Unified SEO + AI + social report

Most reporting forces clients to read three tools separately. This produces one view: search rankings and AI-search visibility from SE Ranking, social engagement from Planable, with quick text conclusions for the inbox and an interactive HTML report for the detail.

Prerequisites

• SE Ranking MCP connected (a project gives the cleanest ranking trend; Data API history works without one).
• Planable MCP connected, with the workspace and connected pages.
• The user provides: domain + brand, market/country (default us), the Planable workspace, the reporting period (default: previous calendar month), and optionally competitors for share-of-voice.

Connector health check

Before doing anything else, verify both MCPs are reachable:

• SE Ranking: call DATA_getSubscription. If it fails or returns an auth error, stop immediately and tell the user:

  "The SE Ranking connector isn't responding — please reconnect it before we continue. Setup guide: https://seranking.com/api/integrations/mcp/"

• Planable: call list_workspaces. If it fails or returns an auth error, stop immediately and tell the user:

  "The Planable connector isn't responding — please reconnect it before we continue. Setup guide: https://help.planable.io/hc/en-us/articles/27538577098780-How-to-connect-Planable-MCP-to-your-AI-tools"

Only continue to the process steps below once both calls return a successful response.

Process

1. Scope

Confirm domain, Planable workspace, period, and competitors. Resolve the period to explicit start/end dates.

2. Pull SEO (SE Ranking)

• With a project: PROJECT_getSummary and PROJECT_getPositionHistory(site_id, type: avg_pos | visibility, date_from, date_to) for the ranking trend; optionally reuse a finished audit (PROJECT_listAudits → getAuditReport) for a site-health number.
• Without a project: DATA_getDomainOverviewWorldwide for the snapshot.
• Shortcut: the AI overview call in step 3 (time-series view) already returns monthly organic_traffic / overall_traffic streams for the chosen country — you can reuse those for the organic-trend chart instead of a separate history call.

3. Pull AI search (SE Ranking)

• DATA_getAiSearchOverview(target, source, brand?) with the default time-series view — brand presence, link presence, AI opportunity traffic, average position, plus monthly trend streams (including organic/overall traffic). If previous is null, treat it as a baseline — don't render the change_percent of 100 as growth.
• DATA_getAiSearchLeaderboard(primary, competitors[], source, engines[]) — share of voice vs competitors (only if competitors were provided). Query it narrowly (few engines/competitors per call) — it can time out on large requests.

4. Pull social (Planable)

• list_pages(workspaceId) → page IDs.
• get_page_metrics_summary(workspaceId, pageIds, startDate, endDate) — account-level audience/impressions/engagement-rate.
• get_post_metrics_summary(workspaceId, pageIds, startDate, endDate) — published-post totals in the window. (Different scope from page impressions — keep them separate.)
• get_post_metrics(workspaceId, pageIds, ..., limit: 5) — top posts.
• list_posts(...) — posts published in the period (volume/cadence).
• For a monthly social trend, call get_page_metrics_summary once per month bucket.

5. Write the quick conclusions (chat)

A ~10–15 line plain-text summary: the headline move in each of the three areas (SEO, AI search, social), then 2–3 specific callouts ("what moved", "what to watch"). This is the part most people actually read — make it sharp and number-led, no filler.

6. Build the interactive HTML report

Use the bundled template at assets/report-template.html as the starting point — it has the Planable colour palette, the card/section layout, and Chart.js (CDN) wired up, including a dual-axis trend chart. Populate it with the real data you pulled:

• KPI cards: organic traffic, AI presence / share of voice, social impressions, engagement rate, posts — each with a real period-over-period change where you have one (leave the delta blank otherwise; never invent it).
• Trend charts (interactive): ranking/organic trend, AI presence trend, social impressions & engagement. When two series have very different scales (e.g. organic traffic in the thousands vs AI opportunity traffic in the hundreds, or impressions vs engagement), plot them on a dual axis or in separate charts — don't squash them onto one axis or the smaller line flatlines.
• Share of voice: a bar chart of brand vs competitors (omit if no competitors).
• Top posts and What moved / What to watch — same callouts as the text summary.

Inline the data as JavaScript arrays in the file (no external data files, no localStorage). Save to the outputs folder as {client}-{period}-cross-channel-report.html, then share it with present_files. Validate the inline script parses (a quick node --check-style pass) before presenting.

Output

1. Quick conclusions — short text summary in chat (the numbers + 2–3 callouts).
2. Interactive HTML report — self-contained file, presented via present_files, with KPI cards, hoverable trend charts, share-of-voice, and top posts.

Tips

• Keep the chat summary tight; the HTML is the detailed artefact. Don't duplicate the full report in chat.
• Label data sources in the report footer (SE Ranking for search/AI, Planable for social) and stamp the generation date and exact date range.
• Round for readability (48K, 4.2%); never fabricate a trend. If a series has one data point, show the point and skip the trend line.
• Mark partial periods (e.g. a month-to-date bucket) clearly so a short bar isn't read as a drop.

Edge cases & limits

• No GA4 / no Looker Studio. This report covers what the two MCPs return — search/AI visibility and social engagement, not cross-channel conversion attribution. State this in the footer.
• Limited page-level social analytics: Twitter/X, Pinterest, Threads and Google Business Profile typically don't return page-level metrics via the connector — they appear in unsupportedPages; base totals on supported channels and note the rest as "data not available".
• Thin periods: if little was published or rankings barely moved, say so plainly rather than dramatising noise.
• No competitors provided: skip the share-of-voice section instead of leaving an empty chart.