Build Targeted Lead List

Instructions

When a user wants to build a prospect list, run this end-to-end workflow: gather criteria, search LinkedIn, preview and refine results, then create a named list in toflow.

Steps

Step 1: Get available search filters

Call mcp__claude_ai_toflow__linkedin_search_parameters to retrieve all available filter options. Use this to understand what filters are supported before gathering criteria from the user.

Step 2: Gather ICP criteria from the user

Ask for:

• Target job titles or functions (e.g. "VP of Sales", "Head of RevOps")
• Seniority levels (e.g. "Director and above")
• Industry or company type
• Company size range
• Location (country, region, or city)
• Any exclusions (e.g. "exclude companies with fewer than 50 employees")

If the user gives a broad description like "SDRs at Series B SaaS companies in the US", parse it into structured filters.

Step 3: Run the search

Call mcp__claude_ai_toflow__search_linkedin with the mapped filters. Start with a preview of 20 results.

Step 4: Show preview and ask for confirmation

Present the first 10-20 results in a table showing Name, Title, Company, and Location. Report the total number of matching prospects. Ask: "Does this look right? Want to refine the filters or proceed with creating the list?"

Step 5: Refine if needed

If the user requests changes, adjust filters and re-run mcp__claude_ai_toflow__search_linkedin. Repeat until the user approves the results.

Step 6: Create the list

Call mcp__claude_ai_toflow__create_list with a descriptive name (e.g. "VP Sales - SaaS - USA - Jun 2026"). Then call mcp__claude_ai_toflow__add_people_to_list with the LinkedIn URLs from the search results.

Step 7: Enrich the list

Call mcp__claude_ai_toflow__estimate_bulk_enrich_list first to show the user the credit cost. Once approved, call mcp__claude_ai_toflow__bulk_enrich_list to find verified emails and phone numbers for all contacts in the list.

Step 8: Confirm

Report back the list name, total contacts added, and enrichment status.

Important Notes

• Always show a preview before creating the list. Never add contacts without user confirmation.
• If the total result count is very high (500+), suggest narrowing the filters rather than adding everyone.
• Use estimate_bulk_enrich_list before running enrichment so the user knows the credit cost upfront.
• If the user provides a ready-made list of LinkedIn URLs, skip the search step and go directly to create_list and add_people_to_list.

Examples

Example 1: Full workflow

User: "Build me a list of Head of Sales and VP of Sales at B2B SaaS companies in India with 50-500 employees."

1. Calls linkedin_search_parameters to check available filters.
2. Calls search_linkedin with title filters, industry, location (India), and company size.
3. Shows preview table with 20 results, reports total count.
4. User approves. Calls create_list named "Head + VP Sales - SaaS - India - Jun 2026".
5. Calls add_people_to_list with all LinkedIn URLs.
6. Calls estimate_bulk_enrich_list, shows credit cost.
7. User approves enrichment. Calls bulk_enrich_list.
8. Reports: "List created with 340 contacts. Enrichment running."

Example 2: Refine and rebuild

User: "Too many results. Only keep companies that raised Series B or later."

1. Re-runs search_linkedin with added funding stage filter.
2. Shows updated preview (fewer results).
3. User approves. Creates list and enriches.

Troubleshooting