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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.

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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
StageDealsTotal ValueAvg Size
New Lead8$156K$19.5K
Meeting Scheduled5$210K$42K
Proposal4$185K$46.3K
Negotiation3$196K$65.3K
Closed-Won3$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

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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) - 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?

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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: 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)

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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 - 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.

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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): 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.

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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.

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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