# Example prompts

Use these with an agent pointed at this connector (`GET /llms.txt`, `GET /openapi.json`, or `POST /mcp`). Every mutating call needs an `Idempotency-Key` and the confirm-before-commit dance: `confirm=false` first, then `confirm=true` plus the returned `confirmation_token`.

## 1. Book a consult

I need a 30-minute consult with Frias Family Financial in Wimauma. Check availability for the next two weeks in America/New_York, offer me two weekday afternoon slots, then book the one I pick. Use confirm=false first and show me the preview (masked email only) before you commit. Scheduling page for humans: https://calendly.com/frias-f-financial.

## 2. Open a household file and take intake

Create a client profile for a joint household named "Rivera Household" with entity_type=joint. After I confirm the preview, submit intake answers: primary_goal=retirement, tax_situation=simple, preferred_meeting=virtual, household_members=3, has_existing_cpa=false. Do not ask for SSN, EIN, account numbers, or document uploads.

## 3. Send a payment link

Create a Stripe hosted payment link for invoice_id inv_demo_consult. Preview the amount and currency, wait for my confirmation, then return only the hosted URL and payment_link_id. If Stripe keys are missing, a mock checkout URL is expected.