gainsight-mcp-setup

Gainsight MCP Setup

What this skill is for

The Gainsight CS + Staircase MCPs work, but every customer org names its fields differently. Without a one-time setup, every user has to repeat "filter for CSM is <my name>" on every ask. That's plumbing they shouldn't have to know.

This skill runs ONCE per user per org. It:

1. Asks who you are and what role you play
2. Discovers your org's bespoke fields (segmentation, team-member assignment, required custom fields, SP types)
3. Writes a persistent user profile
4. Runs a short role-tailored practice round so you feel the unlock immediately

After setup, every other skill reads the profile and applies your filter + role-aware defaults automatically.

When to invoke

Direct triggers:

• "Help me set up the Gainsight MCPs"
• "I'm new to this plugin — what's the first thing I should do?"
• "Configure my filter / configure my role"
• "Why does every query make me re-type my CSM filter?"

Auto-prompt triggers (from sibling skills):

• Any IC-tier skill called when no user profile exists → "I don't see a user profile. Want to run gainsight-mcp-setup (2 minutes)?"

Cowork UX priority

Every step is one question with clear options. AskUserQuestion-style branching at every decision point. No walls of text. The practice round at the end is interactive — user runs 2-3 worked examples and sees the unlock.

This skill is the canonical Cowork UX template for the plugin. Other skills should match its rhythm.

---

The flow

Step 1 — Identity

Ask:

• Your name? (full name as it appears in Gainsight / Staircase)
• Your work email?

Use resolve_user(search_name) against Gainsight to validate + get the user's GSID. If multiple matches, surface them with identity counts (Slack, Gong, Salesforce, Zendesk) and ask which is them.

Step 2 — Role

Ask: "Which role best describes how you work with accounts?"

Options (AskUserQuestion):

• Executive — CS leader, CRO, VP. I work across the portfolio, not a specific book.
• CSM — I own / am assigned to a set of customer accounts. My job is health, adoption, retention.
• AM — Account Manager. Post-sale, retention + expansion focus. Often commercial-leaning.
• Sales / AE — Account Executive. I own accounts for new logos / renewals / expansion.
• Admin — CS Ops or Gainsight Admin. I work on schema, config, dashboards — not a personal book.
• Other — Tell me more about what you do.