Example Prompts

Once you’ve connected your Catalyst MCP server, you can test its functionality using the following prompts.

Workflows using only Catalyst MCP Tools

The following prompts can be handled by your preferred MCP Client, if the connected MCP server is either the Catalyst Global MCP Server, or an On-Demand MCP Server configured with only Catalyst MCP Tools.

Build a Subscription-Based SaaS Application

Prompt
I am building a subscription management platform. Enable authentication for the project and configure roles for Super Admin, Account Owner, and Member. Create API Gateway routes for subscription creation, renewal, cancellation, and usage tracking. Deploy the application as a web app and configure CORS domains for the client portal origin. Set up a job pool to manage concurrent subscription renewal jobs and create an immediate job handler for on-demand plan upgrades. Cache active subscription states in a dedicated segment to reduce authentication overhead on every request. Schedule a cron job to run at midnight on the first of every month to trigger renewal processing and store monthly billing summaries as versioned objects in a Stratus bucket called 'billing-archives'. Generate pre-signed URLs for each billing summary so account owners can securely download their invoices without platform authentication.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
Authentication Enable_Authentication Enables user authentication on the project, securing all subscription endpoints before access is granted
List_All_Roles Retrieves existing roles to verify and configure Super Admin, Account Owner, and Member access levels
API Gateway Configure_API_Gateway_Route Creates the subscription creation, renewal, cancellation, and usage tracking API endpoints
Create_CORS_Domain Registers the client portal origin to permit cross-origin API requests from the front-end
Web Client Hosting List_All_Web_Apps Retrieves web app configurations to support deploying the client-facing subscription portal
Job Pool Create_Job_Pool Creates a pool to manage concurrent subscription renewal job execution
Jobs Create_Immediate_Job Triggers on-demand plan upgrade jobs instantly for real-time plan change requests
Cache Create_Segment Creates a dedicated cache segment to hold active subscription state data
Create_Cache_Item Stores individual subscription states in the segment to reduce authentication overhead per request
Cron Create_Cron_Job Schedules the monthly midnight renewal processing job to run on the first of every month
Stratus Create_Bucket Creates the billing-archives bucket to store versioned monthly billing summaries
Generate_Signed_URL Generates pre-signed URLs for account owners to securely download their invoices without platform authentication

Build a B2B Sales Intelligence and Prospecting Engine

Prompt
I am building a B2B sales prospecting platform on Catalyst. Use the Lead Enrichment tool to gather detailed company and contact data for a target list of accounts. Use Similar Companies to identify adjacent prospects in the same industry vertical and Tech Stack Finder to qualify each prospect based on their existing technology infrastructure. Store all enriched and qualified lead records in a datastore table called 'Prospect Pipeline' and configure a bulk write job to import any existing CRM exports into the same table. Set up a serverless circuit to orchestrate the full enrichment and qualification workflow end to end. Configure a job pool to manage concurrent enrichment jobs across large prospect batches and schedule a weekly cron job every Monday at 6:00 AM to refresh the pipeline with newly enriched data. Expose the prospect data via API Gateway routes so the front-end sales dashboard can consume ranked and filtered lead lists in real time. Cache the top 100 ranked prospects in a dedicated segment for instant dashboard load. Store all prospect export files in a Stratus bucket called 'sales-intelligence' and generate pre-signed URLs for the sales team to download their assigned prospect lists securely.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
Dataverse Lead_Enrichment Gathers detailed company and contact data to enrich the target prospect records
Similar_Companies Identifies adjacent prospects in the same industry vertical for pipeline expansion
Tech_Stack_Finder Qualifies prospects based on their existing technology infrastructure
Datastore Create_Table Creates the Prospect Pipeline table to store all enriched and qualified lead records
Insert_Rows Inserts enriched lead records into the Prospect Pipeline table
Jobs Create_Bulk_Write_Job Imports existing CRM exports into the Prospect Pipeline table via a bulk write operation
Circuits Execute_Circuit Orchestrates the end-to-end enrichment and qualification workflow from lead intake to scoring
Job Pool Create_Job_Pool Creates a pool to manage concurrent enrichment jobs across large prospect batches
Cron Create_Cron_Job Schedules the weekly Monday 6:00 AM refresh job to pull in newly enriched pipeline data
API Gateway Configure_API_Gateway_Route Exposes prospect data via API routes for the front-end sales dashboard to consume
Cache Create_Segment Creates a dedicated cache segment to store the top-ranked prospect records
Create_Cache_Item Caches the top 100 ranked prospects for instant dashboard load without datastore queries
Stratus Create_Bucket Creates the sales-intelligence bucket to store prospect export files
Generate_Signed_URL Generates pre-signed URLs for the sales team to securely download their assigned prospect lists

Build a Real-Time Logistics and Delivery Tracking Platform

Prompt
I am building a logistics platform for tracking deliveries across multiple regions. Create API Gateway routes for order intake, driver assignment, status updates, and delivery confirmation mapped to their respective serverless functions. Execute each function via POST and PATCH methods for order creation and status transitions. Configure a job pool to manage concurrent dispatch jobs and create immediate jobs for urgent on-demand delivery assignments. Cache real-time delivery status data in a dedicated segment so the tracking dashboard can poll status without hitting the backend functions on every request. Set up a cron job to run every hour to reconcile undelivered orders and flag exceptions. Store all delivery confirmation documents and proof-of-delivery images in a Stratus bucket called 'delivery-records' with pre-signed URLs generated for customer access. Configure environment variables for all functions with region-specific API keys and routing service credentials. Retrieve application logs filtered by error level to proactively monitor failed delivery events.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
API Gateway Configure_API_Gateway_Route Creates endpoints for order intake, driver assignment, status updates, and delivery confirmation
Serverless Functions Execute_Function_Via_POST Executes order creation and assignment functions via POST for new delivery submissions
Execute_Function_Via_PATCH Executes status update functions via PATCH for incremental delivery status transitions
Create_Env_Variables Sets region-specific API keys and routing service credentials as function environment variables
Job Pool Create_Job_Pool Creates a pool to manage concurrent dispatch jobs across simultaneous delivery assignments
Jobs Create_Immediate_Job Triggers urgent on-demand delivery assignment jobs instantly for priority dispatches
Cache Create_Segment Creates a dedicated cache segment to hold real-time delivery status data
Create_Cache_Item Caches per-order delivery status so the tracking dashboard polls without backend round-trips
Cron Create_Cron_Job Schedules an hourly job to reconcile undelivered orders and surface delivery exceptions
Stratus Create_Bucket Creates the delivery-records bucket to store confirmation documents and proof-of-delivery images
Generate_Signed_URL Generates pre-signed URLs for customers to access delivery confirmation records securely
Logs Get_Logs Retrieves logs filtered by error level to proactively detect and monitor failed delivery events

Build a Catalyst-Powered DevOps Automation Platform

Prompt
I am building a B2B sales prospecting platform on Catalyst. Use the Lead Enrichment tool to gather detailed company and contact data for a target list of accounts. Use Similar Companies to identify adjacent prospects in the same industry vertical and Tech Stack Finder to qualify each prospect based on their existing technology infrastructure. Store all enriched and qualified lead records in a datastore table called 'Prospect Pipeline' and configure a bulk write job to import any existing CRM exports into the same table. Set up a serverless circuit to orchestrate the full enrichment and qualification workflow end to end. Configure a job pool to manage concurrent enrichment jobs across large prospect batches and schedule a weekly cron job every Monday at 6:00 AM to refresh the pipeline with newly enriched data. Expose the prospect data via API Gateway routes so the front-end sales dashboard can consume ranked and filtered lead lists in real time. Cache the top 100 ranked prospects in a dedicated segment for instant dashboard load. Store all prospect export files in a Stratus bucket called 'sales-intelligence' and generate pre-signed URLs for the sales team to download their assigned prospect lists securely.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
Dataverse Lead_Enrichment Gathers detailed company and contact data to enrich the target prospect records
Similar_Companies Identifies adjacent prospects in the same industry vertical for pipeline expansion
Tech_Stack_Finder Qualifies prospects based on their existing technology infrastructure
Datastore Create_Table Creates the Prospect Pipeline table to store all enriched and qualified lead records
Insert_Rows Inserts enriched lead records into the Prospect Pipeline table
Jobs Create_Bulk_Write_Job Imports existing CRM exports into the Prospect Pipeline table via a bulk write operation
Circuits Execute_Circuit Orchestrates the end-to-end enrichment and qualification workflow from lead intake to scoring
Job Pool Create_Job_Pool Creates a pool to manage concurrent enrichment jobs across large prospect batches
Cron Create_Cron_Job Schedules the weekly Monday 6:00 AM refresh job to pull in newly enriched pipeline data
API Gateway Configure_API_Gateway_Route Exposes prospect data via API routes for the front-end sales dashboard to consume
Cache Create_Segment Creates a dedicated cache segment to store the top-ranked prospect records
Create_Cache_Item Caches the top 100 ranked prospects for instant dashboard load without datastore queries
Stratus Create_Bucket Creates the sales-intelligence bucket to store prospect export files
Generate_Signed_URL Generates pre-signed URLs for the sales team to securely download their assigned prospect lists

Build an AI-Powered Content Publishing Platform

Prompt
I am building a content publishing platform where writers submit articles, editors review them, and publishers approve and schedule them for release. Enable authentication and configure roles for Writer, Editor, and Publisher with appropriate table permissions and scopes for each role. Create API Gateway routes for content submission, review, approval, and scheduling. Configure serverless circuits to orchestrate the end-to-end editorial workflow from submission through to publication. Set up a cron job to automatically publish approved articles at their scheduled time and another to send digest notifications every Friday at 9:00 AM. Store all media assets including images, videos, and attachments in a Stratus bucket called 'content-assets' with pre-signed upload signatures for direct writer uploads. Cache the most recently published articles in a dedicated segment to accelerate front-end load times. Deploy the platform as a web app and configure CORS domains for the editorial dashboard and the public-facing reader portal separately.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
Authentication Enable_Authentication Enables user authentication to secure the content platform across all editorial roles
List_All_Roles Retrieves existing roles to configure Writer, Editor, and Publisher access levels
API Gateway Configure_API_Gateway_Route Creates endpoints for content submission, review, approval, and scheduling
Create_CORS_Domain Registers the editorial dashboard and public reader portal as separate allowed CORS origins
Circuits Execute_Circuit Orchestrates the end-to-end editorial workflow from submission through to publication
Cron Create_Cron_Job Schedules automated article publication at release times and weekly digest notifications every Friday
Stratus Create_Bucket Creates the content-assets bucket to store media files including images, videos, and attachments
Create_Upload_Signature Generates pre-signed upload signatures for writers to upload media assets directly from the browser
Cache Create_Segment Creates a dedicated cache segment to hold recently published article data
Create_Cache_Item Caches the most recently published articles to accelerate front-end load times
Web Client Hosting List_All_Web_Apps Retrieves web app configurations to support deploying the content platform

Build a Multi-Region Event Management Platform

Prompt
I am building an event management platform that handles registrations, ticketing, and post-event reporting across multiple regions. Create API Gateway routes for event creation, attendee registration, ticket generation, and cancellation mapped to serverless functions executed via GET, POST, PUT, and DELETE methods. Enable authentication and configure roles for Event Organizer, Attendee, and Platform Admin. Set up a job pool to manage high-concurrency ticket processing during peak registration windows and configure immediate jobs for on-demand ticket reissuance. Store all event assets including banners, schedules, and speaker profiles in a Stratus bucket called 'event-assets' and generate pre-signed URLs for secure attendee access to event materials. Cache event capacity and availability data in a dedicated segment to prevent overselling under high load. Schedule a cron job to run one hour before each event to send automated reminders and another post-event to trigger a bulk read job exporting attendee data for reporting. Store all exported reports as versioned objects in a Stratus bucket called 'event-reports'.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
API Gateway Configure_API_Gateway_Route Creates endpoints for event creation, attendee registration, ticket generation, and cancellation
Serverless Functions Execute_Function_Via_GET Executes event and ticket retrieval functions via GET requests
Execute_Function_Via_POST Executes event creation and attendee registration functions via POST requests
Execute_Function_Via_PUT Executes event update functions via PUT requests
Execute_Function_Via_DELETE Executes cancellation and cleanup functions via DELETE requests
Authentication Enable_Authentication Enables user authentication to secure event creation, ticketing, and registration operations
List_All_Roles Retrieves and configures roles for Event Organizer, Attendee, and Platform Admin
Job Pool Create_Job_Pool Creates a pool to manage high-concurrency ticket processing during peak registration windows
Jobs Create_Immediate_Job Triggers on-demand ticket reissuance jobs instantly when requested
Create_Bulk_Read_Job Creates a bulk read job to export attendee data for post-event reporting
Cache Create_Segment Creates a dedicated cache segment to store event capacity and availability data
Create_Cache_Item Caches event capacity state to prevent overselling under high registration load
Cron Create_Cron_Job Schedules pre-event automated reminder dispatch and post-event attendee data export trigger
Stratus Create_Bucket Creates the event-assets and event-reports buckets for event materials and exported attendee data
Generate_Signed_URL Generates pre-signed URLs for attendees to securely access event materials

Build a Catalyst AppSail-Powered Microservices Platform

Prompt
I am building a microservices platform on Catalyst using AppSail to host independent services for authentication, payments, notifications, and analytics. Retrieve all existing AppSail configurations and map each service to its corresponding API Gateway route. Configure environment variables per service deployment with the required runtime credentials and service-to-service communication keys. Set up serverless circuits to orchestrate cross-service workflows such as payment confirmation triggering notification dispatch and analytics event logging. Configure a job pool to manage concurrent background processing jobs across all microservices and schedule cron jobs for each service's maintenance window payments reconciliation at 2:00 AM, analytics aggregation at 3:00 AM, and notification queue flush at 4:00 AM. Cache inter-service authentication tokens in a dedicated segment to eliminate redundant token generation on every service call. Store all service-level audit logs in a Stratus bucket called 'microservices-audit' and configure CORS domains for each service's permitted front-end origin. Enable authentication at the platform level and configure roles scoped to each microservice domain.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
AppSail List_All_AppSail Retrieves all existing AppSail service configurations for mapping to API routes
Get_AppSail Retrieves detailed configuration for each individual AppSail service
Create_Env_Variables Sets runtime credentials and service-to-service communication keys per service deployment
API Gateway Configure_API_Gateway_Route Maps each microservice to its corresponding API Gateway route
Create_CORS_Domain Registers each service's permitted front-end origin as a separate CORS domain
Circuits Execute_Circuit Orchestrates cross-service workflows such as payment confirmation triggering notifications and analytics logging
Job Pool Create_Job_Pool Creates a pool to manage concurrent background processing jobs across all microservices
Cron Create_Cron_Job Schedules maintenance window jobs for payments reconciliation, analytics aggregation, and notification queue flush
Cache Create_Segment Creates a dedicated cache segment to store inter-service authentication tokens
Create_Cache_Item Caches authentication tokens to eliminate redundant token generation on every service call
Stratus Create_Bucket Creates the microservices-audit bucket to store service-level audit logs
Authentication Enable_Authentication Enables platform-level authentication to secure all microservice interactions
List_All_Roles Retrieves and configures roles scoped to each microservice domain

Build a Healthcare Appointment and Records Management System

Prompt
I am building a healthcare platform for managing patient appointments, medical records, and physician workflows. Enable authentication for the project and configure roles for Patient, Physician, Nurse, and Admin with granular table permissions and scopes ensuring patients can only access their own records. Create API Gateway routes for appointment booking, cancellation, rescheduling, and medical record retrieval mapped to serverless functions. Execute functions via GET for record retrieval and POST and PATCH for appointment management. Configure a serverless circuit to orchestrate the appointment confirmation workflow including availability checks, booking confirmation, and notification dispatch. Set up a cron job to run every morning at 7:00 AM to generate the day's appointment schedule and another at 10:00 PM to archive completed appointment records. Store all patient documents, lab reports, and prescriptions in a Stratus bucket called 'patient-records' with pre-signed URLs generated per patient for secure time-limited document access. Cache physician availability slots in a dedicated segment to accelerate the booking experience. Configure environment variables for all functions with HIPAA-compliant service credentials and encryption keys.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
Authentication Enable_Authentication Enables user authentication for the healthcare platform, securing all patient and physician data
List_All_Roles Configures Patient, Physician, Nurse, and Admin roles with appropriate access levels
Datastore Update_Table_Permissions Sets granular table permissions so patients can only read and write their own records
Update_Table_Scopes Configures table scope to enforce per-user data isolation across patient records
API Gateway Configure_API_Gateway_Route Creates endpoints for appointment booking, cancellation, rescheduling, and medical record retrieval
Serverless Functions Execute_Function_Via_GET Executes medical record and schedule retrieval functions via GET requests
Execute_Function_Via_POST Executes appointment booking functions via POST requests
Execute_Function_Via_PATCH Executes appointment rescheduling functions via PATCH for partial updates
Create_Env_Variables Configures HIPAA-compliant service credentials and encryption keys as function environment variables
Circuits Execute_Circuit Orchestrates the appointment confirmation workflow including availability checks and notification dispatch
Cron Create_Cron_Job Schedules the 7:00 AM daily schedule generation job and the 10:00 PM completed appointment archival job
Stratus Create_Bucket Creates the patient-records bucket to store documents, lab reports, and prescriptions
Generate_Signed_URL Generates per-patient time-limited pre-signed URLs for secure document access
Cache Create_Segment Creates a dedicated cache segment to store physician availability slots
Create_Cache_Item Caches physician availability slots to accelerate the appointment booking experience

Build a Catalyst-Powered IoT Data Ingestion and Monitoring Platform

Prompt
I am building an IoT platform on Catalyst to ingest, process, and monitor sensor data from thousands of connected devices across multiple facilities. Configure API Gateway routes for device registration, data ingestion, threshold alerts, and device status updates mapped to serverless functions executed via POST for ingestion and GET for status retrieval. Set up a job pool to manage high-concurrency data ingestion jobs from simultaneous device streams and configure immediate jobs for on-demand device diagnostics triggered by field engineers. Create a serverless circuit to orchestrate the alert workflow evaluating incoming sensor readings against defined thresholds, triggering alerts for breaches, and logging events. Schedule a cron job to run every 15 minutes to aggregate device telemetry and another at midnight to archive the day's sensor data via a bulk read job. Store all archived telemetry data and device configuration files in a Stratus bucket called 'iot-telemetry' as versioned objects. Cache the latest sensor readings per device in a dedicated segment so the monitoring dashboard reflects near real-time device status without querying the datastore on every poll. Retrieve application logs filtered by error level to detect device connectivity failures and configure environment variables for all ingestion functions with facility-specific device authentication credentials.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Catalyst Component MCP Tool Purpose
API Gateway Configure_API_Gateway_Route Creates endpoints for device registration, data ingestion, threshold alerts, and device status updates
Serverless Functions Execute_Function_Via_POST Executes data ingestion functions via POST for incoming sensor data streams
Execute_Function_Via_GET Executes device status retrieval functions via GET requests
Create_Env_Variables Configures facility-specific device authentication credentials as function environment variables
Job Pool Create_Job_Pool Creates a pool to manage high-concurrency data ingestion jobs from simultaneous device streams
Jobs Create_Immediate_Job Triggers on-demand device diagnostic jobs instantly for field engineer requests
Create_Bulk_Read_Job Creates a bulk read job to export the day's sensor data for archival at midnight
Circuits Execute_Circuit Orchestrates the alert workflow evaluating sensor readings against thresholds and triggering breach notifications
Cron Create_Cron_Job Schedules the 15-minute telemetry aggregation job and the midnight sensor data archival job
Stratus Create_Bucket Creates the iot-telemetry bucket to store versioned archived telemetry and device configuration files
Cache Create_Segment Creates a dedicated cache segment to store the latest sensor readings per device
Create_Cache_Item Caches the most recent sensor reading per device for near real-time dashboard display
Logs Get_Logs Retrieves logs filtered by error level to detect device connectivity failures

Catalyst MCP Tools in Multi-Service Zoho Workflows

You can execute these prompts using:

  • 2 Zoho MCP Servers: Catalyst Global MCP Server and an On-Demand Zoho MCP Server configured with the required MCP Tools of other Zoho services.

  • An On-Demand Zoho MCP Server, configured to contain MCP tools from multiple Zoho Services, including Catalyst by Zoho.

Build an Automated Customer Support Intelligence Platform

Prompt
I am building a customer support intelligence platform that connects helpdesk operations with CRM data and analytics. Pull all open and overdue tickets from the helpdesk and enrich each ticket's associated contact with additional company and lead data using Catalyst Dataverse. Cross-reference the enriched contact records against CRM leads and accounts to identify high-value customers experiencing support issues and escalate their tickets with priority tags. Create a Catalyst serverless circuit to orchestrate the full triage workflow receiving new ticket webhooks, enriching the contact, evaluating priority, and triggering an automatic reassignment to the most suitable agent based on department. Store all enriched ticket and contact data in a Catalyst datastore table called 'Support Intelligence' and schedule a cron job every morning at 7:00 AM to generate a daily support health report. Export the report as a bulk read job, store it in a Stratus bucket called 'support-reports', and push a summary into a Zoho Analytics dashboard with a chart report breaking down ticket volume by priority, department, and resolution time.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Zoho Service MCP Tool Purpose
Catalyst by Zoho Create_Table Creates the Support Intelligence datastore table to store enriched ticket and contact records
Insert_Rows Inserts enriched ticket and contact data into the Support Intelligence table
Execute_Circuit Orchestrates the full triage workflow from ticket webhook receipt through enrichment, priority evaluation, and agent reassignment
Create_Cron_Job Schedules the daily 7:00 AM job to generate and export the support health report
Create_Bulk_Read_Job Exports the daily report data from the datastore for storage in the support-reports Stratus bucket
Create_Immediate_Job Triggers on-demand triage and enrichment for newly received ticket webhooks outside the scheduled run
Zoho Desk getTickets Pulls all open and overdue tickets from the helpdesk for triage and enrichment
searchTickets Searches tickets to filter overdue and high-priority cases requiring escalation
getContact Retrieves the contact details associated with each ticket for Dataverse enrichment
updateTicket Updates ticket priority tags to escalate issues from identified high-value customers
getAgents Retrieves available agents by department for automatic ticket reassignment
Zoho CRM getLeadsRecords Cross-references enriched contacts against CRM lead records to identify high-value prospects with active support issues
getAccountsRecord Retrieves CRM account data to flag high-value customers experiencing recurring support problems
Lead_Enrichment Enriches ticket contact records with additional company and lead intelligence from Catalyst Dataverse
Zoho Analytics import_data Pushes enriched ticket and contact data into the Zoho Analytics workspace
query_data Queries aggregated support data to compile the daily health report
create_chart_report Creates a chart breaking down ticket volume by priority, department, and resolution time
create_summary_report Creates a summary report for the daily support health dashboard

Launch a Full Product Lifecycle Management Platform

Prompt
I am building a product lifecycle management platform that tracks products from initial sales estimate through to delivery and invoicing. When a new sales order is approved in Zoho Books, trigger a Catalyst serverless circuit to initiate the fulfillment workflow — create a delivery challan, assign the responsible team member, and update the project task status in the associated project. Configure API Gateway routes for order status, fulfillment tracking, and invoice generation. Set up a recurring invoice profile for subscription-based product orders and enable auto-bill against the customer's stored payment method. Schedule a cron job every Monday at 8:00 AM to generate a weekly sales summary using a bulk read job and store the export in a Stratus bucket called 'sales-exports'. Push all order, invoice, and delivery data into a Zoho Analytics workspace with a pivot report showing revenue by product category and customer, and a summary report tracking order-to-delivery cycle times. Set up a webhook in Zoho Books to notify the Catalyst circuit whenever an invoice is approved or overdue, triggering automated payment reminder emails to the customer.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Zoho Service MCP Tool Purpose
Catalyst by Zoho Execute_Circuit Triggers the fulfillment workflow when a Books sales order is approved, orchestrating delivery challan creation, team assignment, and project task updates
Configure_API_Gateway_Route Creates API endpoints for order status, fulfillment tracking, and invoice generation
Create_Cron_Job Schedules the weekly Monday 8:00 AM sales summary generation job
Create_Bulk_Read_Job Generates the weekly sales summary by exporting order data from the datastore for storage in the sales-exports bucket
Create_Serverless_Function Creates the webhook handler function that receives and processes Zoho Books invoice approval and overdue events
Zoho Books create_sales_order Creates a sales order when a new product order is initiated in the platform
create_invoice Generates invoices for completed and approved product orders
create_delivery_challan Creates a delivery challan when the Catalyst circuit triggers fulfillment for an approved order
create_recurring_invoice Sets up a recurring invoice profile for subscription-based product orders
enable_recurring_invoice_autobill Enables automatic billing against the customer's stored payment method for recurring subscriptions
create_webhook Sets up a Zoho Books webhook to notify the Catalyst circuit when invoices are approved or become overdue
bulk_invoice_reminder Sends automated payment reminder emails to customers with overdue invoices
Zoho Analytics import_data Pushes order, invoice, and delivery data into the Zoho Analytics workspace
create_pivot_report Creates a pivot report showing revenue broken down by product category and customer
create_summary_report Creates a summary report tracking order-to-delivery cycle times
create_chart_report Creates a chart report for visual revenue trend analysis across the product portfolio

Build a Unified B2B Revenue Operations Platform

Prompt
I am building a revenue operations platform that unifies sales intelligence, CRM pipeline management, financial reporting, and meeting productivity. Use Catalyst Lead Enrichment and Similar Companies to identify and qualify new prospects and push enriched lead records directly into Zoho CRM as new lead records with assigned owners. Configure a CRM workflow rule that triggers when a lead reaches the qualified stage automatically creating a sales estimate in Zoho Books and scheduling a Zoho Meeting with the assigned sales rep and the prospect. After each meeting, retrieve the participant report and store attendance and engagement data in a Catalyst datastore table called 'Meeting Intelligence'. Configure a Catalyst cron job every Friday at 5:00 PM to generate a weekly pipeline report. Also, open deals from CRM, outstanding estimates from Zoho Books, and meeting engagement data from the datastore — then push the consolidated report into a Zoho Analytics dashboard with a chart report showing pipeline value by stage and a summary report tracking estimate-to-deal conversion rates.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Zoho Service MCP Tool Purpose
Catalyst by Zoho Lead_Enrichment Enriches prospect records with detailed company and contact intelligence for qualification
Similar_Companies Identifies new prospects similar to existing high-value accounts for pipeline expansion
Tech_Stack_Finder Qualifies prospects based on their existing technology infrastructure before CRM entry
Create_Cron_Job Schedules the weekly Friday 5:00 PM pipeline report generation job
Create_Table Creates the Meeting Intelligence table to store post-meeting attendance and engagement data
Insert_Rows Stores participant report and meeting engagement data in the Meeting Intelligence table
Zoho CRM createLeadsRecords Pushes enriched prospect records into Zoho CRM as new lead entries with assigned owners
postWorkflowRule Configures the CRM workflow rule that triggers when a lead reaches the qualified stage to initiate the estimate and meeting flow
getDealsRecords Retrieves open deal data from CRM for the weekly pipeline report consolidation
updateLeadsRecord Updates lead records with qualification status and owner assignments after enrichment
Zoho Books create_estimate Creates a sales estimate in Zoho Books when a CRM lead reaches the qualified stage
email_estimate Sends the estimate to the prospect for review immediately after creation
approve_estimate Marks estimates as approved for tracking in the estimate-to-deal conversion pipeline
Zoho Meeting createMeetingSession Schedules a Zoho Meeting between the assigned sales rep and the qualified prospect
getParticipantReport Retrieves post-meeting attendance and engagement data for storage in the Meeting Intelligence table
getMeetingDetails Retrieves full meeting metadata to store alongside engagement records in the Meeting Intelligence table
Zoho Analytics import_data Pushes consolidated pipeline, estimate, and meeting engagement data into the Analytics workspace
query_data Queries CRM deals, Books estimates, and Meeting Intelligence data for the weekly pipeline report
create_chart_report Creates a pipeline value by stage chart report for the weekly revenue summary
create_summary_report Creates an estimate-to-deal conversion rate summary report for the dashboard

Build a Multi-Channel Customer Engagement and Retention Platform

Prompt
I am building a customer engagement platform that monitors customer health across support, CRM, calendar, and analytics touchpoints. Pull all contacts from Zoho Desk that have more than three unresolved tickets in the past 30 days and cross-reference them against CRM accounts to identify at-risk customers. For each identified at-risk account, trigger a Catalyst serverless circuit that creates a CRM task for the account owner, schedules a follow-up meeting via Zoho Calendar, and generates a personalised retention estimate in Zoho Books with a special pricing offer applied from a custom pricebook. Store all at-risk account data and engagement actions in a Catalyst cache segment for fast retrieval by the account management dashboard. Configure a Catalyst cron job every Sunday at 6:00 AM to refresh the at-risk account list and a job pool to manage concurrent engagement workflows across large account volumes. Push all customer health metrics ticket volume, deal stage, meeting history, and estimate status into a Zoho Analytics workspace with a summary report tracking engagement actions per account owner and a chart report visualising at-risk account distribution by industry and revenue band.

With Catalyst MCP server connected, the LLM uses the given prompt to access and implement the following Catalyst components:

Zoho Service MCP Tool Purpose
Catalyst by Zoho Execute_Circuit Orchestrates the engagement workflow per at-risk account, triggering CRM task creation, meeting scheduling, and retention estimate generation
Create_Cache_Item Stores at-risk account data and engagement action states in a cache segment for fast retrieval by the account management dashboard
Create_Job_Pool Manages concurrent engagement workflows across large at-risk account volumes
Create_Cron_Job Schedules the Sunday 6:00 AM refresh of the at-risk account list
Create_Immediate_Job Triggers the engagement workflow immediately for newly identified at-risk accounts outside the scheduled refresh
Zoho Desk getTickets Pulls open tickets to identify contacts with more than three unresolved tickets in the past 30 days
searchTickets Searches for unresolved tickets from the past 30 days to build the at-risk contact list
getContact Retrieves contact details for ticket owners to cross-reference against CRM accounts
getContactStatistics Gets ticket statistics per contact to identify those exceeding the three-ticket threshold in the 30-day window
Zoho CRM getAccountsRecord Retrieves CRM account records to match against identified at-risk contacts and confirm account value
updateDealsRecord Updates deal records for at-risk accounts to flag escalation status for the account owner
createWorkflowTasks Creates a CRM follow-up task for the account owner for each identified at-risk account
Zoho Books create_pricebook Creates the custom pricebook containing special retention pricing offers for at-risk accounts
create_estimate Generates a personalised retention estimate with the special pricing offer for each at-risk account
apply_pricebook_to_invoice Applies the retention pricebook pricing to the generated estimate for the at-risk customer
Zoho Analytics import_data Pushes customer health metrics including ticket volume, deal stage, meeting history, and estimate status into the Analytics workspace
create_summary_report Creates a report tracking engagement actions taken per account owner across the at-risk portfolio
create_chart_report Creates a chart visualising at-risk account distribution by industry and revenue band

Last Updated 2026-07-27 22:16:44 +0530 IST