FirstTouch MCP Use Cases

Use FirstTouch MCP when you want an AI assistant to help with outbound work across audiences, flows, discovery, enrichment, queues, approvals, reporting, and one-off follow-ups.

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Pick The Right Workflow

FirstTouch MCP supports two common ways to work: reusable workflows for groups of contacts, and one-off actions for a single contact.

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Create Audiences And Flow Plans

Ask your assistant to create reusable workflows for multi-contact outreach. Example prompts:

• “Create a draft Flow Plan called US SaaS VP Sales Outreach.”
• “Create a manual audience from these contacts and attach it to a new draft flow.”
• “Use my HubSpot list called Target Accounts Q3 as an audience for a new flow.”
• “Create a flow for this Sales Navigator search and import up to 100 contacts.”
• “Show me the workspace for this flow, including validation, awaiting contacts, and estimated cost.”

Best for:

• Multi-contact outreach.
• Reusable email, LinkedIn, call, or manual-task sequences.
• Audiences that should stay connected to HubSpot or Sales Navigator.

Typical path:

1. Create or select an audience.
2. Create or select a Flow Plan.
3. Attach the audience to the Flow Plan.
4. Publish the Flow Plan when ready.
5. Enroll awaiting contacts when you want them to start.

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Enroll And Manage Contacts

After a flow has an audience or source, use FirstTouch MCP to inspect and start contacts without jumping through multiple screens. Example prompts:

• “Show awaiting contacts for this flow.”
• “Enroll the first 5 awaiting contacts in this published flow.”
• “Show in-progress enrollments for this flow.”
• “Open the failed enrollment details for this contact.”
• “Cancel these queued enrollments.”
• “Validate and reenroll these failed queue items.”

Best for:

• Starting contacts only after review.
• Finding failed or blocked enrollments.
• Understanding the status of a flow.
• Reenrolling contacts after validation.

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Monitor LinkedIn Signals

Use LinkedIn Signals when you want FirstTouch to monitor a LinkedIn profile’s post likes and comments, capture engagers, and route those people into a Social Engagement flow. Example prompts:

• “Monitor this LinkedIn profile and send connection requests to everyone who likes or comments: https://www.linkedin.com/in/example.”
• “Add this LinkedIn profile to Social Engagement, load recent engagement history, and keep the linked flow as a draft.”
• “Monitor this profile, start collection now, and show me the linked Social Engagement flow.”
• “Show captured engagers for this monitored LinkedIn profile.”
• “Deactivate this monitored profile.”

Best for:

• Turning public LinkedIn engagement into follow-up opportunities.
• Finding people who already showed interest in a profile’s posts.
• Building a repeatable workflow for engagers without manually exporting likes or comments.
• Routing engagers into the existing linked Social Engagement flow.

Useful details:

• LinkedIn profile URL to monitor.
• Whether to load recent engagement history.
• Whether listening should start now.
• Whether engagers should enter a direct outreach flow or be qualified first.
• Monitored profile id when activating, deactivating, or deleting a saved profile.

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Track Outreach Queues

Use FirstTouch MCP when you want to know what is waiting, blocked, sent, failed, canceled, or already completed. Example prompts:

• “Show active LinkedIn outreach that is waiting to run.”
• “Why has this LinkedIn connection request not sent yet?”
• “Show LinkedIn actions that need review for this flow.”
• “Show blocked email sends for this flow.”
• “Show failed email sends from last week.”
• “What email sends are scheduled next for this sender?”

Best for:

• Checking LinkedIn request status without opening every activity.
• Finding actions blocked by approval, sender setup, account readiness, limits, credits, or plan requirements.
• Reviewing submitted email sends that already reached the email sender.
• Explaining why an expected email or LinkedIn action has not run yet.

Useful filters:

• Queue view: active, in queue, blocked, done, failed, canceled, all, or diagnostic.
• Sender or team member.
• Flow Plan.
• Contact, request, action, or operation id.
• Created, scheduled, or completed date range.
• Search text such as a contact name, LinkedIn URL, or identifier.

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Measure Team Performance

Ask FirstTouch MCP for team metrics when you want the answer in plain language instead of manually assembling dashboard filters. Example prompts:

• “Show team metrics for the last 30 days.”
• “Show email and LinkedIn engagement for this flow this month.”
• “How many meetings were booked last quarter?”
• “Show positive replies by sender for these team members.”
• “Show email and LinkedIn trends by day for the last 2 weeks.”

Best for:

• Sent actions and manual task counts.
• Email and LinkedIn engagement.
• Replies and reply sentiment.
• Opportunities and meetings booked.
• Date, sender, and Flow Plan filtered reporting.

Useful filters:

• Date range.
• Flow Plan ids.
• Team member user ids.
• Email chart buckets.
• LinkedIn chart buckets.

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Find Team LinkedIn Connections

Use FirstTouch MCP to understand who your team already knows on LinkedIn. Example prompts:

• “Who on our team is connected to Michael Kurson?”
• “Show Michael’s saved LinkedIn connections.”
• “Find team connections to this LinkedIn profile URL.”
• “Search our team’s LinkedIn connections for revenue leaders at Acme.”

Best for:

• Choosing the best sender for a warm LinkedIn touch.
• Checking whether a specific person is already connected to someone on your team.
• Reviewing saved connections for one team member.

Useful filters:

• Team member or LinkedIn account owner.
• Connected person’s name.
• Connected person’s LinkedIn URL or public identifier.
• Generic search text.

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Discover And Enrich Prospects

Use FirstTouch MCP to find people, look up contact data you already have, enrich missing details, and create audiences from selected profiles. Example prompts:

• “Preview VP Sales prospects in SaaS companies in the United States before loading more.”
• “Find 10 Heads of RevOps at companies with 50 to 500 employees in Canada.”
• “Find contact data we already have for Sarah Chen at acme.com.”
• “Find the work email for Sarah Chen at acme.com.”
• “Find a phone number for this LinkedIn profile.”
• “Enrich company info for acme.com.”
• “Import 75 matching contacts into a new audience and tell me the maximum credits first.”

Discovery supports detailed filters such as:

• Role title.
• Industry.
• Country, region, and city.
• Company name or company domain.
• Company employee count.
• Company funding amount.
• Company founded year.
• Public or private company type.
• Headline, summary, and past-role or past-company criteria.
• Exclusion filters for locations, titles, industries, company names, headlines, and summaries.

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Take Action On One Contact

Use Dynamic Actions when the request is about one named person instead of a list, audience, segment, or filter. Example prompts:

• “Send Brittany a follow-up email with human approval.”
• “Send an email to brittany@example.com without searching first.”
• “Send this LinkedIn profile a connection request, then follow up after they accept.”
• “If the LinkedIn request times out, create a manual task to review the contact.”
• “Create a call task for this contact tomorrow.”
• “Add a manual task to check this contact’s LinkedIn activity.”
• “Use this phone number to create a call task for tomorrow.”

Supported single-contact action types:

• Email.
• LinkedIn connection request.
• LinkedIn message.
• Manual task.
• Call task.

Useful options:

• Human approval before execution.
• Delays between steps.
• Assignment to a specific sender or owner.
• Variables such as the prospect’s first name, email, or company.
• LinkedIn accepted or timeout follow-up branches.

Useful contact details:

• Existing enrollment id.
• Existing prospect id.
• Email address for email actions.
• LinkedIn profile URL for LinkedIn actions.
• Phone number for call tasks.
• First name, last name, and company domain.

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Review And Complete Tasks

Use FirstTouch MCP to find approval, call, and manual tasks that need attention. Example prompts:

• “Show my todo tasks.”
• “Show all team approval tasks.”
• “Preview this task before I approve it.”
• “Edit the email body in this approval task.”
• “Approve and run this task.”
• “Mark this manual task as done.”
• “Skip this call task.”

Best for:

• Reviewing pending human approvals.
• Editing generated content before sending.
• Completing manual work created by flows or Dynamic Actions.

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End-To-End Examples

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Discover, Enrich, Create Audience, And Build Flow

Ask:

Preview VP Sales prospects in US SaaS companies with 50 to 500 employees. If the preview looks good, tell me the max credits to load 20, then create an audience and draft a flow that sends a LinkedIn connection request. When the connection succeeds, create a manual task for review. If they do not reply within 14 days, send a follow-up email.

What happens:

1. FirstTouch loads a small preview and shows match quality.
2. The assistant asks you to confirm the larger credit spend.
3. FirstTouch loads or imports the contacts.
4. FirstTouch creates an audience.
5. FirstTouch drafts a Flow Plan with the LinkedIn request, manual review task, and 14-day follow-up path.
6. The assistant shows the flow for review before you publish or enroll contacts.

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HubSpot List To Flow

Ask:

Find my HubSpot list named Webinar Leads, preview it, create a draft flow for it, and show me the validation status.

What happens:

1. FirstTouch lists matching HubSpot lists.
2. The assistant previews the selected list.
3. FirstTouch creates an audience backed by the HubSpot list.
4. FirstTouch creates or attaches a Flow Plan.
5. The assistant shows the flow workspace and validation state.

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Single Contact Follow-Up

Ask:

Send a follow-up email to brittany@example.com with human approval required. Use Brittany as the first name.

What happens:

1. The assistant uses the email and name you provided.
2. FirstTouch creates a Dynamic Action for that contact without requiring a prospect id.
3. FirstTouch creates the approval task.
4. If approval is required, the assistant can show the approval task for review.

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Queue Diagnosis

Ask:

Show active LinkedIn outreach for this flow and explain anything blocked.

What happens:

1. FirstTouch lists active LinkedIn outreach queue rows for the flow.
2. The assistant separates pending provider requests from actions waiting on requirements.
3. The assistant explains next steps, such as approving a task, fixing sender setup, waiting for limits, or checking account readiness.

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LinkedIn Signal To Outreach

Ask:

Monitor this LinkedIn profile, load recent engagement history, and send a connection request to everyone who likes or comments. Start listening now after I approve the linked flow.

What happens:

1. FirstTouch adds the LinkedIn profile to Social Engagement monitored profiles.
2. The assistant uses the returned linked Social Engagement flow instead of creating a separate flow.
3. The assistant updates the linked flow for connection-request outreach and shows it for approval.
4. FirstTouch can collect engagers while the flow is still a draft, but captured engagers enter the flow only after it is published and valid.
5. Polling runs asynchronously, so the assistant can list captured engagers after collection has run.

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Team Metrics

Ask:

Show email and LinkedIn engagement, positive replies, and meetings booked for the last 30 days. Include daily chart trends.

What happens:

1. FirstTouch applies the date range to team metrics.
2. The assistant summarizes totals, actions, engagement, opportunities, and chart trends.
3. You can narrow the answer by Flow Plan or sender if needed.

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Task Approval

Ask:

Show my pending approval tasks, preview the first one, and let me edit the email before approving.

What happens:

1. FirstTouch lists your pending tasks.
2. The assistant previews the selected task.
3. You edit the email, LinkedIn message, or call script.
4. The assistant asks for approval before running the task.

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Safety, Permissions, And Credits

FirstTouch MCP follows your FirstTouch team workspace permissions.

• Viewing workspace information requires a signed-in FirstTouch user and team.
• Creating or modifying audiences and Flow Plans usually requires team owner or admin permissions.
• Sender workflows require a sender-enabled account.
• Email actions require an available recipient email.
• LinkedIn actions require a live synced LinkedIn account for the sender.
• Charged enrichment and discovery features use FirstTouch credits.
• Discovery should be previewed first when practical, then expanded only after you confirm the credit spend.
• Social Engagement requires paid, non-trial access before monitored LinkedIn profiles can be added or activated.
• The assistant should preview complex Flow/Audience changes before making them.
• Human approval tasks should be previewed before completion.