Budget Pacing + Reallocator

Automated budget pacing analysis and reallocation planning for Meta ad accounts.

Spending too fast? Too slow? This skill pulls live account data via Glued MCP, calculates your spend trajectory against plan, and builds a take/give reallocation table with impact reasoning — so you can make budget shifts with confidence instead of gut feel.

---

What it does

1. Resolve workspace — Identifies the target Meta ad account via Glued MCP's list_workspaces tool (or uses a provided workspace ID).

1. Pull topline metrics — Calls get_workspace_dashboard for account-level spend, delivery, and performance data.

1. Compute spend pacing — Calculates actual spend vs. expected trajectory for the period. Classifies as underpacing (>5% behind), on pace (within 5%), or overpacing (>5% ahead).

1. Campaign-level breakdown — Uses query_ad_report to break down spend and efficiency metrics by campaign.

1. Build reallocation table — Generates a take/give budget shift plan with impact reasoning for each campaign. Supports conservative (small shifts) and aggressive (larger moves) modes.

1. Draft rule logic — Creates human-readable rule logic text for manual review and implementation.

1. Publish (optional) — Posts summary and action items to Slack or Notion if connectors are available.

---

Output

output/
├── pacing_plan.md    # Human-readable pacing report with reallocation recommendations

└── pacing_plan.json  # Structured data for programmatic consumption

---

What the analysis actually looks like

The pacing plan includes:

• Pacing status per campaign (underpacing / on pace / overpacing) with percentage deviation
• Root cause diagnosis — whether low spend is from budget caps, audience saturation, or learning instability
• Reallocation table — specific dollar amounts to shift between campaigns with reasoning
• Conversion lag check — flags campaigns where same-day ROAS doesn't reflect true performance
• Risk concentration warning — ensures recommendations don't overweight a single campaign

---

What this replaces

Before	After
Manually checking spend in Ads Manager daily	Automated pacing calculation against monthly plan
Spreadsheet math to figure out if you're on track	Instant underpace/overpace classification with thresholds
Gut-feel budget shifts between campaigns	Data-driven take/give table with impact reasoning
Forgetting to account for conversion lag	Built-in lag check before cutting campaigns on ROAS
Risk of dumping budget into one winner	Automatic risk concentration validation
Manually drafting budget rules	Rule logic text generated for review

---

Who this is for

• Performance marketers managing Meta ad budgets who need fast pacing checks without opening spreadsheets
• Agency media buyers juggling multiple client accounts who need standardized pacing reports
• Marketing managers who want to understand spend trajectory without deep platform knowledge
• Growth teams running aggressive spend strategies who need guardrails on reallocation decisions

---

Requirements

Requirement	Details
Glued MCP	Connected Meta ad account with workspace access
Claude Code	Runtime environment (also compatible with Codex)
Slack (optional)	For posting pacing summaries to channels
Notion (optional)	For creating pacing tasks and records

No API keys or environment variables required — all data access goes through Glued MCP tools.

---

Skill structure

budget-pacing-reallocator/
├── SKILL.md    # Skill definition with procedure, decision rules, and guardrails

└── README.md   # This file

---

How it works under the hood

This is a single-agent skill — no subagents or external scripts. The main Claude agent executes the full workflow using three Glued MCP tools:

MCP Tool	Purpose
list_workspaces	Resolve workspace ID if not provided
get_workspace_dashboard	Pull account-level spend and performance metrics
query_ad_report	Get campaign-level breakdown for reallocation analysis

Decision thresholds:

• Underpacing: actual spend < expected by more than 5%
• On pace: within +/- 5%
• Overpacing: actual spend > expected by more than 5%

Modes:

• conservative — smaller, safer budget shifts
• aggressive — larger moves for accounts that need to catch up or pull back fast

Guardrails: The skill never executes live budget changes. All recommendations are for manual review and implementation.

---

For performance marketers who want pacing clarity and reallocation confidence without the spreadsheet gymnastics.