# RevCent AI Prompts Overview This document gives an MCP-oriented overview of AI Prompts in RevCent. AI Prompts are saved prompt templates that can be reused later when a user or MCP client explicitly asks to retrieve and use them. AI Prompts are useful for frequently reused prompts, but they must be used carefully. An MCP client or AI should **not** independently decide to create, save, retrieve, or use an AI Prompt unless the user or client explicitly asks for that behavior. Sources: - RevCent API/MCP schema for `CreateAIPrompt` - RevCent API/MCP schema for `EditAIPrompt` --- ## What Is an AI Prompt? An AI Prompt is a saved text prompt. It can be used to store reusable instructions, request templates, analysis prompts, workflow prompts, support prompts, reporting prompts, or other prompt text that a user or MCP client may want to reuse. Conceptually: ```text User writes or approves a prompt ↓ User explicitly asks to save it ↓ CreateAIPrompt stores it in RevCent ↓ Later, user explicitly asks to use that specific prompt ↓ MCP retrieves and applies that prompt ``` AI Prompts should be treated as reusable prompt assets. --- ## Why AI Prompts Exist AI Prompts exist to avoid rewriting the same prompt repeatedly. They are useful when a user or MCP client frequently uses the same prompt for: - Data analysis - Reporting instructions - AI Assistant task instructions - Customer support summaries - Marketing copy generation - Product research - BigQuery analysis guidance - Chargeback analysis - Customer segmentation - Operational review - Internal workflow instructions - Repeated MCP workflows The purpose is convenience and consistency. --- ## Critical Rule: Do Not Create AI Prompts Without Explicit Request AI Prompts should only be created when the user or MCP client explicitly asks to save a prompt. The AI or MCP client should not make its own judgment that a prompt is “probably useful” and save it automatically. Correct user intent: ```text Save this as an AI Prompt. Create an AI Prompt for this. Store this prompt for reuse. Save this prompt as "Weekly BigQuery Revenue Analysis". ``` Incorrect MCP behavior: ```text The user wrote a useful prompt, so I will automatically save it. ``` Do not create an AI Prompt unless the user or client explicitly requested that the prompt be saved. --- ## Critical Rule: Do Not Use AI Prompts Without Explicit Request AI Prompts should only be retrieved and used when the user or MCP client explicitly asks to use a specific saved prompt. Correct user intent: ```text Use the saved prompt named Weekly Revenue Analysis. Run the AI Prompt called Customer Support Summary. Retrieve and use the Chargeback Review prompt. Use prompt ID XXXXXXXXXXXXXXXXXXXX. ``` Incorrect MCP behavior: ```text This task seems similar to a saved prompt, so I will silently use it. ``` The AI or MCP client should not decide on its own to use a saved AI Prompt. --- ## Why Explicit Use Matters Saved prompts can strongly affect AI behavior. A saved prompt may include: - Business instructions - Writing style - Assumptions - Analysis rules - Reporting logic - Customer support behavior - Output format - Internal policy - Reusable workflow rules Using a saved prompt without the user’s knowledge can produce unexpected results. Creating a prompt without explicit permission can clutter the account or save content the user did not intend to store. Therefore: ```text Create only when explicitly asked. Use only when explicitly asked. Edit only when explicitly asked. ``` --- # What AI Prompts Are Good For AI Prompts are good for frequently reused prompt text. Examples: ## Reusable Reporting Prompt ```text Analyze this BigQuery result and summarize revenue trends, anomalies, top products, refund impact, and customer segment changes. Provide recommendations in bullet form. ``` ## Reusable Customer Support Summary Prompt ```text Summarize this customer’s history, recent purchases, notes, support issues, chargebacks, refunds, subscriptions, and recommended next action for a customer support agent. ``` ## Reusable Chargeback Review Prompt ```text Review this sale, transaction, shipping, customer, and chargeback document evidence. Identify the strongest representment evidence and any weaknesses. ``` ## Reusable Marketing Copy Prompt ```text Create three email subject lines and a concise promotional email using the supplied product and offer details. Keep tone helpful and avoid exaggerated claims. ``` ## Reusable Customer Segmentation Prompt ```text Given customer purchase history and metadata, classify the customer into a lifecycle segment and recommend the next engagement action. ``` --- # What AI Prompts Are Not For AI Prompts should not be used as an invisible automation mechanism. They should not be used when: - The user has not asked to save a prompt. - The user has not asked to use a saved prompt. - The prompt is one-off and unlikely to be reused. - The prompt contains temporary details that will quickly become stale. - The prompt contains sensitive secrets or credentials. - The prompt would be safer embedded directly in a specific workflow. - The prompt is specific to one operation and should be part of that operation’s instructions. - The prompt may override the user’s current intent. AI Prompts are not a replacement for careful MCP reasoning or user-specific instructions. --- # AI Prompt vs Direct User Instruction The user’s current instruction always matters. If a user gives a direct instruction in the current conversation, do not override it with a saved prompt unless the user explicitly asked to use the saved prompt. Example: ```text User says: "Summarize this casually in one paragraph." ``` Do not use a saved formal reporting prompt unless the user explicitly says to use it. Saved prompts are reusable tools, not automatic policy. --- # AI Prompt vs AI Voice Snippet AI Prompts and AI Voice Snippets are different. | Concept | Purpose | |---|---| | AI Prompt | Saved reusable prompt text for AI/MCP usage when explicitly requested. | | AI Voice Snippet | Reusable instruction content compiled into AI Voice Agent instructions. | AI Prompts are general reusable prompts. AI Voice Snippets are specifically for AI Voice Agent instruction reuse. Do not confuse them. --- # AI Prompt vs AI Assistant Instructions AI Prompts are stored prompt templates. AI Assistant instructions define how a specific AI Assistant behaves or what it does in a workflow. An AI Prompt might help generate or standardize an AI Assistant task, but it should not silently override the AI Assistant’s configured instructions. Use an AI Prompt only when the user or client explicitly requests that saved prompt. --- # Naming AI Prompts AI Prompt names should be clear and descriptive. Good names: ```text Weekly Revenue Analysis Customer Support Summary Chargeback Evidence Review Failed Renewal Outreach Analysis BigQuery Sales Trend Summary VIP Customer Next Action ``` Poor names: ```text Prompt Test Analysis Summary Use This ``` A good name helps the user or MCP client explicitly request the correct prompt later. --- # AI Prompt Content The prompt text can be up to 10 KB in size according to the operation schema. Prompt content should be: - Clear - Reusable - Specific enough to be useful - General enough to work across repeated uses - Free of secrets or credentials - Written with stable instructions - Easy to understand later - Not dependent on temporary context unless that is intentional --- # Sensitive Data Warning Do not store sensitive secrets in AI Prompts. Avoid storing: - API keys - Passwords - Payment credentials - Private authentication tokens - Full credit card data - Private customer secrets - Temporary one-time values - Sensitive internal credentials AI Prompts should store reusable prompt text, not secrets. --- # Recommended AI Prompt Lifecycle ```text 1. User writes or approves prompt text. 2. User explicitly asks to save it. 3. MCP creates the AI Prompt. 4. User later explicitly asks to use the saved prompt. 5. MCP retrieves/uses that prompt as requested. 6. User explicitly asks to edit it if changes are needed. 7. MCP edits only the requested fields. ``` --- # MCP Rules MCP clients should follow these rules: 1. Do not create AI Prompts unless explicitly asked. 2. Do not retrieve or use AI Prompts unless explicitly asked. 3. Do not infer that a prompt should be saved. 4. Do not infer that a saved prompt should be used. 5. Do not silently apply a saved prompt because it seems relevant. 6. Do not save prompts containing secrets or credentials. 7. Use clear names so users can request prompts explicitly. 8. Confirm prompt content before saving when interacting with a human. 9. Edit prompts only when explicitly requested. 10. Use the current user request as the source of truth unless the user explicitly invokes a saved prompt. --- # Example Explicit Create Requests These are valid reasons to create an AI Prompt: ```text Save this prompt as Weekly Revenue Analysis. Create an AI Prompt named Chargeback Evidence Review. Store this prompt so we can reuse it later. Save the following MCP prompt template. ``` These are not valid reasons: ```text The user wrote a useful prompt. The prompt seems reusable. The MCP thinks this may be helpful later. ``` --- # Example Explicit Use Requests These are valid reasons to use a saved AI Prompt: ```text Use the saved prompt called Weekly Revenue Analysis. Retrieve the Chargeback Evidence Review AI Prompt and use it. Run this data through AI Prompt XXXXXXXXXXXXXXXXXXXX. Use my saved customer support summary prompt. ``` These are not valid reasons: ```text The task resembles a saved prompt. The MCP believes a saved prompt would help. The AI remembers a prompt and silently applies it. ``` --- # Key Takeaways ```text AI Prompts are reusable saved prompt templates. ``` ```text They are intended for frequently reused prompts. ``` ```text Only create an AI Prompt when the user or client explicitly asks to save it. ``` ```text Only retrieve or use an AI Prompt when the user or client explicitly asks to use a specific saved prompt. ``` ```text Do not let the AI or MCP client self-decide to create or use AI Prompts. ``` --- Document Parent Directory * [Operations](https://revcent.com/documentation/markdown/mcp/operation/index.md) - AI/MCP details and overviews for operations available within the RevCent MCP.