> ## Documentation Index
> Fetch the complete documentation index at: https://octolane.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP Examples & Workflows

> Real-world examples of using Octolane MCP to run your sales process from any AI assistant - from morning pipeline reviews to end-of-day follow-up approvals.

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:**

1. Calls `get_pipeline_overview` to get the pipeline summary with deal counts and values per stage
2. Calls `search_deals` with `days_without_activity: 14` to find stale deals
3. 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

***

## 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:**

1. Calls `get_signal_visitors` to get recent visitors with intent scores
2. For the top matches, calls `search_accounts` and `search_contacts` to check for existing records
3. 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](mailto: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:**

1. Calls `search_accounts` with `query: "Stripe"` to find the account
2. Calls `search_deals` with `account_name: "Stripe"` to get active deals
3. Calls `get_deal_details` on the active deal for full context
4. Calls `search_emails` with `account_domain: "stripe.com"` for recent correspondence
5. Calls `get_notes` with `account_name: "Stripe"` for logged notes
6. 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](mailto:sarah@stripe.com)) - primary contact
> * David Park, Head of RevOps ([david@stripe.com](mailto:david@stripe.com)) - technical evaluator
> * Lisa Wu, Procurement ([lisa@stripe.com](mailto: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:**

1. Calls `create_account` with `domain: "linear.app"` (auto-enriched)
2. Calls `create_contact` with `email: "karri@linear.app"` (auto-enriched)
3. Calls `get_pipeline_overview` to get the pipeline ID
4. Calls `list_pipeline_stages` to find the "Meeting Scheduled" stage ID
5. Calls `create_deal` with all the details
6. 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](mailto: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:**

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

**What you get back:**

> **Emails with Notion (last 30 days):**
>
> * Mar 6: To [sarah@notion.so](mailto:sarah@notion.so) - Proposal follow-up (no reply)
> * Feb 22: From [sarah@notion.so](mailto:sarah@notion.so) - "Looks good, let me loop in procurement"
> * Feb 20: To [sarah@notion.so](mailto: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:**

1. Calls `get_tasks` to get all open tasks
2. Filters by due date for overdue and this-week buckets
3. 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:**

1. Calls `search_deals` with `days_without_activity: 14`
2. For each stale deal, calls `search_emails` with the account domain to find the last email
3. 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