The Influ2 MCP Promptbook
How to use Influ2 and your AI tool of choice to run your ABM program at the contact level.
Intro
Use case 1: Build and launch an ABM program
Use case 2: Optimize your ABM advertising strategy
Use case 3: Analyze program impact on revenue
Use case 4: Help Sales prep and prioritize outreach
Appendix: MCP 101
Appendix: MCP 101
What is MCP, actually?
MCP stands for Model Context Protocol. It's an open standard that lets AI tools securely connect to external tools and data sources—like Influ2—so they can access information and, when supported, take actions on your behalf.
It's a connector, not a new tool to learn or a new tab to manage. Influ2 MCP means the AI tool you already use (Claude, for instance) can reach into your Influ2 workspace the same way it reaches into a search engine or your CRM.
The Influ2 MCP doesn't replace the Influ2 platform. Programs are still built and ads are still run the same way. The MCP simply gives you another way to interact with your workspace, so you can ask questions, analyze performance, or make changes without jumping between tools.
Your question goes through the Influ2 MCP into your Influ2 workspace, and the answer comes back in the same chat. You stay in control: Marketing still owns the programs, and nothing changes or goes live without your approval.
AI tool vs. AI agent — these aren't the same thing
The two terms often get used interchangeably. Here's the actual difference:
AI tools
(like ChatGPT and Claude) are applications you can use to answer questions, generate content, analyze information, or complete straightforward requests. They can also support agentic capabilities when needed.
AI agents
are designed to work toward a goal with some autonomy—deciding what steps to take, using tools, taking actions, and adapting based on the results.
MCP works with both.
It provides the connection that allows AI tools or agents to access Influ2’s data and capabilities.
Summary: What your AI tool can do with Influ2’s MCP
See — signals and data
Do — always drafted first, applied only after you say go
The full audience for any ABM program: exactly which contacts are targeted, and why
Build a new ABM program: audience, journey, and follow-up actions
Creative and message performance, program by program
Update an existing program's targeting, journey, or messaging
Contact-level engagement, signals, and opportunity/meeting influence
Assign or archive creatives on a live journey
Workspace context: active programs, connected integrations, available signal types
Applying changes safely
For any prompt that changes or creates a program in your Influ2 workspace, your AI tool drafts the change. That draft sits paused until you review and approve it. Permissions carry over exactly from Influ2, so your AI tool never sees more than you already can.
Governance
Anything that changes a live program always creates a paused draft first. Nothing runs until you approve it.
Cost awareness
If a change would use any type of usage credit, your AI tool shows that cost before you confirm, not after.
Permissions
Workspace access sits alongside your existing Influ2 admin controls. Your AI tool only sees what your own login can see.
Beyond Influ2 MCP
Everything in this guide works with Influ2’s MCP. Connecting your AI tool to additional systems in your tech stack — your CRM (e.g. Salesforce, HubSpot), a sales engagement tool (e.g. Salesloft, Outreach), or others — can expand what's possible.
The Influ2
MCP
Promptbook
How to use Influ2 and your AI tool of choice to run your ABM program at the contact level.
Appendix: MCP 101
What is MCP, actually?
MCP stands for Model Context Protocol. It's an open standard that lets AI tools securely connect to external tools and data sources—like Influ2—so they can access information and, when supported, take actions on your behalf.
It's a connector, not a new tool to learn or a new tab to manage. Influ2 MCP means the AI tool you already use (Claude, for instance) can reach into your Influ2 workspace the same way it reaches into a search engine or your CRM.
The Influ2 MCP doesn't replace the Influ2 platform. Programs are still built and ads are still run the same way. The MCP simply gives you another way to interact with your workspace, so you can ask questions, analyze performance, or make changes without jumping between tools.
Your question goes through the Influ2 MCP into your Influ2 workspace, and the answer comes back in the same chat. You stay in control: Marketing still owns the programs, and nothing changes or goes live without your approval.
AI tool vs. AI agent — these aren't the same thing
The two terms often get used interchangeably. Here's the actual difference:
AI tools
(like ChatGPT and Claude) are applications you can use to answer questions, generate content, analyze information, or complete straightforward requests. They can also support agentic capabilities when needed.
AI agents
are designed to work toward a goal with some autonomy—deciding what steps to take, using tools, taking actions, and adapting based on the results.
MCP works with both.
It provides the connection that allows AI tools or agents to access Influ2’s data and capabilities.
Summary: What your AI tool can do with Influ2’s MCP
See — signals and data
Do — always drafted first, applied only after you say go
The full audience for any ABM program: exactly which contacts are targeted, and why
Build a new ABM program: audience, journey, and follow-up actions
Creative and message performance, program by program
Update an existing program's targeting, journey, or messaging
Contact-level engagement, signals, and opportunity/meeting influence
Assign or archive creatives on a live journey
Workspace context: active programs, connected integrations, available signal types
Applying changes safely
For any prompt that changes or creates a program in your Influ2 workspace, your AI tool drafts the change. That draft sits paused until you review and approve it. Permissions carry over exactly from Influ2, so your AI tool never sees more than you already can.
Governance
Anything that changes a live program always creates a paused draft first. Nothing runs until you approve it.
Cost awareness
If a change would use any type of usage credit, your AI tool shows that cost before you confirm, not after.
Permissions
Workspace access sits alongside your existing Influ2 admin controls. Your AI tool only sees what your own login can see.
Beyond Influ2 MCP
Everything in this guide works with Influ2’s MCP. Connecting your AI tool to additional systems in your tech stack — your CRM (e.g. Salesforce, HubSpot), a sales engagement tool (e.g. Salesloft, Outreach), or others — can expand what's possible.
The Influ2
MCP
Promptbook
How to use Influ2 and your AI tool of choice to run your ABM program at the contact level.
Appendix: MCP 101
What is MCP, actually?
MCP stands for Model Context Protocol. It's an open standard that lets AI tools securely connect to external tools and data sources—like Influ2—so they can access information and, when supported, take actions on your behalf.
It's a connector, not a new tool to learn or a new tab to manage. Influ2 MCP means the AI tool you already use (Claude, for instance) can reach into your Influ2 workspace the same way it reaches into a search engine or your CRM.
The Influ2 MCP doesn't replace the Influ2 platform. Programs are still built and ads are still run the same way. The MCP simply gives you another way to interact with your workspace, so you can ask questions, analyze performance, or make changes without jumping between tools.
Your question goes through the Influ2 MCP into your Influ2 workspace, and the answer comes back in the same chat. You stay in control: Marketing still owns the programs, and nothing changes or goes live without your approval.
AI tool vs. AI agent — these aren't the same thing
The two terms often get used interchangeably. Here's the actual difference:
AI tools
(like ChatGPT and Claude) are applications you can use to answer questions, generate content, analyze information, or complete straightforward requests. They can also support agentic capabilities when needed.
AI agents
are designed to work toward a goal with some autonomy—deciding what steps to take, using tools, taking actions, and adapting based on the results.
MCP works with both.
It provides the connection that allows AI tools or agents to access Influ2’s data and capabilities.
Summary: What your AI tool can do with Influ2’s MCP
See — signals and data
Do — always drafted first, applied only after you say go
The full audience for any ABM program: exactly which contacts are targeted, and why
Build a new ABM program: audience, journey, and follow-up actions
Creative and message performance, program by program
Update an existing program's targeting, journey, or messaging
Contact-level engagement, signals, and opportunity/meeting influence
Assign or archive creatives on a live journey
Workspace context: active programs, connected integrations, available signal types
Applying changes safely
For any prompt that changes or creates a program in your Influ2 workspace, your AI tool drafts the change. That draft sits paused until you review and approve it. Permissions carry over exactly from Influ2, so your AI tool never sees more than you already can.
Governance
Anything that changes a live program always creates a paused draft first. Nothing runs until you approve it.
Cost awareness
If a change would use any type of usage credit, your AI tool shows that cost before you confirm, not after.
Permissions
Workspace access sits alongside your existing Influ2 admin controls. Your AI tool only sees what your own login can see.
Beyond Influ2 MCP
Everything in this guide works with Influ2’s MCP. Connecting your AI tool to additional systems in your tech stack — your CRM (e.g. Salesforce, HubSpot), a sales engagement tool (e.g. Salesloft, Outreach), or others — can expand what's possible.