Tasks

AI Lead Generation: Agents, Add-ons, Prompts

Checked 2026-10-31

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For lead generation, use AI to find companies that fit a clear profile, read their public pages, score fit and prepare a clean list, then let a person decide who gets contacted. Pair a search add-on (Exa, Brave or Tavily) with a reader (Firecrawl or Apify) and a CRM connector. The model cost is small; search credits, data rules and review time decide the real cost. Checked 31 October 2026.

The job in one table

Step

What AI does well

What stays with a person

Define the profile

Turns your examples into criteria

Choosing who you want as customers

Find companies

Searches by criteria and reads results

Rejecting poor matches

Research

Summarises a site: what they sell, size signals, tech used

Judging real intent

Score fit

Applies your rubric consistently

The rubric itself

Enrich

Fills fields from sources you name

Deciding what personal data to keep

Draft outreach

First-touch text from supplied facts

Sending, and the legal check

Keep the list clean

Flags duplicates and stale rows

Deleting people who opt out

What the job is

Lead generation is the work of finding people and companies who might buy, before a salesperson speaks to them. It has three hard parts. Finding candidates takes searching. Knowing whether a candidate fits takes reading. Keeping the list honest, with no duplicates, no stale rows and no one who asked to be left alone, takes discipline.

AI is strong on the reading. An agent can open fifty company sites in the time you open three, and write two lines on what each one does. It is weak on judgement and dangerous on scale: a bad rubric run across ten thousand rows produces ten thousand bad leads, and an outreach tool that sends without review can harm your brand and break the law.

Which agent fits

Your setup

Pick

Why

Page

A developer or technical founder

A script that calls a search tool and a model, built with a coding agent

Control of sources and the rubric

Claude Code, Codex CLI

Wants no code

A workflow builder

Visual steps from search to sheet

n8n, Make, Zapier Agents

Needs a browser agent for sites that need clicking

An agent with a browser add-on

Handles logins and dynamic pages

Playwright MCP

Wants an off-the-shelf prospecting product

A vendor tool

Less to build

Check each vendor's pricing page for features and prices

Needs control of personal data

A local model for the reading step

Pages and notes stay on your machine

Ollama

The pattern is the same as in our sales build guide: the agent prepares and a person decides. Start with the research and scoring parts. Leave sending to people.

Add-ons that help

Need

Add-on

What it gives

Cost on our add-on page

Find companies by meaning

Exa MCP

Web search and page fetch

Free tier, then $19, $99, $399 or $749 a month

Web search with an independent index

Brave Search MCP

Web, news and place search

$5 per 1,000 searches, $5 free credit monthly

Search plus extract and crawl

Tavily MCP

Search, extract, map, crawl

Free 1,000 credits a month; pay as you go $0.008 per credit; Project $30 for 4,000

Read and crawl sites

Firecrawl MCP

Scrape, crawl, map

Free 1,000 credits; Hobby $19 for 5,000

Ready-made scrapers

Apify MCP

Thousands of scrapers called Actors

MCP free; Actors billed to your Apify account

Read a known page for free

Fetch MCP

Plain page text

Free, no rendering

Store leads

Airtable MCP or Notion MCP

Tables the agent can read and write

See each page

Push into your CRM

HubSpot MCP, Salesforce MCP

Create or update records

See each page

Glue

Zapier MCP

Many apps; 2 tasks per successful call

Your plan's task allowance

Pages: Exa, Brave Search, Tavily, Firecrawl, Apify, Fetch, Airtable, HubSpot, Zapier. Compare search servers in best browser MCP servers and browse the whole list at MCP servers.

Prompts and kit items

Use the prompt library for prospecting prompts by task. In the kit, the plan-before-coding prompt helps you scope the script before an agent writes it, and the CLAUDE.md starter is where your sourcing rules live: which sites are allowed, which fields to store, what to never collect.

A scoring rubric works best as a table the model must fill in:

Criterion

Scale

Evidence required

Industry fit

0 to 3

A line from their site

Size band

0 to 3

A stated number or a named signal

Uses a tool you integrate with

0 or 2

A page that names it

Recent change (hiring, launch)

0 or 2

A dated source

Disqualifiers

Yes or no

Reason in a sentence

"Evidence required" is the key column. Without it the model fills in scores by feel.

A safe workflow, step by step

  1. Write the profile and the rubric by hand, with five good and five bad examples.
  2. Choose sources you are allowed to read, and write down their terms.
  3. Search: run the add-on query, capped at a number of results.
  4. Read: fetch each page and extract the facts into fixed fields.
  5. Score against the rubric, with a quote for each point.
  6. Review: a person scans the top and the bottom of the list, plus a random sample from the middle.
  7. Enrich only the survivors, with only the fields you need.
  8. Hand off to a rep or into the CRM as a draft list.
  9. Log every source and date, so you can show where each row came from.

What it costs

Model. On Anthropic's published prices, Sonnet 5.5 is $2 per million input tokens and $10 per million output; Haiku 5.5 is $0.10 and $0.50.

Worked example (the token counts are our assumptions). Reading one company page of 6,000 input tokens and writing a 300-token summary and score:

Model

Cost per company

1,000 companies

Haiku 5.5

about $0.0007

about $0.74

Sonnet 5.5

about $0.015

about $15

Search and scraping. This is usually the larger line. At the add-on prices above, 1,000 companies that each need one search call and one page read use about 2,000 credits or requests. On Brave at $5 per 1,000 searches that is $5 for the search half. On Firecrawl's Hobby plan, 5,000 credits cover the page reads for $19 a month. Firecrawl's pricing page says a basic scrape or crawl costs 1 credit per page, and a search costs 2 credits per 10 results.

People. Reviewing a list of 1,000 at 20 seconds a row is about 5.5 hours. That is the number to watch.

See Claude API pricing for model rates.

Risks and how to review them

Risk

What it looks like

Control

Scraping against a site's terms

A source blocks you or complains

Read each source's terms; prefer official APIs and search tools; keep request rates low

Personal data

Home addresses, private emails, social profiles

Keep to business contacts and public business data; store the minimum

Privacy law

No lawful basis, no way to delete

Check rules for each market first; keep a deletion path

Email law

Missing opt-out or postal address

A compliance gate before any send; see the FTC's CAN-SPAM guide

Bad data

Wrong company, stale page

Require a quote and date per fact; sample-check

Invented details

The model fills a gap with a guess

"Unknown" is an allowed value; no evidence, no score

Prompt injection

A page tells the agent to do something

Treat fetched text as data; no write tools during reading

Runaway cost

A crawl that never ends

Caps on results, credits and time

The FTC guide for US marketing email lists accurate headers, honest subject lines, an ad disclosure, a valid postal address, an opt-out and honouring opt-outs within 10 business days. Other regions differ and several are stricter about cold outreach and about storing personal data. Check each market's regulator for its rules on B2B outreach and personal data. Your company is responsible for how the data was collected, whichever tool did it.

Measure the results

Metric

What it tells you

Share of AI-qualified leads a rep accepts

Whether the rubric matches human judgement

Cost per accepted lead (model plus search plus time)

The real price

Duplicate and bounce rate

List quality

Meetings per hundred accepted leads

Whether the list leads to business

Opt-outs and complaints

Whether you are being responsible

Compare with a list built the old way for the same period.

Choosing between the search tools

The three search add-ons differ in what they are good at, so match the tool to the question.

Question you are asking

Better fit

Why

"Companies like this one" described in words

Exa

Searches by meaning, not only keywords

"Who mentions this exact phrase"

Brave Search

A conventional index with exact phrases

"Find pages, then pull the text and links" in one flow

Tavily

Search, extract, map and crawl in one server

"Read every page of this one site"

Firecrawl

Crawl and map a domain

"Get the list from a directory that needs a scraper"

Apify

A ready-made Actor may already exist

You rarely need all of them. Start with one search tool and one reader, run twenty companies by hand, and add a second tool only when the first misses something you can name.

Example: a week of prospecting (illustrative)

Suppose you sell a scheduling tool to dental clinics. On Monday you write the profile: independent clinics, two to ten dentists, a booking page that is a plain contact form. You write five clinics you would love and five you would not. On Tuesday the agent searches for clinics in one city, reads each site and fills your fixed fields: number of dentists named, booking method, last site update, any online booking tool named. On Wednesday it scores each against your rubric with a quote. On Thursday you read the top twenty and the bottom ten, and you find the agent scored a chain clinic as independent. You add a disqualifier line and rerun. On Friday you hand twenty clinics to a rep. The saving is the reading, not the deciding, and the rubric fix on Thursday is the part that makes next week better.

Data you should and should not keep

Keep

Avoid

Company name, site, industry, size band

Home addresses and personal phone numbers

Business role titles from public pages

Social profiles of private individuals

A source URL and a date for every fact

Facts with no source

Business email only if collected lawfully and verified

Guessed email patterns sent at scale

An opt-out flag and its date

Anyone who asked to be removed

Guessing email addresses from patterns and sending to all of them is a common shortcut and a bad one: bounces damage your sending reputation, and the people reached never agreed to hear from you. Prefer sources that publish a business contact, and let a person decide whether a cold approach is appropriate at all. Where a form, an event or a reply is available, those are better routes than a cold email.

Who should do what

If you are

Start with

A solo consultant

A search add-on and a chat tool; ten target companies a week

A small sales team

A sheet, a search server and a scoring prompt; no CRM writes yet

A team with a CRM admin

A script that creates draft records for review

An agency

A per-client rubric and a source log you can show the client

A regulated business

Public-source research only, plus legal sign-off

Next steps: AI sales covers what happens after the list, AI SEO tools covers inbound leads, and AI tools for business covers choosing across jobs.

Our take

AI is a good research assistant for lead generation and a bad judge of who deserves your customers' inboxes. Keep the rubric human, make every score cite evidence, store as little personal data as you can and keep a person between the list and any email. We built this page from vendor pricing and the FTC guide, with source terms and privacy rules marked for you to check, and we have not run a lead generation campaign with these tools.

Questions

What can AI do in lead generation?

Find companies that match a profile from public sources, read their sites, summarise what they do, score fit against your criteria and prepare a clean list. It can also draft outreach for a person to approve.

Is scraping websites for leads allowed?

It depends on the site's terms, the data collected and local law. Keep to public business information, respect each source's terms and robots rules, and check privacy law before you store personal data.

How much does AI lead research cost?

The model cost is small. Search and scraping services bill separately: Exa lists plans from $19 a month, Firecrawl a free tier of 1,000 credits, Brave Search $5 per 1,000 requests.

Should the agent contact the leads?

Not on its own. Let it build and qualify the list, and have a person approve any outreach, with an opt-out and a postal address as US rules expect.

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Sources

  1. ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business
  2. platform.claude.com/docs/en/about-claude/pricing
  3. docs.firecrawl.dev
  4. exa.ai/pricing
  5. brave.com/search/api/
  6. firecrawl.dev/pricing

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