Bosskuai Lead Intelligence

MCP requirements

• Exa (required): Primary tool for finding matching people and companies via semantic and structured search. This skill has significantly reduced capability without Exa.
• Playwright (optional): Social profile research, company page scraping for signals. Graceful degradation: skip social signals layer if Playwright unavailable.
• Graceful degradation without Exa: provide a search strategy and query templates the user can run manually.

Workflow

1. Define the ideal contact profile

Before searching, produce a precise profile:

• Role signals: Job titles, seniority (VP+, founder, head of), department
• Company signals: Industry, company size (ARR or headcount), stage (seed/Series A/enterprise), geography
• Behavioral signals: Recent funding, hiring in relevant areas, posted about the problem, attended relevant events
• Exclusions: Competitor employees, conflicted investors, regions not served

Output this as a one-paragraph ICP statement before proceeding.

2. Search via Exa

Construct targeted Exa searches:

• Person searches: "[role] at [industry] companies", "[title] who [behavior signal]"
• Company searches: "[industry] companies using [technology]", "[industry] Series A [geography]"
• News/signal searches: "[company] recently hired [role]", "[person] posted about [problem]" Run multiple searches with varied query angles to avoid single-source bias.

3. Score each lead

Apply signal weights to rank results:

Score each lead 0-100. Tier: A (80-100), B (60-79), C (40-59). Default to Tier A leads for outreach.

4. Find warm paths

For each Tier A lead:

• Mutual LinkedIn connections (manual check or Playwright)
• Shared communities, Slack groups, alumni networks, investors in common
• Prior interactions (commented on same post, attended same event)
• Portfolio company connections if targeting investors Document any warm path found — warm outreach converts 3-5x better than cold.

5. Draft personalized outreach per channel

For each Tier A lead, produce a draft message:

Personalize each draft to the specific lead's signals — no generic templates in final output.

Output format

Ranked lead list:

Per-lead detail (Tier A):

• Contact info (LinkedIn URL, email if found)
• Score breakdown by signal
• Warm path details
• Draft outreach message (channel-specific)

Search queries used (for reproducibility)

Guardrails

• Never auto-send any message. All outreach is drafted for user review and approval before sending.
• Do not scrape private data (private social profiles, email lists obtained without consent).
• Do not compile lists of personal data beyond what is needed for the stated outreach purpose.
• Flag any contact where outreach may be legally sensitive (regulated industries, jurisdiction-specific rules).
• If Exa returns irrelevant results, refine queries and state what was changed — do not pad the list with low-quality leads.
• Minimum viable list: 10 quality Tier A leads is better than 100 unscored contacts.