MCP recipes

Paste these prompts into Claude (Desktop / Code / web, MCP server connected) to run your workspace by conversation.

Provision a new client

Create a workspace, an admin, a Stripe Connect onboarding link and the welcome email.

Provision a workspace for "Sophie Durand" (sophie@bigcorp.com) on the growth plan, in French. Send the onboarding email.
Calls: agent.provision_client_complete

Handle an inbound LinkedIn lead

Start from a LinkedIn URL, enrich the contact, run a strategic audit, open a deal and enroll it in the welcome sequence.

Process this inbound lead: https://www.linkedin.com/in/some-prospect/, workspace SDA, enroll in welcome sequence.
Calls: agent.process_inbound_lead

This week's Studio publishing

Publish every approved draft of the week to LinkedIn, TikTok and Instagram, 3 per channel at most.

Publish my approved Studio drafts for the SDA workspace this week, LinkedIn, TikTok, Instagram, max 3 each.
Calls: agent.weekly_studio_publish

Monthly invoicing run (dry run first)

See who would be invoiced this month, then commit.

Show me a dry-run of this month's recurring invoices for SDA. If everything looks right I'll ask you to commit.
Calls: agent.monthly_invoice_run

Daily briefing

A 24-hour summary of new contacts, deals, publications and payments.

Give me my daily briefing for SDA.
Calls: agent.daily_briefing

Send an audit recap to a prospect

Email the audit summary to a contact and log it on their 360 timeline.

Send the audit recap to contact 4f8a... (the prospect Marie I saw on Monday).
Calls: agent.send_audit_recap

Overdue invoice follow-ups

Queue follow-ups for late invoices, with templates picked by how late they are.

Queue relances for all overdue invoices in SDA. Show me what would go out first (dry run).
Calls: agent.relance_impayes

Scopes

MCP uses 3 simple scope levels in v1:

  • read, list, get, search
  • write, create, update (non-destructive)
  • destructive, delete, refund, purge, archive

Every tool declares the exact scope it needs (contacts:write, counsel:refund, …). A workspace owner grants or revokes scopes per token from /settings/mcp in the app.