SyncGTM MCP Mini Course

Every tool on the SyncGTM MCP server, clustered by the GTM job it does rather than by the API family it belongs to.

Each module gives you the same three things per tool: what it takes as input, what it costs, and a copy-paste prompt with the filters spelled out. Then it shows the workflow prompts — the multi-step shapes you actually send, with your CRM, sequencer or Slack on the other end.

This is the tour, not the build. If you want deeper end-to-end workflows, do AI for Sales Reps after this.

About this course

Five clusters, eight modules, fifty tools. No tool appears twice.

The prompts are the point. A vague ask fires the wrong tool and still bills you, so every example names the tool and states its filters using the parameter names the server actually accepts — employee_count_ranges, seniority_levels, published_at, not “mid-market” or “last week”.

Who it is for. Anyone who has connected the MCP server and wants to know what is in it. No table, no CRM, no list needed.

What it costs. About 75 credits to run every example once — roughly 51 if you skip the two 12-credit phone tools in module 03. Every module states its own budget.

The five clusters

Find the cluster that matches the job in front of you and start there. Only module 01 is a prerequisite for the rest.

Plus check_credits in module 01. Fifty tools, no overlap.

Skills you will gain

• Build prompts that pick the right tool and filters first try
• Run pre-built agent skills instead of writing prompts from scratch
• Source warm leads from your AI tools — post engagement on four networks
• Chain multiple GTM tools into one multi-step workflow prompt
• Run scheduled agents that repeat a play without you
• Pull competitor intelligence — stack, traffic, ads and hiring
• Scale account research and personalization across a whole list
• Pick the flat-rate tool over the per-result one when both would work
• Cap a search so paging cannot run away with your balance
• Turn a LinkedIn URL into a verified, reachable contact

In this course

Start here

The free tool. Run it before and after anything expensive.

• 01Connect, verify and check creditsA working connection and the habit that keeps a session predictablecheck_credits · free7 min

Lead sourcing

The four ways to get a list of profiles — across companies, inside one company, or backwards from an email. The cost model differs sharply between them.

• 02Search for peopleA filtered list of profiles you have not paid to enrich yetfind_people · find_people_within_company · find_linkedin_from_work_email · find_linkedin_from_personal_email10 min

CRM enrichment

Seven tools that turn a profile into something you can reach, and keep a record from decaying. This is the module that plugs into HubSpot, Salesforce, Attio and Close.

• 03Emails, phones and verificationA verified address written back to the CRM, and a rule for when a 12-credit phone is worth itenrich_person · find_work_email · find_personal_email · verify_email · find_mobile_number · find_work_phone · validate_whatsapp12 min

Social signals

Fifteen tools across LinkedIn, X, TikTok and Instagram. What one person says and does, then who is engaging publicly right now. The cheapest signals on the server.

• 04Read a person before you contact themAn opening line based on something they actually saidlinkedin_profile_enrich · linkedin_profile_posts · linkedin_profile_reactions · linkedin_profile_comments · check_job_change · check_promotions11 min
• 05Source people from postsA warm list built from engagement, for well under a credit per source calllinkedin_post_commenters · linkedin_post_engagers · x_post_commenters · x_profile_posts · x_profile_reactions · tiktok_comments_from_post · tiktok_profile_video · tiktok_search_query · instagram_profile_posts12 min

Account research

Twenty tools on the company side — who they are, what they run, how they are growing, and who just took the budget.

• 06Find and brief an accountAn account brief assembled in one message for under 15 creditsfind_companies · enrich_organization · enrich_linkedin_page · company_product_launch · find_company_techstack · find_company_website_traffic · semrush_insights · similarweb_insights · b2b_ads_search · meta_ads_analysis14 min
• 07Read hiring as a budget signalAccounts building in your direction, with the person who owns the budget namedheadcount_by_department · head_count_growth_rate · job_openings_growth_rate · premium_linkedin_page_insights · linkedin_page_posts · search_linkedin_job_openings · linkedin_job_listings · company_job_listings · company_job_openings · newly_hired_executives14 min

Scraping & custom

The three tools for everything the structured endpoints do not cover, then the part that makes the other 47 worth using — putting them in one message.

• 08Website scraping, Google Maps and full chainsFour runnable chains, and a rule for the order steps go inscrape_emails_from_website · scrape_phones_from_website · google_maps_listings11 min

Workflow prompts, not tool calls

Every module carries two kinds of prompt, and the second is the one you will reuse.

Example prompts are single calls with every filter named — the reference half.

Workflow prompts are the real shape: several tools plus the system that holds the result. They read like the job, not like an API.

HubSpot enrichment

1. Pull every HubSpot contact with an empty email that has a LinkedIn URL.
2. For the first 50: find_work_email using that URL. Do not guess a pattern.
3. verify_email on every result. Drop anything undeliverable.
4. Show me the table and wait for my go.
5. On my go-ahead, update each HubSpot contact with the verified address.
   Never overwrite an email that already exists.

Three properties make that prompt safe to send: a cap (the first 50), a stop condition (do not guess), and a review gate before anything is written. Every workflow prompt in this course has all three.

What you will have built

Not a table — a prompt library:

• One example prompt per tool, with real filter names, ready to edit and re-send
• Around twenty workflow prompts that end in HubSpot, Attio, Instantly, Slack or a Sheet
• A cheap-first ordering you apply without thinking: search, filter, then spend
• A cost model — you can estimate a run before you send it

Every tool page linked from these modules carries the full parameter list. This course is the map; those pages are the manual.

Before you start

• A Sync GTM account and one MCP-capable client. MCP server setup covers Claude Code, the Claude app, Claude Cowork, Cursor, Codex, ChatGPT, Gemini, OpenClaw and Manus. Browser sign-in, no API key.
• Two minutes for module 01. Everything after it is conversation.
• A LinkedIn profile URL, a company domain and a post URL you can test against. Data you already know is how you check the data you do not.
• The CRM-facing workflow prompts assume your client can reach that CRM too — through its own connector, not through SyncGTM.

Name the tool, state the filters, cap the run

Three sentences cover almost every failed MCP run.

• Name the tool. Several tools look alike to a model. company_job_listings and company_job_openings both return jobs at one company and cost the same — but only one accepts a LinkedIn URL, and the wrong pick returns nothing while still billing.
• State the filters using real parameter names. employee_count_ranges: "51-200" matches. “Mid-market” does not. If you did not say it, it was not applied.
• Cap the run. The per-result tools — find_people, find_companies, and newly_hired_executives per profile — bill for everything they return. limit: 25 is a decision; no limit is a bill.

Every prompt in this course follows those three rules. The full version, with vague-versus-strict examples, is the prompting guide.

Every module is also an agent

Each of the eight modules ships as an installable skill file, tagged SyncGTM MCP in the agent library so they filter together:

Read the module to understand the tools, then install the agent so you never type the prompt again.

Browse all GTM agents →

Reference behind this course

• MCP server — what the server is and what it connects to
• MCP server setup — one page per client
• Tools — all 50 tools with credit costs and full parameter tables
• Prompting guide — phrasing a chain so the right tool fires
• Common issues — when a tool does not fire, or fires twice
• What you can do — capabilities at a glance

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