# Tripleseat MCP

> Tripleseat connects your AI client directly to a professional event management platform. Use it to pull full data on bookings, leads, contacts, and venues. Instead of clicking through dashboards, you just ask: 'What's the total spend for Acme Corp?' or 'Show me all private events next week.'

## Overview
- **Category:** crm-sales
- **Price:** Free
- **Tags:** event-booking, crm, venue-management, lead-management, hospitality

## Description

**Tripleseat connects your AI client directly to a professional event management platform.** Forget clicking through half a dozen dashboards just to find one piece of data. You just ask, and your agent pulls it for you.

If you're running an operation this big—managing venue capacity, corporate accounts, and the entire sales funnel—you need immediate access to everything. This server gives your AI client direct read-only access to all your core operational data so you can get answers fast.

To review what's coming up on your calendar, you can use `list_events` to pull a rundown of upcoming dates, locations, and basic event details. If you need to check the physical availability for multiple days, running `list_bookings` gives you a quick overview of all existing reservations across the venue.

When it comes to sales and finding new business, your agent can call `list_leads` to get a full breakdown of every potential client currently sitting in your sales funnel. If you're trying to locate a specific event planner or contact within your CRM records, use `search_contacts`; it quickly finds them by name or company.

For the physical space, running `list_locations` provides an inventory and capacity count for every venue managed by Tripleseat. Need specifics on a single booking? `get_booking` retrieves detailed information about one time slot—you'll see room assignments, setup styles, and all the nitty-gritty details.

To track your revenue streams, you can use `list_accounts` to pull up every corporate client account and their cumulative spending history. If you need more depth on a specific transaction or scheduled gathering, calling `get_event` pulls detailed information about that single event record itself. Tripleseat also lets your agent view the entire sales pipeline via the lead list, giving you insight into the potential clients' current status, budget range, and what kind of event they’re planning.

It's all interconnected. You can map out venues using `list_locations` and then use `get_booking` to verify room assignments for a specific date. You don't need to jump between multiple systems; you just ask your agent the question, and it gets the answer from Tripleseat.

It’s all about speed here. Instead of navigating complex menus, you just tell your AI client what you want—like 'What's Acme Corp's total spend?' or 'Show me all private events next week.' It handles the query against `list_accounts` and `list_events`, giving you immediate data without the headache.

## Tools

### list_events
Lists all upcoming scheduled events within the platform.

### get_event
Gets detailed information about a single scheduled event.

### list_bookings
Retrieves a list of bookings, useful for checking the venue calendar.

### get_booking
Retrieves specific details for one booking record.

### list_leads
Retrieves a list of prospective clients in the sales pipeline.

### search_contacts
Searches the CRM database to find specific event planner contacts.

### list_locations
Provides an inventory and capacity overview for all managed event venues.

### list_accounts
Lists all corporate client accounts and their spending records.

## Prompt Examples

**Prompt:** 
```
What events do we have this week?
```

**Response:** 
```
🎪 **This Week's Events**

1. 💍 **Johnson Wedding** — Sat Oct 19, Grand Ballroom
   👥 150 guests | 💰 $12,500 | 🍽️ Plated dinner + bar

2. 🏢 **Acme Corp Q3 Review** — Thu Oct 17, Private Room
   👥 35 guests | 💰 $2,800 | 🍽️ Buffet lunch

3. 🎂 **Elena's 40th Birthday** — Fri Oct 18, Patio
   👥 60 guests | 💰 $4,200 | 🍽️ Cocktail reception
```

**Prompt:** 
```
List all confirmed private events in the Main Dining Room for next week.
```

**Response:** 
```
Querying Tripleseat reservations ('get_events')...
Found 2 confirmed private events for the 'Main Dining Room' next week:
1. 'Smith Wedding Rehearsal' - Thursday, 6 PM - 50 guests.
2. 'Acme Corp Corporate Dinner' - Saturday, 7 PM - 120 guests.
```

**Prompt:** 
```
Create a new lead for a 30-person birthday party on October 12th under 'Jane Doe'.
```

**Response:** 
```
Executing `create_lead` operational constraint...
Lead successfully recorded in Tripleseat.
Type: Birthday Party
Date: Oct 12th
Guest count: 30
Contact Name: Jane Doe
Assigned Lead ID: `lead-7719`.
```

## Capabilities

### Review all scheduled events
You can ask for a list of upcoming events using `list_events` to see dates, locations, and basic details.

### Search specific client contacts
Use `search_contacts` to quickly find an event planner by name or company within the CRM records.

### Pull up full account spending history
The `list_accounts` tool lets your agent retrieve a list of corporate clients and their total spend with you.

### Get detailed booking information
Running `get_booking` retrieves specific details about one time slot, including room assignments and setup styles.

### View the sales lead pipeline
Calling `list_leads` gives you a breakdown of potential clients currently in your sales funnel.

### Map out all available venues
The `list_locations` tool provides an inventory of every venue managed by the platform, including room capacities.

## Use Cases

### The client calls with vague questions about capacity.
A venue manager needs to confirm if an event can handle 200 people in the main hall. They ask their agent, which then runs `list_locations`. The system returns the Main Hall's specific capacity and room dimensions, solving the problem immediately without a manual check.

### A sales rep needs to know if an old lead is worth pursuing.
The agent uses `search_contacts` first, then runs `list_leads`. It finds that 'Acme Corp' was active three years ago but has no recent activity. The rep can now decide whether to cold-call or archive the lead.

### Confirming a private dinner setup.
An event planner needs confirmation on seating arrangements for next Tuesday. They ask their agent, which uses `get_booking` and provides the room assignment details (e.g., 'round tables of 10') directly in the chat.

### Quarterly revenue review.
A director asks for a total spending summary of all corporate accounts. The agent uses `list_accounts`, providing a summarized report that shows which clients are driving the most revenue this quarter.

## Benefits

- Stop checking multiple reports. Using `list_accounts` gives you an instant overview of a client's total spend history in one chat turn.
- Verify room availability before calling the client. Use `list_locations` or `list_bookings` to see if that venue is actually free for their date.
- Never miss a sales opportunity. Run `list_leads` to pull your entire sales pipeline into your agent, letting you prioritize follow-ups instantly.
- Get event details without logging in. Your agent uses `get_event` and `get_booking` to retrieve menus, counts, and setup styles just from the prompt.
- Quickly find people. Instead of searching through spreadsheets, use `search_contacts` to pull up a planner's entire history right away.

## How It Works

The bottom line is: instead of jumping between tabs and running separate reports, you just talk to your agent and it pulls the right Tripleseat information for you.

1. You prompt your agent with a natural language request (e.g., 'What are our leads for Q3?').
2. Your agent recognizes the intent and calls the necessary tool, like `list_leads`, using the Tripleseat MCP Server.
3. The server returns structured data—a list of records, event details, or account summaries—which your agent then presents to you in plain English.

## Frequently Asked Questions

**How do I use Tripleseat MCP Server to list my events?**
You run `list_events`. This tool pulls a comprehensive list of scheduled activities, letting you see details like guest count and location for every event on the calendar.

**Can I find out if a venue has enough capacity using Tripleseat MCP Server?**
Yes. Use `list_locations` to get an inventory of all venues, which includes their maximum capacity and individual room sizes for planning purposes.

**What information does the `search_contacts` tool provide?**
The `search_contacts` tool acts as your CRM search. It finds specific event planners by name and retrieves their full history, making follow-up calls much easier.

**How do I list all potential clients? (list_leads)**
Just ask for the sales leads using `list_leads`. This tool pulls a clean list of prospects, detailing their event type and current stage in your sales pipeline.

**How do I retrieve specific details for a single event using the `get_event` tool?**
You must provide a unique Event ID to use `get_event`. This pulls all associated data, including menus, AV needs, and final BEOs, in one call. It's direct; you get exactly what you ask for.

**What happens if I run `list_accounts` and my client base is very large?**
The tool supports pagination to handle massive data sets. If your company has thousands of accounts, your AI agent automatically manages the requests in batches. You'll get all records without hitting rate limits.

**How do I link a specific booking to its corporate account using `list_bookings`?**
The output from `list_bookings` contains the associated Account ID. Your agent can use this identifier to then pull total spending and historical data directly from the Accounts module.

**Why might my call to `list_locations` fail or return an empty set?**
A failure usually means one of two things: either your connection lacks the necessary API permissions for venue management, or you're trying to reference a location ID that doesn't exist in Tripleseat. Double-check those credentials.

**What is Tripleseat?**
Tripleseat is the leading cloud event management and catering platform for restaurants and hotels. Used by thousands of venues for private dining, weddings, corporate events, and banquets.