MCP PROMPT · CUSTOMERS

/customer-360

Compile a complete view of one customer across the system.

01 · The flow

What the agent does, in order.

  1. 01 Call search_members or get_contact to find the accountId.
  2. 02 Call get_member_profile for the canonical record (name, contact, tier, lifetime spend).
  3. 03 Call get_loyalty_balance for points / stamps / credits.
  4. 04 Call list_bookings with the customer filter for booking history.
  5. 05 Call list_orders with the customer filter for shop history.
  6. 06 Call list_invoices for outstanding balances.
  7. 07 Call list_notes for any private notes attached to the account.
  8. 08 Render a single markdown summary: identity → tier → balance → recent activity → flags. Highlight anything urgent (overdue invoice, no-show streak, expiring tier).
02 · Tools called

7 typed tools in sequence.

  • search_members
  • get_member_profile
  • get_loyalty_balance
  • list_bookings
  • list_orders
  • list_invoices
  • list_notes

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 /customer-360 in chat. Agent runs the steps in order.

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