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StoreAgent
Store setup & admin recipe

Make a Separate Order Form for One Wholesale Tier

Copies an existing order form, renames it and limits it to one wholesale role, then gives you the shortcode for its page.

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
Show me my order forms. Duplicate the form "[form name]" as a new draft. Read the copy's full settings, then change only the title to "[Distributor Order Form]" and the allowed user roles to [distributor]. Keep every other setting exactly as it is. Show me the change and wait for my OK. Then save it as a draft and give me the shortcode so I can add it to a page.
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
Show me my order forms…
Found "Main Wholesale Form" (ID 412). It is published, open to all wholesale roles, with 6 columns. Calling:
wholesale-suite/list-order-formsdone
wholesale-suite/duplicate-order-formdone
wholesale-suite/get-order-formdone
wholesale-suite/update-order-formdone
wholesale-suite/get-order-form-embeddone
CONFIRM BEFORE WRITING
This will make changes in WooCommerce. Do you want me to go ahead?
Yes, applyShow me first
Created draft "Distributor Order Form" (ID 655), limited to the Distributor role. Shortcode: [wwof_product_listing id="655"]. Publish it when the page is ready.
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 order forms
read only
Lists your wholesale order forms with status, placement and role access.
From Wholesale Suite
wholesale-suite/list-order-forms
Duplicate order form
asks first
Copies an existing order form as a new draft.
From Wholesale Suite
wholesale-suite/duplicate-order-form
Get order form
read only
Shows the full setup of one order form: columns, filters and settings.
From Wholesale Suite
wholesale-suite/get-order-form
Update order form
asks first
Changes the title, status, layout or settings of an order form.
From Wholesale Suite
wholesale-suite/update-order-form
Get order form embed
read only
Gets the shortcode to put an order form on a page.
From Wholesale Suite
wholesale-suite/get-order-form-embed
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 change the no-access message to "[Please log in with your distributor account]".
+ Publish it straight away.
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StoreAgent

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