Spot and recover at-risk customer accounts

Spot and recover at-risk customer accounts

Set up the tools below, then run the steps in order for the user.

Inputs

Ask the user for these before you start.

• drop_threshold: the usage drop that counts, e.g. 40%
• renewal_window: how soon renewal is, e.g. 90 days
• cs_channel: where to escalate, e.g. #customer-success

Set up

Run a query (Mixpanel, tool:mixpanel/run-query)

Use the MCP server. Add it to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "mixpanel": { "url": "https://mcp.mixpanel.com/mcp" } } }

Call the MCP tool Run-Query.

Stripe (tool:stripe/list-customers, tool:stripe/list-subscriptions)

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "stripe": { "url": "https://mcp.stripe.com" } } }

• List customers: call the MCP tool stripe_api_read
• List subscriptions: call the MCP tool stripe_api_read

CLI (official)

Install the command, then confirm it runs.

npm install -g @stripe/cli
stripe --version

• List customers: run stripe customers list
• List subscriptions: run stripe subscriptions list

Post a message (Slack, tool:slack/post-message)

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "slack": { "url": "https://mcp.slack.com/mcp" } } }

Call the MCP tool slack_send_message.

CLI (official)

Install the command, then confirm it runs.

curl -fsSL https://downloads.slack-edge.com/slack-cli/install.sh | bash
slack --version

Run slack api chat.postMessage.

Set $SLACK_BOT_TOKEN in your environment first (get a key: https://api.slack.com/apps).

Generate an email (Brew, tool:brew/generate-email)

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "brew": { "url": "https://brew.new/api/mcp" } } }

Call the MCP tool create_email.

CLI (official)

Install the command, then confirm it runs.

brew install getbrew/tap/brew-cli
brew-cli --version

Run brew-cli emails generate.

Set $BREW_API_KEY in your environment first (get a key: https://brew.new/settings/api).

Make one read-only call to each tool to confirm access.

Steps

1. Detect drops with Run a query (Mixpanel). List accounts whose usage fell more than drop_threshold versus the prior 30 days. Keep an email for each account, such as its admin's.
2. Find their customers with List customers (Stripe). Look up each email, as stored and lowercased, and keep every customer ID it returns.
3. Check renewals with List subscriptions (Stripe). For each customer, keep the accounts whose subscription item's current_period_end falls within renewal_window.
4. Escalate with Post a message (Slack). Post one message per account to cs_channel with the usage numbers and renewal date.
5. Draft the check-in with Generate an email (Brew). Draft a short check-in email from the account manager for each account. Show the drafts to the user.

Done when

• Every at-risk account has a Slack post and a drafted email.
• The user has the list ordered by renewal date.

Rules

• Only use the tools listed above.
• Ask the user before anything that sends messages, costs money, or changes data.
• Never print API keys.