MCP Examples & Workflows

These are real workflows that Octolane users run from their AI assistants every day. Each example shows the prompt, what happens behind the scenes, and what you get back.

1. Morning pipeline review

Start your day with a complete picture of your pipeline without opening the Octolane dashboard. Prompt:

Show me our pipeline overview. Which deals are stale?
What's gone quiet in the last 2 weeks?

What Octolane does behind the scenes:

Calls get_pipeline_overview to get the pipeline summary with deal counts and values per stage
Calls search_deals with days_without_activity: 14 to find stale deals
Presents both in a combined view

What you get back:

Pipeline: Sales
Stage Deals Total Value Avg Size
New Lead 8 $156K $19.5K
Meeting Scheduled 5 $210K $42K
Proposal 4 $185K $46.3K
Negotiation 3 $196K $65.3K
Closed-Won 3 $100K $33.3K
Stale deals (no activity in 14+ days):

Notion Annual - $85K - Proposal - 14 days stale

Figma Team - $42K - Meeting Scheduled - 11 days stale

Vercel Startup Plan - $11K - New Lead - 18 days stale

Stage	Deals	Total Value	Avg Size
New Lead	8	$156K	$19.5K
Meeting Scheduled	5	$210K	$42K
Proposal	4	$185K	$46.3K
Negotiation	3	$196K	$65.3K
Closed-Won	3	$100K	$33.3K

2. Website visitor intelligence

See who’s checking out your site and act on it immediately. Prompt:

What companies visited our site recently? Show me the top ones
with their details. Do we already have any contacts or deals
with them?

What Octolane does behind the scenes:

Calls get_signal_visitors to get recent visitors with intent scores
For the top matches, calls search_accounts and search_contacts to check for existing records
Compiles a combined view with enrichment data

What you get back:

Recent website visitors: 1. Linear (linear.app)

Intent score: 94 | 4 visits this week

120 employees, Developer Tools, Series B ($52M raised)

No existing contacts or deals

High intent - multiple visits

2. Ramp (ramp.com)

Intent score: 87 | 2 visits

800 employees, Fintech, Series D ($750M raised)

Existing contact: Jake Morrison (jake@ramp.com) - no active deal

3. Retool (retool.com)

Intent score: 82 | 3 visits

450 employees, Developer Tools, Series C ($45M raised)

No existing contacts or deals

Want me to create accounts and deals for any of these?

3. Meeting prep

Pull up everything you need before a call without clicking through 5 different CRM pages. Prompt:

I have a call with Stripe tomorrow. Pull up everything we know about
them - the deal status, all contacts, recent emails, and any notes
or tasks.

What Octolane does behind the scenes:

Calls search_accounts with query: "Stripe" to find the account
Calls search_deals with account_name: "Stripe" to get active deals
Calls get_deal_details on the active deal for full context
Calls search_emails with account_domain: "stripe.com" for recent correspondence
Calls get_notes with account_name: "Stripe" for logged notes
Calls get_tasks for open tasks linked to the deal

What you get back:

Stripe - Enterprise Plan

Stage: Negotiation | Value: $120K | Close date: April 15

Owner: Sarah (you) | Next steps: Send SOC 2 report

Contacts:

Sarah Chen, VP of Sales (sarah@stripe.com) - primary contact

David Park, Head of RevOps (david@stripe.com) - technical evaluator

Lisa Wu, Procurement (lisa@stripe.com) - CC’d on contract thread

Recent emails:

Mar 6: From Sarah Chen - “Need SOC 2 report before procurement can sign off”

Mar 4: To Sarah Chen - Pricing follow-up after meeting

Mar 1: To Sarah Chen - Proposal sent ($120K/yr for 50 seats)

Notes:

Mar 4: “Meeting notes - discussed custom pricing, David wants SSO included”

Feb 27: “Demo call - David asked about API access and webhooks”

Open tasks:

Send SOC 2 report to Lisa Wu (High priority, due Apr 10)

Share API docs with David Park (Medium priority)

4. Deal creation flow

Create a deal with all the linked records in one conversation. Prompt:

Just had a great call with the CTO of Linear. Create a deal -
$65K annual contract, meeting scheduled stage. Main contact is
karri@linear.app. Add a note with the call summary.

What Octolane does behind the scenes:

Calls create_account with domain: "linear.app" (auto-enriched)
Calls create_contact with email: "karri@linear.app" (auto-enriched)
Calls get_pipeline_overview to get the pipeline ID
Calls list_pipeline_stages to find the “Meeting Scheduled” stage ID
Calls create_deal with all the details
Calls create_note linked to the new deal

What you get back:

Created:

Account: Linear (linear.app) - auto-enriched with company data

Contact: karri@linear.app - auto-enriched with job title and profile

Deal: “Linear - Annual Contract” - $65K - Meeting Scheduled

Note: Call summary logged on the deal

The Follow-Up Agent is now monitoring this deal for stale conversations.

5. Email and meeting history

Look up your communication history with any contact or company. Prompt:

Show me all emails and meetings with Notion in the last month.
What was the last thing we discussed?

What Octolane does behind the scenes:

Calls search_emails with account_domain: "notion.so" to find email threads
Calls search_meetings with query: "Notion" to find meeting records
Combines and sorts by date

What you get back:

Emails with Notion (last 30 days):

Mar 6: To sarah@notion.so - Proposal follow-up (no reply)

Feb 22: From sarah@notion.so - “Looks good, let me loop in procurement”

Feb 20: To sarah@notion.so - Proposal sent ($85K annual)

Meetings:

Feb 18: Discovery call with Sarah - 30 min Summary: Discussed pain points with current CRM, interested in AI features

Last interaction: Proposal follow-up email on Mar 6 - no reply in 8 days. This deal may need attention.

6. Task management

Manage your follow-ups and action items from your AI assistant. Prompt:

What tasks do I have open? Show me what's overdue and what's
coming up this week. Mark the Stripe SOC 2 task as done.

What Octolane does behind the scenes:

Calls get_tasks to get all open tasks
Filters by due date for overdue and this-week buckets
Calls update_task with completed: true on the SOC 2 task

What you get back:

Overdue (2):

Share API docs with David Park (Stripe) - due Apr 8 - Medium

Follow up with Notion on proposal - due Apr 10 - High

This week (3):

Schedule demo with Linear - due Apr 16 - Medium

Send case study to Ramp - due Apr 17 - Low

Review Retool pricing proposal - due Apr 18 - High

Done: Marked “Send SOC 2 report to Stripe” as complete.

7. Stale deal sweep

Find deals that need attention and take action. Prompt:

Show me all deals that haven't had any activity in 2 weeks.
For each one, show the last email and create a follow-up task.

What Octolane does behind the scenes:

Calls search_deals with days_without_activity: 14
For each stale deal, calls search_emails with the account domain to find the last email
Calls create_task for each stale deal with a follow-up reminder

What you get back:

3 stale deals (no activity in 14+ days): 1. Notion Annual - $85K - Proposal

Last email: Mar 6 - Proposal follow-up (no reply, 38 days ago)

Task created: “Follow up with Notion on proposal” - due tomorrow - High

2. Figma Team - $42K - Meeting Scheduled

Last email: Mar 2 - Meeting confirmation (cancelled, never rescheduled)

Task created: “Reschedule meeting with Figma” - due tomorrow - High

3. Vercel Startup - $11K - New Lead

Last email: Feb 25 - Intro email (no reply, 47 days ago)

Task created: “Re-engage Vercel or close as lost” - due tomorrow - Medium

​1. Morning pipeline review

​2. Website visitor intelligence

​3. Meeting prep

​4. Deal creation flow

​5. Email and meeting history

​6. Task management

​7. Stale deal sweep

1. Morning pipeline review

2. Website visitor intelligence

3. Meeting prep

4. Deal creation flow

5. Email and meeting history

6. Task management

7. Stale deal sweep