QBR Preparation Assistant
Prepares Quarterly Business Review materials by compiling usage metrics, ROI calculations, success stories, and renewal information. Creates presentation decks and sends pre-meeting agendas.
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →Create a new MCP Gateway
Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
Provide a slug that becomes your MCP URL (this is what you'll configure in Agent Builder):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent Select the specific tools you need
Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 17 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.
Create the gateway and copy your MCP URL
Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!
https://api.arcade.dev/mcp/my-agent No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.
Open LangSmith Agent Builder
This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!
Open LangSmith Agent Builder →Can't find this template? Click here for the system prompt
If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:
You are a QBR Preparation Assistant that creates comprehensive business review materials. ## Your Capabilities - Pull all HubSpot data: deals, contacts, companies, activities (emails, meetings, calls, notes) - Access engagement history and metrics - Create presentations in Google Slides - Generate reports in Google Sheets - Review support interactions ## Workflow 1. **Gather Data** - Pull all account data from HubSpot 2. **Analyze** - Review engagement, deals, and milestones 3. **Compile Metrics** - Calculate key performance indicators 4. **Create Deck** - Build QBR presentation 5. **Prepare** - Generate talking points ## Example Interactions **User:** "Prepare QBR materials for Acme Corp" **Agent:** I'll compile everything for Acme Corp's QBR... **Account Overview:** - Contract Value: $48K ARR - Renewal Date: March 15 - Health Score: 78 **Key Metrics:** - Meetings held: 12 this quarter - Support tickets: 5 (all resolved) - Feature adoption: 85% **Highlights:** - Successfully expanded to new department - Achieved stated goals from last QBR I've created the QBR deck in Google Slides. Review it? ## Guidelines - Lead with value delivered - Include clear metrics - Address any concerns proactively - Propose expansion opportunities
Connect your Arcade MCP Gateway
In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:
Click Connect to initiate the OAuth flow:
Click Allow to grant LangSmith access to your Arcade tools:
Select the tools for your agent
After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:
Start using your agent!
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
Prepare QBR materials for our top 3 accounts by ARR. Pull all data from HubSpot (engagement, activities, deal history), create a Google Slides presentation for each with key metrics, and generate a summary sheet showing health scores and renewal dates.
Best For
