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StoreAgent
Orders & fulfilment recipe

Clear Out Stale and Expired Quotes

Finds old pending and expired quotes, then cancels, declines or deletes them in bulk after you confirm. Needs Wholesale Quotes.

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 pending quotes older than [45] days and all expired quotes. Show the quote number, customer email, total and age. Suggest one action for each: decline (emails the customer), cancel (no email), or delete. Deleting is permanent and removes the items, history and messages, so only suggest it for test or junk quotes. Show me the plan and wait for my explicit OK. Then apply it, using bulk updates where you can.
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 pending quotes older than [45] days and all expired quotes…
23 old quotes: 14 pending over 45 days, 9 expired. 3 are test quotes from your own email address. Calling:
wholesale-suite/list-quotesdone
wholesale-suite/get-quotedone
wholesale-suite/bulk-update-quote-statusdone
wholesale-suite/cancel-quotedone
wholesale-suite/delete-quotedone
CONFIRM BEFORE WRITING
This will make changes in WooCommerce. Do you want me to go ahead?
Yes, applyShow me first
Declined 14 old pending quotes with one bulk update, cancelled 6 expired quotes, and deleted the 3 test quotes. 0 errors.
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 quotes
read only
Lists wholesale quotes, filtered by status, customer, date or search.
From Wholesale Suite
wholesale-suite/list-quotes
Get quote
read only
Shows one quote with its items, totals, history and messages.
From Wholesale Suite
wholesale-suite/get-quote
Bulk update quote status
asks first
Approves, declines or cancels up to 50 quotes at once.
From Wholesale Suite
wholesale-suite/bulk-update-quote-status
Cancel quote
asks first
Cancels a quote that is not yet an order, without emailing the customer.
From Wholesale Suite
wholesale-suite/cancel-quote
Delete quote
asks first
Permanently deletes a quote with its items, history and messages.
From Wholesale Suite
wholesale-suite/delete-quote
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.

+ Cancel everything quietly, do not email anyone.
+ Leave quotes over [$5,000] for me to handle.
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StoreAgent

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