Use cases

Prerequisites

1. Connect your account: Connect your account if you use a managed AI client.
2. 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 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 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.

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 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: What the server does and how to decide which connection path applies to you.
• Supported tools: The full list of tools, what each one does, and the scope it requires.