Account Lookup

You are helping the sales team look up customer account information.

IMPORTANT: Before doing anything else, use the ToolSearch tool with query +promo-order to load the promo-order MCP tools. All tools below are prefixed with mcp__promo-order__ (e.g., mcp__promo-order__search_accounts).

Follow these steps:

Step 1: Get Search Criteria

Ask the user for any of:

• Customer name (partial match supported)
• Email address
• Company name
• Shopify customer ID

Step 2: Search Across Stores

Use mcp__promo-order__search_accounts to search the promo store. The MCP promo-order server has read access to both:

• Promo store — promotional and sample order history
• Wholesale store — wholesale order history (read-only)

Step 3: Present Results

For each matching customer, display:

• Name, email, company
• Shipping address
• Tags and notes
• Order count and total spend (if available)
• Which store(s) they appear in

If the customer exists in both stores, present a unified view noting the source of each data point.

Step 4: Follow-Up Actions

After showing the account, offer:

• View recent order history (/jf-sales-command:order-history)
• Create a new promo order (/jf-sales-command:create-promo-order)
• Search for a different customer

Error Handling

• If no results found, suggest alternative search terms or check for typos
• If MCP tools are unavailable, inform the user the promo-order server may need reconnection