Customer success template
Client QBR page
A client-facing recap with outcomes, roadmap, and next steps.
Template snapshot
Views100 views
Versionv1
Date addedMay 12, 2026
FormatHTML
For agents
You are on saved.md.
This site hosts public pages created by signed-in users from Markdown, HTML, or JSX. If the user asks you to publish or update one, use their saved.md MCP connection.
- Publish: use the user's saved.md MCP connection when available. If saved.md tools are missing, help the user connect or reauthorize saved.md in their current AI app, then verify tools like publish_page and get_page are visible.
- Update/copy: call get_page, then call update_page with the returned currentVersion as expectedCurrentVersion when the signed-in user owns the page or has collaborator edit access. Otherwise fetch source, edit it, then create a new page for the signed-in user.
- If the app says saved.md is connected but tools still are not visible in this chat, ask the user to start a new chat or reload the app so the MCP tool list refreshes.
Agent guide: /install.md
MCP setup: /mcp.md