Skip to main content

Example Workflows

These examples show common multi-step workflows that AI assistants can perform using the EquipDash MCP tools. Each example demonstrates how tools work together to accomplish real business tasks.

Check Availability and Create a Booking​

A typical booking flow: search for a product, check availability, look up or create a customer, then create the booking.

Tools used​

  1. list_products - Find the product
  2. check_product_availability - Verify availability for the requested dates
  3. calculate_rental_price - Get the price quote
  4. search_customers - Look up existing customer
  5. create_customer - Create customer if not found
  6. create_booking - Create the booking

Flow​

User: "I need to book 2 mountain bikes for John Smith (john@example.com)
       from March 15-18"

Step 1: list_products → search: "mountain bike"
        → Returns product ID 42 (Mountain Bike)

Step 2: check_product_availability → product_id: 42,
        start_date: "2026-03-15", end_date: "2026-03-18", quantity: 2
        → Returns: available: true, 5 units free

Step 3: calculate_rental_price → product_id: 42,
        start_date: "2026-03-15", end_date: "2026-03-18", quantity: 2
        → Returns: $180.00 total

Step 4: search_customers → query: "john@example.com"
        → Returns customer ID 789 (existing customer)

Step 5: create_booking → customer_id: 789, items: [{product_id: 42,
        quantity: 2}], start_date: "2026-03-15", end_date: "2026-03-18",
        user_confirmed: true
        → Returns: Booking #1234 created

Customer Lookup and Booking History​

Look up a customer and review their booking history, outstanding balances, and notes.

Tools used​

  1. search_customers - Find the customer
  2. get_customer - Get full customer details with booking history
  3. get_booking - Get details of a specific booking
  4. get_booking_notes - View notes on a booking

Flow​

User: "Show me everything about the customer Sarah Johnson"

Step 1: search_customers → query: "Sarah Johnson"
        → Returns customer ID 456

Step 2: get_customer → customer_id: 456
        → Returns full profile: 12 total bookings,
          2 active bookings, $3,450 lifetime spend

Step 3: get_booking → booking_id: 1198 (most recent active booking)
        → Returns booking details with items, dates, balance due

Step 4: get_booking_notes → booking_id: 1198
        → Returns staff notes about the booking

Revenue Report and Top Performers​

Generate a business performance overview including revenue, top products, and top customers.

Tools used​

  1. get_revenue_summary - Overall revenue figures
  2. get_booking_stats - Booking volume and status breakdown
  3. get_top_products - Best performing rental products
  4. get_top_experiences - Best performing experiences
  5. get_top_customers - Highest spending customers

Flow​

User: "Give me a business performance report for this month"

Step 1: get_revenue_summary → period: "this_month"
        → Returns: $24,500 revenue, $2,100 outstanding

Step 2: get_booking_stats → period: "this_month"
        → Returns: 89 bookings, 72 confirmed, 12 pending, 5 cancelled

Step 3: get_top_products → period: "this_month", limit: 5
        → Returns top 5 products by revenue

Step 4: get_top_experiences → period: "this_month", limit: 5
        → Returns top 5 experiences by revenue

Step 5: get_top_customers → period: "this_month", limit: 5
        → Returns top 5 customers by spend

Inventory Management​

Check low inventory, review product status, and identify items in the workshop.

Tools used​

  1. get_low_inventory_products - Find products running low on stock
  2. get_inventory_status - Check specific product inventory
  3. get_workshop_items - See what is in the workshop
  4. get_workshop_detail - Get details on a workshop job

Flow​

User: "What's our inventory situation looking like?"

Step 1: get_low_inventory_products → threshold: 3
        → Returns 4 products below threshold

Step 2: get_inventory_status → product_id: 42
        → Returns: 8 total, 5 available, 2 rented, 1 in workshop

Step 3: get_workshop_items → status: "inWorkshop"
        → Returns 3 items currently being serviced

Step 4: get_workshop_detail → workshop_log_id: 67
        → Returns: Mountain Bike #MB-007, brake replacement,
          expected completion tomorrow

Experience Scheduling and Waitlist​

Check experience availability and manage the waitlist when sessions are full.

Tools used​

  1. list_experiences - Find the experience
  2. check_experience_availability - Check available slots
  3. get_experience_schedule - View the full schedule
  4. add_to_waitlist - Add customer to waitlist when full
  5. view_waitlist - Review current waitlist

Flow​

User: "A customer wants to book the guided kayak tour for next Saturday.
       If it's full, add them to the waitlist."

Step 1: list_experiences → search: "guided kayak"
        → Returns experience ID 15 (Guided Kayak Tour)

Step 2: check_experience_availability → experience_id: 15,
        date: "2026-03-07"
        → Returns: Saturday 9:00 AM session - FULL (0 spots remaining)

Step 3: add_to_waitlist → type: "experience", experience_id: 15,
        schedule_id: 88, name: "Mike Chen", email: "mike@example.com",
        quantity: 2
        → Returns: Added to waitlist, position #3

Applying Promotions to a Booking​

Validate and apply a promo code or voucher to an existing booking.

Tools used​

  1. get_booking - Get the booking details
  2. validate_promo_code - Check if the code is valid
  3. apply_promo_code - Apply the discount
  4. get_amount_due - Get the updated balance

Flow​

User: "Apply promo code SUMMER20 to booking #1234"

Step 1: get_booking → booking_id: 1234
        → Returns: $200.00 total, $200.00 balance due

Step 2: validate_promo_code → code: "SUMMER20", booking_id: 1234
        → Returns: valid, 20% discount, saves $40.00

Step 3: apply_promo_code → booking_id: 1234, code: "SUMMER20",
        user_confirmed: true
        → Returns: Promo applied, new total $160.00

Step 4: get_amount_due → booking_id: 1234
        → Returns: $160.00 balance due

Staff Schedule Management​

View and manage staff shifts and schedules.

Tools used​

  1. list_staff - List available staff members
  2. get_staff_schedule - View a staff member's schedule
  3. create_staff_shift - Assign a new shift
  4. update_staff_shift - Modify an existing shift

Flow​

User: "Who's working this Saturday? I need to add Emma to the
       morning shift."

Step 1: list_staff → search: ""
        → Returns all staff members

Step 2: get_staff_schedule → staff_id: 12, start_date: "2026-03-07",
        end_date: "2026-03-07"
        → Returns: Tom 9:00-17:00, Sarah 12:00-20:00

Step 3: get_staff → staff_id: 8
        → Returns: Emma's profile and current schedule

Step 4: create_staff_shift → staff_id: 8, date: "2026-03-07",
        start_time: "09:00", end_time: "13:00",
        user_confirmed: true
        → Returns: Shift created for Emma, Sat 9:00 AM - 1:00 PM

Store Product Management​

Manage retail store products, check stock levels, and view sales performance.

Tools used​

  1. get_store_stats - Overall store performance
  2. get_low_stock_store_products - Identify low stock items
  3. adjust_store_inventory - Restock items
  4. get_top_store_products - Best sellers

Flow​

User: "How's the store doing this month? Any items need restocking?"

Step 1: get_store_stats → period: "this_month"
        → Returns: $3,200 revenue, 145 items sold

Step 2: get_low_stock_store_products
        → Returns: 3 products below threshold
          - Sunscreen SPF50: 2 remaining
          - Trail Map: 0 remaining (out of stock)
          - Water Bottle: 4 remaining

Step 3: adjust_store_inventory → product_id: 201,
        quantity_change: 50, reason: "Restocked from supplier"
        → Returns: Trail Map stock updated to 50

Step 4: get_top_store_products → period: "this_month", limit: 5
        → Returns top 5 store products by revenue