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StoreAgent
Customers recipe

Move Your Best Wholesale Customers Up a Tier

Ranks wholesale customers by lifetime spend and moves the top ones into a higher-tier role after you check the list.

WHAT IT DOES asks first Changes your store, only after you say yes
TIME SAVED ~20 min vs doing it by hand
REQUIRES BOTH
StoreAgentFree plugin · MCP on every plan
+
Wholesale Suite Installed and active
Connect your store
THE PROMPT
List my wholesale customers in the [wholesale_customer] role, sorted by lifetime spend, highest first. Show the top [15] with their name, email, lifetime spend and last order date. Tell me if the list was cut short. Suggest who should move into the [gold_wholesale] role. Wait for my OK on the names. Warn me that this replaces every role the customer holds now, so skip anyone who is also staff. Then move only the ones I confirm.
PASTE INTO ClaudeChatGPTCursor+ any MCP client
WHAT HAPPENS NEXT

What Happens When You Paste It

Your assistant picks the right abilities, pulls live data from your store and does the work. Here’s roughly how the conversation goes.

1
It reads first. Read abilities run straight away, so it’s working from your real catalog, not guessing.
2
It checks with you. Anything that writes to your store stops and asks before it goes ahead.
3
It’s all logged. Every ability call shows up in wp-admin, so you can see exactly what changed.
Claude · connected to your store
yourstore.com · via StoreAgent MCP
Live
List my wholesale customers in the [wholesale_customer] role, sorted by lifetime spend, highest first…
Top 15 by lifetime spend range from $48,200 to $9,600. 2 of them have not ordered in over 6 months. Calling:
wholesale-suite/list-wholesale-rolesdone
wholesale-suite/list-wholesale-customersdone
wholesale-suite/assign-user-to-roledone
CONFIRM BEFORE WRITING
This will make changes in WooCommerce. Do you want me to go ahead?
Yes, applyShow me first
Moved 13 customers into Gold Wholesale. Skipped the 2 inactive accounts as you asked. They now get Gold prices on their next order.
UNDER THE HOOD

Abilities This Recipe Calls

Make sure these are switched on in your StoreAgent MCP settings. You can turn any of them off at any time.

List wholesale roles
read only
Lists every wholesale role with its member count and tax exempt status.
From Wholesale Suite
wholesale-suite/list-wholesale-roles
List wholesale customers
read only
Lists wholesale customers with their role, last order date and lifetime spend.
From Wholesale Suite
wholesale-suite/list-wholesale-customers
Assign user to wholesale role
asks first
Moves a customer into a wholesale role, or back to a regular customer.
From Wholesale Suite
wholesale-suite/assign-user-to-role
MAKE IT YOURS

Tweak It for Your Store

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

+ Move customers with no order in [12] months back to a regular customer role.
+ Only include customers who registered before [date].
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StoreAgent

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