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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​