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StoreAgent
Orders & fulfilment recipe

Trace a Quote's History and Match Its Number to a PO

Shows who changed a quote and when, then updates the quote number to match the customer's purchase order. Needs Wholesale Quotes.

WHAT IT DOES asks first Changes your store, only after you say yes
TIME SAVED ~10 min vs doing it by hand
REQUIRES BOTH
StoreAgentFree plugin · MCP on every plan
+
Wholesale Suite Installed and active
Connect your store
THE PROMPT
Find the quote for [customer email or search term]. Show me its full status history, newest first, with who made each change and any notes. Then change the quote number to "[PO-4471]" so it matches the customer's purchase order. Show me the old and new quote number and wait for my OK before you change it.
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
Find the quote for [customer email or search term]…
Found Q-1049 for Ridgeway Hardware. History: created 12 Sep, pending 12 Sep, approved 15 Sep by Sam, expired 15 Oct. Calling:
wholesale-suite/list-quotesdone
wholesale-suite/list-quote-historydone
wholesale-suite/set-quote-numberdone
CONFIRM BEFORE WRITING
This will make changes in WooCommerce. Do you want me to go ahead?
Yes, applyShow me first
Quote number changed from Q-1049 to PO-4471. The customer will see the new number on the quote page and in future emails.
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
List quote history
read only
Shows every status change on a quote, newest first.
From Wholesale Suite
wholesale-suite/list-quote-history
Set quote number
asks first
Changes the quote number a customer sees on a quote.
From Wholesale Suite
wholesale-suite/set-quote-number
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.

+ Also show me all messages on this quote.
+ Use the format [PO-number-customer initials].
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StoreAgent

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Gumdale QLD 4154
Australia

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