# Example prompts

Copy these into your assistant after you [connect iClosed](/docs/mcp/introduction#quickstart). Mention iClosed in the prompt so the assistant knows to use it. Adjust names, dates and events to match your workspace.

## For closers

**Morning call prep**

> Show my iClosed calls for today. For each one, give me the contact's name, the event, their answers to the booking questions, and any notes on the contact.


**Log a note after a call**

> Add a note to Jane Doe's contact in iClosed: "Interested in the annual plan. Follow up Thursday with pricing."


**Log the outcome and the deal**

> Mark my iClosed call with Jane Doe today as won, with the note "Signed annual plan" and no objection, and create the deal: product "Coaching Program", value 5,000.


**Reschedule**

> Move my iClosed call with Jane Doe to tomorrow at 3 pm her time and note that she asked to reschedule.


## For setters

**No-show recovery**

> Find iClosed calls from the last 7 days with a no-show outcome. List the contacts with their email and phone, and the event they booked.


**Book a call for a lead**

> Find available slots this week on the "Discovery Call" event in iClosed, then book the first one for jane@example.com.


**Add a new lead**

> Create a contact in iClosed: Jane Doe, jane@example.com, +1 555 0100. Then show me their contact record.


## For managers

**Calls without outcomes**

> List iClosed calls from last week that are in the past and have no outcome yet, grouped by closer.


**Weekly revenue by closer**

> Using iClosed deals created this week, total the deal value by closer and rank them.


**Pipeline check**

> How many iClosed contacts are in each contact stage? Show the 10 most recently created contacts with no call booked.


**Cash collected**

> List iClosed transactions from this month and total them by source.


**Reassign calls**

> Check Sam's availability schedule in iClosed, then reassign Alex's calls on Friday to Sam where Sam is available.


## Tips

- **Be specific about dates and time zones.** "Tomorrow at 3 pm New York time" works better than "tomorrow afternoon".
- **Review write actions.** Set write tools to require approval in your assistant so you confirm creates, updates and cancellations before they run.
- **Large lists are paged.** Ask for "all" results or a narrower date range if the assistant only shows the first page.