Review an Apollo prospect list
Connect Apollo with search and read scopes and prepare a weekly ranking of good-fit accounts and the contacts behind them.
The Apollo prospect list review template reviews people and organization
searches, contacts, and opportunities against your ideal customer profile,
ranks the accounts most worth outreach this week, notes contacts without a
verified role or recent activity, and cites the Apollo record behind each
recommendation. It follows the cold-email marketing skill's list
discipline: a smaller list that fits beats a bigger one that does not, and
the routine never sends, sequences, or enrolls anyone.
Enable and connect Apollo
An operator must enable MANAGED_MCP_APOLLO_ENABLED. Apollo's server
advertises dynamic client registration, so no static client is needed; connect
the Apollo card and authorize with your own Apollo login. Work on Repeat
requests only read_user_profile, mixed_people_api_search,
organizations_search, contacts_search, contact_read,
opportunities_list, and opportunity_read — no sequence, enrichment, or
email scope — so the connection cannot enroll, export, or message anyone.
Access and rate limits follow your Apollo seat and plan.
Set the variable
| Key | Example | Why it is a variable |
|---|---|---|
idealCustomerProfile | B2B SaaS, 50-500 employees, North America, RevOps leaders | The industries, sizes, regions, and roles that define a good fit change per segment; the review does not. |
Reference it in the instructions as {{idealCustomerProfile}}.
Current beta boundary
Apollo is connection-only until exact authenticated tool schemas are captured and reviewed, so the packaged routine ships as a preview. After review, the first manifest should stay read-only: people and organization search, contact reads, and opportunity reads. Contact creation, enrichment, and sequence enrollment are mutations and must remain blocked or approval-gated.
Recovery and limits
If authorization expires or is revoked, the connection moves to
reauthorization_required; reconnect the same card to update it in place.
Apollo searches are paginated and rate-limited per account, so keep the
profile specific and review one segment per routine.