Set Up Expandi the Right Way
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Set Up Expandi the Right Way

Onboard Expandi for AI-assisted outreach: checks platform + MCP connection, interviews you on business, ICP, and warm pools, writes EXPANDI-COMPANY-PROFILE.md, and routes you to the right skills. Use when getting started with Expandi skills, setting up Expandi + AI, or no Company Profile exists.

DifficultyEasy AccessRead-only

One quick form. It also puts you on the update list for this skill.

Try asking

Talk to your agent the way you would brief a teammate.

“I just got Expandi MCP access, how do I set this up with Claude?”
“Can you write my Expandi Company Profile from our website?”
“Which of these skills should I actually be using as an SDR?”

What it does

  • Checks which AI platform and plan you’re on, then confirms your expandi-official MCP connection.
  • If it can read your site, drafts a first-pass company/ICP snapshot tagged confident, inferred, or missing.
  • Interviews you on business & offer, ICP & personas, warm pools, and connected seats.
  • Writes (or carefully updates) your EXPANDI-COMPANY-PROFILE.md. The file every other skill reads.
  • Tells you exactly where to save that file for your specific platform.
  • Closes with a role-based menu pointing you at exactly the skills you need next.

Install

Pick your platform.

claude.ai

Settings → Capabilities → enable code execution → Skills → upload the zip. Team/Enterprise workspaces may need an org-level toggle enabled first; custom MCP connectors (for live Expandi access) need a paid plan.

Next steps