MCP Examples
Example prompts for use with Claude Desktop, Cursor, or any MCP-compatible client connected to FunnelStory.
Account Preparation
"Pull up everything I need to know about Acme Corp before my call tomorrow — health score, prediction, open renewal date, recent needle movers, and any notes from the last 90 days."
Pulls account data, predictions, needle mover history, and recent activity in a single pass. Useful for call prep without opening multiple tabs.
"Which accounts are predicted to churn, have a renewal date in the next 60 days, and haven't had a meeting logged in the last 30 days?"
Crosses predictions, account properties, and activity logs. Returns a prioritized list for immediate outreach.
Portfolio Analysis
"Break down my book of business by health score — how many accounts are above 70, how many are below 40, and what's the total ARR at risk?"
Queries accounts with health scores and ARR, buckets them, and returns a distribution summary with dollar amounts.
"Show me all accounts in the Healthcare segment with a churn prediction that are missing our Advanced Analytics add-on. Group by CSM."
Filters by segment, prediction outcome, and product ownership, then groups by CSM assignment.
QBR Preparation
"I have a QBR with Globex next week. Summarize their health over the last 6 months — health score trend, needle movers flagged, metrics that improved or declined, and what our prediction says going into renewal."
Returns a narrative summary backed by historical score data, the needle mover timeline, metric trends, and the current prediction.
Working with AI Agents
"Run the renewal risk summary flow for Q2 renewals and show me the output."
Calls get_flows to find the right flow, then run_flow to execute it. Returns the output without navigating to the Flows section in the UI.
"Create a flow that runs daily, finds accounts with a health score below 35, and sends a Slack message to #cs-alerts with the account name, health score, and CSM."
Uses configure_flow to build a scheduled flow saved as a draft for review before publishing.
Next Steps
- Available Tools — reference for all four MCP tools
- Getting Started — connect your AI assistant
- AI Agents overview — triggers, operations, and run lifecycle in the product
- Vibe coding — recommended workflow for assistants