Personas — who benefits, and how

MCP works across a range of business roles. Find the persona closest to yours to see typical use cases and example prompts you can try right away. These are written for real roles on a reseller team, not developers.

1. Sales Representative

Inside or field sales

Goal: Quickly find products, check pricing, and build quotes without leaving their workflow.

Typical use cases: product lookups, price & availability checks, quote creation, deal/bid reference, pipeline review.

EXAMPLE PROMPTS

Find me pricing and availability for 10 units of Fortinet FG‑100F
What HP laptops do you have under $800 with at least 16GB RAM?
Create a quote for Acme Corp with 5 x Cisco C9300‑24T‑E, expiring end of month
Show me all my open quotes from this week

2. Quoting Specialist

Dedicated quoting / pre‑sales

Goal: Build accurate, well‑documented quotes quickly with correct end user details and pricing.

Typical use cases: quote creation with full end user info, special bid application, quote search and retrieval, expiry management.

EXAMPLE PROMPTS

Find all quotes in Ready to Order status created this quarter
Show me all quotes expiring in the next 7 days
Get the full details for quote QUO‑24558858‑C2B3F9
Are there any active special bids available for this Cisco part number?

3. Account Manager

Portfolio of accounts

Goal: Stay on top of renewals, open quotes, and order history across their accounts.

EXAMPLE PROMPTS

Show me all open quotes for my top 5 accounts this month
Find all expired quotes from the last 60 days that were never converted
Show me all renewals expiring in the next 90 days
Get the details for order number ORD‑12345

4. Finance / Operations

Billing, reconciliation, ops

Goal: Quickly retrieve invoice and order data to match against internal records.

EXAMPLE PROMPTS

Find the invoice for order number ORD‑98765
Show me all invoices raised in March 2026
Pull the invoice details for this PO number
Show me all returns raised in the last 30 days

5. Renewal Manager

Subscription lifecycle

Goal: Identify and act on upcoming renewals before they lapse.

EXAMPLE PROMPTS

Show me all renewals expiring in the next 60 days
Find all Microsoft renewals expiring in Q2
Are there any Fortinet renewals expiring without a quote?
Create a renewal quote with same products and quantities

Don’t see your role?

MCP works across most reseller workflows. Browse Prebuilt use cases or reach out through Get help to request a new persona.