Use prompts that are specific about company, time range, and output format. This improves reliability and reduces back-and-forth in your MCP client.
Examples:
- "List my companies and then show top overdue customers for the selected company."
- "For company `<company_id>`, show aging summary and explain biggest risk buckets."
- "Generate collection insights for the last 30 days and summarize trends."
Save your most useful prompts in a team playbook so new users can get value from MCP quickly.