MCP PROMPT · CUSTOMERS

/add-customer

Add a new customer/contact with optional tags and notes.

01 · The flow

What the agent does, in order.

  1. 01 Call create_account with at minimum name + phone (or email). Other fields (life_stage, source, language, address, marketing_opted_in) are optional.
  2. 02 If the user mentioned tags ("VIP", "win-back", "lead-from-referral"), call list_tags first, then attach_tags with the matching tagId.
  3. 03 If there's context worth recording, call create_note with the accountId.
  4. 04 Confirm to the user with the new accountId and a one-line summary.
02 · Tools called

3 typed tools in sequence.

  • create_account
  • list_tags
  • create_note

Every tool ships with MCP annotations (title, readOnlyHint, destructiveHint, openWorldHint, idempotentHint). Clients can gate destructive calls before invoking. Full catalog: /server-card.json.

03 · Related

More customers playbooks.

Try this in your agent.

Connect FavCRM to Cursor, Claude, ChatGPT, or any MCP client. Type /add-customer in chat. Agent runs the steps in order.

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