# Warmly — Identifies anonymous website visitors and runs AI inbound and outbound GTM agents on one shared context graph. > Source: The Agents Index — https://theagentsindex.com/warmly (structured, researched, re-verified) > Facts last verified: 2026-09-03 Warmly is a B2B go-to-market platform that de-anonymizes website visitors and acts on buying signals. Its Inbound Agent handles on-site chat and meeting booking while its TAM Agent runs off-site audience building, intent scoring and outbound. | Fact | Value | | --- | --- | | Website | https://warmly.ai | | Price | from $99/month billed monthly, $99/month billed annually | | Free tier | Yes | 250 credits per month on every account, where a credit is spent per company and per contact identified (max 2 per unique visitor per month); API/MCP rate limit 60 requests per minute on free versus 120 on paid; no credit card required to sign up. ## What it does **Done-for-you service** · Partly — Software you run, with an optional dedicated Warmly engineer and outsourced SDR placements sold as separate service lines. > A Forward Deployed Engineer (FDE) is a dedicated Warmly engineer who transforms your go-to-market motion into an AI-native system. > — https://www.warmly.ai/p/services/forward-deployed-engineer · Definition paragraph under the hero, 'FORWARD DEPLOYED ENGINEER' ## How much it does unattended **Runs autonomously** · Yes — The GTM Brain layer decides and executes without waiting for a human to act on a dashboard. > Most GTM tools give you dashboards and expect you to figure out what to do. Warmly is different — it makes decisions and takes action automatically. > — https://www.warmly.ai/how-it-works · 'Warmly Owns Decisions, Not Just Data' section, opening paragraph **Multi-agent** · Yes — Inbound Agent and TAM Agent coordinate through one Context Graph; the top plan adds unlimited AI Studio agents plus an Autopilot agent. > Both Inbound Agent and TAM Agent query the same graph, ensuring full context everywhere. > — https://www.warmly.ai/how-it-works · FAQ, 'What is the Context Graph?' **Agent permissions** · Partly — Agents act on their own; humans get visibility and an override on each decision rather than an approval gate. > You can see every decision and override it. Your overrides also teach the system. > — https://www.warmly.ai/how-it-works · 'Warmly Owns Decisions' section, GTM Brain OODA+L paragraph ## Which models it runs on **Claude** · No — The AI FAQ names OpenAI as the provider of all Warmly AI. > Warmly uses OpenAI for all its AI. > — https://help.warmly.ai/articles/6933942349-ai-in-warmly-faq · 'How does Warmly.ai prevent bias in its AI models?' answer, first sentence **GPT** · Yes — All AI features run on OpenAI's pre-trained models; Warmly trains no models of its own. > Warmly uses OpenAI for all its AI. > — https://help.warmly.ai/articles/6933942349-ai-in-warmly-faq · 'How does Warmly.ai prevent bias in its AI models?' answer, first sentence **Open models** · No — Inference is OpenAI-only by the vendor's own statement; no open-weight option is offered. > Warmly uses OpenAI for all its AI. > — https://help.warmly.ai/articles/6933942349-ai-in-warmly-faq · 'How does Warmly.ai prevent bias in its AI models?' answer, first sentence **Model choice** · No — The vendor picks the model; buyers tune prompts and feedback, not the provider. > Warmly uses OpenAI for all its AI. > — https://help.warmly.ai/articles/6933942349-ai-in-warmly-faq · 'How does Warmly.ai prevent bias in its AI models?' answer, first sentence ## Where you use it **In your editor** · Partly — Reachable inside Cursor and Claude Desktop through the MCP server; Warmly ships no editor extension of its own. > OAuth-based MCP access from Claude Desktop, Claude Code, Cursor, and any MCP-compatible agent — plus REST endpoints with API key auth for everything else. > — https://help.warmly.ai/articles/4646691220-warmly-technical-documentation-mcp-server · Opening paragraph above 'Installation Instructions' **On the command line** · Partly — Claude Code and other MCP-compatible terminal agents can call the three tools; there is no Warmly CLI. > OAuth-based MCP access from Claude Desktop, Claude Code, Cursor, and any MCP-compatible agent — plus REST endpoints with API key auth for everything else. > — https://help.warmly.ai/articles/4646691220-warmly-technical-documentation-mcp-server · Opening paragraph above 'Installation Instructions' **In a browser** · Yes — Hosted dashboards at the Warmly app populate once the site script tag is installed. > Once installed, your dashboards will begin populating with visitor insights. > — https://help.warmly.ai/articles/9207257828-warmly-s-free-version-getting-set-up · Step 1, 'Adding Warmly's Script Tag To Your Website' ## Whose machine it runs on **Self-hosted** · No — Runs on Warmly-operated AWS and GCP regions; only VPC peering and dedicated infrastructure are offered, not customer hosting. > Hosted on AWS (US regions) / GCP (EU available) > — https://www.warmly.ai/how-it-works · 'Under the Hood: Architecture & Security', Infrastructure list **Open source** · No — Proprietary hosted service; the terms restrict access to Warmly's own interface and no source is published. > You may not access the Service by any means other than through the interface provided by Warmly for such access. > — https://www.warmly.ai/p/terms-of-service · Section 3, 'Access To and Use of the Service' ## What it costs to run **How it meters** · Yes — Metered in identification credits on top of a plan fee: one credit per company and one per contact, capped at two per unique visitor per month. > 1 credit when the company is identified, 1 credit when the contact is identified, maximum 2 credits per unique visitor per month. > — https://help.warmly.ai/articles/2565692815-how-will-credits-work-for-the-mcp-server-api · 'What charges:' list, first item **Free tier** · Yes — Self-serve free account with 250 credits a month, no card and no sales call. > Sign up in 30 seconds. No credit card. Swipe a card monthly when you need more. > — https://www.warmly.ai/p/try-for-free · Hero subheading under 'De-anonymize website visitors for free' **API access** · Yes — REST API with per-organization bearer keys exposes the same tools as MCP, on free and paid accounts alike. > The same three tools are exposed as a REST API for systems that don't speak MCP. Auth is per-org API key, not OAuth. > — https://help.warmly.ai/articles/9641856032-warmly-technical-documentation-rest-api · Opening paragraph, below the 'Note' banner **MCP server** · Yes — OAuth MCP server with three read-only tools plus a credit-balance tool, callable by any MCP client. > OAuth-based MCP access from Claude Desktop, Claude Code, Cursor, and any MCP-compatible agent — plus REST endpoints with API key auth for everything else. > — https://help.warmly.ai/articles/4646691220-warmly-technical-documentation-mcp-server · Opening paragraph above 'Installation Instructions' **Bring your own key** · No — Inference runs on OpenAI models Warmly operates; no customer-supplied model keys, models or cloud are documented. > Warmly uses OpenAI for all its AI. > — https://help.warmly.ai/articles/6933942349-ai-in-warmly-faq · 'How does Warmly.ai prevent bias in its AI models?' answer, first sentence ## Buying it for a team **A company can buy it** · Yes — Bought either self-serve on the site or on a signed order form, and accounts are organisation-scoped workspaces. > Our paid services may be purchased either through a Subscription via the self-service process on the Site or by separately signing an Order Form > — https://www.warmly.ai/p/terms-of-service · Section 8, Payment, first sentence **Seat model** · Partly — Seats are named one-per-person for licence-based services, but no per-seat price, floor or ceiling is published; plans are priced by credits. > Enterprise customers are responsible for purchasing a sufficient number of seats and access for your usage and company. Only one seat may be used per person for all seat or license-based services. > — https://www.warmly.ai/p/terms-of-service · Section 3, 'Access To and Use of the Service' **Pooled budget** · Yes — One credit pool per workspace, shared across the app and the API/MCP, resetting monthly. > One credit pool per workspace. Resets monthly. Credits are spent the moment a visitor on your site is identified. > — https://help.warmly.ai/articles/2565692815-how-will-credits-work-for-the-mcp-server-api · 'Note' banner at the top of the article **Admin controls** · Yes — Advanced role-based access control with IP restrictions and configurable retention. > Advanced RBAC, audit logging, IP restrictions > — https://www.warmly.ai/p/solutions/enterprise · 'Enterprise-Grade Security' table, Access control row **Audit log** · Yes — Audit logging is listed platform-side, and each API tool call can carry a stored reasoning note. > Advanced RBAC, audit logging, IP restrictions > — https://www.warmly.ai/p/solutions/enterprise · 'Enterprise-Grade Security' table, Access control row (Capability column) **Single sign-on** · Yes — SAML and OIDC with MFA and SCIM provisioning, documented in the enterprise security table; Google and Microsoft sign-in otherwise. > SSO (SAML, OIDC), MFA, SCIM provisioning > — https://www.warmly.ai/p/solutions/enterprise · 'Enterprise-Grade Security' table, Authentication row ## What happens to your code **Opt out of training** · Yes — Vendor states customer data is never used for AI model training; it uses OpenAI's pre-trained models instead. > No. We only collect website & cross-internet prospect information and this is not use for AI model training. > — https://help.warmly.ai/articles/6933942349-ai-in-warmly-faq · 'Does Warmly.ai use customer data for training AI models?' answer **Data residency** · Partly — The enterprise FAQ claims configurable US, EU and APAC regions, while the architecture section lists only AWS US with GCP EU available. > Multi-region data centers in US, EU, and APAC. Data residency can be configured per region. GDPR-native architecture with DPA support. > — https://www.warmly.ai/p/solutions/enterprise · Enterprise FAQ, 'How do you handle data residency requirements?' **Getting out** · Partly — Data exports to CSV or syncs to the CRM, but the credit pool refills each calendar month rather than rolling unused credits over. > Yes. Data can be exported to CSV or synced to your CRM. Full data portability. > — https://www.warmly.ai/p/data · FAQ, 'Can I export data from Warmly?' **Certifications** · Partly — SOC 2 Type II certified and GDPR-ready; ISO 27001 is listed as in progress on the enterprise security table. > Yes. Warmly is SOC 2 Type II certified and GDPR-ready. We take data security seriously — your CRM data is encrypted in transit and at rest, with role-based access controls. > — https://www.warmly.ai/p/solutions/revops · FAQ, 'Is Warmly SOC 2 compliant?' ## Provenance Every fact above comes from the vendor. Nothing here is independently corroborated yet. ## Coverage elsewhere Pages about this product that the vendor does not control. The label states how independent each one is. | Source | Kind | Read | | --- | --- | --- | | cmswire.com | Independent source | 2026-08-23 | | clay.com | Independent source | 2026-08-23 | | leadpipe.com | Independent source | 2026-08-23 | | therevopsreport.com | Independent source | 2026-08-23 | ## What changed - 2026-09-03 — Capabilities · Commercial terms · Free tier · Price - 2026-08-31 — Capabilities · Commercial terms · Free tier · Price - 2026-08-23 — Crunchbase link · LinkedIn link · One-liner · Summary - 2026-08-19 — Summary ## Correcting this record Anything marked "Not established" is a question we have not answered — it is not a No. If you represent Warmly, or anything here is wrong or out of date, you can supply it with a source: the operations this site accepts from an agent are listed at https://theagentsindex.com/.well-known/agents.json — that catalogue needs no key to read, and each entry states its own auth. Supplying evidence is free. 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