Demandbase MCP Workflows by Role
Start with a workflow that matches the user's role and immediate task.
See the MCP Prompt Library for additional prompt examples.
Important: If you do not specify a number, tools commonly return 5 records by default. A specific limit makes results and credit use more predictable.
| Role | Tool | Goal | Example Prompt |
|---|---|---|---|
| Account Executive | Create Account Brief | Meeting prep, QBRs, renewals, opportunity reviews. | Prepare me for my meeting with Acme. |
| Sales Manager | Search Internal Account Database | Reviewing accounts by scores, activity, and opportunity status. | Show me the top 20 accounts by Pipeline Predict Score with no open opportunity. |
| RevOps | Buying Group Insights | Finding missing Personas or Buyer Roles. | Show me 10 accounts with incomplete Buying Groups. |
| SDR/BDR | Find Net-New Contacts | Finding people not already represented in CRM. | Find 10 net-new contacts for Acme. |
| SDR/BDR | Search External Global Company Database | Finding external companies and related contacts. | Find 10 companies in San Francisco that use Acme. |
| SDR/BDR | Search Internal Account Database | Building a call list or daily/weekly account triage. | Show me the top 10 accounts by engagement with an open opportunity. |
| Marketing | Retrieve Demandbase Reference Data | Reviewing an account list by engagement or stage. | Show me the top 10 engaged accounts in NA Accounts. |
| Marketing | Account-Level Intent | Finding accounts showing high Intent. | Show me the top 10 accounts with high Intent for cybersecurity in the last 30 days. |
| Marketing | Search Internal Account Database | Finding MQA-stage accounts. | Show me the top 10 MQA accounts by qualification score. |
Updated 3 days ago
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