---
title: "Use cases"
description: "Explore prompts and workflows for finding content and creating, updating, and sharing Digital Sales Rooms with Mindtickle MCP."
contentType: "guide"
url: "https://developer.mindtickle.com/docs/mcp/use-cases/"
---

## Prerequisites

1. [Connect your account](/docs/mcp/connect-your-account/): Connect your account if you use a managed AI client.
2. [Build a custom client](/docs/mcp/build-a-custom-client/): Configure authentication if you are building a custom client.

Use these example prompts after connecting to Mindtickle MCP. A single request may require several tool calls to find records, inspect their current state, and complete an action. See [Supported tools](/docs/mcp/tools/) for required scopes and tool behavior.

## Example tasks

Describe the task in plain language. Your AI client selects tools based on your prompt, its configuration, and the information available in the conversation.

| What you want to do        | Example prompt                                                              |
| -------------------------- | --------------------------------------------------------------------------- |
| Find a deal                | "Pull up the Acme Corp deal."                                               |
| Find a company             | "Do we have an account for Acme Corp?"                                      |
| Find a buyer contact       | "Who's my main contact at Acme Corp?"                                       |
| Check an existing room     | "Is there already a room set up for the Acme Corp deal?"                    |
| Review a room's contents   | "What's in the room I shared with Acme Corp last month?"                    |
| Add an asset to a room     | "Add the new pricing sheet to the room I shared with Acme Corp."            |
| Update a room's guest list | "Add John's manager to the Acme Corp room as a guest."                      |
| Search Mindtickle content  | "Find the latest battle card for competitor ABC."                           |
| Chat with Seller Copilot   | "What did Copilot tell me about handling pricing objections for Acme Corp?" |

See [Supported tools](/docs/mcp/tools/) for the available tools and required scopes. Adding an asset or updating a guest list can require lookup calls before the edit.

## Multi-tool use cases

These workflows combine tool calls to create and share a Digital Sales Room or update an existing one. Each call uses information from the conversation or a previous result.

### Create and share a new room

This example creates a room containing selected assets and emails an invitation to a prospect.

1. You ask: "What were the action items from my last call with Acme Corp?" The client can ask `mindtickle_seller_copilot_ask` for call context and follow-up items, such as sending a pitch deck or answering a security questionnaire. Seller Copilot draws on Call AI recordings available to the user.
2. You ask: "Show me assets I can share with Acme Corp." The client uses `mindtickle_search` with `fetchAssets: true` to retrieve asset metadata, including the IDs needed for room creation. Example content includes security FAQs, ROI calculators, competitive comparisons, and pricing sheets. Select assets appropriate to share externally; the documented search parameters do not include an external-sharing filter.
3. You ask to share these assets in a room. The client calls `find_rooms` with a free-text `query` to check whether a room already exists for that company, deal, or contact.
4. If no matching room exists, the client calls `create_room` to create a standalone room, not linked to a CRM record, passing the selected assets as `asset_ids` in that same call. The `create_room` tool requires at least one asset to create a room, so it can't create an empty one first and add assets after. `create_room` only accepts pre-existing contact IDs, so no guest is added at this step.
5. The client calls `share_room` with the guest's email to send an invitation and return a buyer-facing link. If the guest isn't already a contact, `share_room` creates one automatically as part of this call. You, as the creator, are added to the room as a guest with view access.

This sequence uses `mindtickle_seller_copilot_ask`, `mindtickle_search`, `find_rooms`, `create_room`, and `share_room`. For what each of these tools does and the scope it requires, see [Supported tools](/docs/mcp/tools/).

### Add an asset to an existing room

To add an asset to an existing room:

1. You ask: "Add the new pricing sheet to the room I shared with Acme Corp." The client calls `find_rooms` with a free-text `query` to resolve the correct room by company or deal.
2. The client calls `edit_room` with the selected room's numeric `room_id_int`, `add_assets: true`, and `assets_to_add` containing the asset ID and name.

This sequence assumes the asset ID and name are already available. Otherwise, the client first uses `mindtickle_search` with `fetchAssets: true` to find the asset. The room lookup and update use `find_rooms` and `edit_room`. See [Supported tools](/docs/mcp/tools/) for what each tool does.

## Tips for effective prompts

- Name the company, deal, or contact specifically. "Pull up the Acme Corp deal" works better than "pull up my deal."
- If your AI client asks a follow-up question, such as confirming a room title or a guest's email, answer it directly. Your AI client's own confirmation behavior determines when it asks.
- If a result does not match your intent, provide more detail, such as the company name or room title, before requesting another action.

## Related

- [Mindtickle MCP](/docs/mcp/): What the server does and how to decide which connection path applies to you.
- [Supported tools](/docs/mcp/tools/): The full list of tools, what each one does, and the scope it requires.