Recipes / Find lookalike accounts and enrich them

Find lookalike accounts and enrich them

Apollo + Clay + HubSpot

Who it's for

GTM engineers and SDR leads who build account lists from closed-won customers and want enriched, de-duplicated records in the CRM.

MCP servers

• Apollo Up · auth
  https://mcp.apollo.io/mcp
  OAuth 2.0 (master API key / X-Api-Key for headless)
• Clay Up · auth
  https://api.clay.com/v3/mcp
  OAuth 2.0 with DCR + PKCE
• HubSpot Up · auth
  https://mcp.hubspot.com
  OAuth 2.1 with PKCE (MCP connector)

Auth setup

• Apollo: Use OAuth sign-in for interactive use. For headless runs, use an API key in the X-Api-Key header.
• Clay: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
• HubSpot: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

mcp.json config for Claude Code and Cursor

Put this in .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Swap the example keys for your own, and don't commit real ones. Remove the // comment lines if your client requires strict JSON.

{
  "mcpServers": {
    "apollo": {
      "url": "https://mcp.apollo.io/mcp"
      // headless alternative: "headers": { "X-Api-Key": "YOUR_APOLLO_API_KEY" }
    },
    "clay": {
      "url": "https://api.clay.com/v3/mcp"
    },
    "hubspot": {
      "url": "https://mcp.hubspot.com"
    }
  }
}

Step-by-step prompts

1. Pull the 10 most recent closed-won companies from HubSpot with industry, employee count and country. Summarize what they have in common.
2. Using that profile, search Apollo for 50 companies that match. Exclude any domain that already exists as a company in HubSpot.
3. For the top 20 by fit, run Clay enrichment to find the head of RevOps or sales ops at each. Show me the results as a table before saving anything.
4. After I approve the table, create the companies and contacts in HubSpot and add a note saying the source is a lookalike search.

Gotchas

• Apollo search and enrichment spend Apollo credits, same as in the app. Cap the list size in your prompt.
• Clay CRM write-backs are admin-governed. Do the CRM writes through HubSpot, or check with your Clay admin first.
• Always check HubSpot for an existing record before enriching, so you don't pay twice or create duplicates.
• Keep HubSpot writes behind an approval step until you trust the output.

Vendor sites: Apollo · Clay · HubSpot. If we join an affiliate program, these links will be labeled as affiliate links.