> ## Documentation Index > Fetch the complete documentation index at: https://docs.formal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Apollo.io > Find, enrich, and reach ideal prospects from Apollo's sales intelligence platform. Data Publisher: Apollo.io Route Apollo.io MCP traffic through Formal to control and log what AI agents do in Apollo.io: * **Block** risky tools, such as `apollo_remove_contacts_from_sequence`. * **Mask** sensitive data in tool results, such as emails in `apollo_search_people` responses. * **Keep credentials at the Connector**, so users and agents never see Apollo.io tokens. * **Log** every tool call with the user, the MCP client and its parameters. Cloud agents Laptop / VM Endpoint [https://mcp.apollo.io/mcp](https://mcp.apollo.io/mcp) Connector ![](https://docs.formal.ai/static/brands/apollo.png) ## 0. Prepare your Connector The Connector needs an MCP listener and a hostname with wildcard DNS and TLS. Set them up once by following [Deploy the Connector](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-gateway.md#deploy-the-connector). Every MCP server reuses them. ## 1. Add Apollo.io MCP server to your Resources > [tab] UI > > 1. Open the [Admin Catalog](https://app.formal.ai/catalog) and click **Add MCP**. > 2. Select the **Apollo.io** template. > 3. Enter a DNS-label **Name**, such as `apollo`. > 4. Choose the **Space** containing your Connector, such as `default`. > 5. Configure upstream authentication as described below, then save. > > If no Connector is in the selected Space, the **Configuration** tab shows **MCP clients can't connect directly yet**. > The reason reads: `No Connector is in this server's Space.` > > Adding Apollo.io to the Admin Catalog > [tab] Terraform > > Set `space_id` to the ID of the Space containing your Connector. > > ```hcl theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > resource "formal_resource" "apollo" { > name = "apollo" > technology = "mcp" > hostname = "mcp.apollo.io" > space_id = "" > native_users_v3_enabled = true > port = 443 > tags = { > "mcp-endpoint" = "/mcp" > } > } > > resource "formal_resource_oauth_settings" "apollo" { > resource_id = formal_resource.apollo.id > } > ``` > [tab] Pulumi > > Set `spaceId` to the ID of the Space containing your Connector. > > ```ts theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > import * as formal from "@formalco/pulumi"; > > const resource = new formal.Resource("mcp", { > name: "apollo", > technology: "mcp", > hostname: "mcp.apollo.io", > port: 443, > spaceId: "", > tags: { "mcp-endpoint": "/mcp" }, > nativeUsersV3Enabled: true, > }); > > new formal.ResourceOauthSettings("mcpOAuth", { > resourceId: resource.id, > }); > ``` > [tab] API > > Create a Resource with the MCP endpoint and its Space ID. > > ```bash theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > export FORMAL_API_KEY="" > RESOURCE_RESPONSE=$(curl --fail --silent --show-error \ > --request POST \ > https://api.formal.ai/core.v1.ResourceService/CreateResource \ > --header "x-api-key: ${FORMAL_API_KEY}" \ > --header "Content-Type: application/json" \ > --data-binary @- < { > "name": "apollo", > "hostname": "mcp.apollo.io", > "port": 443, > "technology": "mcp", > "spaceId": "", > "tags": [ > { > "key": "mcp-endpoint", > "value": "/mcp" > } > ] > } > JSON > ) > RESOURCE_ID=$(printf '%s' "${RESOURCE_RESPONSE}" | jq -r '.resource.id') > curl --fail --silent --show-error \ > --request POST \ > https://api.formal.ai/core.v1.ResourceService/CreateResourceOAuthSettings \ > --header "x-api-key: ${FORMAL_API_KEY}" \ > --header "Content-Type: application/json" \ > --data-binary @- < { > "resourceId": "${RESOURCE_ID}" > } > JSON > ``` ## 2. Setup Authentication > [tab] Linked Accounts (Recommended) > > Each user links their own Apollo.io account once in the Employee Catalog, and the Connector sends that user's token to Apollo.io. > > ![Linked Accounts selected under How does Formal authenticate to this resource?](https://mintcdn.com/formal/vzPMpIcsF4BYmdx8/assets/images/mcp-servers/auth-linked-accounts.png?fit=max\&auto=format\&n=vzPMpIcsF4BYmdx8\&q=85\&s=dc448db2a373faa6e1bf49fd5ffaf7c4) > > Under **OAuth app**, choose one of the two options. > > #### 1. Formal's App (default) > > Apollo.io supports [Client ID Metadata Documents](https://modelcontextprotocol.io/specification/2026-07-28/basic/authorization/client-registration#client-id-metadata-documents), so you register nothing. > Users see Formal on Apollo.io's consent screen. > > #### 2. Your OAuth App > > Users see your app's name on Apollo.io's consent screen. > > > [accordion] Set up your own Apollo.io OAuth app > > > > See [Apollo.io OAuth documentation](https://docs.apollo.io/docs/use-oauth-20-authorization-flow-to-access-apollo-user-information-partners) and [register an app](https://app.apollo.io/#/settings/integrations/api). > > > > **1. Open OAuth registration** > > > > In Apollo, go to **Settings** > **Integrations** > **API Keys** and click **OAuth registration**. > > > > **2. Describe the app** > > > > Enter an **App Name** and upload an **App Logo**. Users see both when they authorize. > > > > **3. Add the redirect URI** > > > > Paste Formal's **Redirect URI** into **OAuth Redirect URL**. It must use `https`. > > > > **4. Choose scopes** > > > > Under **Scopes**, select the scopes the tools need. Apollo adds `read_user_profile` and `app_scopes` by default. > > > > **5. Copy the credentials** > > > > Click **Submit**, then copy the **Client ID** and **Client secret**. > > > > **6. Enter the app in Formal** > > > > > [tab] UI > > > > > > Back in the Admin Catalog, enter the **Client ID** and **Client secret**, then save. > > > Users then link their accounts on the Apollo.io server's page in the [Employee Catalog](https://catalog.formal.ai). > > > > > > ![Your OAuth App selected in the Admin Catalog, with the Redirect URI, Client ID and Client secret fields](https://mintcdn.com/formal/R-3CwVgs8IU6liji/assets/images/mcp-servers/your-oauth-app.png?fit=max\&auto=format\&n=R-3CwVgs8IU6liji\&q=85\&s=00584678f4f2696805678de060eaea0a) > > > > > [tab] Terraform > > > > > > Use these OAuth settings instead of the ones from step 1. > > > > > > ```hcl theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > > > variable "apollo_oauth_client_secret" { > > > type = string > > > sensitive = true > > > } > > > > > > resource "formal_resource_oauth_settings" "apollo" { > > > resource_id = formal_resource.apollo.id > > > upstream_oauth_mode = "pre_registered" > > > client_id = "" > > > client_secret_wo = var.apollo_oauth_client_secret > > > client_secret_wo_version = 1 > > > } > > > ``` > > > > > [tab] Pulumi > > > > > > Use these OAuth settings instead of the ones from step 1. > > > Store the secret with `pulumi config set --secret apolloOauthClientSecret`. > > > > > > ```ts theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > > > import * as pulumi from "@pulumi/pulumi"; > > > > > > const config = new pulumi.Config(); > > > > > > new formal.ResourceOauthSettings("mcpOAuth", { > > > resourceId: resource.id, > > > upstreamOauthMode: "pre_registered", > > > clientId: "", > > > clientSecret: config.requireSecret("apolloOauthClientSecret"), > > > }); > > > ``` > > > > > [tab] API > > > > > > Use this call instead of the `CreateResourceOAuthSettings` call from step 1. > > > The OAuth app is fixed at creation. > > > > > > ```bash theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > > > curl --fail --silent --show-error \ > > > --request POST \ > > > https://api.formal.ai/core.v1.ResourceService/CreateResourceOAuthSettings \ > > > --header "x-api-key: ${FORMAL_API_KEY}" \ > > > --header "Content-Type: application/json" \ > > > --data-binary @- < > > { > > > "resourceId": "${RESOURCE_ID}", > > > "upstreamOauthMode": "pre_registered", > > > "clientId": "", > > > "clientSecret": "" > > > } > > > JSON > > > ``` > > > > > [!WARNING] > > > > > > Switching between Formal's App and your OAuth app unlinks every account. Users must link again. > [tab] Shared Credentials > > An administrator stores one Apollo.io token in Formal, and the Connector sends it on every user's requests without showing it to them. > > ![Shared Credentials selected under How does Formal authenticate to this resource?](https://mintcdn.com/formal/R-3CwVgs8IU6liji/assets/images/mcp-servers/auth-shared-credentials.png?fit=max\&auto=format\&n=R-3CwVgs8IU6liji\&q=85\&s=91032e202518088292ee1cf39451b9ef) > > Apollo.io's MCP endpoint reads an [API key (master key)](https://docs.apollo.io/docs/apollo-mcp) from the `X-Api-Key` header. > Create one at [app.apollo.io/#/settings/integrations/api](https://app.apollo.io/#/settings/integrations/api). > Turn on Set as master key; scoped keys are rejected with 403 API\_INACCESSIBLE. > > 1. Open this server from the [Admin Catalog](https://app.formal.ai/catalog). > 2. Select **Configuration**, then **Authentication**. > 3. Choose **Shared Credentials**, then select **Add credential**. > 4. Enter the credential, make it the default, and select **Save authentication**. > > See [Native Users](https://docs.formal.ai/docs/guides/core-concepts/resources/native-users.md). > > Choose **API Key (Header)** and set **Key Location** to **Header**. > Enter `X-Api-Key` under **Key Name** and the raw key under **Key Value**. > > In the Terraform tab, set `native_users_v3_enabled = true` on the Resource and `upstream_oauth_mode = "none"` on its OAuth settings. > > ```hcl theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > variable "mcp_shared_credential" { > type = string > sensitive = true > } > > resource "formal_native_user_v3" "mcp_shared_credential" { > resource_id = formal_resource.apollo.id > label = "shared-credential" > > http_api_key_header { > key = "X-Api-Key" > value { > literal_wo = var.mcp_shared_credential > literal_wo_version = 1 > } > } > } > > resource "formal_resource_native_user_selection" "mcp_shared_credential" { > resource_id = formal_resource.apollo.id > cel = "\"${formal_native_user_v3.mcp_shared_credential.id}\"" > } > ``` > [tab] Pass Through > > Each user sends their own Apollo.io sign-in or token from their MCP client, and Formal forwards it unchanged without storing it. > > ![Pass Through selected under How does Formal authenticate to this resource?](https://mintcdn.com/formal/R-3CwVgs8IU6liji/assets/images/mcp-servers/auth-pass-through.png?fit=max\&auto=format\&n=R-3CwVgs8IU6liji\&q=85\&s=c14ae61de2dba8b567626cba03aae2cf) > > Nothing in the request identifies the Formal user. Formal attributes these requests only when they come through the [Formal Endpoint](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-gateway.md#identity-headers). Pass-through servers have no Connector address, so cloud agents can't use them. > > For OAuth, each MCP client signs in to Apollo.io itself. ## 3. Route Endpoint traffic Auth is managed at the Connector level when you use Linked Accounts or Shared Credentials, so the Endpoint needs to forward the MCP traffic to it. Laptops and VMs with the Formal Endpoint keep using `https://mcp.apollo.io/mcp`, and a network rule sends that traffic to the Connector. > [tab] UI > > 1. Go to [Network Rules](https://app.formal.ai/network-rules) and create a rule named `apollo-mcp`. > 2. Paste this expression, set the rule to **Active**, then save: > > ```javascript theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > { > "condition": { > "pre_tcp": process.is_agent, > // Every MCP server added to Formal: process.is_agent && resource.technology == "mcp" > "pre_tls": process.is_agent && hostname == "mcp.apollo.io", > "post_tls": true > }, > "outputs": { > "forward_to_connector": true > } > } > ``` > [tab] Terraform > > ```hcl theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > resource "formal_network_rule" "apollo_mcp" { > name = "apollo-mcp" > description = "Forward Apollo.io MCP traffic from agents to the Connector" > status = "active" > > # Every MCP server added to Formal: set pre_tls to process.is_agent && resource.technology == "mcp" > cel_expression = <<-EOT > { > "condition": { > "pre_tcp": process.is_agent, > "pre_tls": process.is_agent && hostname == "mcp.apollo.io", > "post_tls": true > }, > "outputs": { > "forward_to_connector": true > } > } > EOT > } > ``` > [tab] Pulumi > > ```ts theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > import * as formal from "@formalco/pulumi"; > > new formal.NetworkRule("apolloMcp", { > name: "apollo-mcp", > description: "Forward Apollo.io MCP traffic from agents to the Connector", > status: "active", > // Every MCP server added to Formal: set pre_tls to process.is_agent && resource.technology == "mcp" > celExpression: ` > { > "condition": { > "pre_tcp": process.is_agent, > "pre_tls": process.is_agent && hostname == "mcp.apollo.io", > "post_tls": true > }, > "outputs": { > "forward_to_connector": true > } > } > `, > }); > ``` > [tab] API > > ```bash theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > export FORMAL_API_KEY="" > # Every MCP server added to Formal: set pre_tls to process.is_agent && resource.technology == "mcp" > CEL_EXPRESSION=$(cat <<'CEL' > { > "condition": { > "pre_tcp": process.is_agent, > "pre_tls": process.is_agent && hostname == "mcp.apollo.io", > "post_tls": true > }, > "outputs": { > "forward_to_connector": true > } > } > CEL > ) > jq -n --arg cel "${CEL_EXPRESSION}" '{ > name: "apollo-mcp", > description: "Forward Apollo.io MCP traffic from agents to the Connector", > status: "active", > celExpression: $cel > }' | curl --fail --silent --show-error \ > --request POST \ > https://api.formal.ai/core.v1.DesktopService/CreateDesktopRoutingRule \ > --header "x-api-key: ${FORMAL_API_KEY}" \ > --header "Content-Type: application/json" \ > --data-binary @- > ``` The rule matches [known agents](https://docs.formal.ai/docs/guides/network-rules.md#known-agent-identities) only. See [Identity headers](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-gateway.md#identity-headers). Cloud agents such as Claude, ChatGPT and Cursor Cloud Agents don't run the Endpoint. Point them at this server's Connector address, `https://apollo./mcp`. Find it in the [Admin Catalog](https://app.formal.ai/catalog): open Apollo.io, then copy **Connector address** on the **Configuration** tab. ## 4. Create policies ### Tools The Admin Catalog lists these tools for Apollo.io: | Tool | Description | | - | - | | `apollo_enrich_organization` | Enrich a company with Apollo organization data. | | `apollo_enrich_person` | Enrich a person with Apollo profile data. | | `apollo_bulk_enrich_people` | Enrich multiple people in one request. | | `apollo_search_people` | Search Apollo's people database. | | `apollo_search_organizations` | Search Apollo's organization database. | | `apollo_search_contacts` | Search contacts saved in Apollo. | | `apollo_get_job_postings` | Retrieve current job postings for an organization. | | `apollo_create_contacts` | Create contacts in Apollo. | | `apollo_update_contacts` | Update existing Apollo contacts. | | `apollo_search_sequences` | Search available outreach sequences. | | `apollo_add_contacts_to_sequence` | Add contacts to an outreach sequence. | | `apollo_remove_contacts_from_sequence` | Remove contacts from an outreach sequence. | | `apollo_list_email_accounts` | List email accounts available for outreach. | ### Policies examples > [tab] Block a tool > > This policy blocks the tools that change data, so agents can only read Apollo.io. > > ```rego theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > package formal.v2 > > import future.keywords.if > import future.keywords.in > > write_tools := { > "apollo_create_contacts", > "apollo_update_contacts", > "apollo_add_contacts_to_sequence", > "apollo_remove_contacts_from_sequence", > } > > request := { > "action": "block", > "type": "block_with_custom_message", > "message": "Writing to Apollo.io is not allowed.", > } if { > input.resource.name == "apollo" > input.mcp.method == "tools/call" > input.mcp.tool_name in write_tools > } > ``` > [tab] Mask a tool's output > > This policy replaces email addresses in results returned by `apollo_search_people`, `apollo_enrich_person`, and `apollo_search_contacts`. > > ```rego theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > package formal.v2 > > import future.keywords.if > import future.keywords.in > > email_pattern := `[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,}` > > response := { > "action": "rewrite", > "body": regex.replace(input.http.body, email_pattern, "[REDACTED-EMAIL]"), > "reason": "Mask emails in Apollo.io results", > } if { > input.resource.name == "apollo" > input.mcp.tool_name in {"apollo_search_people", "apollo_enrich_person", "apollo_search_contacts"} > regex.match(email_pattern, input.http.body) > } > ``` See [MCP resources](https://docs.formal.ai/docs/guides/policies/evaluation.md#mcp-resources) for the `input.mcp` fields and [Rewrite Action](https://docs.formal.ai/docs/guides/policies/enforcement.md#rewrite-action) for body rewrites. ## 5. Check the logs Open [Logs](https://app.formal.ai/logs) and search for `resource.name:apollo`. Each Apollo.io tool call is one `request` log with the user, the MCP client and the tool. Open a log to see its tool parameters and the policies it triggered. A blocked write shows the block policy and its message. A masked search shows the rewrite policy. Apollo.io tool calls in Logs, including a masked response and a blocked write See [Logs](https://docs.formal.ai/docs/guides/observability/logs.md) for search syntax and filters. ## Troubleshooting > [accordion] The agent says Formal has no current sign-in > > The agent relays: `Formal has no current apollo sign-in for you. Link or re-link your apollo account in Formal…` > > **Cause:** The user never linked Apollo.io, or the token expired and couldn't be refreshed. > > **Fix:** Open the server in the [Employee Catalog](https://catalog.formal.ai) and link Apollo.io again. > [accordion] The agent says Apollo.io rejected your credentials > > The agent relays: `apollo rejected your credentials. Link or re-link your apollo account in Formal…` > > **Cause:** Apollo.io no longer accepts the linked token, for example after the user revoked access in Apollo.io. > > **Fix:** Link Apollo.io again from the [Employee Catalog](https://catalog.formal.ai). > > With Shared Credentials, the message asks the user to contact an administrator. Replace the token in the server's **Shared Credentials**. > [accordion] Laptop traffic doesn't appear in Logs > > **Cause:** The Endpoint isn't running, or the network rule doesn't match the client. > > **Fix:** Check the Endpoint is connected. The rule above only matches [known agents](https://docs.formal.ai/docs/guides/network-rules.md#known-agent-identities). Other clients, such as a browser, reach Apollo.io directly unless the rule also matches them. See [Network rules](https://docs.formal.ai/docs/guides/network-rules.md). > [accordion] MCP clients can't connect directly yet > > **Cause:** The **Configuration** tab lists the reason, most often `No Connector is in this server's Space.` > > **Fix:** Edit the server and choose the Space containing its Connector. ## Next Steps > [card] [MCP Gateway](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-gateway.md) > > Configure Connector routing and downstream access > [card] [All MCP servers](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-servers/index.md) > > Browse every MCP server template This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.