Platform go-live
You complete these steps once for the buyer account:- confirm the domain of the organization operating the account;
- say whether the account represents the whole operator or a specific operating unit;
- choose the plan for this buyer account;
- accept the current terms; and
- resolve any account hold.
Use a specific unit for a buying seat, office, region, or team that needs to be
distinguishable from other accounts under the same domain. Prefer a code your
organization already uses. If you do not have one, use a short, readable ID
that will remain meaningful over time. Do not use
default, a temporary display
name, a seller’s account ID, or an Interchange database ID. The buyer account
name is mutable display metadata; the billing-company name is separate and does
not identify the operating unit.
An account administrator must confirm the scope. Before confirming, review the
other buyer accounts under the same operator domain so you do not claim the
whole operator when the account actually represents one unit. Buyer Setup lists
the confirmed identities visible in your account hierarchy for the domain you
enter. Interchange rejects an exact identity already claimed by another buyer
account. You can change the operator domain, scope, or unit ID after setup and
after connecting storefronts, until an advertiser account is created or bound
under that identity. Buyer Setup then reports the identity as locked. In AdCP
3.2, the operator domain and optional operating-unit ID are advertiser natural-key
dimensions; pre-3.2 bindings still make the seller-visible operator domain
immutable. Changing either requires an advertiser identity migration rather
than an ordinary settings update.
Interchange compares the operator domain with account membership and the
verified organization domain. The Organization must prove control before real
operations are available. AAO corporate metadata can suggest or classify the
Organization, but a public AAO record is not ownership proof. A buyer operator does not publish
adagents.json; that document belongs to seller authorization. Buyer setup also
does not require brand.json.
Buyer Setup always shows the current operator. A domain suggested from existing
account or work-email information is prefilled, but it is not silently treated
as your choice. A sole buyer account may show The whole operator as a
recommendation; an administrator still confirms it. When the account is a
specific unit, Buyer Setup proposes a readable ID from the account name, which
you should replace when your organization has an established code.
Existing accounts with a proved legacy domain remain able to use their existing
buying paths while scope confirmation is pending. Buyer Setup continues to mark
the operator-identity step as incomplete, and new AdCP 3.2 provisioning may
require the complete confirmed identity.
If an API call requires Buyer Setup
On/mcp/v3, call get_status first. When
operatorIdentity.usableForBuying is false, an account administrator can call
save_buyer_operator with the real non-platform operatorDomain and either
operatorScope: "whole_operator" or operatorScope: "specific_unit" plus a
stable operatorUnitId. When the domain is usable but scopeStatus is
unclassified and locked is false, reuse that domain and choose its scope.
When locked is true, follow the support action returned by get_status
instead. The tool confirms commercial identity only; it does not grant user
access or change the login organization.
Before that identity is claimed,
/mcp/v3 can still create, update, or archive
a test-only advertiser with save_advertiser and sandbox: true. This exception
applies only to the operator-identity check: plan selection, current Terms, and
other readiness blockers still apply. Live advertisers continue to require the
complete buyer operator identity.409 with error
code BUYER_SETUP_REQUIRED when the account has no confirmed, non-platform
operator identity. For a missing identity, the exact structured details are
reason: "missing_operator_identity", readinessCheck: "operator_identity", setupStep: 1, and setupPage: "buyer_setup". This is
a correctable account-readiness task, not a seller outage: open Buyer
Setup, confirm the operator domain and account scope, then retry the request.
interchange.io for a missing buyer operator.
That would combine unrelated buyers under one seller-side natural-key account.
If a legacy profile explicitly contains that platform domain, the request uses
the same BUYER_SETUP_REQUIRED contract with details.reason: "platform_operator_not_allowed". Replace it with your organization’s operator
domain in Buyer Setup.
Changing or confirming the operator affects new discovery and provisioning,
but does not rewrite existing transactions. A historical media buy continues
to use the exact seller account persisted when the buy was created, including
for status, creative re-sync, update, cancellation, and delivery operations.
On the Storefront MCP discovery surface, an explicit opaque account_id must
belong to the authenticated buyer on that storefront. A missing buyer grant or
an ID belonging to another buyer returns the structured AdCP error
ACCOUNT_NOT_FOUND with details.reason: "account_not_authorized_for_buyer"; it is not reported as a missing
storefront account context. Retrieve an authorized account with
list_accounts, or complete the seller’s account-linking flow, before retrying.
Buyer Setup returns derived capability verdicts rather than a writable Account
mode. Before Organization proof, plan selection, and Terms, the Account can use
bounded demo and onboarding surfaces. After those steps it can perform real
non-spend work. Spend additionally requires the media-buying product entitlement.
Seller-direct transactions need no Interchange payment method;
Interchange-cleared transactions additionally need the exact route’s payment
authority. Account holds block every capability.
Confirming or changing the buyer operator does not change your WorkOS
organization, sign-in, invitations, SSO, account membership, billing company,
advertiser, or brand domain.
Destination go-live
Every seller or platform then shows only its own remaining requirement:- A credential-free AdCP seller requires no connection step.
- An official adapter may require a free provider connection, account choice, and advertiser mapping.
- A seller can be temporarily unavailable even when your connection is healthy.
- Direct-billed sellers and platforms bill the operator or advertiser and do not use an Interchange rate card or payment method for that route.
- A seller cleared by Interchange requires active media pricing supported by the current clearing engine and payment authority before live spend. A child account automatically uses the media pricing on its billing organization; the account-delegation placeholder does not control that inheritance.