Formula. docs: start and steer your prospecting agent

Formula. starts in three moves: you create your account, the agent calibrates itself in a few dozen seconds, then it prospects every day while you validate with a swipe.

This page covers every step, from signup to chat control.

How do you get started with Formula.?

Create your account at app.the-formula.io/signup.

The free trial runs 2 weeks, with unlimited campaigns, personas and messages. Enough to calibrate the agent, launch your first campaigns and watch the first replies land.

Business prerequisite: an offer already validated through manual sales, from about 5k euros of monthly revenue. Plans start at $107 per month, full details on the pricing page.

How does calibration work?

Calibration is the phase where the Formula. agent learns your business before writing a single message. It ingests your website, your LinkedIn profile, your conversations, your posts and your competitors, in a few dozen seconds. The result: messages that sound like you, not like a sales robot.

You write nothing. You review, adjust if needed, and the agent starts.

What does the agent do every day?

Every working day, between 8am and 6pm, the agent contacts up to 28 new prospects on LinkedIn.

• 28 invitations per day maximum, 840 per month, within LinkedIn limits. Why this ceiling is the right one.
• Alternating human-like behavior: message, invitation, profile visit. Never a burst.
• Email in parallel: the same prospects receive a personalized email. One prospect, two channels, one coherent conversation. LinkedIn vs email, the winning pair.

The agent is active 24/7: it watches for replies around the clock, even after the day's sends are done.

How does the inbox work?

The Formula. inbox is a Kanban CRM with three columns: Hot, Warm, Cold. Every conversation is sorted by the prospect's level of interest.

When a prospect replies, the agent drafts the reply. You validate with a swipe, 3 seconds, from your phone.

The prospect gets the answer in under 5 minutes. That is where conversion happens: why the 5-minute window changes everything.

How do you steer your agent by chat (MCP)?

The MCP server is available now, included at no extra cost. It lets you steer your agent from Claude, ChatGPT or Gemini, in plain language.

What the MCP chat does day to day:

• Adjust your target or a campaign: "narrow down to consulting firms with 10 to 50 people".
• Ask questions and get numbers reports: "how many replies this week?".
• Produce content from your prospecting conversations.
• Connect your calendar or your CRM.
• Pause the agent.

What the MCP chat does not do:

• Onboarding: that happens in the Formula. app.
• Replying to prospects: that stays in the Formula. inbox, with your swipe validation.

Connection takes 3 steps:

1. Create your account at app.the-formula.io/signup.
   Result: your agent exists and your workspace is open.
2. Copy the connection URL: in the app, open Settings > AI Assistant, then copy the URL displayed.
   Result: you hold the key that links your agent to your LLM.
3. Paste the URL into your LLM: in Claude, ChatGPT or Gemini, open Settings > Connectors and paste the URL.
   Result: your agent answers in the chat, in plain language.

For a full tour of the use cases, read the dedicated MCP article.

Is your LinkedIn account safe?

Yes, because the agent deliberately stays under the ceilings: 28 invitations per day, 840 per month, sends between 8am and 6pm, alternating human-like behavior.

LinkedIn documents its invitation restrictions on its official help page. The agent is built to never get close.

No mass blasting, no detectable bot behavior.

Which channels are covered?

Today: LinkedIn and email, in parallel on the same prospects.

LinkedIn remains the core channel: the network has passed 1 billion members, and that is where your B2B prospects reply.

Summer 2026: WhatsApp, Instagram and X are added.

The mobile app is available on iPhone and Android: swipe validation, conversations and numbers, wherever you are.

Where is your data?

Your data is hosted in Paris.

Your conversations, campaigns and prospects stay in your workspace. They are used to calibrate your agent, nothing else.

Technical FAQ

Can the MCP chat reply to prospects?

No. Replies to prospects go through the Formula. inbox: the agent drafts, you validate with a swipe.

The MCP chat is for steering: targets, numbers reports, content, calendar, CRM, pause.

Which LLMs work with the MCP server?

Claude, ChatGPT and Gemini.

Connection takes 3 steps and about 2 minutes, described above on this page.

What does the free 2-week trial include?

Unlimited campaigns, personas and messages.

Enough to calibrate the agent, launch your campaigns and judge on the first replies.

Is there a mobile app?

Yes, on iPhone and Android.

That is where you validate with a swipe and follow your numbers daily.

Key takeaways

• Getting started: sign up, calibration in a few dozen seconds, first invitations the same day.
• Every day: 28 invitations max between 8am and 6pm, alternating behavior, email in parallel to the same prospects.
• Inbox: Hot/Warm/Cold Kanban, the agent drafts the reply, you validate with a 3-second swipe, answer in under 5 minutes.
• MCP steering: targets, reports, content, calendar, CRM, pause. No onboarding, no replies to prospects.
• Safety: LinkedIn limits respected, data hosted in Paris, iPhone and Android app.
• Channels: LinkedIn + email today, WhatsApp, Instagram and X in summer 2026.