MCP for account executives
Walk into every meeting briefed, and keep deals moving without living in the CRM.
What you can do
- Get a one-page brief before each meeting
- Check where a deal stands and what changed since the last touch
- Turn interested replies into booked meetings
Starter stack
One tool per job is enough to start. Where there are several options, they're listed alphabetically, not ranked. Pick the one your team already pays for.
- CRMAttio HubSpot
- ResearchCrunchbase Perplexity
- SchedulingCalendly
A first prompt to try
Find my next meeting's company in the CRM. Summarize the deal stage, the last 5 activities and any open tasks. Read only, don't log anything.
New to connecting tools? Start here for the steps and safety tips.
Recipes for AEs
Tools that matter for AEs
Sorted by confirmed chat-app support. Open in the full matrix to filter further.
| Tool | Works in | Access · credits |
|---|---|---|
| Apollo Prospecting & Lead Data |
ClaudeChatGPTClaude CodeCursorCopilot |
Read + writeSome tools use credits |
| Attio CRM & Deal Management |
ClaudeChatGPTCursor |
Read + writeCredits not confirmed |
| Calendly Scheduling & Booking |
ClaudeChatGPT |
Read + writeCredits not confirmed |
| Crunchbase Company Intelligence |
ClaudeChatGPTClaude CodeCopilot |
Read + writeSome tools use credits |
| HubSpot CRM & Marketing |
ClaudeChatGPT |
Read + writeCredits not confirmed |
| Lusha Prospecting & Lead Data |
ClaudeChatGPTCursorCopilot |
Read + writeSome tools use credits |
| Notion Knowledge & Workflow |
ClaudeChatGPTClaude CodeCursorCopilot |
Read + writeCredits not confirmed |
| PredictLeads Intent & Company Signals |
ClaudeChatGPTClaude Code |
Access not confirmedEvery call uses credits |
| Perplexity AI Research |
ClaudeClaude CodeCursor |
Read onlyEvery call uses credits |
| Slack Team Messaging |
ClaudeClaude CodeCursor |
Read + writeCredits not confirmed |
| Surfe Prospecting & Lead Data |
ClaudeCursor |
Access not confirmedCredits not confirmed |