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Examples

Sample prompts you can give an AI agent connected to @tagadapay/crm-mcp. The agent calls the right read tools and answers with real data from your account.
This MCP is read-only. To act on what the agent finds, head to the in-app Auto-fix agent (chat widget on app.tagadapay.com) — it proposes fixes you approve with one click.

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Health check

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”Show me my payment processors”

“What payment processors do I have configured?”
The agent calls processors.list and answers: 
You have 2 processors configured:
  • Stripe US (proc_a1b2) — active, currencies USD/CAD, countries US/CA
  • Adyen EU (proc_x9y8) — active, currencies EUR/GBP, countries IE/FR/DE

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“Are any of my domains broken?”

“Are all my custom domains verified and pointing the right way?”
The agent calls domains.list (and domains.getDnsLookup for any unverified ones): 
3 of 4 domains look healthy:
  ✓ checkout.merchant.com — verified
  ✓ pay.merchant.com — verified
  ✓ shop.merchant.com — verified
  ✗ legacy.merchant.com — NOT verified
        → DNS lookup: missing CNAME to proxy.tagada.io

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Diagnosing payment problems

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”Why are my payments declining?”

“Customers are telling me their cards keep getting declined. Can you figure out what’s wrong?”
The agent will:
  1. processors.list — checks if any processors are inactive or missing currencies
  2. stores.list → pick the relevant store
  3. funnels.list for that store — checks default currency vs processor currencies
  4. Reports back with a diagnosis
Typical answer: 
Your only USD-capable processor (Stripe US) is currently
INACTIVE. That's why USD-denominated checkouts are failing —
there's no gateway to route them to.

To re-enable it, open the Auto-fix agent in the dashboard
and ask "re-enable Stripe US". You'll see an inline approval
card and one click puts it back in service.

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“Show me my recent orders for this store”

“List the last 25 orders on store_xxx.” 
Calling orders.list(storeId="store_xxx", pageSize=25)…

Most recent orders:
  • ord_aaa  $79.00 USD  paid       2026-04-25 21:14
  • ord_bbb  $79.00 USD  refunded   2026-04-25 21:08
  • ord_ccc  €69.00 EUR  pending    2026-04-25 21:01
  …

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Webhooks

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”My CRM isn’t getting orders”

“Klaviyo isn’t receiving any new orders since this morning. What’s going on?”
The agent will:
  1. stores.list → identify the relevant store
  2. webhooks.list for that store → find the Klaviyo endpoint
  3. Report back
Typical answer: 
Found your Klaviyo endpoint on store str_xyz:
  • we_1 → https://klaviyo.example/hook (enabled, 4 event types subscribed)

The endpoint is configured. If deliveries aren't landing,
two things to check next:
  1. Klaviyo's API key on their side (rotated tokens are #1 cause).
  2. The dashboard "Webhook deliveries" view for HTTP error codes.

I can't see delivery history from this MCP — open the
Webhooks tab in the dashboard for that.

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Funnels

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”Walk me through this funnel”

“What does funnel fnl_abc actually look like? Steps, currency, upsells?”
The agent calls funnels.retrieve(funnelId="fnl_abc"): 
Funnel "Lead Magnet → Tripwire → Upsell"
  • storeId: store_xyz
  • baseCurrency: USD
  • status: published
  • steps:
      1. lead-form           → /go
      2. tripwire-checkout   → /pay   ($9 trial)
      3. one-click-upsell    → /add   ($79 main)
      4. thank-you           → /done

Looks well-formed; no missing steps.

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Customers

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”Find customer by email”

“Pull up the account for ana@example.com”
The agent calls customers.list(email="ana@example.com"): 
1 customer match:
  • cus_a1b2  Ana Soto   ana@example.com
              first order 2025-11-04, last order 2026-04-19
Then customers.retrieve(customerId="cus_a1b2") for full detail.

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Composing with other tools

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Pair with the Node SDK

If you want the AI agent to act on what it diagnosed (mutate stores, create funnels, charge customers), connect the @tagadapay/node-sdk as a separate tool. The Node SDK has full write access; the CRM MCP gives a fast read surface.

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Pair with Studio MCP

Use the CRM MCP for “what is configured” and Studio MCP for “edit my landing pages”. Together they cover diagnosis + creative work.

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What this MCP can’t help with

These prompts will fail (gracefully) — there’s no tool for them in v1:
  • ❌ “Refund order #1234” — write operation; use the Node SDK
  • ❌ “Enable my Stripe processor” — write operation; use the in-app Auto-fix agent
  • ❌ “Replay this webhook” — write operation; use the dashboard or Node SDK
  • ❌ “What’s the average customer LTV?” — analytics not exposed; use the dashboard or BigQuery export
The agent will tell you which surface to use instead.