The Warmly MCP Playbook: From Anonymous Traffic to Live Pipeline

95% of your site visitors are anonymous buyers you already paid for. Warmly de-anonymizes them, engages them with an AI agent, and keeps them in orbit via email, ads, and CRM — until they are ready to buy.

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The Problem

Ninety-five percent of the people visiting your website — you have no idea who they are, what they are looking for, or where they came from. Many of them are your buyers. Buyers you paid a lot of money to get there. And most of them bounce.

By the time they fill out a form, your competitor may have already called. The signal was there. You just could not see it.

But here is the question worth asking: what if you could keep every buyer who visited your website in your orbit? Not chase them down. Not blast them with generic sequences. Keep them in orbit — sending them actually useful content, LinkedIn ads that teach them how to be better at their jobs, newsletters that build trust — until they are ready to buy.

That is the game the best GTM teams are playing in 2026. They are not waiting for a form fill. They are building relationships with buyers who are already on their site, already showing intent, already circling. Warmly is how you see them, engage them, and keep them coming back.

The Play

Step 1: De-anonymize who is visiting your site

Add the Warmly script to your site. From that point on, Warmly identifies who is visiting — enriched with their latest business email, LinkedIn URL, company, title, and everything that happened during the visit: pages viewed, time on page, and full conversation logs from the AI autopilot agent if they engaged.

  • Start with 250 free credits/month — enough to identify your first 125 visitors
  • Visitor data is available instantly via the Warmly app, API, webhook, or MCP

Step 2: Connect Warmly to Claude

In Claude, go to Connectors and add a custom connector. Enter "Warmly" as the name and paste the MCP endpoint:

  • https://opps-api.getwarmly.com/api/mcp
Claude Add custom connector dialog with Warmly name and MCP URL filled in
Add Warmly as a custom connector in Claude — name it, paste the endpoint, click Add.

Once connected, Claude shows Warmly Production in your connector list with four tools ready to use.

Claude Connectors panel showing Warmly Production connected with get_credits_remaining, list_third_party_signals, list_warm_accounts, list_warm_visitors
Warmly Production connected — four tools available: list_warm_visitors, list_warm_accounts, list_third_party_signals, and get_credits_remaining.

Step 3: Ask Claude who is in your orbit

Start with a broad prompt to get the full picture for the week, then drill in:

  • "Give me a summary of this week's visitors — highlight high-intent signals, ICP fits, and the most engaged accounts."
  • "Which accounts have had 3 or more visits this month?"
  • "How many credits do I have left?"
Claude returning a full weekly visitor summary: 1,193 total visitors, high-intent signals, ICP fits, most engaged accounts
One prompt gets you a full week of site intelligence — high-intent signals, ICP fits, and most engaged accounts surfaced automatically.

Play 1: Filter by ICP and prioritize outreach

Once you have the full list, ask Claude to filter it down to only the accounts worth acting on:

  • "List only the ones that fit my ICP criteria."
  • "For the top 10 accounts, draft a personalized first-touch email for each. Reference the specific pages they visited. Write it in a direct, non-salesy tone from the CRO."

Claude filters by firmographic fit and writes outreach personalized to what each person actually did on your site — no manual lookup required.

Claude filtering the visitor list to only show ICP fits — 7 visitors flagged with name, email, company, firmographics, and session count
Claude filters your full visitor list down to ICP fits — name, email, company, firmographics, and sessions, ready for outreach.

Play 2: Keep bounced buyers in orbit with automatic nurture workflows

When a buyer visits and leaves without converting, trigger automatic workflows to keep them coming back:

  • Add them to email nurture sequences with content relevant to what they viewed
  • Sync to LinkedIn Ads and Meta Ads matched audiences so your retargeting reaches real intent, not lookalikes
  • Push via webhook to any tool in your stack
  • Prompt Claude: "Take everyone who visited the pricing page this week but did not book a demo. Add them to my LinkedIn matched audience and my Instantly nurture campaign."

This is how buyers who showed up once keep coming back. You are not chasing them — you are staying useful until they are ready.

Play 3: One-click integration with your full tech stack

Connect Warmly to the tools your team already uses — no engineering required:

  • CRM: HubSpot, Salesforce — identified visitors flow in as leads with intent notes attached
  • Sales engagement: Outreach, SalesLoft — add warm accounts directly to sequences
  • Ads: LinkedIn, Meta — sync warm audiences automatically
  • Custom: API, webhook, or MCP for Claude, Claude Code, or your own app built on top of the data

Play 4: Let the AI autopilot agent engage buyers live

When a buyer hits your site, Warmly's AI autopilot agent engages them in real time. It is trained on your knowledge base, routing ICP, and buyer persona. It can:

  • Understand intent from the conversation and generate slides or render videos tailored to what the visitor is asking
  • Qualify leads before allowing a visitor to book a demo
  • Self-optimize — learning from every conversation to improve over time

The Result

95% of your site traffic is no longer invisible. The leads were already there. Warmly makes them visible, enriched, and actionable — in real time, across every channel your team already uses.

Conversion rates climb from 2% to 8-10% when outreach is triggered by real intent signals and personalized to what each visitor actually did on your site. Timing and relevance are the whole game.

TeamWeave saw 8x pipeline growth after connecting Warmly's intent data to their outreach motion. The difference was not more activity — it was acting on the right signal at the right time with the right message.

The deeper result is the flywheel. Every buyer you identify and keep in orbit with useful content, relevant ads, and well-timed outreach is a relationship you are building before they are ready to buy. The companies winning in 2026 are not just converting the 5% who fill out forms. They are building trust with the 95% who did not — and staying in orbit until they do.

Try Warmly for free today. 250 credits per month, no credit card required.

Questions?

Schedule a demo with our team to see our playbooks in action. Or, view more of our plays here.

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