How AI Agents Can Now Manage Your CRM: Introducing Attio on Seren MCP

1You are an autonomous B2B prospecting agent. Your task is to build a qualified
2prospect list and populate my Attio CRM. Follow these steps:
3
4## Step 1: Source Companies from Crunchbase
5Use the Crunchbase publisher via Seren MCP to find companies matching:
6- Funding stage: Series A or later
7- Industry: SaaS, FinTech, or Healthcare Tech
8- Founded: 2020 or later
9- Employee count: 50-500
10- Location: United States
11
12For each company found, extract: company name, website, funding amount,
13employee count, industry, and a brief description.
14
15## Step 2: Enrich with Decision-Maker Contacts via Apollo
16For each company from Step 1, use the Apollo publisher to find contacts with
17titles containing: "VP Sales", "Head of Sales", "VP Business Development",
18"Head of BD", "Revenue Operations", or "RevOps".
19
20For each contact, extract: full name, email (if verified), job title,
21LinkedIn URL, and phone number (if available).
22
23## Step 3: Gather Company Intelligence with Firecrawl
24For each company, use the Firecrawl publisher to scrape their website's
25About page and main product pages. Extract:
26- Company positioning/value proposition
27- Target customer segments they serve
28- Any mentioned technology stack or integrations
29- Recent news or announcements
30
31## Step 4: Create Records in Attio CRM
32For each fully enriched prospect:
33
341. Create a Company record in Attio with:
35   - Name, website, industry, employee count, funding stage
36   - Custom field "Intelligence Notes" with the Firecrawl insights
37
382. Create Person records for each decision-maker contact, linked to the company:
39   - Name, email, job title, LinkedIn URL, phone
40
413. Set the company's pipeline stage to "Researched"
42
434. Add a Note to the company record summarizing why they match our ICP
44
45## Output
46After processing, write a summary to SerenNotes explaining:
47- Total companies added and why each was selected
48- Total contacts added
49- Any companies skipped and why
50- Total Seren API costs incurred
51- Your reasoning for ICP match decisions
52
53This gives me a persistent record to review your choices asynchronously.

1# Step 1: Create the company record in Attio
2# This creates "Acme Analytics" - a Series A SaaS company from our Crunchbase search
3
4curl -X POST "https://mcp.serendb.com/api/publishers/attio/v2/objects/companies/records" \
5  -H "Authorization: Bearer YOUR_SEREN_API_KEY" \
6  -H "Content-Type: application/json" \
7  -d '{
8    "data": {
9      "values": {
10        "name": [{"value": "Acme Analytics"}],
11        "domains": [{"domain": "acmeanalytics.io"}],
12        "description": [{"value": "Series A SaaS analytics platform, 120 employees. Tech stack: React, Python, AWS. Targeting mid-market B2B companies."}]
13      }
14    }
15  }'
16
17# Response includes the company record ID for linking contacts
18# Cost: $0.002 (write operation)

1# Step 2: Create the decision-maker contact, linked to the company
2# This adds the VP of Sales we found via Apollo
3
4curl -X POST "https://mcp.serendb.com/api/publishers/attio/v2/objects/people/records" \
5  -H "Authorization: Bearer YOUR_SEREN_API_KEY" \
6  -H "Content-Type: application/json" \
7  -d '{
8    "data": {
9      "values": {
10        "name": [{"first_name": "Sarah", "last_name": "Chen"}],
11        "email_addresses": [{"email_address": "sarah.chen@acmeanalytics.io"}],
12        "job_title": [{"value": "VP of Sales"}],
13        "linkedin_url": [{"value": "https://linkedin.com/in/sarachen"}],
14        "company": [{"record_id": "COMPANY_RECORD_ID_FROM_STEP_1"}]
15      }
16    }
17  }'
18
19# Cost: $0.002 (write operation)

1# Step 3: Add a note with the Firecrawl intelligence
2# Attaches the web research to the company record
3
4curl -X POST "https://mcp.serendb.com/api/publishers/attio/v2/notes" \
5  -H "Authorization: Bearer YOUR_SEREN_API_KEY" \
6  -H "Content-Type: application/json" \
7  -d '{
8    "data": {
9      "parent_object": "companies",
10      "parent_record_id": "COMPANY_RECORD_ID_FROM_STEP_1",
11      "title": "ICP Match Analysis",
12      "content": "Strong ICP fit: Series A ($12M), 120 employees, pure SaaS play. Website shows they target mid-market B2B - likely experiencing our exact pain points. Recently announced expansion into enterprise segment. Priority: HIGH."
13    }
14  }'
15
16# Cost: $0.002 (write operation)
17# Total cost for one fully enriched prospect: ~$0.006 Attio API calls