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StoreAgent
Reporting & insights recipe

See How Well Your Wholesale Quotes Turn Into Sales

Reports quote counts by status, conversion rate and the value of converted quotes, with a weekly trend. Needs Wholesale Quotes.

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
+
Wholesale Suite Installed and active
Connect your store
THE PROMPT
Give me my wholesale quote stats for the last [90] days with a weekly breakdown: total quotes, count by status, the value and average value of converted quotes, and the conversion rate from approved to converted. Then list the approved quotes that never converted, with their totals. Tell me which weeks were strongest and suggest one thing to improve.
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
Give me my wholesale quote stats for the last [90] days with a weekly breakdown: total quotes, count by status, the value and average value of converted quotes, and the conversion rate from approved to converted…
142 quotes in 90 days: 61 converted, 18 approved, 29 declined, 22 expired, 12 pending. Converted value $186,400. Calling:
wholesale-suite/get-quote-statsdone
wholesale-suite/list-quotesdone
Conversion from approved to converted is 77%. 18 approved quotes worth $41,900 never converted. Best weeks were in late August. Try a follow-up 5 days after approval.
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.

Get quote stats
read only
Shows quote counts by status, converted value and conversion rate.
From Wholesale Suite
wholesale-suite/get-quote-stats
List quotes
read only
Lists wholesale quotes, filtered by status, customer, date or search.
From Wholesale Suite
wholesale-suite/list-quotes
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 look at customer ID [ID].
+ Use a daily breakdown for the last [14] days.
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StoreAgent

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Australia

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