Once the CTD MCP server is connected to your AI client, you interact with your network in plain language — no commands to memorize and no tools to name. Start with the quick lookups below, then explore the workflow playbooks for multi-step firm-wide tasks.

Requires: CTD MCP connected to your AI client. See Setting up the CTD MCP server if you haven't done this yet.

Quick lookups

Short prompts for everyday path-finding — one target at a time:

  • “Who do we know at Stripe?”
  • “What's the warmest path to the VP of Engineering at Datadog?”
  • “Find me an intro to someone on the buying committee at Acme.”
  • “Who in our network can introduce us to this founder?”

Firm-wide workflow playbooks

These prompts are built for investment teams, RevOps, and company-wide network activation. Swap bracketed placeholders — [target], [portfolio co], [company] — for your real names and domains.

Sourcing

  • “Find warm paths to the CEOs of these 40 companies”
  • “Which vertical-SaaS founders can we reach via 2+ strong paths?”
  • “Verify these domains, then pull C-suite LinkedIn profiles”
  • “Who used to work at [target] that someone on our team knows?”
  • “Prep me for [company]: paths, news, key people, best ask”

Diligence & relationships

  • “Who on our team has the strongest relationship with [person]?”
  • “Which execs at [company] are reachable — and through whom?”
  • “Find former [target] employees for reference calls”
  • “Track job changes across our CTO watchlist this quarter”
  • “Draft an intro request to [connector] for [target CEO]”

Portfolio value creation

  • “Find CRO candidates for [portfolio co] in our network”
  • “Which buyers on this conference list can we reach warm?”
  • “Who can intro [portfolio CEO] to [strategic partner]?”
  • “Map paths to customers of [portfolio co]’s competitors”
  • “Build a warm-intro pipeline for [portfolio co]’s sales team”

Ops & CRM

  • “Enrich these Salesforce accounts with best connector + warmth”
  • “Cross-reference this attendee list with our combined network”
  • “Export C-suite for these 30 domains to a spreadsheet”
  • “Which contacts joined PE-backed companies this month?”
  • “Summarize this week’s network updates across the team”

For a single account in one shot, use the company research skill (/ctd-company-research [domain]) instead of stitching prompts together manually.

CRM-connected prompts

When Salesforce or HubSpot is connected, CTD can reason over your accounts and pipeline:

  • “Which of my target accounts have a warm path in?”
  • “Show me paths to accounts I own.”
  • “Find open opportunities where we have a strong path to the CTO but no intro has been requested.”
  • “Which deals last quarter had warm paths that were never activated?”

Recruiting

  • “Who do we know who worked at OpenAI as an engineer?”
  • “Find warm paths to senior designers in San Francisco.”
  • “Who could refer this candidate?”

Drafting intros and ghost emails

Once you've found a path, ask your assistant to draft the outreach in the same thread:

Find the best path from our team to [target person] at [company].
Draft a ghost email to [connector name] asking them to make the intro.
The reason I want to connect: [your reason — keep it specific and valuable to the target].
  • “Write a ghost email for our CEO to send.”
  • “Make the email shorter and more casual.”
  • “Share the ghost email draft for approval.”
  • “List my pending ghost emails.”

Full workflow: Ghost email via MCP.

Tip: CTD answers from your live network, so results stay current as relationships change. It only returns what your account can already see. See What you can do with CTD + AI for the full capability list.