Surface product-qualified expansion opportunities

Surface product-qualified expansion opportunities

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

Inputs

Ask the user for these before you start.

• usage_threshold: the weekly active users that signal a bigger team, e.g. 25
• plan_limit: the plan limit accounts approach, e.g. 10 seats
• sales_channel: where to post, e.g. #expansion

Set up

Query product analytics (Amplitude, tool:amplitude/query-analytics)

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

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

Call the MCP tool query_amplitude_data.

Upsert a record (Attio, tool:attio/upsert-record)

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" } } }

Call the MCP tool upsert-record.

API (official)

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

Post a message (Slack, tool:slack/post-message)

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": { "slack": { "url": "https://mcp.slack.com/mcp" } } }

Call the MCP tool slack_send_message.

CLI (official)

Install the command, then confirm it runs.

curl -fsSL https://downloads.slack-edge.com/slack-cli/install.sh | bash
slack --version

Run slack api chat.postMessage.

Set $SLACK_BOT_TOKEN in your environment first (get a key: https://api.slack.com/apps).

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

Steps

1. Find accounts near the line with Query product analytics (Amplitude). List accounts whose weekly active users crossed usage_threshold or reached 80% of plan_limit in the last 14 days.
2. Mark them with Upsert a record (Attio). Set each company record, matched on its domain, to expansion-ready with the metric and the date. Keep each account's owner.
3. Tell sales with Post a message (Slack). Post one message per account to sales_channel with the metric, the date and the account's owner. Ask the user before posting the first one.

Done when

• Every account over the line is marked in the CRM.
• sales_channel has one post per account.

Rules

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