MCP PROMPT · REPORTING

/weekly-snapshot

Pull a one-screen summary of the past 7 days.

01 · The flow

What the agent does, in order.

  1. 01 Call get_dashboard_stats for the headline KPIs (revenue, bookings, new members, MRR).
  2. 02 Call list_bookings with the past-7-day date range — count by status (confirmed / no-show / cancelled).
  3. 03 Call get_invoice_stats for outstanding totals + overdue counts. Cross-check against list_invoices for the past-7-day range.
  4. 04 Call list_subscriptions with status="active" for the MRR snapshot, and status="past_due" for at-risk count.
  5. 05 Optionally call list_notification_logs to see comms volume by channel.
  6. 06 Render a markdown summary with: top-line KPIs, bookings funnel, revenue total, MRR + at-risk, comms volume, three notable wins, three flags.
02 · Tools called

5 typed tools in sequence.

  • get_dashboard_stats
  • list_bookings
  • get_invoice_stats
  • list_subscriptions
  • list_notification_logs

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

Try this in your agent.

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

Pick a client All 37 playbooks

Verified .