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Find customers who are ready to upgrade

Accounts near their plan limits, with the usage, the plan that fits and the extra revenue.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Open the accounts list at admin url and the subscriptions in Stripe. Find the customers that use more than threshold of a plan limit, such as seats, projects or API calls, or that hit a limit in the last 30 days. For each one, record the plan, the usage, the monthly amount, the upgrade that fits and the extra monthly revenue. Check HubSpot for the account owner and for open deals. Send me the list, sorted by extra revenue. Do not contact customers and do not change any plan.

  • It works in any admin panel, Stripe and HubSpot, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
admin urlYour product's admin page with usage for each accounthttps://admin.tallyhq.app/accounts
thresholdThe share of a limit that counts as near the limit80%

What you get back

An example run with the example values above. Your run uses your own data.

Upgrade candidates: 12 accounts, +4,380 USD each month

AccountPlanUsageNowUpgradeExtra
Glenmore StudiosTeam25 of 25 seats, 6 invites waiting500 USDBusiness+700 USD
Asterly LabsBusiness96% of API calls, limit hit on 3 days1,200 USDScale+800 USD
Pennant MediaStarter9 of 10 projects99 USDTeam+401 USD

No HubSpot owner: 4 accounts

Open deal already: Asterly Labs

No plan changed and no customer contacted.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type admin url and threshold. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Open the accounts list at https://admin.tallyhq.app/accounts and the subscriptions in Stripe. Find the customers that use more than 80% of a plan limit, such as seats, projects or API calls, or that hit a limit in the last 30 days. For each one, record the plan, the usage, the monthly amount, the upgrade that fits and the extra monthly revenue. Check HubSpot for the account owner and for open deals. Send me the list, sorted by extra revenue. Do not contact customers and do not change any plan."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Find customers who are ready to upgrade" template with admin url = https://admin.tallyhq.app/accounts; threshold = 80%.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Open the accounts list at https://admin.tallyhq.app/accounts and the subscriptions in Stripe. Find the customers that use more than 80% of a plan limit, such as seats, projects or API calls, or that hit a limit in the last 30 days. For each one, record the plan, the usage, the monthly amount, the upgrade that fits and the extra monthly revenue. Check HubSpot for the account owner and for open deals. Send me the list, sorted by extra revenue. Do not contact customers and do not change any plan."
  }
}

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