# Review Outstanding Store Credit Balances

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

- Job: [Reporting & insights](https://storeagent.ai/mcp-recipes/job/reporting/)
- What it does: Read only: looks, never changes anything
- Time saved: ~30 min vs doing it by hand
- Requires: StoreAgent (free plugin, MCP on every plan) + Advanced Coupons
- Works in: Claude, ChatGPT, Cursor and any MCP client connected to the store through StoreAgent MCP
- Web page: https://storeagent.ai/mcp-recipes/store-credit-balances/

## The prompt

```text
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.
```

## What happens when you paste it

You: List every customer who has a store credit balance…

Assistant: 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-credits`, `advanced-coupons/get-store-credit-ledger`.

Assistant: 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.

## Abilities this recipe calls

- **List store credit balances** (`advanced-coupons/list-store-credits`, read only, from Advanced Coupons): Lists customers with store credit and their current balance.
- **Get store credit history** (`advanced-coupons/get-store-credit-ledger`, read only, from Advanced Coupons): Shows every store credit entry for one customer: earned, used and adjusted.

## Variations

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].

## Related recipes

- [Get a Plain-English Weekly Sales Recap](https://storeagent.ai/mcp-recipes/weekly-recap.md): Revenue, orders, best sellers and anything weird, compared to last week, in five bullet points.
- [See What Shoppers Asked Your Chat Assistant This Week](https://storeagent.ai/mcp-recipes/chat-questions-digest.md): Reads every shopper chat from the last 7 days and tells you what people keep asking, and where the assistant came up short.
- [Audit Your Whole Wholesale Pricing Setup](https://storeagent.ai/mcp-recipes/wholesale-pricing-audit.md): 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.

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Part of the StoreAgent WooCommerce MCP Recipes directory: https://storeagent.ai/mcp-recipes/ (index for LLMs: https://storeagent.ai/mcp-recipes/llms.txt). Get StoreAgent free: https://app.storeagent.ai/sign-up/