MCP PROMPT · SEGMENTATION

/build-segment

Create a customer segment from criteria and verify the population.

01 · The flow

What the agent does, in order.

  1. 01 Confirm with the user: segment name + criteria (tier, tag, life_stage, last booking range, spend bracket).
  2. 02 Call create_segment with name + filterDefinition.
  3. 03 Call get_segment_members to verify the population. Show the count + 5 sample names.
  4. 04 If the count looks wrong, refine the filter and re-create. Don't accumulate orphan segments.
  5. 05 Echo back the segmentId so it can be reused in send-campaign.
02 · Tools called

2 typed tools in sequence.

  • create_segment
  • get_segment_members

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 segmentation playbooks.

Try this in your agent.

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

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