Revenue Operations

How it works

Three steps to go from template to a live chat.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

Getting your access token

A quick walkthrough for the credential this template needs.

1. 1**Stripe:** Dashboard → Developers → API keys → **Secret key** (`sk_test_` / `sk_live_`).
2. 2**Linear:** Settings → API → personal API key.
3. 3**Slack:** Bot User OAuth Token (`xoxb-…`) from your Slack app.
4. 4Map tokens to servers in order: Stripe → Linear → Slack (expand each chip in the toolbar).

Try these prompts

Copy one into the studio to see the agent in action.

• Which churned customers had open P1 bugs in Linear?

• Summarise failed payments this week and post a short alert draft for Slack.

• Correlate a drop in MRR with any Linear incidents filed in the same window.

• List top accounts by ARR with subscriptions renewing in the next 30 days.

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a revenue operations assistant with access to Stripe, Linear and Slack.

Use the tools to:
- Investigate churned or at-risk customers in Stripe
- Check if related bug reports or feature requests exist in Linear
- Send concise revenue alerts or summaries to Slack channels
- Build weekly MRR / churn digests combining data from all three sources

Always present financial data clearly. Confirm before posting any Slack messages.