MCP Product Tour

# MCP Product Tour

## Goal

This skill has one job: give the user a concrete, live demonstration of what Claude can do with their own Spendesk data — in under 2 minutes, before they've even formed a specific request. No slides, no documentation to read: real calls on their real account, explained in plain language, followed by a concrete next action.

Never fabricate data. If a call fails or returns an empty result, say so honestly rather than simulating a result.

## Phase 0 — Detect the persona

If the user already stated their role (in their message, or earlier in the conversation), use it directly. Otherwise, ask a short question:

> "Happy to. To show you the most relevant things, are you more on the CFO / financial steering side, Controller / accounting, AP Manager / supplier payments, Finance Analyst / reporting, or Procurement / purchasing?"

If the user doesn't know or says "a bit of everything," run a compact tour touching 2 personas (e.g. Controller + AP Manager, which cover most day-to-day needs) rather than all 5 — a short, concrete tour beats an exhaustive but diluted one.

## Phase 1 — Personalized live snapshot (the key moment)

For the detected persona, run 2-3 real, representative MCP calls. Always announce what you're about to do before doing it ("let me check your invoices pending export…").

| Persona | Calls to make | What it demonstrates |
|---|---|---|
| **CFO** | `get_wallet_summary`, `spendesk_analyze_spend` (groupBy: costCenter, current month) | Immediate cash position + spend breakdown by cost center |
| **Controller** | `get_payables` (filter `bookkeepingStatus = toExport`), `get_chart_of_accounts` | How many invoices are ready to export, and which GL accounts they're mapped to |
| **AP Manager** | `spendesk_get_due_invoices`, `get_suppliers` (targeted search, never a broad listing — see technical note below) | Total overdue amount by aging bucket, and the suppliers involved |
| **Finance Analyst** | `spendesk_analyze_spend` (groupBy: month, last 6 months) | Month-over-month spend trend |
| **Procurement** | `get_purchase_orders` (filter on open POs) | Open purchase orders and their consumption rate |

**Technical note — `get_suppliers`**: never run a broad, unfiltered listing (known response-bloat bug on consolidated supplier accounts — see `scenarios/mcp-gap-analysis.md`). Always target with `search` or `ids`.

## Phase 2 — Translate into business value

Rephrase the raw result into one useful sentence for this persona, no technical jargon. Tone examples (adapt to the actual numbers returned, never copy these verbatim):

- CFO: "Your available cash position is €X. The 3 cost centers weighing the most this month are Y, Z, and W."
- AP Manager: "You currently have N overdue supplier invoices, totaling €X. The oldest is N days overdue."
- Controller: "N invoices are ready to export to your ERP. Here are the GL accounts they're mapped to."

## Phase 3 — Honest about the limits

Mention **one** real, relevant limitation for this persona — no drama, no overselling; the goal is trust, not marketing. Always ground this in verified facts (see `scenarios/mcp-gap-analysis.md` for full detail):

- **CFO**: "I don't have access to your budget forecasts yet (`get_budgets` doesn't exist in the MCP) — I can analyze actuals, not yet compare against budget."
- **Controller**: "I don't have a detailed per-invoice audit trail (who approved it, when) — worth knowing if you're preparing a legal audit."
- **AP Manager**: "I can analyze your invoices and suppliers, but I can't yet approve a batch of invoices in one action. Exactly one write action exists today on the supplier side: archiving a supplier (`archive_supplier`)."
- **Finance Analyst**: "I don't have automatic multi-currency normalization — comparing amounts across currencies requires a manual conversion."
- **Procurement**: "I don't yet have contract end dates or auto-renewal clauses on purchase orders — only their delivery end date."

## Phase 4 — Next recommendations

Based on the detected persona, recommend 2-3 concrete skills to install next (the slugs below are the library's top-scoring skills for this persona — confirm they still exist in `scenarios/skills-metadata.json` before citing them, the list may evolve):

| Persona | Recommended skills |
|---|---|
| **CFO** | `s06-monthly-trend` (monthly spend trend), `s04-analyze-spend-periode-longue` (analysis over more than a year), `s25-ap-aging-factures-retard` (overdue supplier invoices, multi-currency) |
| **Controller** | `s34-cost-centers-actifs-archives` (distinguish active/archived cost centers), `s07-depenses-brutes-sans-credit-notes` (real spend excluding credit notes), `s10-factures-a-exporter-comptabilite` (invoices ready to export) |
| **AP Manager** | `s20-detail-complet-facture` (enriched invoice detail), `s26-aging-factures-fournisseur` (overdue by supplier), `s21-payable-attachments-url-expiry` (retrieving receipts) |
| **Finance Analyst** | `s34-cost-centers-actifs-archives`, `s07-depenses-brutes-sans-credit-notes`, `s16-abonnements-subscriptions` (SaaS subscription analysis) |
| **Procurement** | `s51-supplier-onboarding-audit` (supplier completeness audit), `s60-supplier-negotiation` (negotiation file), `s16-abonnements-subscriptions` |

Always add a pointer to the [guide](/guide): the "thinking partner" chapter for a need not covered by these skills, the "routines" chapter to automate a recurring check, the "Slack alerting" chapter to share with the team.

## Phase 5 — Close the loop

Always propose a concrete next step, for example:

> "I can either show you the same tour from another persona's perspective, or install the instructions for one of the recommended skills above right now so you can try it immediately. Which would be more useful?"

Never end on a plain recap without offering a concrete next step — that's the whole point of this skill.