New: connect Claude, ChatGPT or Cursor to your WooCommerce store. See how →

StoreAgent
Reporting & insights recipe

Review Your Wholesale Order Forms and Their Sales

Lists every order form with its status, pages and role access, gives the shortcodes, and totals what order forms sold this month.

WHAT IT DOES read only Looks, never changes anything
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 all my wholesale order forms with their status, where they are placed, and which roles can use them. For each published form, give me the shortcode. Point out any published form with no placement or one open to the public. Then show me total orders, revenue, refunds and average order value from order forms for the last 30 days and the 30 days before, and compare them.
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 all my wholesale order forms with their status, where they are placed, and which roles can use them…
4 order forms: 3 published, 1 draft. 1 published form has no page placement. 1 is open to the public with no role limit. Calling:
wholesale-suite/list-order-formsdone
wholesale-suite/get-order-formdone
wholesale-suite/get-order-form-embeddone
wholesale-suite/get-order-form-analyticsdone
Order forms made 118 orders and $64,300 net of refunds in the last 30 days, up 12% on the 30 days before. Average order $545. Totals are for all forms combined.
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
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
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
Get order form analytics
read only
Shows orders, revenue and average order value from all order forms combined.
From Wholesale Suite
wholesale-suite/get-order-form-analytics
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 show the last [7] days.
+ Compare [month] this year with the same month last year.
RELATED RECIPES same job, or the same plugin Browse all recipes
Reporting & insights read only

Get a Plain-English Weekly Sales Recap

Revenue, orders, best sellers and anything weird, compared to last week, in five bullet points.
WooCommerce ~45 min
Reporting & insights read only

Audit Your Whole Wholesale Pricing Setup

Counts every wholesale pricing rule by level and spot-checks real prices for a customer in each role, so you know what is actually live.
Wholesale Suite WooCommerce ~45 min
StoreAgent

PO BOX 4362
Gumdale QLD 4154
Australia

Explore
Resources & Help
Product
Our Brands

© 2026 Rymera Web Co Pty Ltd. All Rights Reserved. ABN 51 604 474 213. Privacy Policy · Terms of Service · Data Processing Addendum · Affiliate Disclosure