# MCP Server ## Boomerang MCP Boomerang MCP plugs your AI assistant directly into your CRM and team network. Ask in plain English. Your assistant pulls accounts, contacts, and warm-intro paths from Boomerang in real time. No tab switching. No exports. No manual lookup. *** ### What it is Boomerang MCP makes your CRM and relationship graph conversational. That gives your AI assistant live access to the same workspace context your team already uses in Boomerang. *** ### Why it matters Sales reps spend hours each day hunting across LinkedIn, CRM, Slack, and internal notes. They are usually trying to answer a small set of questions: * Who on my team knows this account? * Who can introduce me to this buyer? * Which teammate has the strongest relationship? * How do we already connect to this company? Boomerang MCP collapses that into one question to your AI assistant. Instead of manually stitching together CRM activity, LinkedIn connections, and teammate knowledge, reps get instant answers grounded in workspace relationship data. The result: * Warm intros surface before cold outreach * Team relationship knowledge becomes searchable * Reps spend less time hunting and more time selling *** ### How it connects For Claude setup, see [Use Claude with Boomerang MCP Server](/integrations/mcp-server/claude-+-boomerang-mcp.md). *** ### What AI can do **1. Find Accounts With Existing Relationship Strength** Instead of searching CRM records manually, reps can instantly identify accounts where the team already has meaningful relationship coverage. #### Ask > “Show me Fintech accounts where we already have strong executive relationships.” #### Get * Company name * Relationship strength score * Team members connected to the account #### Useful for * Prioritizing outbound * Territory planning * Expansion targeting * Account-based sales motions *** **2. Discover Key Buyers Inside Target Accounts** Quickly surface relevant stakeholders and understand how reachable they are through the team network. #### Ask > “Show me VPs of Engineering at Acme Corp.” #### Get * Contact name * Title * Department * Seniority * LinkedIn profile * Existing relationship paths * Reachability through teammates #### Useful for * Account research * Multi-threading deals * Building buying committees * Enterprise outbound prep *** **3. Find Warm Introduction Paths** The core Boomerang workflow: identifying the best path into a target account through your team’s existing network. #### Ask > “Who on my team can introduce me to the CRO at Acme?” #### Get Ranked introduction paths based on: * Former coworkers * LinkedIn connections * Shared education * Calendar overlap * Existing CRM relationships * Mutual contacts Each path includes: * Relationship strength score * Explanation of the connection * Recommended connector #### Useful for * Replacing cold outreach * Increasing reply rates * Executive access * Accelerating enterprise sales cycles *** **4. Compare Multiple Intro Paths** Not all introductions are equal. Boomerang helps teams identify the strongest and most credible path into an account. #### Ask > “Show all connectors who can reach this contact.” #### Get Side-by-side comparison of: * Connector strength * Relationship type * Last interaction * Seniority alignment * Confidence score #### Useful for * Choosing the best intro route * Executive outreach strategy * Coordinating team selling *** **5. Analyze Individual Network Reach** Understand the true relationship coverage each teammate brings to the organization. #### Ask > “What’s Sarah’s full network reach?” #### Get * Reachable accounts * Reachable executives * Industry coverage * Geographic distribution * Executive-level connections * Strength distribution across the network #### Useful for * Strategic account assignment * Territory planning * Identifying hidden relationship assets * Cross-functional collaboration *** **7. Map Relationship Coverage Across Accounts** Identify where the organization has strong relationship density — and where there are gaps. #### Ask > “Which enterprise accounts have no warm paths?” #### Get * Accounts with weak coverage * Accounts with zero reachable stakeholders * Relationship concentration by segment * Coverage trends across the pipeline #### Useful for * Pipeline risk analysis * Territory balancing * Expansion planning * Relationship gap remediation *** **9. Prepare for Strategic Meetings** Before an important meeting, instantly understand who internally has existing relationship context. #### Ask > “Who on our team already knows leadership at Stripe?” #### Get * Existing relationship holders * Warm intro opportunities * Shared history summaries * Internal relationship owners #### Useful for * Executive meetings * Conference networking * Customer expansion * Investor introductions *** **10. Coordinate Team Selling** Large deals often involve multiple internal stakeholders. Boomerang helps teams coordinate around relationship leverage. #### Ask > “Which teammates should be involved in this enterprise account?” #### Get * Strongest relationship holders * Best executive connectors * Suggested collaboration paths * Network overlap analysis #### Useful for * Enterprise sales motions * Strategic account planning * Executive alignment * Cross-functional selling *** **11. Surface Hidden Relationship Capital** Many organizations already have valuable network access buried across employees, advisors, and leadership teams. #### Ask > “Who can get us into Databricks?” #### Get * Reachable stakeholders * Indirect intro paths * Connector recommendations * Relationship confidence scoring #### Useful for * New market entry * Strategic partnerships * Investor introductions * Recruiting outreach *** *** ### Trust and security Boomerang MCP follows the same access model as Boomerang itself. Key controls include: * OAuth login * Workspace scoping on each request * Multi-tenant isolation * Read-only access through the assistant * Role-based access matching the Boomerang UI *** ### Bottom line Your CRM and relationship graph become conversational. Reps stop hunting for data and start acting on it. Warm intros surface before cold outreach. Your team network becomes a measurable revenue asset. --- # Agent Instructions This documentation is published with GitBook. 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