TrackVia MCP Server: Example Prompts and Workflows

Once you're connected (see Setting Up the TrackVia MCP Server), you can talk to your TrackVia account in plain language. Your assistant composes the server's individual tools into these more complex, real workflows automatically — you don't need to know which underlying tools it's using. Here are some examples to get you started, organized by what you're trying to do.

Getting oriented

"I'm new to this account. Give me a one-shot orientation — apps, views, and a few sample fields per view."
"Tell me which tools this server exposes, when each was introduced, and whether any are marked experimental or deprecated."

Finding things across the account

"Search every view in the 'Operations' app for the word 'urgent' and show me the top hits per view."
"Which views anywhere in the account have a field called 'Priority'?"

Reading a single record

"Pull record 7421 from the 'Orders' view with every field annotated — type, required, writable, etc."
"Upsert this lead into the 'Leads' view, keying on Email — update if it exists, otherwise create it."

Bulk changes with a safety net

"Preview what would happen if I set Status="Archived" on every record in 'Old Tickets' last updated before 2025-01-01."
"Back up every matching record first, then archive every 'Inactive' contact in the 'Contacts' view."

Imports

"Here's a CSV of new leads. Dry-run the import first, using Email as the unique key, and tell me what would happen."
"The dry run looks clean. Now actually run the import and upsert on Email."

Data quality

"Find duplicate contacts in the 'Contacts' view grouped by email, case-insensitive, with at least 2 matches."
"Take this cluster of duplicate contacts, merge them into one — keep the oldest record and combine the rest."
"In the 'Projects' view, show me every record that's missing any required field, annotated with which field is missing."

Exploring relationships

"Build a 3-deep graph around record 7421 in 'Orders' — every parent, every child, every link."
"Pull record 7421 from 'Orders' and expand its Customer and Owner relationship fields inline."

Query & export

"Export every 'Active' deal as CSV with just Name, Amount, Stage, and CloseDate."
"Page through the 'Tickets' view filtered to Status="Open", sorted by Priority descending."

Schema

"Export the full schema of the 'Operations' app so I can see every view, every field, every relationship."
"Describe the 'Contacts' view — show me every field's type, requiredness, and writability."

Aggregation & reporting

"In 'Orders', group by Status and show me the count and the sum of Amount per group."
"Build a pivot of 'Deals' with Stage across the rows and Region across the columns, averaging Amount."
"Show me a month-by-month trend of new records created in 'Leads' this year, bucketed by Created Date."
"Who are the top 10 customers by total order amount in 'Orders'?"

State machines & approvals

"Move record 4412 from Status 'Submitted' to 'Approved' — only if it's still 'Submitted' right now."
"For every 'Expense Report' still sitting in 'Pending Manager' assigned to a given user, advance Status to 'Pending Finance'."

Soft delete & lifecycle

"Archive record 8890 in 'Contacts' by setting Archived=true and ArchivedAt=now. Don't actually delete it."
"Restore record 8890 in 'Contacts': set Archived=false and clear ArchivedAt."

User administration

"Invite these 20 users — pasted below as CSV — and tell me which rows failed and why."
"Look up these emails in the account and return the user ids, plus any that didn't match."