# Trigger-event scoring: rank today's accounts by funding, hiring or leadership change

Source: https://mcpforgtm.com/recipes/trigger-event-scoring (StackMCP, independent directory of official MCP servers)

## Goal

SDRs with a fixed list of target accounts who want to know which ones had a funding round, a hiring push or a new leader worth a call today. PredictLeads can be swapped for Crunchbase or ZoomInfo, and HubSpot for Salesforce, Attio or Pipedrive.

## Connected tools

- PredictLeads: see vendor docs (setup: https://mcpforgtm.com/tools/predictleads)
- Perplexity: https://api.perplexity.ai/mcp (setup: https://mcpforgtm.com/tools/perplexity)
- HubSpot: https://mcp.hubspot.com (setup: https://mcpforgtm.com/tools/hubspot)

## Guardrails

- Use only the target accounts I give you. Match them by domain.
- Tell me how many PredictLeads requests and Perplexity calls a step will use, and run it only after I approve.
- Every signal needs a date and a source. Mark anything Perplexity can't confirm as 'unconfirmed'.
- Leave out accounts owned by another rep in HubSpot.
- Read only in HubSpot. Log a note only after I approve it, and never change owners, stages or deals.

## Steps

1. Here are my target accounts: {account list with domains}. Find each one in HubSpot and show me a table with the owner, lifecycle stage and any open deal stage. List accounts owned by someone else separately. Don't change anything.
2. For the accounts owned by me or unowned, check PredictLeads for job openings, news and financing from the last {30} days. First tell me how many PredictLeads requests that will take, and run it only after I approve. Show each signal with its date, the matched domain and a source link.
3. For accounts with a funding or leadership-change signal, use Perplexity to confirm it with a cited source. Tell me how many searches that is and run them only after I approve. Mark anything you can't confirm as 'unconfirmed'.
4. Score each account: confirmed funding 3, confirmed new leader in {department} 2, 3 or more open roles in {department} 1, unconfirmed signals 0. Rank them and give one line on why to call each today, with the sources.
5. Only after I approve it, log a short note on each HubSpot company I pick with the score, the signals and their source links. Show me the note text first.

## Expected output

Today's ranked call list (nothing written to HubSpot yet). Example (all names fictional):

```
25 target accounts checked. 7 have a signal from the last 30 days. 2 are owned by another rep and are left out.

| # | Account | Score | Signal (date) | Confirmed | Owner / stage |
|---|---|---|---|---|---|
| 1 | Mossgate Labs (fictional) | 6 | Series B announced (Oct 9); 4 new sales ops roles posted | Yes, 2 sources | You / Lead |
| 2 | Larkspur Freightworks (fictional) | 4 | New VP Revenue, Dana Okafor (Oct 2) | Yes, 1 source | You / MQL |
| 3 | Brindle Harbor Foods (fictional) | 2 | 6 open SDR roles | Not checked (jobs only) | You / Lead |
| 4 | Fernhill Software (fictional) | 0 | Funding news from March, outside the window | Old, dropped from score | You / Lead |
...3 more

Why call Mossgate today: new funding and a sales ops hiring push usually mean new tooling budget. Sources: 2 cited articles, linked above.

PredictLeads requests used this run: 75. Perplexity searches: 6.
Reply 'log notes 1, 2' to add the score and sources as a note on those HubSpot companies.
```

## Watch for

- Signals for the wrong company: Similar names (a 'Mossgate Labs' and a 'Mossgate Lab Supply') get mixed up. Give domains, not names, and have it show the domain each signal was matched to. Drop any row where the domain doesn't match.
- Old news scored as new: A funding round from last spring can show up again in a recent article. Require the event date, not the article date, and drop anything outside your window before scoring.
- Hiring noise: Some companies keep the same roles posted all year. Ask for the number of posts and the departments. Only score hiring in the team you sell to, and treat 1–2 posts as no signal.
- Calling into another rep's account: Check the HubSpot owner before anything else. Leave out accounts owned by someone else, or list them separately so you can hand the signal to that rep.