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StoreAgent
Reporting & insights recipe

Review Outstanding Store Credit Balances

Shows who is holding store credit, how much in total, and which balances have sat untouched for months.

WHAT IT DOES read only Looks, never changes anything
TIME SAVED ~30 min vs doing it by hand
REQUIRES BOTH
StoreAgentFree plugin · MCP on every plan
+
Advanced Coupons Installed and active
Connect your store
THE PROMPT
List every customer who has a store credit balance. Give me the total store credit outstanding and the top 20 balances with name and email. For the top 10, check their store credit history and tell me when they last earned or used credit, and where most of their credit came from. Point out balances that have not been used in over 6 months, so I can remind those customers.
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 every customer who has a store credit balance…
148 customers hold store credit, $6,215 in total. The largest balance is $340 for Dana Price, mostly from refunds paid as credit. Calling:
advanced-coupons/list-store-creditsdone
advanced-coupons/get-store-credit-ledgerdone
4 of the top 10 have not used their credit in over 6 months, together $910. Their emails are below so you can send a reminder.
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 store credit balances
read only
Lists customers with store credit and their current balance.
From Advanced Coupons
advanced-coupons/list-store-credits
Get store credit history
read only
Shows every store credit entry for one customer: earned, used and adjusted.
From Advanced Coupons
advanced-coupons/get-store-credit-ledger
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.

+ Only include balances over $[amount].
+ Show me the full history for the customer with email [email].
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StoreAgent

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