MCP PROMPT · CUSTOMERS

/enrol-customer-tier

Move an existing customer into a membership tier.

01 · The flow

What the agent does, in order.

  1. 01 Call search_members with the customer's name/phone/email to find their accountId.
  2. 02 Call list_membership_tiers; pick the requested tier.
  3. 03 Call enrol_membership with accountId + tierId. Note: if the customer is already in a paid tier, confirm the upgrade/downgrade behaviour with the user before proceeding.
  4. 04 Optionally call earn_loyalty_points to credit any sign-up bonus.
02 · Tools called

4 typed tools in sequence.

  • search_members
  • list_membership_tiers
  • enrol_membership
  • earn_loyalty_points

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 /enrol-customer-tier in chat. Agent runs the steps in order.

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