菜单
List subscriptions whose payment card expires in the next 30 or 60 days, ranked by MRR at risk. Use when the user asks about expiring cards, cards about to expire, or wants to prevent involuntary churn from payment method expiry. Do NOT use for current payment failures or dunning analysis.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Show Annual Recurring Revenue with QoQ and YoY trend and a growth trajectory. Use when the user asks about ARR, annual recurring revenue, annual run rate, or year-over-year revenue growth. Do NOT use for MRR, NRR, or monthly breakdowns.
Identify overdue invoices most likely heading toward write-off, while a save is still possible. Use when the user asks about bad debt, write-off risk, invoices unlikely to be recovered, or wants to see which AR is at risk of becoming bad debt. Do NOT use for general overdue lists or collections prioritisation.
Show the full product catalog: all products, their plans with pricing and billing frequency, addons, and one-time items. Use when the user asks what plans are available, wants to see the product catalog, pricing, or available addons and items. Do NOT use for subscription status, customer-specific data, or coupon lookup.
Decompose churn into voluntary (customers who chose to leave) vs involuntary (failed payments) and identify which plans and products are driving losses. Use when the user asks why customers are churning, churn composition, voluntary vs involuntary split, or which products have the highest cancellation rate. Do NOT use for MRR, NRR, or retention rate questions.
Daily AR worklist: top 20 overdue invoices ranked by recovery probability (outstanding amount × payment-behaviour score). Use when the user asks who to chase for payments today, wants a collections prioritisation, or needs a daily AR action list. Do NOT use for aggregate overdue totals or bad-debt analysis.
List all subscriptions currently in PAST_DUE or UNPAID status, ranked by MRR at risk. Use when the user wants to see which subscriptions are in trouble, past-due subs, or subscriptions with failed renewals. Do NOT use for invoice-level overdue (use /overdue-invoices) or dunning analysis.
| name | card-expiry-risk |
| description | List subscriptions whose payment card expires in the next 30 or 60 days, ranked by MRR at risk. Use when the user asks about expiring cards, cards about to expire, or wants to prevent involuntary churn from payment method expiry. Do NOT use for current payment failures or dunning analysis. |
| when_to_use | Trigger on: "cards expiring soon", "expiring payment methods", "card expiry", "cards about to expire", "prevent failed renewals", "expiring cards", "card expiry risk", "payment method expiry". |
| argument-hint | [days — e.g. '60' for 60-day window, default is 30] |
List subscriptions with cards expiring in the next 30 (or N) days, ranked by MRR at risk. Proactive prevention — act before the renewal fails.
Resolve org ID via ZohoBilling_List_all_Organizations.
Default window: 30 days. If $ARGUMENTS is a number, use that as the day window.
| # | Tool | Purpose |
|---|---|---|
| 1 | ZohoBilling_Get_Card_Expiry_Report | Cards expiring in coming period |
| 2 | ZohoBilling_List_all_Subscriptions | filter_by: ACTIVE (for MRR amounts) |
Card Expiry Risk — Next [N] Days [date]
Total MRR at risk: $XXX,XXX · N subscriptions
────────────────────────────────────────────────────────────────────
# Customer Plan MRR Card expires Days left
────────────────────────────────────────────────────────────────────
1 Acme Corp Enterprise $4,200 Jul 15, 2026 16d ⚠
2 Northwind Traders Pro $ 890 Jul 22, 2026 23d
3 Globex Industries Starter $ 79 Jul 28, 2026 29d
────────────────────────────────────────────────────────────────────
Expiring ≤ 15 days: N subs $X MRR ← urgent
Expiring 16–30 days: N subs $X MRR
Flag ⚠ on any card expiring within 15 days. Recommended action per row: "Send card-update request" (all rows — this is the only action available without write tools).