MCP PROMPT · CUSTOMERS

/onboard-member

Create a new member, enrol them in a tier, send a welcome.

01 · The flow

What the agent does, in order.

  1. 01 Call create_account with name + phone/email (mark life_stage="member").
  2. 02 Call list_membership_tiers; pick the right tier (default to the lowest paid tier or the one named "Bronze"/"Standard" if unsure — confirm with the user first if pricing differs).
  3. 03 Call enrol_membership with accountId + tierId.
  4. 04 Call issue_rewards if the tier comes with a welcome gift or sign-up points.
  5. 05 Call send_whatsapp_message (or send_message for SMS/email) with a welcome template — confirm the channel with the user.
02 · Tools called

5 typed tools in sequence.

  • create_account
  • list_membership_tiers
  • enrol_membership
  • issue_rewards
  • send_whatsapp_message

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 /onboard-member in chat. Agent runs the steps in order.

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