PERSANA MCP
Turn Conversations into Conversions with Persana MCP
Automate actions across your stack—natively, securely, and intelligently.
Hey David!
Here is your Custom project & schedule
On going project :
Customer Support Chatbot
90% Finsihed
Schedule
Mo
Tu
We
Th
Fr
Sa
Su
Discovery call
10:00 am to 10:30 am
Custom automation
06:00 pm to 06:30 pm
Hey David!
Here is your Custom project & schedule
On going project :
Customer Support Chatbot
90% Finsihed
Schedule
Mo
Tu
We
Th
Fr
Sa
Su
Discovery call
10:00 am to 10:30 am
Custom automation
06:00 pm to 06:30 pm
Hey David!
Here is your Custom project & schedule
On going project :
Customer Support Chatbot
90% Finsihed
Schedule
Mo
Tu
We
Th
Fr
Sa
Su
Discovery call
10:00 am to 10:30 am
Custom automation
06:00 pm to 06:30 pm
All Tasks
Waiting for approval
Payroll management
Due on 2nd july
Employee Tracking
2 days ago
Social media post
Cancelled by user
Lead list
70% prepared
Payment reminder
sent to selected clients
All Tasks
Waiting for approval
Payroll management
Due on 2nd july
Employee Tracking
2 days ago
Social media post
Cancelled by user
Lead list
70% prepared
Payment reminder
sent to selected clients
All Tasks
Waiting for approval
Payroll management
Due on 2nd july
Employee Tracking
2 days ago
Social media post
Cancelled by user
Lead list
70% prepared
Payment reminder
sent to selected clients
Your AI agents already find leads, enrich profiles, qualify accounts, and uncover contact info.
Your AI agents already find leads, enrich profiles, qualify accounts, and uncover contact info.
Now, with Persana MCP (Model Context Protocol), they can go even further—triggering real actions inside your CRM, project management tools, communication platforms, and more.
No workarounds. No coding. Just real business outcomes—on autopilot.
Now, with Persana MCP (Model Context Protocol), they can go even further—triggering real actions inside your CRM, project management tools, communication platforms, and more.
No workarounds. No coding. Just real business outcomes—on autopilot.
INTRODUCTION
INTRODUCTION
INTRODUCTION
What is Persana MCP?
Persana MCP is a native protocol that connects your AI agents to your apps, enabling them to take direct, secure, and contextual actions across 30,000+ tools.
Instead of telling you what to do, your agent simply does it:
New Task
Assign leads
Start by creating your table. Add leads, sort them into lists or sequences, and assign due dates.
Update the CRM
Integrate your favorite apps and services to build a powerful, connected workflow.
Sync Calendar
Send meeting details
Schedule meetings
Set meetings with leads, add members, share updates, and track progress—all in real time.
CAPABILITIES
CAPABILITIES
CAPABILITIES
What Can Persana MCP Do?
Here’s what becomes possible when your AI agent is plugged into your stack with Persana MCP:
Update Your CRM in Real-Time
“Log a new deal for Greenbyte Inc in HubSpot, value $45k, stage: Discovery.”
Update Your CRM in Real-Time
“Log a new deal for Greenbyte Inc in HubSpot, value $45k, stage: Discovery.”
Update Your CRM in Real-Time
“Log a new deal for Greenbyte Inc in HubSpot, value $45k, stage: Discovery.”
Automate Multi-Step Workflows
“When a company checks our pricing page and is SMB, launch outbound.”
Plug-and-play
NEW
Business insights
Decisioning engine
Unified system
Compliance signals
Traceable data
Traceable data
Compliance signals
Unified system
Decisioning engine
NEW
Business insights
Plug-and-play
NEW
Business insights
Compliance signals
Decisioning engine
Unified system
Traceable data
Plug-and-play
Compliance signals
NEW
Business insights
Unified system
Decisioning engine
Traceable data
Plug-and-play
Unified system
Decisioning engine
Compliance signals
Decisioning engine
Traceable data
Plug-and-play
Automate Multi-Step Workflows
“When a company checks our pricing page and is SMB, launch outbound.”
Plug-and-play
NEW
Business insights
Decisioning engine
Unified system
Compliance signals
Traceable data
Traceable data
Compliance signals
Unified system
Decisioning engine
NEW
Business insights
Plug-and-play
NEW
Business insights
Compliance signals
Decisioning engine
Unified system
Traceable data
Plug-and-play
Compliance signals
NEW
Business insights
Unified system
Decisioning engine
Traceable data
Plug-and-play
Unified system
Decisioning engine
Compliance signals
Decisioning engine
Traceable data
Plug-and-play
Automate Multi-Step Workflows
“When a company checks our pricing page and is SMB, launch outbound.”
Plug-and-play
NEW
Business insights
Decisioning engine
Unified system
Compliance signals
Traceable data
Traceable data
Compliance signals
Unified system
Decisioning engine
NEW
Business insights
Plug-and-play
NEW
Business insights
Compliance signals
Decisioning engine
Unified system
Traceable data
Plug-and-play
Compliance signals
NEW
Business insights
Unified system
Decisioning engine
Traceable data
Plug-and-play
Unified system
Decisioning engine
Compliance signals
Decisioning engine
Traceable data
Plug-and-play
Enrich Profiles Automatically
“Enrich these leads with role, seniority, contact email, phone number, and company tech stack.”
All Tasks
Waiting for approval
Payroll management
Due on 2nd july
Employee Tracking
2 days ago
Social media post
Cancelled by user
Lead list
70% prepared
Payment reminder
sent to selected clients
Enrich Profiles Automatically
“Enrich these leads with role, seniority, contact email, phone number, and company tech stack.”
All Tasks
Waiting for approval
Payroll management
Due on 2nd july
Employee Tracking
2 days ago
Social media post
Cancelled by user
Lead list
70% prepared
Payment reminder
sent to selected clients
Enrich Profiles Automatically
“Enrich these leads with role, seniority, contact email, phone number, and company tech stack.”
All Tasks
Waiting for approval
Payroll management
Due on 2nd july
Employee Tracking
2 days ago
Social media post
Cancelled by user
Lead list
70% prepared
Payment reminder
sent to selected clients
Find & Qualify Leads
“Find SaaS companies in hiring mode, Series A–C, using Snowflake, and based in North America.”
Find & Qualify Leads
“Find SaaS companies in hiring mode, Series A–C, using Snowflake, and based in North America.”
Find & Qualify Leads
“Find SaaS companies in hiring mode, Series A–C, using Snowflake, and based in North America.”
Send Messages & Notify Your Team
“Notify the AE via Slack and create a calendar event for the intro call.”
Send Messages & Notify Your Team
“Notify the AE via Slack and create a calendar event for the intro call.”
Send Messages & Notify Your Team
“Notify the AE via Slack and create a calendar event for the intro call.”
TESTIMONIALS
TESTIMONIALS
TESTIMONIALS
What Results Can I Expect?
Competitive Differentiator
"Persana’s scope is a competitive differentiator. I felt like I was buying an AI copilot, website tracking tool, social tracking tool, and job-change tracking tool all at the same time."
Imad Badreddine
Founder, Alpaca Leads
A Pleasure to Work With!
"The path to value is a lot faster with Persana. We were up and running in a week. So much of what Persana offers comes right out of the box."
Bryant Lee
CEO, Vaero
Unified Touchpoints
“Persana unifies every customer touchpoint—from repo activity to product usage to engagement on user forums and social."
Matthieu Reijers
Go-to-Market specialist, MTTRS
Visibility into Buying Signals
"Persana gives us visibility into buyings signals to identify warm prospects and gain insights into accounts sales reps couldn’t see before."
Maddie Bell
Co-founder, Scheduler AI
Outstanding Collaboration!
“Once our reps got their hands on Persana, the response was unanimous: ‘Buy it, please.’ We sourced pipeline right away running plays.
G2 Reviewer
Competitive Differentiator
"Persana’s scope is a competitive differentiator. I felt like I was buying an AI copilot, website tracking tool, social tracking tool, and job-change tracking tool all at the same time."
Imad Badreddine
Founder, Alpaca Leads
A Pleasure to Work With!
"The path to value is a lot faster with Persana. We were up and running in a week. So much of what Persana offers comes right out of the box."
Bryant Lee
CEO, Vaero
Unified Touchpoints
“Persana unifies every customer touchpoint—from repo activity to product usage to engagement on user forums and social."
Matthieu Reijers
Go-to-Market specialist, MTTRS
Visibility into Buying Signals
"Persana gives us visibility into buyings signals to identify warm prospects and gain insights into accounts sales reps couldn’t see before."
Maddie Bell
Co-founder, Scheduler AI
Outstanding Collaboration!
“Once our reps got their hands on Persana, the response was unanimous: ‘Buy it, please.’ We sourced pipeline right away running plays.
G2 Reviewer
