MCP Connector Documentation
Sales intelligence for Claude. Search millions of companies, run AI research, find decision-maker contacts, and enrich contact data with email and phone -- all with interactive UIs rendered directly in your conversation.
Features
Company Database Search
Search millions of companies by industry, location, size, founding year, and semantic queries
AI Company Research
Run structured research templates to analyze competitive landscape, tech stack, market position, and buying signals
Contact Discovery
Find decision-makers by role (CEO, VP of Sales, CTO, etc.) with email and LinkedIn profiles
Contact Enrichment
Find email, phone, LinkedIn, and X using instant database lookup or AI-powered deep search
Cold Outreach & Warm Leads
Manage your sales pipeline with signal scanning, engagement recommendations, activity logging, and deal tracking
Interactive Dashboards
View company profiles, browse lookup results, track research, review contacts, and manage leads in rich UIs inside Claude
Signal Monitoring
Discover and monitor company web pages, social profiles, career pages, and key contacts' accounts
Account Dashboard
Check plan limits, remaining quota, and account stats at any time
Setup
In Claude, go to Settings > Connectors and add Data Surfer, or click "Add custom connector" and enter https://mcp.data-surfer.com
You will be redirected to Data Surfer to authorize the connection
Log into your Data Surfer account (or create a free account)
Click "Authorize" to grant Claude access to your Data Surfer data
MCP Server URL
https://mcp.data-surfer.comAuthentication
This connector uses OAuth 2.0 with PKCE for secure authentication. Your Data Surfer API key is encrypted at rest using AES-256 and only used to make API calls on your behalf. OAuth tokens are stored as SHA-256 hashes. You can revoke access at any time from your Data Surfer account settings.
No passwords are stored by the connector. No conversation content is stored or logged.
Read-Only Tools
These tools read data from your Data Surfer account without making changes.
| Tool | Description |
|---|---|
list-companies | Search and list your saved companies with filtering and sorting |
get-company | View detailed company profile with enrichment data (interactive UI) |
list-contacts | Search and list your contacts |
get-contact | View detailed contact profile |
list-company-fields | Get custom field definitions for companies |
list-contact-fields | Get custom field definitions for contacts |
list-company-tags | Get all company tags with counts |
list-contact-tags | Get all contact tags with counts |
list-research-templates | List available AI research templates |
get-research-template | View research template details |
get-research-status | Check research progress and view results (interactive dashboard) |
get-contact-search-status | Check contact search results (interactive contact cards) |
get-deep-search-status | Check deep company search results |
get-enrichment-status | Check contact enrichment progress and results |
get-dashboard-stats | Get account overview: company/contact counts, plan limits, remaining quota |
list-outreach-leads | List cold outreach or warm leads with pagination and status filter |
get-outreach-lead | Get full lead details with interactive outreach dashboard |
get-signal-scan-status | Check signal scan progress |
get-recommendations | Get AI-generated engagement recommendations |
Write Operations
These tools create, update, or delete data. Some consume plan limits.
| Tool | Description | Plan Limits |
|---|---|---|
lookup-companies | Search the company database (interactive results table) | 1 instant lookup |
create-company | Add a company to your list | 1 company capacity |
update-company | Update a company's details | -- |
delete-company | Remove a company from your list | -- |
create-contact | Add a contact manually | 1 contact capacity |
update-contact | Update a contact's details | -- |
delete-contact | Remove a contact from your list | -- |
run-research | Start AI research on companies | 1 enrichment per company |
search-contacts | Start contact discovery at a company | 1 deep search |
add-contacts-from-search | Save discovered contacts | 1 contact capacity each |
deep-search-companies | AI web search for companies | 1 deep search |
enrich-contacts | Find email/phone/LinkedIn/X for saved contacts | 1 instant lookup (quick) or 1 deep search per contact (deep) |
create-company-tag | Create a new tag for organizing companies | -- |
update-company-tag | Rename or recolor a company tag | -- |
delete-company-tag | Delete a company tag (does not delete companies) | -- |
tag-companies | Add a tag to one or more companies | -- |
untag-companies | Remove a tag from one or more companies | -- |
create-contact-tag | Create a new tag for organizing contacts | -- |
update-contact-tag | Rename or recolor a contact tag | -- |
delete-contact-tag | Delete a contact tag (does not delete contacts) | -- |
tag-contacts | Add a tag to one or more contacts | -- |
untag-contacts | Remove a tag from one or more contacts | -- |
add-to-outreach | Add saved companies to cold outreach or warm leads pipeline | -- |
remove-from-outreach | Remove leads from outreach pipeline | -- |
change-lead-status | Move a lead between cold and warm status | -- |
start-signal-scan | Start AI signal discovery scan for monitoring sources | 1 site signal slot |
update-signal-selection | Enable or disable specific monitoring sources | -- |
generate-recommendations | Trigger AI recommendation generation | -- |
complete-recommendation | Mark a recommendation as completed | -- |
dismiss-recommendation | Dismiss a recommendation | -- |
log-outreach-activity | Log a sales/engagement activity (AI auto-detects type) | -- |
add-lead-note | Add a note to a lead | -- |
update-lead-deal | Update deal value or mark as won (warm leads) | -- |
add-lead-competitor | Add a competitor to monitor | -- |
scan-lead-competitor | Start competitor page scan | -- |
Example Prompts
Just describe what you need in plain English. Claude picks the right tools automatically.
Company Prospecting
"Find me 15 B2B SaaS companies in the healthcare industry with 50-200 employees in the United States"
Data Surfer searches its company database and displays results in an interactive table. You can filter by industry, location, and size, then select and save companies to your list.
AI Company Research
"List my research templates, then run the Competitive Analysis template on my companies tagged 'Q1 Prospects'"
Data Surfer lists your research templates, filters your companies by tag, and starts the AI research job. An interactive dashboard shows live progress and expandable findings for each company.
Contact Discovery
"Find the VP of Sales and CTO at Acme Corp, then add them to my contacts"
Data Surfer searches for contacts by role at the specified company. An interactive view shows contact cards with name, title, email, LinkedIn profile, and confidence scores. Select contacts and add them to your permanent list.
Contact Enrichment
"Find email addresses and LinkedIn URLs for all my contacts at Acme Corp"
Data Surfer enriches your saved contacts with email, phone, LinkedIn, and X data using instant database lookup or deep AI-powered web search. Results show which fields were found for each contact.
Full Pipeline
"Find 20 fintech companies in NYC, research them, find the VP of Sales at each, and get their email addresses"
This uses the complete pipeline: lookup-companies, run-research, search-contacts, add-contacts-from-search, enrich-contacts, and get-enrichment-status.
Organize with Tags
"Tag all my healthcare companies as 'Healthcare Q1', then run the Competitive Analysis template on all companies with that tag"
Create tags, assign them to companies or contacts in bulk, then use tag-based filtering for batch research or outreach operations.
Check Quota
"How many company enrichments do I have left? Then research all my unresearched companies"
Use get-dashboard-stats to check remaining plan limits before starting batch operations.
Cold Outreach Workflow
"Add Acme Corp to cold outreach and scan for monitoring signals"
Data Surfer adds the company to your outreach pipeline and runs an AI signal scan to discover their blog, social profiles, career pages, and key contacts' social accounts. Each source is scored 1-10 for monitoring value. Enable the top-scored sources and generate engagement recommendations.
Warm Lead Management
"Show me my warm leads and log that I had a call with NJ Intelligence's CTO today"
Data Surfer lists your warm leads with an interactive dashboard showing warming score progress, monitoring sources, contacts, and recent activities. Activity logging uses AI to auto-detect the type (call, email, LinkedIn message, etc.) and awards bonus points toward the warming score.
Plan Limits
Data Surfer usage is governed by your plan limits. Each operation consumes from your allocation:
Use get-dashboard-stats to check your remaining limits at any time. When limits are exhausted, operations will return an error with upgrade instructions.
Privacy & Security
OAuth 2.0 with PKCE
Industry-standard authentication. No passwords stored.
Encrypted at rest
API keys encrypted with AES-256. Tokens stored as SHA-256 hashes.
Explicit access only
Only accesses data you explicitly request through tool calls.
Revoke any time
Disconnect instantly from your Data Surfer account settings.
No conversation content is stored or logged. Read our full privacy policy.
Support
Need help? Reach out at hello@data-surfer.com.
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