Customer insights quickstart

This quickstart takes you from a fresh connection to real answers about your customer base — no SQL, no dashboards, just questions in plain English. It works the same in Claude Code, Claude Desktop, and Cursor.

Before you start

Your brand has CDP enabled (see Access requirement).
You've connected the CDP MCP server using either auth method from Connect.

Your first insights

Get the lay of the land. Start with a one-call snapshot so you know the size and shape of your base:
```
Give me an overview of my customer base
```
This uses cdp_overview — totals (customers, identified vs anonymous), your tag distribution, average spend and AOV, and recent event volume.
Find the customers who matter. Rank your base by any spend or engagement signal:
```
Who are my top 25 customers by total spend?
```
```
Show me high-value customers who haven't ordered in 60+ days
```
These use cdp_find_customers, which filters by tags, spend, order count, recency, and engagement, and returns enough per customer to act on the answer right away.
Drill into one customer. Pull a single person's full picture:
```
Show me the profile for jane@example.com
```
```
What's the full journey for that customer?
```
cdp_customer_profile returns identities, spend facts, and tags; cdp_customer_journey merges their orders, messages, and browse activity into one timeline.
Size an audience before you build it. Ask how many customers match an idea:
```
How many of my customers have placed more than 3 orders?
```
Your client uses cdp_list_properties to learn the valid vocabulary, then cdp_preview_audience to return a live count. Nothing is saved — it's a preview.
Understand behavior over time. Trend an event or measure conversion:
```
Trend product_viewed by day for the last 14 days
```
```
What's my browse-to-purchase funnel for last month?
```
These use cdp_trends and cdp_funnel. Not sure which event types exist? Ask "what event types can I query?" — that's cdp_list_event_types.

Where to go next

Browse every tool's parameters and example prompts under CDP Tools in the sidebar.
Combine tools: use cdp_find_customers to surface a cohort, then cdp_customer_journey to understand why a specific customer went quiet.
Working with saved segments? See cdp_list_segments, cdp_get_segment, and cdp_segment_members.

Before you start

Your first insights

Where to go next

On this page