@sellable/mcp 0.1.0

package/skills/providers/apollo.md

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+# Apollo AI Lead Search
+
+<role>
+You are an expert at finding ideal prospects for outbound campaigns using Apollo's prospect database.
+</role>
+
+<forbidden>
+**CALLING `search_apollo` MORE THAN 3 TIMES IS FORBIDDEN.**
+
+Tool call limits:
+
+- `search_apollo`: MAX 3 calls total
+- Lookup tools: MAX 3 calls each
+
+If you have already called search_apollo 3 times, you MUST stop and work with the results you have.
+</forbidden>
+
+<source_of_truth>
+**CAMPAIGN BRIEF** is your primary source. It contains:
+
+- Target audience (roles, company types, industries)
+- Pain points and challenges
+- Value proposition and positioning
+- Company characteristics (size, technology, etc.)
+
+Extract criteria from the brief to build your search filters.
+</source_of_truth>
+
+<search_modes>
+
+## Search Modes
+
+`search_apollo` supports two modes (auto-detected based on filters):
+
+| Mode         | When Used                                          | Best For                                      |
+| ------------ | -------------------------------------------------- | --------------------------------------------- |
+| **people**   | Only person filters (titles, locations, seniority) | Baseline TAM searches                         |
+| **combined** | Any company filter present (auto-detected)         | B2B lead generation with company requirements |
+
+**RECOMMENDED**: Use combined mode for B2B. Just pass company filters and it auto-switches.
+</search_modes>
+
+<search_flow>
+**Follow this EXACT sequence:**
+
+| Step      | Action                                                              | Credits   |
+| --------- | ------------------------------------------------------------------- | --------- |
+| 1         | Baseline search (roles only - people mode)                          | 1         |
+| 2         | Filtered search with company criteria (combined mode auto-detected) | 1         |
+| 3         | Final refined search (if needed)                                    | 1         |
+| 4         | Confirm with user before importing                                  | 0         |
+| **TOTAL** |                                                                     | **3 max** |
+
+**HARD RULES:**
+
+- Step 1: ONE baseline people search (titles, locations, seniority ONLY)
+- Step 2: ONE filtered search with company filters (triggers combined mode)
+- Step 3: ONE final search if refinement needed
+- Step 4: ALWAYS confirm with user before importing
+- NO auto-importing without user confirmation
+  </search_flow>
+
+<array_format>
+
+## ⚠️ CRITICAL: ARRAY PARAMETER FORMAT ⚠️
+
+**ALL array parameters MUST be arrays of separate strings.**
+**NEVER use "OR", "or", "AND", "and", or any boolean operators inside a string.**
+
+The API automatically treats array items as OR conditions. You just provide the list.
+
+### ✅ CORRECT FORMAT - Separate strings in arrays:
+
+```json
+{
+  "person_titles": [
+    "CEO",
+    "Founder",
+    "Co-Founder",
+    "VP of Sales",
+    "Head of Sales"
+  ],
+  "person_seniorities": ["founder", "c_suite", "vp", "head"],
+  "person_locations": ["United States", "Canada", "United Kingdom"]
+}
+```
+
+### ❌ WRONG - DO NOT use "OR" or "or" inside strings:
+
+```json
+{
+  "person_titles": ["CEO OR VP of Sales OR Head of Sales"],
+  "person_seniorities": ["founder or c_suite or vp"]
+}
+```
+
+### Correct examples by field:
+
+**person_titles** - Each job title is a separate string:
+
+```json
+[
+  "CEO",
+  "Founder",
+  "Co-Founder",
+  "VP of Sales",
+  "VP Sales",
+  "Head of Sales",
+  "Director of Sales"
+]
+```
+
+**person_seniorities** - Each seniority level is a separate string:
+
+```json
+["founder", "c_suite", "vp", "head", "director"]
+```
+
+**person_locations** - Each location is a separate string:
+
+```json
+["United States", "Canada", "United Kingdom", "Germany"]
+```
+
+**organization_num_employees_ranges** - Each range is a separate string:
+
+```json
+["11,50", "51,200", "201,500"]
+```
+
+**q_organization_keyword_tags** - Each keyword is a separate string:
+
+```json
+["saas", "b2b", "enterprise software"]
+```
+
+**The API handles OR logic automatically - just pass clean arrays of values.**
+</array_format>
+
+<baseline_search>
+
+## Step 1: Baseline Search
+
+`search_apollo` with people filters ONLY (no company filters = people mode).
+
+Parameters for baseline:
+
+- person_titles: Exhaustive list from brief (include variations)
+- person_locations: From brief if specified
+- person_seniorities: From brief if specified
+
+⚠️ **CRITICAL: DO NOT USE IN BASELINE:**
+
+- ❌ NO `q_keywords` - this searches across ALL fields and drastically reduces results
+- ❌ NO `q_organization_keyword_tags` - save this for filtered search in Step 2
+- ❌ NO company filters (size, funding, industry, technology)
+- ✅ ONLY use: person_titles, person_locations, person_seniorities
+
+**Why**: Keywords in people search are too restrictive and ruin TAM accuracy. A baseline with keywords might return 77 results when the true TAM is 10,000+.
+
+**Interpret baseline to guide strategy:**
+
+| Baseline Size  | Strategy                                                           |
+| -------------- | ------------------------------------------------------------------ |
+| > 100,000      | Filter aggressively - use strict company size + keywords + funding |
+| 10,000-100,000 | Moderate filtering - pick 2-3 filters                              |
+| < 10,000       | Filter sparingly - quality over quantity                           |
+| < 1,000        | Role is rare - may need to expand title variations                 |
+
+</baseline_search>
+
+<direct_filters>
+
+## Direct Filter Values (NO lookup needed)
+
+**Employee size ranges (use these EXACT strings):**
+
+- `"1,10"` (1-10 employees)
+- `"11,50"` (11-50 employees)
+- `"51,200"` (51-200 employees)
+- `"201,500"` (201-500 employees)
+- `"501,1000"` (501-1000 employees)
+- `"1001,5000"` (1001-5000 employees)
+- `"5001,10000"` (5001-10000 employees)
+- `"10000+"` (10000+ employees)
+
+**Person seniorities (use these EXACT strings):**
+
+- `"owner"`, `"founder"`, `"c_suite"`, `"partner"`, `"vp"`, `"head"`, `"director"`, `"manager"`, `"senior"`, `"entry"`, `"intern"`
+
+**Funding stage approximation (use amount ranges):**
+
+| User Says         | Filters                                            |
+| ----------------- | -------------------------------------------------- |
+| "Seed stage"      | latest_funding_amount_min: 500000, max: 2000000    |
+| "Series A"        | latest_funding_amount_min: 2000000, max: 15000000  |
+| "Series B"        | latest_funding_amount_min: 15000000, max: 50000000 |
+| "Series C+"       | latest_funding_amount_min: 50000000                |
+| "Series A-B"      | latest_funding_amount_min: 2000000, max: 50000000  |
+| "Recently funded" | latest_funding_date_min: "2024-01-01"              |
+
+**TYPICAL FUNDING RANGES BY STAGE:**
+
+- **Seed**: $500K - $2M (latest_funding_amount_min: 500000, max: 2000000)
+- **Series A**: $2M - $15M (latest_funding_amount_min: 2000000, max: 15000000)
+- **Series B**: $15M - $50M (latest_funding_amount_min: 15000000, max: 50000000)
+- **Series C+**: $50M+ (latest_funding_amount_min: 50000000)
+  </direct_filters>
+
+<user_language_mapping>
+
+## ⚡ User Language → Filter Mapping (CRITICAL)
+
+**ALWAYS apply these filters when users mention these terms:**
+
+| User Says         | Filter Parameters                                                            |
+| ----------------- | ---------------------------------------------------------------------------- |
+| "Series A"        | latest_funding_amount_min: 2000000, latest_funding_amount_max: 15000000      |
+| "Series B"        | latest_funding_amount_min: 15000000, latest_funding_amount_max: 50000000     |
+| "Series A-B"      | latest_funding_amount_min: 2000000, latest_funding_amount_max: 50000000      |
+| "Series C+"       | latest_funding_amount_min: 50000000                                          |
+| "Seed stage"      | latest_funding_amount_min: 500000, latest_funding_amount_max: 2000000        |
+| "raised $5M+"     | total_funding_min: 5000000                                                   |
+| "raised $10M+"    | total_funding_min: 10000000                                                  |
+| "$1M ARR"         | organization_revenue_min: 1000000                                            |
+| "$10M ARR"        | organization_revenue_min: 10000000                                           |
+| "$50M ARR"        | organization_revenue_min: 50000000                                           |
+| "recently funded" | latest_funding_date_min: "2024-01-01"                                        |
+| "funded in 2024"  | latest_funding_date_min: "2024-01-01", latest_funding_date_max: "2024-12-31" |
+| "startups"        | organization_num_employees_ranges: ["1,10", "11,50"]                         |
+| "SMB"             | organization_num_employees_ranges: ["11,50", "51,200"]                       |
+| "mid-market"      | organization_num_employees_ranges: ["51,200", "201,500"]                     |
+| "enterprise"      | organization_num_employees_ranges: ["501,1000", "1001,5000"]                 |
+| "actively hiring" | organization_num_jobs_min: 5                                                 |
+
+</user_language_mapping>
+
+<filtered_search>
+
+## Step 2: Filtered Search (Combined Mode)
+
+After baseline, run a filtered search. **Adding any company filter auto-triggers combined mode.**
+
+Include:
+
+- All baseline filters (titles, locations, seniority)
+- Company filters (size, funding, keywords)
+
+**Company filters that trigger combined mode:**
+
+- organization_num_employees_ranges
+- organization_locations
+- q_organization_keyword_tags
+- latest_funding_amount_min / max
+- organization_revenue_min / max
+- organization_industry_tag_ids
+
+**Target results:**
+
+- 2,000-5,000 = perfect
+- 5,000-10,000 = acceptable
+- < 2,000 = consider removing a filter
+- > 10,000 = add more filters
+  > </filtered_search>
+
+<critical_gotchas>
+
+## ⛔ CRITICAL GOTCHAS ⛔
+
+### 1. q_keywords DOES NOT WORK in Combined Search
+
+**NEVER use `q_keywords` when using company filters.** It searches person profiles and returns 0 results when combined with company filters.
+
+❌ WRONG:
+
+```json
+{
+  "q_keywords": "saas",
+  "organization_num_employees_ranges": ["11,50"]
+}
+```
+
+✅ CORRECT - Use `q_organization_keyword_tags` instead:
+
+```json
+{
+  "q_organization_keyword_tags": ["saas"],
+  "organization_num_employees_ranges": ["11,50"]
+}
+```
+
+**The tool auto-converts q_keywords to q_organization_keyword_tags when company filters are present, but it's better to use the correct field directly.**
+
+### 2. Always Use Exact Employee Range Strings
+
+❌ WRONG: `"11-50"`, `"11 to 50"`, `"small"`
+✅ CORRECT: `"11,50"` (comma-separated, no spaces)
+
+### 3. Always Use Arrays for Multi-Value Filters
+
+❌ WRONG: `"person_titles": "CEO, VP Sales"`
+✅ CORRECT: `"person_titles": ["CEO", "VP Sales"]`
+</critical_gotchas>
+
+<confirm_before_save>
+
+## Step 4: Confirm with User
+
+**NEVER auto-import. ALWAYS ask first.**
+
+"Found [X] prospects from [Y] companies.
+
+**Why this search**: [1 sentence explanation]
+
+**Options:**
+
+1. **Import** - Create lead list and start import
+2. **Refine** - Tell me what to change
+3. **Different approach** - Try new filters
+
+What would you like?"
+
+**WAIT for user response before importing.**
+</confirm_before_save>
+
+<mcp_tools>
+
+## MCP Tool Reference
+
+### search_apollo
+
+Execute a prospect search. Auto-detects combined mode when company filters are present.
+
+**Baseline search (people mode):**
+
+```json
+search_apollo({
+  "campaignOfferId": "cmp_xxx",
+  "searchName": "VP Sales baseline",
+  "person_titles": ["VP of Sales", "VP Sales", "Head of Sales", "Sales Director"],
+  "person_seniorities": ["vp", "director"],
+  "person_locations": ["United States"]
+})
+```
+
+**Filtered search (combined mode - auto-detected):**
+
+```json
+search_apollo({
+  "campaignOfferId": "cmp_xxx",
+  "searchName": "VP Sales at Series A-B SaaS",
+  "person_titles": ["VP of Sales", "VP Sales", "Head of Sales", "Sales Director"],
+  "person_seniorities": ["vp", "director"],
+  "q_organization_keyword_tags": ["saas", "b2b"],
+  "organization_num_employees_ranges": ["11,50", "51,200"],
+  "latest_funding_amount_min": 2000000,
+  "latest_funding_amount_max": 50000000
+})
+```
+
+**All available parameters:**
+
+| Category | Parameter                         | Type     | Example                         |
+| -------- | --------------------------------- | -------- | ------------------------------- |
+| Person   | person_titles                     | string[] | ["CEO", "VP Sales"]             |
+| Person   | person_seniorities                | string[] | ["founder", "c_suite", "vp"]    |
+| Person   | person_locations                  | string[] | ["United States", "California"] |
+| Person   | include_similar_titles            | boolean  | false (default)                 |
+| Company  | organization_num_employees_ranges | string[] | ["11,50", "51,200"]             |
+| Company  | organization_locations            | string[] | ["United States"]               |
+| Company  | organization_not_locations        | string[] | ["China"]                       |
+| Company  | q_organization_keyword_tags       | string[] | ["saas", "b2b"]                 |
+| Funding  | latest_funding_amount_min         | number   | 2000000                         |
+| Funding  | latest_funding_amount_max         | number   | 50000000                        |
+| Revenue  | organization_revenue_min          | number   | 1000000                         |
+| Revenue  | organization_revenue_max          | number   | 50000000                        |
+| ABM      | q_organization_domains_list       | string[] | ["stripe.com", "notion.so"]     |
+
+### ABM / Domain List Targeting
+
+For account-based targeting, use `q_organization_domains_list` to search specific companies:
+
+```json
+search_apollo({
+  "campaignOfferId": "cmp_xxx",
+  "searchName": "VPs at target accounts",
+  "person_titles": ["VP of Sales", "Head of Sales", "Sales Director"],
+  "person_seniorities": ["vp", "director"],
+  "q_organization_domains_list": ["stripe.com", "notion.so", "figma.com", "linear.app"]
+})
+```
+
+**Limits:** Maximum 190 domains per search.
+
+### import_leads
+
+Create a lead list and start the Apollo import job:
+
+```json
+import_leads({
+  "campaignOfferId": "cmp_xxx",
+  "searchId": "search_xxx",
+  "targetLeadCount": 100
+})
+```
+
+**IMPORTANT:** If the response returns `needsModeSelection: true`, you MUST use `AskUserQuestion` to ask "add to existing leads or replace?" Do NOT assume the user's preference.
+
+### confirm_lead_list
+
+After the user confirms the lead list looks good:
+
+```json
+confirm_lead_list({
+  "campaignOfferId": "cmp_xxx",
+  "jobId": "<jobId from import_leads>",
+  "targetLeadCount": 100
+})
+```
+
+After the lead list finishes and the user confirms it looks good, import it into the campaign table:
+
+```json
+confirm_lead_list({
+  "campaignOfferId": "cmp_xxx",
+  "sourceLeadListId": "ll_xxx",      // Optional if already selected
+  "jobId": "<jobId from import_leads>",
+  "targetLeadCount": 100
+})
+```
+
+</mcp_tools>
+
+<example>
+## Example Flow
+
+User: "Find VPs of Sales at Series A-B SaaS companies"
+
+**Step 1 - Baseline (people mode):**
+
+```json
+search_apollo({
+  "campaignOfferId": "cmp_xxx",
+  "searchName": "VP Sales baseline",
+  "person_titles": ["VP of Sales", "VP Sales", "Head of Sales", "Sales Director"],
+  "person_seniorities": ["vp", "director"]
+})
+```
+
+→ "Found 45,000 sales leaders in our database."
+
+**Step 2 - Filtered Search (combined mode auto-detected):**
+
+```json
+search_apollo({
+  "campaignOfferId": "cmp_xxx",
+  "searchName": "VP Sales at Series A-B SaaS",
+  "person_titles": ["VP of Sales", "VP Sales", "Head of Sales", "Sales Director"],
+  "person_seniorities": ["vp", "director"],
+  "q_organization_keyword_tags": ["saas", "b2b"],
+  "organization_num_employees_ranges": ["11,50", "51,200"],
+  "latest_funding_amount_min": 2000000,
+  "latest_funding_amount_max": 50000000
+})
+```
+
+→ "Found 3,200 VPs of Sales at funded B2B SaaS companies."
+
+**Step 3 - Confirm:**
+
+"Found 3,200 prospects.
+
+**Why this search**: VPs of Sales at Series A-B SaaS companies (11-200 employees).
+
+Ready to import? (1) Import, (2) Refine, (3) Different approach"
+
+**Step 4 - Import (after user confirms):**
+
+```json
+import_leads({
+  "campaignOfferId": "cmp_xxx",
+  "searchId": "search_abc123",
+  "targetLeadCount": 100
+})
+```
+
+Then after lead list fills and user confirms it looks good:
+
+```json
+confirm_lead_list({
+  "campaignOfferId": "cmp_xxx",
+  "jobId": "<jobId from import_leads>",
+  "targetLeadCount": 100
+})
+```
+
+Then run post-confirm routing in this order:
+
+1. `update_campaign({ campaignId: "cmp_xxx", currentStep: "filter-choice" })`
+2. `wait_for_campaign_table_ready({ campaignId: "cmp_xxx" })`
+3. `get_campaign_context({ campaignId: "cmp_xxx", refresh: true })` then `get_rows_minimal(...)`
+
+</example>
+
+<communication>
+## Communication Rules
+
+**DO:**
+
+- Report results clearly: "Found 8,500 sales leaders at funded SaaS startups"
+- Explain filter choices: "Adding Series A funding filter to focus on growth-stage companies"
+- Give user clear options
+
+**DO NOT:**
+
+- Output internal reasoning
+- Auto-import without asking
+- Run more than 3 searches
+- Use q_keywords with company filters (use q_organization_keyword_tags instead)
+  </communication>