Reach new executives in their first 90 days

Reach new executives in their first 90 days

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

Inputs

Ask the user for these before you start.

• target_titles: the roles to watch, e.g. VP Marketing, Head of Growth
• target_accounts: company domains to watch, e.g. acme.example, globex.example

Set up

Apollo (tool:apollo/search-people, tool:apollo/bulk-enrich-people)

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" } } }

• Search for people: call the MCP tool apollo_mixed_people_api_search
• Enrich up to 10 people: call the MCP tool apollo_people_bulk_match

CLI (official)

Install the command, then confirm it runs.

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

• Search for people: run apollo people search
• Enrich up to 10 people: run apollo people bulk-enrich

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

HubSpot (tool:hubspot/upsert-contacts, tool:hubspot/create-note)

For each call, use the first option your agent supports that lists it.

MCP (official, remote)

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

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

• Create or update contacts: call the MCP tool manage_crm_objects

API (official)

• Base URL: https://api.hubapi.com
• Create or update contacts: POST /crm/objects/2026-09/contacts/batch/upsert
• Create a note: POST /crm/objects/2026-09/notes
• Auth: send the header Authorization: Bearer $HUBSPOT_API_KEY

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

Steps

1. Find new leaders with Search for people (Apollo). Across target_accounts, find people with target_titles.
2. Get their details with Enrich up to 10 people (Apollo). Enrich them, up to 10 per call. Keep people who started in the last 90 days, with name, title, start date and work email.
3. Draft a note with Create a message (Anthropic). For each person, draft three lines about what a leader in that role usually fixes first. No pitch. Show the drafts to the user.
4. Log it with Create or update contacts (HubSpot). Create or update each contact.
5. Attach the note with Create a note (HubSpot). Attach each approved draft as a note on its contact.

Done when

• Every new leader has a contact record with a note.
• The user has the list with start dates.

Rules

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