Agents

Connect any AI assistant to your customer portfolio.

See, explain, and prep from Cursor or Claude. Autonomous send stays in outreach and playbooks.

Quick start

$ npx @firstdistro/mcp init

Quick start

One command, then restart your client.

Init will ask for a server API key from your FirstDistro dashboard. Restart your client after it saves.

npx @firstdistro/mcp init

Supported clients

Cursor, Claude Code, and Claude Desktop.

Remote HTTP: https://firstdistro.com/mcp

What agents can do today

Copy a prompt. Paste it in your assistant.

Agents see, explain, and prep. They do not send email or write CRM from MCP today.

Morning triage

  • Who needs attention today, and why?

  • Give me a snapshot of healthy, at-risk, and critical accounts.

Account deep-dive

  • Prep me for Acme before Thursday's call.

  • What's Acme Corp's health score, churn risk, and who should I contact?

Renewal pipeline

  • What renewals are at risk this quarter?

  • List at-risk accounts with upcoming renewals.

Install and verify

  • Add FirstDistro to our Next.js app and confirm events are flowing.

  • Set up server tracking for our Fintech events and verify they arrive.

Tool reference

Names and examples live in the docs.

Nineteen tools cover install, portfolio pulse, priorities, renewals, churn risk, and search. Full names and examples live in the tools reference.

Open the MCP tools reference

Ask FirstDistro

No MCP setup needed.

Ask FirstDistro is the in-product agent for account and portfolio questions. Use it when you want grounded answers without connecting Cursor or Claude.

See Ask FirstDistro
FD
Ask FirstDistro

Playbooks

Jobs you can start now. Workspace playbooks next.

  • Portfolio triage

    Rank who needs you now, with a brief for each account.

    MCP prompts and Ask FirstDistro

  • Save and retention

    Detect silent churn and run the rescue motion end to end.

    Prep today via MCP and Ask FirstDistro. Workspace playbook coming.

  • Renewal readiness

    See which renewals are safe, watch, or at risk before the date.

    MCP prompts and Ask FirstDistro

Next step

Point your assistant at FirstDistro.

Connect MCP, paste a job prompt, or start with Ask FirstDistro if you are not wiring a client yet.