": "Fitness" }] },
    { "behaviors": [{ "id": "789", "name": "Engaged shoppers" }] }
  ]
}

This means: (interested in Yoga OR Fitness) AND (Engaged shoppers)

Step 6: Get Custom Audiences (only if user mentions audiences) Call facebook_list_custom_audiences with act_id.

Phase 2: Auto-Configure (silently — do NOT show or ask user)

Field	Value	Source
billing_event	IMPRESSIONS	Always for Sales
destination_type	WEBSITE	Default for Sales
optimization_goal	OFFSITE_CONVERSIONS	Default for Sales — optimize for Purchase
status	ACTIVE	Default — goes live when an active ad is attached
promoted_object	{ pixel_id: from Step 3, custom_event_type: "PURCHASE" }	Pixel shown to user for confirmation in Step 3
is_campaign_cbo	From Step 2	true if campaign has budget
campaign_bid_strategy	From Step 2	Pass the campaign's bid_strategy
campaign_special_ad_categories	From Step 2	Pass the campaign's special_ad_categories
campaign_special_ad_category_country	From Step 2	Pass the campaign's special_ad_category_country
attribution_spec	[{ event_type: "CLICK_THROUGH", window_days: 7 }, { event_type: "VIEW_THROUGH", window_days: 1 }]	Default 7d click + 1d view for conversions
bid_strategy	Do NOT set	Unless optimization_goal is IMPRESSIONS/REACH → then MUST set LOWEST_COST_WITHOUT_CAP
is_dynamic_creative	false (default)	Leave false — prefer creative_asset_groups_spec for text variations
targeting	From Step 5	Interest/behavior/demographic search results in flexible_spec, geo from Step 4, age/gender defaults

Phase 3: Auto-Fix (apply silently, do NOT ask)

Missing Field	Auto-Fix
No audience / targeting	Broad targeting — geo_locations only, no interests/behaviors
No age range	18-55 (default performant range)
No gender	All genders (omit field)
No placements	Advantage+ Placements (automatic — do NOT set publisher_platforms)
No attribution	7d click + 1d view (standard for conversions)
No conversion event	PURCHASE (for ecommerce/Sales campaigns)

Phase 4: Propose Directly

Call facebook_propose_create_adset immediately with all auto-configured values. Do NOT show a summary or ask for confirmation — the user reviews and edits everything in the approval UI.

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Guardrails

CBO/ABO Budget Conflict (server enforces at execution)

Condition	Action
Parent campaign is CBO (has campaign-level budget) + ad set has daily_budget or lifetime_budget	BLOCK — "Parent campaign uses CBO. Remove budget from ad set."
Parent campaign is ABO (no campaign-level budget) + ad set has NO budget	BLOCK — "Parent campaign uses ABO. Ad set must have daily_budget or lifetime_budget."

Optimization Event Protection

Condition	Action
optimization_goal is NOT OFFSITE_CONVERSIONS and NOT VALUE	WARN — "You're optimizing for {goal} instead of conversions. For Sales campaigns, OFFSITE_CONVERSIONS or VALUE typically performs best."
optimization_goal is VALUE	WARN — "VALUE optimization requires a pixel with sufficient purchase events with varied values. If Meta rejects it, retry with OFFSITE_CONVERSIONS."
custom_event_type is NOT PURCHASE for ecommerce account	WARN — "You're optimizing for {event} instead of PURCHASE. For ecommerce, PURCHASE usually gives the best ROAS."

Budget Guardrails

Condition	Action
ABO budget < $1 USD equivalent	BLOCK — "Minimum budget is {minInLocal} {currency}"
ABO budget $1-$5 USD	WARN — "Budget is very low. Meta may struggle to exit learning phase."
ABO budget $5-$10 USD	WARN — "Budget is below recommended minimum for stable optimization."

Budget Fragmentation Guardrail

If user wants ABO + multiple ad sets under same campaign:

• Total budget across all ad sets < $20 USD → WARN — "Splitting {total} across {n} ad sets gives each only {per_adset}. Consider fewer ad sets or higher budget."

Dynamic Creative Guardrail

Condition	Action
Ads will use asset_feed_spec but is_dynamic_creative not set to true	BLOCK — Meta returns "Dynamic creative ad sets allow for one active ad at most". Set is_dynamic_creative: true on the ad set.

Targeting Guardrails

Condition	Action
flexible_spec items missing id or name	BLOCK — both fields are required. Re-run facebook_search_targeting to get valid IDs.
flexible_spec has items in wrong sub-key (e.g., behavior in interests)	WARN — place each item in the sub-key matching its category (interests, behaviors, demographics, etc.)
If setting user_device, must also set user_os	BLOCK — Meta rejects device targeting without OS
targeting.geo_locations missing or empty	BLOCK — at least one location is required
age_min < 18 or age_max > 65 or age_min > age_max	BLOCK — invalid age range
Advantage+ audience (targeting_automation.advantage_audience=1) with age_max < 65	BLOCK — Meta rejects hard age_max limits below 65 for Advantage+ audience. Either set age_max to 65, omit age_max, or disable Advantage+ audience.

Attribution Guardrail

Condition	Action
CLICK_THROUGH window_days = 1 for OFFSITE_CONVERSIONS/VALUE	WARN — "1-day click attribution gives Meta less conversion data. 7-day click is recommended for conversion campaigns."

Placement Guardrail

Condition	Action
Manual placements set (publisher_platforms specified)	WARN — "Manual placements restrict where Meta can show ads. Advantage+ Placements usually delivers better results at lower cost."

Spending Limits Rules

• Must be zero or positive numbers
• daily_min_spend_target must be <= daily_spend_cap (if both set)
• lifetime_min_spend_target must be <= lifetime_spend_cap (if both set)
• Do NOT mix daily and lifetime spending limits — use one type only

Attribution Spec Rules (Meta enforces)

Optimization Goal	Attribution Spec
OFFSITE_CONVERSIONS / VALUE	[{ event_type: "CLICK_THROUGH", window_days: 7 }, { event_type: "VIEW_THROUGH", window_days: 1 }]
IMPRESSIONS / REACH	[{ event_type: "CLICK_THROUGH", window_days: 1 }, { event_type: "VIEW_THROUGH", window_days: 0 }] — Meta rejects anything else
LINK_CLICKS / LANDING_PAGE_VIEWS	[{ event_type: "CLICK_THROUGH", window_days: 1 }, { event_type: "VIEW_THROUGH", window_days: 0 }]

ENGAGED_VIDEO_VIEW (optional, video ads only): Add { event_type: "ENGAGED_VIDEO_VIEW", window_days: 1 } to attribution_spec for video creatives. Valid window_days: 0 (none) or 1. CLICK_THROUGH window_days: 1 or 7. VIEW_THROUGH: 0 or 1.

Bid Amount Rules

Campaign Bid Strategy	What to Do
Not set / LOWEST_COST_WITHOUT_CAP	Do NOT set bid_amount
COST_CAP	MUST set bid_amount — ask user for target cost per result
LOWEST_COST_WITH_BID_CAP	MUST set bid_amount — ask user for max bid
LOWEST_COST_WITH_MIN_ROAS	MUST set bid_constraints with roas_average_floor — ask user for target ROAS

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Output After Creation

Show the user: Give simple crisp summary of created adsets.

Error Handling

Transient Meta API errors (code 2 "Please retry your request later", network errors) are automatically retried up to 2 times with backoff. No action needed from the LLM.

Error	Action
"You can only set an ad set budget or a campaign budget"	Parent campaign is CBO. Remove daily_budget and lifetime_budget from ad set.
"pixel isn't eligible for value optimisation"	Pixel doesn't have enough varied purchase values. Retry with optimization_goal=OFFSITE_CONVERSIONS and custom_event_type=PURCHASE instead.
"Dynamic creative ad sets allow for one active ad at most"	Ad set needs is_dynamic_creative: true to use asset_feed_spec creatives. Re-create ad set with the flag set.
"Only dynamic creative ads can be created as the ad set is a dynamic creative ad set"	The ad set has is_dynamic_creative: true but the ad used flat fields. Use asset_feed_spec format for DCO ad sets.

Call the Tool

Pass adset_configs as a 1-element array. Never call the tool multiple times — batch all ad sets in one call.