Reconnect when a product champion changes jobs

Reconnect when a product champion changes jobs

Set up the tools below, then run the steps in order for the user.

Inputs

Ask the user for this before you start.

• champion_list: names and previous companies of past champions

Set up

Enrich a person (Apollo, tool:apollo/enrich-person)

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "apollo": { "url": "https://mcp.apollo.io/mcp" } } }

Call the MCP tool apollo_people_match.

CLI (official)

Install the command, then confirm it runs.

brew install apolloio/apollo-io-cli/apollo-io-cli
apollo --version

Run apollo people enrich.

Run a routine (Clay, tool:clay/run-routine)

Use the first option your agent supports.

CLI (official)

Install the command, then confirm it runs.

npm install --global @clay-run/cli
clay --version

Run clay routines runs start.

API (official)

• Base URL: https://api.clay.com/public/v0
• Endpoint: POST /routines/{routine_id}/run
• Auth: send the header clay-api-key: $CLAY_PUBLIC_API_KEY
• Get a key: https://app.clay.com/workspaces/~/settings/account?accountTab=api-keys-beta

Attio (tool:attio/upsert-record, tool:attio/create-record, tool:attio/create-note)

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "attio": { "url": "https://mcp.attio.com/mcp" } } }

• Upsert a record: call the MCP tool upsert-record
• Create a record: call the MCP tool create-record
• Create a note: call the MCP tool create-note

API (official)

• Base URL: https://api.attio.com
• Upsert a record: PUT /v2/objects/{object}/records
• Create a record: POST /v2/objects/{object}/records
• Create a note: POST /v2/notes
• Auth: send the header Authorization: Bearer $ATTIO_API_KEY
• Get a key: https://attio.com/help/reference/apps/generating-an-api-key

Create a message (Anthropic, tool:anthropic/create-message)

Use the first option your agent supports.

CLI (official)

Install the command, then confirm it runs.

curl -fsSL https://claude.ai/install.sh | bash
claude --version

Run claude -p.

API (official)

• Base URL: https://api.anthropic.com
• Endpoint: POST /v1/messages
• Auth: send the header x-api-key: $ANTHROPIC_API_KEY
• Get a key: https://platform.claude.com/settings/keys

Make one read-only call to each tool to confirm access.

Steps

1. Detect the move with Enrich a person (Apollo). For each person in champion_list, find their current company and title. Keep only people who moved in the last 6 months.
2. Size the new company with Run a routine (Clay). For each new company, add size, industry and funding stage.
3. Add them to the CRM with Upsert a record (Attio). Create or update each new company, matched on its domain, and each champion, matched on their email.
4. Open a deal with Create a record (Attio). Create a deal on the new company with the champion as the contact.
5. Note the history with Create a note (Attio). Add a note to each deal describing the previous relationship.
6. Draft the outreach with Create a message (Anthropic). For each champion, draft a short note for LinkedIn or email that congratulates them and names the work you did together. Show the drafts to the user.

Done when

• Every champion who moved has a deal on their new company.
• Each has a drafted note, and the user has the list of moves.

Rules

• Only use the tools listed above.
• Ask the user before anything that sends messages, costs money, or changes data.
• Never print API keys.