What you can do with the MCP

A copy-paste prompt library for the Gradient Works MCP

These prompts show what's possible with Gradient Works MCP connected to your AI tool. Copy any of them into Claude, ChatGPT, or Cursor and run them one at a time.

New here? Connect the MCP to your AI tool first.

Most of these prompts are safe to run on a read-only connection. Prompts that create or change data are tagged Full access and you'll need an admin-granted full-access connection to run those. See Access levels.

Quick prompts to try

Prompt	What it does	Access
"Give me a tour of my Gradient Works setup. What automations, queues, and books do we have?"	Inventories your configuration	Read-only
"Over the last 2 weeks, how many inbounds were routed, and how were they split across reps?"	Summarizes recent inbound distribution	Read-only
"How does my lead-to-account matching work, and in what order are the rules applied?"	Explains your lead-to-account matching logic	Read-only
"Find accounts similar to my best customers and tell me which look like strong targets."	Uses Market Map to find similar accounts	Read-only
"Add our newly promoted AE Sarah to the US Enterprise East target book and show me the updated roster."	Updates a target book's reps	Full access

Want more? See the categorized examples below.

Understand & debug your inbound assignment logic (Routing)

This walkthrough can work as a guided tutorial to get started. Run these in order from "what do I have" to "where are the bugs." Every prompt here is read-only.

Goal	Prompt	What you get	Access
Get oriented	"Connect to Gradient Works and give me a tour of my setup. What GW routing flows and queues do I have, and what can you help me do with them?"	A personalized inventory of your Gradient Works flows and queues	Read-only
Understand inbound routing	"Which of my flows are responsible for routing inbound leads, and how do they work? Walk me through the full path from form submission to a rep being assigned."	A plain-English trace of how an inbound travels from arrival to assignment	Read-only
Check matching logic	"How does my lead-to-account matching work? What decides whether an inbound lead attaches to an existing account vs. creating a new one, and in what order are those rules applied?"	Your match criteria and the order they're applied in	Read-only
Analyze distribution	"Over the last 2 weeks, how many inbounds were routed, and how were they distributed across reps and queues? Flag anything that looks lopsided."	A breakdown of recent assignments by rep and queue, with anything unusual called out	Read-only
Pressure-test the logic	"Analyze my inbound routing end to end and look for bugs or design issues that could cause leads to be misassigned, double-assigned, or silently dropped. For each issue, describe the scenario that triggers it and how to fix it."	Concrete, prioritized risks, each with its trigger scenario and a suggested fix	Read-only
Bonus: summarize for your CRO	"Summarize how my inbound routing works in one plain-language paragraph I could hand to a CRO (no jargon) and include high-level stats on recent inbound volume and how it was distributed."	A hand-off-ready narrative plus a quick operational snapshot	Read-only

Prioritize & segment accounts (Market Map)

Use Market Map scoring to see which accounts matter most and why.

Goal	Prompt	What you get	Access
Score & segment accounts	"Score and segment our mid-market US-East accounts and tell me which segments are most promising by fit."	Market-map tiers and clusters, ranked by market map score	Full access
Find lookalikes	"Find accounts similar to my top customer and tell me which are the strongest targets."	AI-identified lookalike accounts with their scores	Read-only

Building a market map's initial data requires a run in app.gradient.works. Through the MCP you can create maps, add accounts (which scores them), and view or export the scores, tiers, and clusters.

Analyze rep coverage (Bookbuilder)

See how accounts and activity are spread across your team.

Goal	Prompt	What you get	Access
Spot coverage gaps	"Show me account coverage and activity by rep over the last month, and flag anyone underwater."	Per-rep coverage and activity, with outliers called out	Read-only
Check capacity	"Which reps are over or under their capacity right now?"	Each rep's load compared against their capacity	Read-only

Create & manage dynamic books of business (Bookbuilder)

Stand up new target books and keep their rep rosters current as your team changes.

Goal	Prompt	What you get	Access
Handle a promotion	"Our SDR Jordan was just promoted to AE. Add them to the Enterprise target book and remove them from the SDR book."	Updates rosters across both books in one step	Full access
Onboard a new hire	"We just hired a new AE for the West region. Add them to the right target books and show me each book's reps now."	Adds the rep and returns the updated rosters	Full access

The MCP creates and edits target books and manages their rep rosters. Distributions & Retrievals (actually moving accounts to reps) are scheduled and run in Bookbuilder in the managed Salesforce package.

Plan & compare territories (Carve)

Use Carve to compare scenarios and trigger exports of scenario results to your CRM, all from your AI agent.

Goal	Prompt	What you get	Access
Compare scenarios	"Compare two territory scenarios in my Carve project for enterprise H1 2027 planning and show me which reps gain or lose accounts."	A side-by-side of how each scenario splits accounts across reps	Read-only
Review a scenario	"Show me the account sheet for the [name] scenario in [Carve Project Name] and how accounts are split by rep. Include a breakdown of Tier 1 accounts w/ > $5m revenue potential."	The scenario's account assignments, summarized by rep	Read-only
Deploy results	"Deploy the results of my [name] scenario to Salesforce."	Pushes the scenario's assignments to your CRM	Full access

Deploying a scenario writes assignments to Salesforce and/or HubSpot, so it requires a full-access connection. You can check progress by asking for the project's deploy status.