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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:

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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):

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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:

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“Show me my recent orders for this store”

“List the last 25 orders on store_xxx.”

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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:

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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"):

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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"):
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.