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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 deals closing this month. Which ones are at risk?
What's gone stale? Give me the quick version.
What Octolane does behind the scenes:
  1. Calls get_pipeline with period: this_month to get the pipeline overview
  2. Calls search_deals filtered by close date and stale status
  3. Cross-references deal activity to identify at-risk opportunities
What you get back:
7 deals closing this month - $423K total value On track (4 deals - $285K):
  • Stripe Enterprise Plan - $120K - Negotiation - last activity yesterday
  • Linear Team Plan - $65K - Proposal sent 3 days ago
  • Ramp Annual Contract - $55K - Meeting scheduled for Thursday
  • Webflow Pro - $45K - Contract sent, waiting on signature
At risk (3 deals - $138K):
  • Notion Annual - $85K - No activity in 14 days, proposal stage
  • Figma Team - $42K - Meeting was cancelled, no follow-up sent
  • Vercel Startup Plan - $11K - Went quiet after demo, 18 days ago
The Follow-Up Agent has drafts ready for Notion and Vercel. Check your approval queue.

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2. Website visitor response

See who’s checking out your site and act on it immediately. Prompt: 
What companies visited our site today? Show me the ones that match
our ICP. For the top 3, pull up their company details and tell me
if we already have any contacts or deals with them.
What Octolane does behind the scenes:
  1. Calls get_signal_visitors with period: today and sorts by ICP score
  2. For the top 3 matches, calls search_companies and search_contacts to check for existing records
  3. Compiles a combined view with company enrichment data
What you get back:
12 companies visited today. 5 match your ICP (score > 70). Top 3: 1. Linear (94% ICP match)
  • 120 employees, Developer Tools, Series B ($52M raised)
  • Viewed: /pricing (3x), /features, /vs-attio
  • No existing contacts or deals
  • High intent - 3 pricing page views in one session
2. Ramp (87% ICP match)
  • 800 employees, Fintech, Series D ($750M raised)
  • Viewed: /pricing, /vs-hubspot
  • Existing contact: Jake Morrison (jake@ramp.com) - no active deal
  • Already in your CRM but no deal created yet
3. Retool (82% ICP match)
  • 450 employees, Developer Tools, Series C ($45M raised)
  • Viewed: /features, /integrations
  • No existing contacts or deals
  • Browsing product features, early research stage
Want me to create 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 we've talked to, recent email
activity, and any action items from past meetings.
What Octolane does behind the scenes:
  1. Calls search_companies to find Stripe
  2. Calls get_company with all includes (contacts, deals, signal data)
  3. Calls get_deal for the active deal with full activity timeline
  4. Filters the activity feed for recent emails and meeting notes
What you get back:
Stripe - Enterprise Plan
  • Stage: Negotiation | Value: $120K | Close date: April 15
  • Owner: Sarah (you) | Days in stage: 5
Contacts: Recent activity:
  • Mar 6: Email from Sarah Chen - “Need SOC 2 report before procurement can sign off”
  • Mar 4: 45-min meeting - discussed pricing tiers, they want custom enterprise pricing
  • Mar 1: Proposal sent ($120K/yr for 50 seats)
  • Feb 27: Demo call - David Park attended, asked about API access
Open action items:
  • Send SOC 2 report to Lisa Wu (from Mar 6 email)
  • Follow up on custom pricing structure (from Mar 4 meeting)
  • Share API documentation with David Park (from Feb 27 demo)
Signal: Stripe visited your docs 3 times this week (API reference, security page)

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4. Pipeline reporting

Get the numbers your VP of Sales asks for in 10 seconds instead of building a report. Prompt: 
What's our pipeline value this quarter compared to last quarter?
Break it down by stage. Which rep has the most deals and which
rep has the most stale deals?
What Octolane does behind the scenes:
  1. Calls get_pipeline for this_quarter and last_quarter
  2. Calls ask_pipeline for rep-level performance data
  3. Compares the two periods and calculates deltas
What you get back:
Q1 2026 vs Q4 2025:
StageQ1 2026Q4 2025Change
New Lead$156K (8 deals)$120K (6 deals)+30%
Meeting Scheduled$210K (5 deals)$180K (4 deals)+17%
Proposal$185K (4 deals)$195K (5 deals)-5%
Negotiation$196K (3 deals)$145K (3 deals)+35%
Closed-Won$100K (3 deals)$340K (8 deals)-71%
Total pipeline: 847K(Q1)vs847K (Q1) vs 980K (Q4) - down 14%, but it’s early in the quarter. Rep breakdown:
  • Sarah: 9 deals, $380K total - 0 stale
  • Mike: 8 deals, $290K total - 3 stale (oldest: 18 days)
  • Alex: 6 deals, $177K total - 1 stale
Mike has 3 stale deals. The Follow-Up Agent has 2 drafts ready for his queue.

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5. Lead qualification

A new lead comes in and you want to know everything about them before responding. Prompt: 
A new lead just came in from our website form - john@linearapp.com.
What do we know about their company? Score them against our ICP.
Do we have any existing contacts or deals with them?
What Octolane does behind the scenes:
  1. Calls search_contacts to check if john@linearapp.com exists
  2. Calls search_companies for linear.app to check for existing records
  3. Calls get_signal_visitors to check if Linear has been visiting the site
  4. Cross-references against ICP criteria
What you get back:
Linear (linear.app) - 94% ICP match Company:
  • 120 employees | Developer Tools | San Francisco
  • Series B - $52M raised (Sequoia, Accel)
  • Tech stack: React, TypeScript, PostgreSQL, Vercel
ICP scoring:
  • Company size: 120 employees (target: 50-500) ✓
  • Industry: Developer Tools ✓
  • Funding: Series B ✓
  • Location: US ✓
  • Score: 94/100
Existing records: None - new prospect Signal activity: Linear visited your site 4 times this week
  • Pages viewed: /, /pricing (3x), /features, /vs-hubspot
  • High-intent signal: repeated pricing page views
Contact (from form): This is a strong lead. They match your ICP, they’ve been researching pricing, and they submitted a form. Want me to create a deal?

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6. Deal deep-dive

Get the full story on a deal without clicking through 10 screens. Prompt: 
Give me the complete picture on the Stripe deal. Full timeline,
everyone involved, all emails and meetings, and what needs to
happen next.
What Octolane does behind the scenes:
  1. Calls search_deals to find the Stripe deal
  2. Calls get_deal with full activity timeline and contacts
  3. Calls get_activity_feed for the complete history
What you get back:
Stripe - Enterprise Plan
  • Created: Feb 15 | Stage: Negotiation | Value: $120K | Close: Apr 15
People involved:
  • Sarah Chen (VP Sales) - your main champion, replies within hours
  • David Park (Head of RevOps) - technical evaluator, joined last 2 meetings
  • Lisa Wu (Procurement) - gate-keeper, needs SOC 2 before signing
Full timeline:
  • Feb 15: Deal created by Deal Finder Agent from email thread
  • Feb 18: First meeting - discovery call, 30 min. Sarah described pain points with HubSpot
  • Feb 22: Email thread - pricing discussion, asked about enterprise tier
  • Feb 27: Demo - David Park attended, asked about API and webhooks
  • Mar 1: Proposal sent - $120K/yr for 50 seats, enterprise features
  • Mar 4: Meeting - discussed custom pricing, David wants SSO included
  • Mar 6: Email from Sarah - “Lisa needs SOC 2 report before procurement”
  • Mar 7: Lisa CC’d on thread - asked about data residency
What needs to happen:
  1. Send SOC 2 report to Lisa Wu (blocker)
  2. Respond to data residency question (Lisa, Mar 7)
  3. Finalize custom pricing with SSO included (David, from Mar 4 meeting)
  4. Schedule follow-up call to address procurement questions
Risk: The deal is in good shape but procurement is a gate. Get the SOC 2 report to Lisa ASAP.

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7. Signal intelligence sweep

Find high-intent visitors who haven’t been contacted yet. Prompt: 
Which companies visited our pricing page 3+ times this week and
haven't been contacted yet? Show me the ones that match our ICP
with full company details.
What Octolane does behind the scenes:
  1. Calls get_signal_visitors with page_filter: "/pricing" and period: "this_week"
  2. Filters for 3+ visits
  3. Calls search_contacts and search_deals to check for existing relationships
  4. Returns only companies with no prior contact
What you get back:
3 companies visited /pricing 3+ times this week with no prior contact: 1. Linear (94% ICP match)
  • 120 employees | Developer Tools | Series B
  • 4 pricing page views between Mon and Fri
  • Also viewed: /features, /vs-hubspot, /integrations
  • No contacts in CRM, no existing deals
2. Loom (79% ICP match)
  • 200 employees | Video/Productivity | Series C
  • 3 pricing page views, all on Wednesday
  • Also viewed: /pricing, /security
  • No contacts in CRM, no existing deals
3. Descript (75% ICP match)
  • 150 employees | Media/AI | Series C
  • 3 pricing page views spread across the week
  • Also viewed: /features, /for-sales-teams
  • No contacts in CRM, no existing deals
All three are strong ICP matches actively researching pricing. Want me to create prospect records and have the Outreach Agent draft messages for them?