Module 01 · Get connected

Outcome: a verified MCP connection, the full tool list in front of you, and one free tool you call before and after anything expensive.

Tools in this module

One tool. It is the only free one on the server, and it is the one people skip.

Set up

Use the SyncGTM check_credits tool and tell me my current balance.

List the SyncGTM MCP tools you have access to, grouped by category.
Show the tool name only, not a description.

Use linkedin_profile_enrich on this profile and give me the current title
and company only: <paste a LinkedIn profile URL you already know>

Example prompt with filters

check_credits takes no parameters, so the useful pattern is bracketing — a credit check on both sides of the work.

1. Run check_credits and tell me the balance.
2. Use find_people with current_titles ["VP Sales","Head of Sales"],
   current_company_headcount_ranges ["51-200"], person_countries
   ["United States"], limit 10.
3. Run check_credits again and tell me exactly what step 2 cost.

Do that once per new workflow. You learn the real per-row cost on a batch small enough not to matter.

Workflow prompts

A single tool call is rarely the job. These are the shapes you actually send — SyncGTM doing the data work, your other systems doing the rest.

Cost a workflow before you run it for real

• run a credit check
• run the workflow on 10 rows only
• run a second credit check
• extrapolate to the full list before committing

Use the SyncGTM MCP server.

1. check_credits — tell me the balance.
2. Take only the FIRST 10 rows of the list below. For each: find_work_email,
   then verify_email. Skip anyone with no result — do not guess a pattern.
3. check_credits again.
4. Tell me: credits spent, cost per row, hit rate, and what the full
   <N> rows would cost at that rate. Do not run the rest.

<paste 10 rows>

Post a low-balance warning to Slack

• check the SyncGTM balance
• compare it against the run you are about to do
• post to Slack if it will not cover it

1. check_credits on SyncGTM.
2. I am about to enrich 400 contacts at roughly 1.3 credits each.
3. If the balance is under 600, post a message to the #revops Slack channel:
   "SyncGTM balance is <X> credits — the 400-contact enrichment needs ~520.
   Top up at https://app.syncgtm.com/settings/credits/buy before it runs."
4. If the balance covers it, say so and do nothing else.

Best prompting practices

• Say “use the SyncGTM MCP server” in the first message of a session. It stops the model answering from memory.
• Name the tool — check_credits, not “how many credits do I have”. Tool names are unambiguous; descriptions are not.
• Bracket anything new. Credit check, small run, credit check.
• State volumes. “The first 20” is a request you can afford to get wrong. “Everyone in this list” is not.

Where this breaks

Further automation

Once a chain works, save it rather than retyping it. A GTM agent is a chain stored as a skill file, already scoped to the right tools, filters and caps, triggered with a slash command.

This module ships as MCP Quickstart  — /mcp-quickstart verifies the connection, lists the tools and brackets a run with credit checks.

Browse all GTM agents →

Next module

02 — Find people, the four ways to produce a list of profiles, and which one is cheapest for the shape of list you want.

Reference: MCP server setup · Check Credits · Tools · Prompting guide