Once Certifier MCP is connected to your AI assistant, you can issue and manage certificates by prompt from ChatGPT or Claude. This article shows you what's possible and gives you ready-to-use prompts to get started.
💡 Not connected yet? Start with Certifier MCP: Connect to ChatGPT & Claude, then come back here.
What You Can Do by Prompt
The prompts below cover the most common use cases, but they're not exhaustive. If you have a specific need, try asking your assistant directly, as it can handle more than what's listed here.
A few tips before you start:
Be specific. Include the credential template name, recipient name, and email in your prompt. The more context you give, the less back-and-forth.
The assistant can suggest available templates if you're not sure of the exact name, but the more specific you are, the faster it gets done.
If something doesn't work as expected, rephrase and try again. Small wording changes can make a difference.
1. Issue and Send a Credential to One Person
Give the assistant a name, email, and template. It issues and sends the credential in one step.
When to use this:
a manager finishes onboarding a new hire
a learner wraps a single course
a speaker steps off the stage, and you want their certificate out before they leave the room.
Example prompt:
Issue and send the {"Product Training 2026"} credential to {Jane Doe} at {[email protected]}.💡 Swap the placeholders in {curly braces} for your own details.
2. Issue Credentials from a spreadsheet
If you have a list ready in a spreadsheet, you can use it directly without retyping names and emails.
When to use this:
end-of-month course completions
post-event recognition for webinar attendees or conference participants
an HR partner sending the same compliance badge to a group on Friday afternoon
Attach your CSV or Excel file to the chat and ask the assistant to issue credentials to everyone on it. Specify which template to use and, if your file has multiple columns, which ones contain the recipient name and email.
Example prompt:
Issue and send the "{Product Training 2026}" credential to everyone in the attached file. The recipient name is in column A and email is in column B.If the attachment isn't picked up correctly, open your file, copy the data in comma-separated format, and paste it directly into the chat. This gives the assistant the clearest possible input.
Example prompt:
Issue and send the “{Product Training 2026}” credential to everyone on this list:
{Jane Doe, [email protected]}
{John Smith, [email protected]}
[paste names and emails]
3. Issue Credentials with Custom Attributes
If your credential template includes custom fields, like a grade, score, or any other personalized detail, you can pass that information through the chat as well.
Specify the attribute name and where the value comes from: either directly in your message or from a column in an attached file.
Example prompts:
Issue and send the "{Product Training 2026}" credential to {Jane Doe} at {[email protected]}. Set the grade attribute to {A}. Issue and send the "{Product Training 2026}" credential to everyone in the attached file. The recipient name is in column A, email in column B, and grade in column C.
4. Draft a Credential Without Sending
If you want to review before anything goes out, ask the assistant to create a draft. The credential is saved in your Certifier workspace but not emailed. You can issue and send or delete it later, from the chat or from your Certifier account.
Example prompt:
Draft the “{Product Training 2026}” credential for {Jane Doe} at {[email protected]}.
5. Send a Drafted Credential
If you've already created a draft and are ready to send it, ask the assistant to find it and send it out.
When to use this:
you drafted a credential earlier for review, and it's been approved
you batch-drafted credentials ahead of an event and want to send them all at once after it wraps
Example prompts:
Find the drafted credential for {Jane Doe} and send it. Send all drafted credentials from the "{Product Training 2026}" template.
6. Find an Existing Credential
Ask the assistant to pull up credentials by recipient name, email domain, or recency. The assistant searches your workspace and returns what it finds.
When to use this:
a learner emails saying their certificate never arrived
an auditor asks for all CPD credentials issued this quarter
you need to check who in a team or organization already holds a certification.
Example prompts:
Find the most recent credential issued to {learner name or email}.Find credentials issued to recipients from {company.com} in the last 30 days and export as CSV.Show me all credentials issued from the "{Product Training 2026}" template this month.
7. Fix and Resend a Credential
Ask the assistant to find a credential, correct the recipient's details, and resend. Useful for fixing typos, changing names, or updating an expiration date.
Example prompts:
Find the credential for {Alex Jonhson}, update the recipient's name to {Alex Johnson}, and resend the credential.Find the credential for {Alex Johnson}, update the expiration date to {December 31, 2026}, and resend it.
8. Create a Credential Template
Ask the assistant to create a credential template for a new cohort, course, or certification track. Give it a name and the design to base it on.
When to use this:
setting up a new spring cohort
adding a new training program to your catalog
spinning up participation certificates for an upcoming event or conference
Example prompt:
Create a credential template called "{Leadership Academy Spring 2026}" based on the "{Leadership Certificate}" design.
9. Update or Delete a Credential Template
Use this to rename a cohort, swap out the design, or remove a template you no longer need.
Example prompts:
Rename the "{Spring Cohort 2025}" credential template to "{Spring Cohort 2026}".Change the design used by the "{Leadership Academy Spring 2026}" template to "{Leadership Certificate v2}".Delete the credential template called "{Test Template}".
10. Pick the Right Design Before Issuing
Ask the assistant to list your saved designs. Use this to see which designs are in your workspace before issuing credentials or creating templates.
Example prompt:
List my available design templates. Show badges only, Sort them by the number of credentials issued.
⚠️ Important note: Designs are the visual layouts your credentials sit on. The assistant can use the designs you already have for new credential templates, but it can't create a brand-new design from a prompt yet. If you want a new look, build the design in Certifier. After that, the assistant can reuse it in the chat.
What You Can't Do From the Chat Yet
A few jobs still live in the dashboard:
Creating new visual designs
Adding more info on the credential template, such as enhanced details, description, and skills
Bulk editing many existing credentials at once
Reviewing credential statuses and detailed interaction analytics
We're working on bringing more of these capabilities to the chat. Check back for updates.
Where to Go Next
Certifier MCP overview — the launch-page tour, if you want the wider picture
Need More Help?
If you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected]