Plug Surfe's waterfall into Claude, ChatGPT or any MCP-compatible agent

Resources, ideas and guidance for everything related to Surfe’s MCP platform.
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Browse our prompt library for inspiration and guidance on how to use Surfe in your chosen LLM.
Build a net-new prospection list
Find people matching: Role: [ROLE, e.g., "VP of Sales", "Head of Marketing"] Industry: [INDUSTRY, e.g., "B2B SaaS", "Fintech"] Company size: [RANGE, e.g., "200-1,000 employees"] Geography: [REGION, e.g., "France and Germany"] Why now: [SIGNAL, e.g., "raised funding in the last 30 days"] Exclude anyone already in [LIST NAME, e.g., "our CRM"], and return up to [NUMBER, e.g., "50"] results as a table: name, title, company, location, and verified email.
Combine, dedupe and clean a list
From my lists [ATTACH LIST A] and [ATTACH LIST B], combine them, remove any duplicate people or companies, and save the result as a new list called [LIST NAME, e.g., "Q4 Combined Targets"]. Tell me how many duplicates you removed and why.
Find and enrich a specific person/company
Find [PERSON OR COMPANY NAME, e.g., "Jane Doe at Acme" or "acme.com"], and enrich their [FIELD, e.g., "verified email and mobile number"]. Return the result as a single record: name, title, company, the enriched fields, and any recent signal worth knowing before I reach out.
Segment an existing list by role, size, or location
From my list [ATTACH LIST], show me just [FILTER, e.g., "the VPs in Germany", "accounts with over 500 employees"], and save that as a new list called [NEW LIST NAME]. Tell me what share of the original list that is.
Enrich an existing list with verified email and mobile
From my list [ATTACH LIST], enrich for: [FIELD 1, e.g., "verified email"] [FIELD 2, e.g., "mobile number"] Skip anything already fresh, and tell me which fields were reused from before, which were freshly enriched, and which couldn't be found at all.
Find buying committee members
At [ACCOUNT NAME, e.g., "Acme"], or from my list [ATTACH LIST] of target accounts, find the buying committee: Roles: [ROLES, e.g., "CRO, VP of Sales, and RevOps lead"] Max per company: [NUMBER, e.g., "3"] Return the result as a table: name, title, company, and verified email, and flag anyone already in our CRM.
Find lookalike accounts based on recent closed-won deals
Find companies that look like [EXAMPLES, e.g., "our closed-won deals from last quarter" or "acme.com and nexlify.io"]. Exclude [EXCLUDE, e.g., "anyone already in our CRM"], and return up to [NUMBER, e.g., "25"] results as a table: company name, industry, size, and which traits matched.
Find lookalike contacts based on a specific person's role
Find people in roles similar to [CONTACT NAME, e.g., "Bob Johnston, VP Marketing at Foxx"]. Exclude anyone already in [LIST NAME, e.g., "our CRM"], and return up to [NUMBER, e.g., "25"] results as a table: name, title, company, verified email, and which traits matched.
Discover full context on an account or contact
Pull everything you have on [ACCOUNT OR CONTACT NAME, e.g., "Acme" or "Jane Doe at Acme"]: firmographics, recent signals, the mapped buying committee, and any history we have with them in [CRM NAME, e.g., "Salesforce" or "HubSpot"]. Tell me what's changed since the last time we looked.
Map and expand TAM
Size the market: Industry: [INDUSTRY, e.g., "mid-market fintech"] Geography: [REGION, e.g., "France and Germany"] Tell me the count, then build the result as a list called [LIST NAME, e.g., "DACH Fintech TAM"], excluding [EXCLUDE, e.g., "anyone already in Current Customers"], and turn on tracking so I know what's new each month.
Improve MQL conversion rate
Someone signed up with [IDENTIFIER, e.g., "a personal email, j.doe@gmail.com"]. Resolve who they are, enrich their professional details, and tell me if they're ready to route to sales.
Increase MQL to SQL conversion rate
From my list [ATTACH LIST], check for leads stalling on incomplete or wrong contact data, and tell me which ones are ready to route to sales, and why.
Find contacts/companies with live hiring signal
Find a live hiring signal: Accounts: [COMPANY TYPE, e.g., "mid-market fintech"], or from my list [ATTACH LIST] Timeframe: [TIMEFRAME, e.g., "the last 30 days"] Return the result as a table: company name, role hired, date, and the right contact to reach out to there, ranked by how closely it matches our target customer profile.
Find contacts/companies with live funding signal
Find a live funding signal: Accounts: [COMPANY TYPE, e.g., "mid-market fintech"], or from my list [ATTACH LIST] Timeframe: [TIMEFRAME, e.g., "the last 30 days"] Return the result as a table: company name, round, amount, date, and the right contact to reach out to there, ranked by how closely it matches our target customer profile.
Find contacts/companies with live job change signal
Find a live job-change signal from my list [ATTACH LIST], over the timeframe [TIMEFRAME, e.g., "the last 30 days"]. Return the result as a table: name, old role, new role, and new company, and tell me if any of them are an existing champion.
Track changes to my target account list
From my list [ATTACH LIST], turn on tracking, check in [FREQUENCY, e.g., "weekly"], and tell me who joined, who left, and what changed, and whether any of the changes affect deals already open in our CRM.
Show list changes over time
From my list [ATTACH LIST], tell me who joined, who left, and what changed over the past [TIMEFRAME, e.g., "30 days"], and which of those changes are worth flagging to the account owner.
Expand target account list
Find companies matching: Industry: [INDUSTRY, e.g., "B2B SaaS"] Geography: [REGION, e.g., "United States"] Size: [RANGE, e.g., "500-2,500 employees"] Why now: [SIGNAL, e.g., "hired an exec in the last 30 days"] Return up to [NUMBER, e.g., "50"] results, and add them to [LIST NAME, e.g., "my target accounts"].
Find and enrich a list of accounts/contacts
From my list [ATTACH LIST], find [ROLES, e.g., "the VP of Sales"] at each company, and enrich them for [FIELD, e.g., "verified email and mobile"]. Return the result as a table: company, name, title, and the enriched fields, and flag any companies where no match was found.
Write a personalized outreach grounded in buying signals
From my list [ATTACH LIST], find who has a [SIGNAL TYPE, e.g., "funding round, executive hire, or hiring surge"] this week, then draft a personalized outreach message to each of them, referencing that signal, in a tone that matches [TONE, e.g., "a peer-to-peer intro, not a pitch"].
Activate cold leads by enriching and finding buying signals
From my list [ATTACH LIST], enrich for [FIELD, e.g., "verified email and mobile"], then tell me which of them have a live signal, a funding round, a hiring surge, or a leadership change, ranked by how long they've been sitting cold.
Build a paid acquisition audience for Google or LinkedIn Ads
Build a paid acquisition audience: Industry: [INDUSTRY, e.g., "B2B SaaS"] Geography: [REGION, e.g., "United States"] Size: [RANGE, e.g., "200-1,000 employees"] Exclude [EXCLUDE, e.g., "anyone already in our CRM"], and return up to [NUMBER, e.g., "1,000"] results, ready to export to [AD PLATFORM, e.g., "Google Ads or LinkedIn Ads"].
Uncover ABM insights from funding, hiring, and leadership signals
From my list [ATTACH LIST], tell me which accounts have a live signal, a funding round, a hiring surge, or a leadership change, and how to prioritize outreach for our [CAMPAIGN NAME, e.g., "Q1 ABM"] campaign, ranked by fit to our target customer profile.
Find net-new prospects who match your best customers or closed-won deals
Build a campaign target list that looks like [EXAMPLES, e.g., "the recipients of our most successful ABM campaign" or "our closed-won deals from last quarter"]. Exclude [EXCLUDE, e.g., "anyone already in Current Customers"], and return up to [NUMBER, e.g., "500"] results as a list called [LIST NAME], with the specific traits that drove each match.
Target accounts showing a live buying signal this week
Find who to target with a [SIGNAL TYPE, e.g., "funding-round signal"] email campaign: Accounts: [COMPANY TYPE, e.g., "our target accounts"], or from my list [ATTACH LIST] Timeframe: [TIMEFRAME, e.g., "this week"] Return the result as a list called [NEW LIST NAME].
Fill in missing fields on partial webform submissions
From my [ATTACH LIST] of [FORM NAME, e.g., "our pricing page contact form"] submissions, enrich for [FIELD, e.g., "verified email, title, and company"]. Fill only what's missing, and tell me which are ready to route to sales, and why the rest aren't.
Enrich partial webinar or event list
From my [ATTACH LIST] of [EVENT NAME, e.g., "our Q4 product webinar"] sign-ups, enrich for [FIELD, e.g., "verified email, title, seniority, and company"]. Fill only what's missing, and tell me which ones are ready to route to sales, ranked by fit to our target customer profile.
Improve pipeline accuracy by enriching open deal contacts
From my list [ATTACH LIST], enrich the contacts for [FIELD, e.g., "verified email, title, and company"], and flag any with missing or outdated details that could be blocking a deal.
Manage territory assignment by region, size, or industry
From my list [ATTACH LIST], manage territory assignment by splitting it into territories by [CRITERIA, e.g., "region", "company size", "industry"], with no overlaps or gaps. Tell me if any accounts in the list are already assigned in our CRM.
Enrich empty CRM fields
From my list [ATTACH LIST], enrich for [FIELD, e.g., "verified email and mobile"]. Skip anything still fresh, and tell me which fields were reused from before, and which were freshly enriched.
Clean stale CRM data
From my list [ATTACH LIST], check for the most stale or incomplete segments, then re-enrich those for [FIELD, e.g., "verified email and mobile"], and tell me how much that improves our overall data health.
Check CRM data health
From my list [ATTACH LIST], tell me which segments are the most stale or incomplete right now, as a percentage of the whole, and which segment I should fix first.
Remove duplicates
From my list [ATTACH LIST], re-sync against current job and company data. Flag anyone who's moved roles or companies, without creating duplicate records, and tell me how many records that affects.
Build lists for my reps, split by territory
Find people matching: Role: [ROLE, e.g., "VP of Sales"] Industry: [INDUSTRY, e.g., "B2B SaaS"] Geography: [REGION, e.g., "North America"] Size: [RANGE, e.g., "200-1,000 employees"] Split the result into one list per rep, by [CRITERIA, e.g., "territory"], [NUMBER, e.g., "5"] reps in total, with no overlaps.
Work my named accounts
Pull up everything on [ACCOUNT, e.g., "Acme"], or from my list [ATTACH LIST] of named accounts: recent signals, the mapped buying committee, and any history we have with them in [CRM NAME]. Tell me what's changed since the last time we looked, and what I should do about it.
Reverse email lookup to find a professional email and company
Resolve [EMAIL, e.g., "j.doe@gmail.com"], or from my list [ATTACH LIST] of personal emails. Who are they, where do they work, and what's their professional email? Return the result as a table: name, company, title, and professional email, and tell me if they're already in our CRM.
Check for an existing connection in an account
Check [ACCOUNT, e.g., "Acme"], or from my list [ATTACH LIST] of target accounts, for any existing customer, former buyer, or partner connection, before I reach out cold, and tell me who to ask internally for an introduction.
Track champion job change
From my list [ATTACH LIST], turn on tracking, check in [FREQUENCY, e.g., "weekly"]. Tell me when they change roles or companies, who replaced them, and whether the new company matches our target customer profile.
Resurface lost deals based on recent buying signal
From my list [ATTACH LIST], show me deals marked closed-lost more than [TIMEFRAME, e.g., "a year ago"], where a [SIGNAL TYPE, e.g., "funding round, buying-committee change, or timing shift"] has happened since, and tell me what specifically changed.
Enroll in an email sequence
From my list [ATTACH LIST], enroll it into [SEQUENCER NAME, e.g., "Outreach, Salesloft, or HubSpot Sequences"], into the sequence called [SEQUENCE NAME], and confirm how many contacts were enrolled versus skipped.
Send list to dialer to start calling
From my list [ATTACH LIST], add it to [DIALER NAME, e.g., "Aircall"], in priority order by [CRITERIA, e.g., "fit and recent signals"], and tell me how many numbers are missing before I start calling.
Prioritize assigned contacts by fit and recent signals
From my list [ATTACH LIST], rank by: Fit to: [TARGET CUSTOMER PROFILE, e.g., "B2B SaaS, 200-1,000 employees"] Plus: recent signals, a funding round, a hiring surge, or a leadership change Return the top [NUMBER, e.g., "10"] for today, and tell me why each made the list.
Prioritize owned accounts by fit and recent signals
From my list [ATTACH LIST], rank by fit and recent signals, a funding round, a hiring surge, or a leadership change. Return the top [NUMBER, e.g., "10"] for today, and tell me why each made the list.

Surfe’s Sales Plays

PLAY 1
A champion from a previous account moves to a new company. Surfe knows it’s the same person and knows their history, making this a potential new account, ready for your outreach.

PLAY 3
A cold target isn’t actually cold - Surfe discovers a customer, former buyer, partner, or other relationship that creates a path in.


PLAY 2
A specific, known deal, already marked closed-lost, becomes relevant again because something changed: a buying signal or changes in the buying committee give you an opportunity to re-engage.


Follow these seven steps to meaningful, actionable prompting, and get most out of your Surfe data.
Find and enrich with professional emails [1]the VP or Head of Sales, plus the RevOps lead [2],in Florida, USA [3], at software companies with 200 to 1,000 employees [4],that raised funding or hired an exec in the last 30 days [5].Show me net-new lookalikes to our Q4 closed-won list [6],25 strongest matches [7].
Vague: Make a list
Strong: Find and enrich with professional emails
Vague: Salespeople
Strong: VP or Head of Sales
Vague: USA
Strong: Florida, USA
Vague: Tech companies
Strong: Fintech companies, 200-500 employees
Vague: Growing companies
Strong: Hired an executive in the last 30 days
Vague: Not current customers
Strong: Net-new lookalikes to our Q4 closed-won list
Vague: A lot
Strong: 25 strongest matches
Your most pressing questions, answered with clarity.
No. The same credits and pricing apply no matter which AI agent you’re connecting through.
Yes. The same prompt returns the same result regardless of which AI agent you connect it to, since they’re all drawing on the same connected data.
A prompt asks for something you already know to look for. A Play is a way of using Surfe to uncover opportunities you wouldn’t have thought to ask for directly: a champion who’s moved, a cold account that’s actually one relationship away, revenue sitting unnoticed in a stale CRM record.
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