What is a Whiteboard MCP?#
A whiteboard is where marketing ideas become visible. An MCP is how an AI assistant can work with that whiteboard instead of only talking about it.
Wireslate's Whiteboard MCP connects your AI assistant to your Wireslate workspace. It can read the whiteboards you have access to, help create a new one, and make careful edits to an existing board. The result is less time moving ideas from a chat into boxes and arrows - and more time improving, reviewing, and implementing the strategy those boxes represent.
What does MCP mean?#
MCP stands for Model Context Protocol. It is a standard way for an AI client to use another product as context and take actions there with your permission.
In Wireslate, that means your assistant can work with the actual structure of a funnel: its steps, connections, notes, pages, metrics, and layout. It does not need to guess what your diagram looks like from a pasted description.
You still choose what it can access. The MCP uses your Wireslate sign-in and the same permissions you have in the app. It can only see whiteboards and spaces you can see, and it can only edit boards where you have edit access.
What you can ask a Whiteboard MCP to do#
Your AI assistant can help you:
- Find your work. List the spaces and whiteboards you have access to, then open the one you mean
- Read a funnel. Turn a whiteboard into a structured view your assistant can understand before it suggests changes
- Create a new whiteboard. Build a fresh funnel, strategy map, or documentation board in the space you choose
- Edit a board with you. Add or update funnel steps, notes, headings, links, arrows, page screenshots, and videos
- Keep a sequence clear. Arrange steps and the notes attached to them so a flow remains easy to follow
- Prepare work for another tool. Finalize the visual plan in Wireslate, then pass the approved instructions to a connected MCP to implement
It is especially useful when the work starts in conversation: a client brief, a launch review, a batch of emails, or a competitor teardown. Ask the assistant to turn the thinking into a real, editable whiteboard, review it yourself or with your team, and keep the final plan connected to the tools that will carry it out.
How to set up Wireslate's Whiteboard MCP#
The exact labels vary by AI client, but the connection details are the same. In Codex, open Settings > Plugins > MCPs, choose Add, then Connect to a custom MCP. In Claude, look for the equivalent custom or remote MCP server option. ChatGPT may expose the same connection under its connectors or MCP settings.
How Wireslate's MCP works#
The flow is simple:
- Connect Wireslate in an AI client that supports MCP and sign in with your Wireslate account
- Tell the assistant what you want to map, document, or change
- Choose the Wireslate space where the work should live. Your assistant should show you the writable options instead of choosing silently
- Review the whiteboard it creates or edits in Wireslate, then keep refining it with your team
- When the plan is final, ask the AI client to send the approved instructions through the MCP for the tool that will implement them
Before it adds funnel steps, the assistant reads your available component library. That helps it use the components and fields that fit your workspace instead of inventing a made-up diagram. For larger flows, it can plan the layout before it writes, so repeated notes, screenshots, videos, and branches stay attached to the right steps.
Every edit is tied to the latest version of the whiteboard. If someone changes the board while the assistant is working, it will ask to refresh rather than overwrite that newer work.
Six practical Whiteboard MCP use cases#
Document an email marketing flow in one place#
Email programs often live across a sending tool, a spreadsheet, campaign notes, and somebody's memory. Start with the full flow. Ask your assistant to import or map it in Wireslate: the trigger, each email, the wait between messages, the offer, the audience, the destination page, and what should happen next.
Add context beside each email. Use notes for the goal, key message, owner, test idea, revenue assumption, costs, and CR% where those numbers make sense. Add screenshots of the landing page and links to relevant videos or product demos. Now the sequence is a living plan your team can edit together, not a trail of tabs. Once it is approved, ask the connected sending tool's MCP to implement the changes.
Visualize and edit emails from Resend#
Import the sequence. If your AI client can also access your Resend emails, ask it to bring them into Wireslate. Wireslate can lay out the send order, document each email's purpose, and connect the relevant destination pages. Then make visual edits in the whiteboard: move steps, add branches, rewrite the plan in notes, attach screenshots, and mark the decisions that still need input.
Review, approve, and implement. Review the sequence with your team or client in Wireslate, finalize the audience, timing, copy direction, revenue goals, costs, and CR% assumptions, then ask the AI to push the approved plan back through the Resend MCP and implement it. Wireslate is the visual implementation layer where the marketing plan lives, while Resend carries the finished email work into production.
Create client strategies and turn them into coordinated work#
For consultants and agencies, a good client strategy needs to be clear enough to sell the direction, then detailed enough to guide the work. Start with the brief. Ask your assistant to turn a discovery call, audit notes, or client brief into a Wireslate plan with the audience, offer, funnel stages, channels, campaign ideas, assumptions, screenshots, videos, and open decisions.
Work through approval. That gives you a useful first draft before the strategy session. During the call, you can edit the board together, add client feedback beside the relevant step, and attach revenue, cost, and CR% assumptions. After the plan is approved, ask the appropriate MCPs to implement the work in the email platform, landing page builder, ad tool, or CRM. The whiteboard remains the shared source of truth for the strategy and the next iteration.
Map a competitor's funnel and turn evidence into a plan#
Research is more useful when it is easy to retrace. Map the complete journey. Give your assistant the competitor journey you found and ask it to import or create a board: ad or source, landing page, opt-in, emails, offer, checkout, and follow-up.
Keep the evidence attached. Add URLs, page screenshots, relevant videos, and notes showing what you observed at each step. Separate fact from hypothesis, and add your own revenue, cost, or CR% estimates only where they are useful. With the evidence visible, you can edit the opportunity map with other people, finalize your response, and send the approved marketing work to the MCPs that will implement it.
Build a funnel strategy from a brief#
Start with a plain-language brief: who the audience is, what you are launching, the offer, the channels, and the goal. Your assistant can turn that into a first-draft funnel with a sensible flow of traffic sources, pages, emails, conversions, and follow-up actions.
Make the draft yours. Add your real numbers, use Add metrics to your funnel to model the economics, and try alternatives with Variants and scenarios. Add screenshots, notes, and videos where they help the team understand the work. Review and finalize the plan in Wireslate, then ask the relevant MCPs to implement each part while keeping the approved strategy in one visual place.
Plan, launch, and learn from an A/B test#
Plan the experiment first. Use Wireslate to map the hypothesis, audience, control, variant, funnel steps, creative, success metric, expected revenue, costs, and CR% before anything ships. Add screenshots of the current experience, notes about the decision criteria, and videos when the experience is easier to explain that way.
Close the learning loop. Once the plan is reviewed with your team, ask AI to implement the variant through a landing page builder's MCP or another connected tool. After launch, connect an analytics MCP and ask Wireslate to show the results on the board, compare the variants, document what happened, and update the next experiment. The result is a visible loop from plan to implementation to learning.
Good prompts to start with#
- “Create a whiteboard for our new welcome sequence: signup, email one, product tour, email two, demo invitation, and follow-up. Add a note for the goal of each email, plus expected revenue, costs, and CR% where they make sense.”
- “Read our launch funnel board and add a branch for people who registered but did not attend the webinar. Add the relevant revenue, cost, and CR% assumptions, and attach a screenshot and notes for the follow-up page.”
- “Import this email sequence from Resend into Wireslate. Let me edit the flow visually with the team, keep screenshots and notes beside the relevant steps, and, once we approve it, send the final changes back through the Resend MCP for implementation.”
- “Turn these discovery notes into a client strategy board with the audience, offer, channels, funnel stages, assumptions, decisions, expected revenue, costs, and CR%. Add the relevant screenshots and videos, then prepare the approved actions for the connected implementation tools.”
- “Map this competitor journey from the URLs, screenshots, videos, and notes below. Keep a note next to each step with the evidence we found and separate facts from hypotheses.”
- “Plan an A/B test for this landing page. Show the hypothesis, control, variant, audience, expected revenue, costs, and CR%. After launch, connect analytics, show the results on the Wireslate board, and document the recommendation for the next test.”
- “Turn this campaign brief into a funnel strategy. Start with paid social, include a lead magnet and five-email nurture sequence, add screenshots and relevant videos, then show which MCP should implement each approved part.”
A few guardrails worth knowing#
The assistant is a collaborator, not an autopilot. It works within your Wireslate permissions, asks you to choose a space for new work, and gives you the whiteboard link after it makes a change. Everything it creates is editable in Wireslate, and you decide when a plan is ready to send to another tool for implementation.
For the best result, give it a clear outcome and the context it cannot infer: the audience, offer, channel, constraints, numbers, evidence, and what success looks like. Then review the board as you would any first draft, with the people who need to approve it. The point is not to hand strategy away - it is to get from an idea to a useful, shared, implementable plan much faster.