Find customers at risk with PromptLab MCP

See which customers are ordering less, paying late or going dormant, and plan who to call.

Updated October 1, 2026

What it does

Ranks your customers by health score, which is built from how regularly they order, their order and spend trends, and on-time payments, and explains the main reason behind each score.

Example prompt

“Which customers are at risk this month? Give me the reason for each and create a call task for the top three.”

What happens

The assistant pulls the lowest-scoring customers with the reason for each, such as a drop in spend or no recent orders, then creates a task to call the three most urgent.

Tools used

  • list_client_health→get_client_health
  • create_task

Before you try it

Health scores come from sales orders, so customers only appear once they have orders in PromptLab.

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