Last updated:
Quick answer
Platforms watch for automated activity. Meta's terms forbid collecting data by automated means without permission, even when logged in. Use official apps, APIs or exports instead of having an agent click through a site, limit how often it runs, and make it stop and tell you at any login check or warning.
Free PDF
Get this setup as a PDF
Confirm your email and we'll open a print-ready copy of this setup you can save as a PDF. You also get the free starter pack and one setup a week. Unsubscribe anytime.
Already a subscriber? Unlock it on this device
At a glance
All outcome figures are estimates from cited sources, not independent verification by us.
- What it is allowed to do
- Read-only
Only reads, researches, or summarizes. It never drafts outbound content or changes anything.
- Time saved (estimate)
- About 20 minutes to set up.
- Difficulty
- Intermediate
- Tools needed
- Claude, ChatGPT, Grok Bot
- Typical cost
- Prices: Not stated in sources.
Reviewed Nov 2, 2026
Basis (estimate): Estimate only: based on the steps above, not timed.
What does this setup do?
Set rules so your AI agent uses official connections, runs at a sensible pace and stops at any security check, so your own accounts do not get restricted.
Who is it for?
Owners whose agent logs into social, ad or marketplace accounts to read insights or post, and who cannot afford a locked account.
How do you set it up?
Tools
- Your agent's standing instructions
- A list of the accounts it touches
- The platform's official app, API or export, where one exists
Steps
- List every account the agent logs into and what it does there.
- Check each platform's terms. Meta's say you may not access or collect data from its products by automated means without prior permission.
- Switch to an official route where one exists: a connector, the platform's own export, or its API.
- Add the rules from the prompt below to the agent's instructions.
- Turn on two-factor sign-in and keep a recovery method you control, in case of a lock.
- If an account gets flagged, stop the agent on that account before appealing.
Example output
Illustrative. Your results will differ.
- Facebook Page insights: switch to the Meta Business Suite export, weekly
- Etsy stats: agent reads the CSV export you upload, no browsing
- Rule hit: 'Security check on Instagram login. Stopped, did not continue.'
Where to paste this prompt
Claude → Project knowledge & custom instructions
Copy-paste prompt
Adapt bracketed fields to your situation.
Add these rules to your standing instructions for any website account:
1. Use only the connections I list: [OFFICIAL APPS, APIS, EXPORTS].
2. Do not click through a site page by page to collect data.
3. Run each account task at most [N] times a day. Never loop a task that fails; stop after 2 tries and tell me.
4. At any captcha, security check, new-device prompt or warning: stop immediately and tell me. Never try to get past it.
5. Never change account settings, names or security options.Newsletter
Get the free starter pack
Free starter pack with five beginner copy-paste prompts after you confirm, plus one researched setup in your inbox each week. Unsubscribe anytime.
What usually goes wrong?
Where agents tend to stall on this job. More patterns in Where AI gets stuck.
- Letting an agent retry a failing login.
- Using the agent on a personal profile tied to a business page.
- No recovery email or phone you still control.
Which chat tools work with this prompt?
Paste the prompt into any of these assistants (free or paid tiers).
- Claude
- ChatGPT
- Grok Bot
Common questions
- Why did my account get locked when my agent used it?
- Platforms flag automated activity, especially loops and page-by-page data collection. Some terms forbid it without permission.
- How do I avoid it?
- Use official apps, APIs or exports, cap how often tasks run, and stop at any security check.
- What if it is already locked?
- Stop the agent on that account, then follow the platform's own recovery steps.
What tips make it smoother?
- Exports and official reports usually give the same insights without the risk.
- A loop on a failing task looks most like a bot; cap retries.
- Keep the agent off the account you can least afford to lose.
Where do the claims come from?
Summaries use public sources linked below, not independent verification. How setups are picked.
- Read Meta’s write-up (www.facebook.com)
Meta: Terms of Service: you may not access or collect data from Meta products using automated means without prior permission, even while logged in (read 2026-11-02 from a search result excerpt of the page)
Related setups
- Set guardrails before an AI agent gets access
Write a one-page rulebook for an AI agent before it touches your accounts: what it can read, what it can only draft, what always needs your approval, and what it must never do.
- Cap what your AI agent can spend
Set a monthly spend limit and an alert on every API account your agents use, with one key per agent, so a runaway task stops before it burns your budget.