Gainsight MCP Library

Summarize [Account Name]'s health, risks, and opportunities for an executive briefing. Include: - Health status and trend - Key wins from the last quarter - Active risks or concerns - Strategic opportunities - Recommended executive talking points

**Expansion Brief:** Start with a 2-3 sentence expansion thesis: the strongest supported opportunity, why now or why not now, and the most important evidence. ### At a Glance | Dimension | Assessment | | --- | --- | | Expansion Posture | <STRONG / PROMISING / WATCH / NO CLEAR SIGNAL / INSUFFICIENT DATA> | | Current ARR / Revenue | | | Health | <explicit status/score or Unknown> | | Sentiment | | | Renewal Context | <date/status or Unknown> | | Last Engagement | <date/context or Unknown> | | Learning Readiness | <Strong / Mixed / Weak / Unknown> | ### Expansion Signals Separate signals into two visual groups when both exist: **Explicit Customer Intent** - — . **Strength:** <Strong / Moderate / Weak>. **Source:** . **Readiness Signals** - — . **Strength:** <Strong / Moderate / Weak>. **Source:** . Omit an empty subgroup rather than padding it. Include only supported signals. ### Best Expansion Plays List up to 3 evidence-backed plays in priority order. Format each as: <1. Specific Opportunity> - **Why it fits:** - **Stakeholders:** - **Timing:** Now / Validate first / Later — - **Evidence:** <source tag(s)> If no specific play is supported, say "No specific expansion play is supported by the available evidence yet." ### Readiness & Blockers Use two concise subsections when supported: **What Helps** - — . **What Could Block Expansion** - — . Do not hide serious renewal/risk issues behind positive expansion signals. ### Recommended CSM Motion | Priority | Action | Objective | Timing | | --- | --- | --- | --- | | 1 | | | | Provide 3-5 actions. Favor validation before selling when the expansion signal is inferred rather than explicit. ### Confidence & Data Gaps - **Overall Confidence:** High / Medium / Low - **Key Gaps:** - **What would improve confidence:** <1-3 concrete questions/data points>

Expansion Brief: Start with a 2-3 sentence expansion thesis: the strongest supported opportunity, why now or why not now, and the most important evidence. At a Glance Dimension | Assessment | |---|---| Expansion Posture | <STRONG / PROMISING / WATCH / NO CLEAR SIGNAL / INSUFFICIENT DATA> | Current ARR / Revenue | | Health | <explicit status/score or Unknown> | Sentiment | | Renewal Context | <date/status or Unknown> | Last Engagement | <date/context or Unknown> | Learning Readiness | <Strong / Mixed / Weak / Unknown> | Expansion Signals Separate signals into two visual groups when both exist: Explicit Customer Intent — . Strength: <Strong / Moderate / Weak>. Source: . Readiness Signals — . Strength: <Strong / Moderate / Weak>. Source: . Omit an empty subgroup rather than padding it. Include only supported signals. Best Expansion Plays List up to 3 evidence-backed plays in priority order. Format each as: <1. Specific Opportunity> Why it fits: Stakeholders: Timing: Now / Validate first / Later — Evidence: <source tag(s)> If no specific play is supported, say "No specific expansion play is supported by the available evidence yet." Readiness & Blockers Use two concise subsections when supported: What Helps — . What Could Block Expansion — . Do not hide serious renewal/risk issues behind positive expansion signals. Recommended CSM Motion Priority | Action | Objective | Timing | |---|---|---|---| 1 | | | | Provide 3-5 actions. Favor validation before selling when the expansion signal is inferred rather than explicit. Confidence & Data Gaps Overall Confidence: High / Medium / Low Key Gaps: What would improve confidence: <1-3 concrete questions/data points>

Export a list of all users at enterprise accounts who have not used [Feature Name] in the last 30 days as a CSV so I can share it with the CS team.

Find all the different tag variations being used for [topic] and show me how many posts are tagged with each one.

Using Skilljar, pull the full enrollment list for "[Course Name]." Show each learner's name and email, flag anyone enrolled in the past 7 days as new, and give me a total enrollment count. Filter by [Organization Name] if I only need one account's learners.

How many app_error events happened in the last 7 days, and how does that compare to the number of users who interacted with [Knowledge Center Bot Name] in the same period?

What's the state of the community this morning? Show me anything in the moderation queue and the most active discussions from the last 7 days.

What's the overall sentiment on [Feature Name] based on community posts from the last 60 days? Summarize the top themes, both positive and negative.

Show me all accounts at risk from the last 6 months and flag which ones haven't used [Feature Name] in the last 30 days.

Pull the health scorecard for all accounts in my portfolio. For each account: - Overall health score and trend (improving/declining/stable) - The lowest individual measure score - Any measure below 40 Group the accounts: - Healthy (70+) - At-risk (40–70) - Critical (below 40) Summarize the most common low-scoring measures across the portfolio.

Show me all unanswered questions from the last 30 days and group them by category so I can identify the biggest content gaps.

Show me the most active contributors in [Space Name] over the last quarter based on points earned, ranked from highest to lowest.

I have a meeting with [Account Name] tomorrow. Query Gainsight for: - Current account health and sentiment - Recent concerns or risks mentioned - Recent wins or positive moments - Key stakeholder engagement Create a meeting prep brief with: - Top 3 things to know going in - Potential landmines to avoid - Suggested talking points

I'm onboarding a new CSM who is taking over these accounts: [Account 1], [Account 2], [Account 3]. For each account, query Gainsight and create a brief covering: - Account health and sentiment summary - Key stakeholders and their engagement - Top 3 things the new CSM needs to know - Current risks or concerns - Recommended first actions

Which accounts have churn risk indicators? Group them by severity and for each include: - The primary risk signal - How long the signal has been active - Recommended action - Renewal date if known

Show me all accounts with renewals in the next 120 days. For each, include: - Company name, renewal date, ARR - Current health score - Assigned CSM - Any open risk CTAs Sort by renewal date. Flag any with health score below 50 or ARR above $500K.

I'm an AE preparing for a call with [Account Name] about expanding their usage. Query Gainsight for: - Current relationship health and satisfaction level - Recent product feedback or feature requests - Key stakeholders and what they've been discussing - Any expansion signals or growth indicators Create a pre-call cheat sheet with talking points.

I'm preparing a QBR for [Account Name]. Query Gainsight for the last quarter of activity and create a QBR outline covering: - Wins and milestones achieved - Challenges and how we addressed them - Upcoming priorities and success metrics - Expansion opportunities Include specific evidence where relevant.