Playbooks

Sendoso + 6sense: ABM Marketer MCP Playbook

When Sendoso and 6sense are connected to the same assistant session, 6sense shows which accounts are moving and who to reach. Sendoso finds a gift that fits the person, shows the exact price, and queues the send for your approval.

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Overview

Buyers have learned to tune out most of what reaches them on a screen. Inboxes are full, ad costs keep climbing, and every vendor sends the same templated outreach. A real object at their door with their name on it and a note that proves someone paid attention still breaks through. That is why 82% of revenue teams plan to maintain or increase their gifting budget, according to Sendoso's 2026 Digital Fatigue Report.

AI assistants now handle research, drafting, and planning in one place. The gap is the last step. An assistant can spot a surging account and write the right note, but it cannot put anything in someone's hands. For an ABM marketer, that gap shows up every week. 6sense flags an account, but reps' emails are lost in crowded inboxes, regardless of intent.

When Sendoso and 6sense are connected to the same assistant session, that loop closes. 6sense shows which accounts are moving and who to reach. Sendoso finds a gift that fits the person, shows the exact price, and is queued to send. Afterward you can ask how those sends performed, in the same conversation.

Why This Matters for ABM Marketers

  • 6QA trend analysis (6sense) with execute_send (Sendoso) finds newly qualified accounts that nobody has followed up with, then gets a physical touch out while the account is still active. This is the pipeline question. The play happens the same week the account moves, not next quarter.
  • Sales account and people insights (6sense) with enrich_profile (Sendoso) names the right contacts at each account and confirms title and seniority before a gift is chosen. This gives time back. You skip the tab-hopping between your ABM platform, LinkedIn, and a catalog.
  • marketplace_product_search matches a gift to the person by interest or theme, inside a price cap you set. This addresses the fear of an off-tone gift landing on an executive, and it keeps high-touch plays inside budget.
  • query_analytics_table (Sendoso) with Ad campaign performance and Account filtering (6sense) lines up which accounts received a send against how they moved by buying stage. This answers the proof question in a form you can bring to a QBR.

MCP Tools Reference

Sendoso MCP Tools

ToolWhat it doesWhen an ABM marketer uses it
enrich_profileTurns an email into name, title, seniority, company, industry, and location.Confirms the contact is the right level before a gift is chosen.
salesforce_search_profileReturns the Salesforce contact record and recent logged activity.Checks the last touch before adding a send.
salesforce_account_detailsReturns contracts, open opportunities, and contacts for an account.Targets a 1:few play and skips accounts already deep in a deal.
salesforce_notesReturns notes and activity history for a contact or account.Pulls context from AE and CSM notes for the note card.
call_transcriptsReturns excerpts from Gong calls with the recipient, focused on personal interests such as hobbies, sports, food, and travel.Finds a personal detail the gift can reflect.
marketplace_product_searchSearches by theme (semantic) or brand (text), with price, product type, and ship-to country filters.Finds a gift that fits the person within budget.
get_product_detailsReturns variants, estimated pricing, note card support, and ship-to countries.Confirms the variant and country before building the send preview.
execute_sendStep 1 returns a preview with exact price and a confirmation token. Step 2 passes only the token to send. Supports address options and scheduling.Sends the gift with a note after you approve the preview.
cancel_sendCancels sends that have not yet shipped or been delivered. Balance is refunded.Stops a send if the contact replies or the record was wrong.
query_analytics_tableRuns ClickHouse SQL against your send history. Results are scoped to your organization.Reports engagement by campaign, gift type, and recipient company.
get_workflow_guideLoads step-by-step patterns for sending and analytics.Loaded at the start of any multi-step send or analytics task.

The Salesforce and Gong tools need those integrations connected. If they are not, they return a not-connected message, and enrich_profile and pdl_search_profile cover the recipient research.

6sense MCP Capabilities

6sense does not publish individual tool names. The assistant selects tools automatically, so these are listed as 6sense documents them.

CapabilityWhat it doesWhen an ABM marketer uses itAvailability
Account insightsAnswers questions about an account's activity, engagement, and buying signals.Briefs you before a play.Revenue Marketing
6QA trend analysisTracks 6QA volume and finds accounts without follow-up.Builds the account list for a send.Revenue Marketing
Account filtering and segment discoveryExplores segment membership and filters accounts by stage and behavior.Finds Decision-stage ICP accounts that visited pricing.Revenue Marketing
Website activityShows which accounts visited, which pages, and how they engaged.Times a send to a pricing-page visit.Revenue Marketing, account level
Sales account and people insightsReturns account summaries, people at an account, recent news, and engagement for known contacts.Picks who receives the gift.Requires Sales Intelligence access
Ad campaign performanceShows impressions, engagement, and results by predictive buying stage.Compares ad pressure with where sends landed.Revenue Marketing

6sense access follows your license, your role, and per-user authorization. All 6sense operations are read-only. Contact-level activity is limited to known CRM records. Contact unlock uses Sales Intelligence credits and is not used in these scenarios. 6sense's own setup guide notes that access is governed by beta enrollment and organization settings, so confirm yours before you start.

Scenario 1: Gift the new 6QA accounts nobody has contacted

Setup: Several tier-1 accounts just became 6QA and sales has not engaged them. You want one physical touch out while the account is still active, but not to accounts that are already deep in an open deal.

How the MCP helps:

  1. 6sense: pulls accounts that became 6QA in the last [NUMBER] days with no follow-up.
  2. 6sense: returns the key people at each account and recent engagement for known contacts.
  3. Sendoso: runs salesforce_account_details to check open opportunities, so you can drop accounts that are already mid-deal.
  4. Sendoso: runs enrich_profile to confirm title and seniority for the chosen contact.
  5. Sendoso: runs marketplace_product_search under your budget, then get_product_details to confirm the variant ships to the recipient's country.
  6. Sendoso: runs execute_send step 1 to produce a preview and confirmation token. You review it. Step 2 passes only the token and sends.

Example prompt:

Using 6sense, list accounts in [SEGMENT OR ICP LIST] that became 6QA in the last [NUMBER] days and have no sales follow-up. For each account, name the top [NUMBER] contacts with title. Then use Sendoso to check Salesforce for open opportunities at [OPPORTUNITY STAGE] or later and drop those accounts. For [CONTACT NAME] at [ACCOUNT NAME], enrich the profile and suggest one gift under [BUDGET] that fits their role and [YOUR GOAL OR CONTEXT]. Draft a [NUMBER]-sentence note. Before sending, show me the proposed gift and message for each contact so I can confirm before you execute.

Expected output:

A table of accounts with 6QA date, contacts, and open opportunity status. Accounts with late-stage opportunities are flagged and removed. For each remaining contact, the assistant proposes a gift with price and a draft note, then holds at the preview. Nothing sends until you confirm. Real money moves when the confirmation token is passed. cancel_send works only on sends that have not yet shipped or been delivered.

Scenario 2: Time a gift to a pricing-page visit from a Decision-stage account

Setup: An account in the Decision stage just spent time on your pricing page. The champion has not replied to sales. You want a gift to arrive before the next scheduled call, and it has to reflect what your team already knows about the person.

How the MCP helps:

  1. 6sense: finds accounts in your ICP at the Decision stage that visited [PAGE] in the last [NUMBER] days.
  2. 6sense: lists known contacts at the account with recent engagement activity.
  3. Sendoso: runs salesforce_search_profile for the contact's last logged activity and salesforce_notes for context from AE and CSM notes.
  4. Sendoso: runs call_transcripts for personal interests the contact has mentioned, then marketplace_product_search with semantic search on that interest, within [BUDGET].
  5. Sendoso: runs execute_send step 1 with send_at set so the gift arrives before [DATE OR EVENT], using smart delivery or an address confirmation email so you do not need to ask for an address. You review the preview, then step 2 sends.

Example prompt:

Using 6sense, show accounts in [SEGMENT OR ICP LIST] at [BUYING STAGE] that visited [PAGE] in the last [NUMBER] days. For [ACCOUNT NAME], list known contacts with recent engagement. Then use Sendoso to pull the Salesforce record and notes for [CONTACT NAME] and find a gift under [BUDGET] that fits [YOUR GOAL OR CONTEXT]. Schedule it to arrive before [DATE OR EVENT] and use [ADDRESS OPTION: smart delivery or address confirmation email]. Before sending, show me the proposed gift, message, price, and delivery date so I can confirm before you execute.

Expected output:

A short account brief from 6sense with the pages viewed and the engaged contacts. A Salesforce summary with the last logged activity and any personal context from notes. One recommended gift with variant, price, and ship-to confirmation, a draft note, the scheduled arrival date, and the address method. The assistant stops at the preview and waits for your approval.

Scenario 3: Compare gifted accounts with buying stage movement before the QBR

Setup: Your QBR is coming and leadership will ask whether the sends moved anything. You also want to find Decision-stage accounts that never received a send, so the next round goes where it can matter.

How the MCP helps:

  1. Sendoso: loads get_workflow_guide for analytics, then runs query_analytics_table for sends over [DATE RANGE] by recipient_company, campaign_name, status_group, and the engaged flag.
  2. 6sense: returns the current buying stage and 6QA status for those accounts.
  3. 6sense: lists accounts in [SEGMENT OR ICP LIST] at [BUYING STAGE] and returns their ad campaign performance.
  4. Assistant: compares the two groups by company name and flags Decision-stage accounts with no send.
  5. Sendoso: runs marketplace_product_search and execute_send step 1 for the top [NUMBER] unsent accounts. You review each preview before any send executes.

Example prompt:

Using Sendoso, query sends from [DATE RANGE] by recipient company, campaign, and engaged status. Then use 6sense to show the current buying stage and 6QA status for those accounts, and list [SEGMENT OR ICP LIST] accounts at [BUYING STAGE] that received no send. Compare the two groups and summarize what you see. For the top [NUMBER] unsent accounts, propose one gift under [BUDGET] and a short note that fits [YOUR GOAL OR CONTEXT]. Before sending, show me the proposed gift and message for each contact so I can confirm before you execute.

Expected output:

Spend, send volume, and engaged rate by campaign. A side-by-side of buying stage for accounts that received a send and accounts that did not. Accounts are matched by company name across the two systems, so check the matches before you draw conclusions. The comparison shows association, not cause. After that, proposed gifts for the unsent accounts, held at the preview for your approval.

Getting Started

  1. Confirm eligibility. Sendoso needs an eligible plan (Starter, Core, Advanced, or Enterprise), admin enablement, and each user connecting their own Sendoso seat. 6sense needs your organization on the Revenue Marketing platform, with Sales Intelligence access for the people scenarios. Each user authorizes 6sense individually.
  2. Connect Sendoso. Have your Sendoso admin enable the connection, then connect Sendoso to your AI assistant through the secure sign-in. Sendoso setup details.
  3. Connect 6sense. In Claude, go to Settings, then Connectors, then Browse, search for 6sense, select Connect, sign in, and select Allow access. Other assistants follow a similar flow. 6sense setup guides.
  4. Check both connections in one session. Ask: "Using 6sense, what is the current buying stage and top intent keywords for [ACCOUNT NAME]?" Then ask the assistant to use Sendoso to confirm which user and team you are signed in as.
  5. Run Scenario 1. Ask the assistant to load the Sendoso sending workflow guide first, then paste the prompt. Review every proposed gift and message before you confirm.

Sendoso's MCP is generally available on eligible plans. Your team can start with one account list this week.

More Use Cases

Each of these runs the same way as the scenarios above. 6sense shows who is active, Sendoso finds and sends the gift, and every send stops at a preview for your approval.

For ABM and marketing teams

  • Event invitations: 6sense finds the target accounts in a segment, and Sendoso sends a pre-event gift to the contacts you want in the room.
  • Ad-engaged accounts: 6sense shows which accounts are engaging with your display campaigns by buying stage, and Sendoso adds a physical touch for the ones sales has not contacted.
  • Rising topics: 6sense shows which keywords are gaining intent, and Sendoso sends a themed gift to ICP accounts that fit the topic.
  • Executive plays for tier-1 accounts: 6sense gives the account brief and key people, and Sendoso confirms seniority and picks an executive-appropriate gift under your price limit.
  • Expansion signals: 6sense shows customer accounts that are researching again, and Sendoso checks open opportunities in Salesforce before a send goes to the buying committee.
  • Weekly ABM readout: 6sense reports 6QA trends, Sendoso reports sends and engagement, and the assistant writes one summary for leadership.

For AEs and BDRs

  • First touch on a new 6QA account: the rep checks what marketing already sent, then sends a different gift and drafts the follow-up email.
  • Morning account list: 6sense lists 6QA accounts with no follow-up in the rep's territory, and the assistant drafts the opening touch for each.
  • Multi-threading a Decision-stage deal: 6sense surfaces stakeholders who are not yet on the opportunity, and Sendoso sends a tailored gift to each.
  • Restarting a ghosted deal: 6sense shows the account is back on your site, and Sendoso sends a gift tied to something the contact said on a past Gong call.
  • Pre-meeting gift: the rep gets an account summary from 6sense and sends a gift timed to arrive before the first meeting.
  • New stakeholder at a known account: 6sense identifies the person, Sendoso enriches the profile, and the rep sends an introduction gift.
  • Champion and procurement thank-yous: Sendoso pulls the opportunity contacts from Salesforce and sends a thank-you at signature.

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