OutreachPilot Server

The official Model Context Protocol (MCP) server for OutreachPilot — AI-Powered Sales Outreach Platform.

Connect your AI agents — Claude Desktop, Cursor, LangChain, CrewAI, or any MCP-compatible client — directly to your OutreachPilot workspace to automate outreach, research leads, manage campaigns, and much more.

OutreachPilot replaces your entire sales stack (Apollo, Instantly, Expandi) with one AI-powered platform. It combines AI SDR automation, multi-channel outreach (email, LinkedIn, SMS, phone), live prospect research, and autonomous AI reply handling that books meetings 24/7.

📖 API & MCP Documentation · 📝 Sales Outreach Blog · 🧮 ROI Calculator

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Requirements

• Node.js ≥ 18
• An active OutreachPilot Pro or Scale workspace
• An API key (generate one in Settings → Workspace → API Keys)

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Quick Start

Option A: npx (recommended — zero install)

No download needed. Just configure your MCP client:

Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "outreachpilot": {
      "command": "npx",
      "args": ["-y", "outreachpilot-mcp"],
      "env": {
        "OUTREACHPILOT_API_KEY": "op_live_your_key_here",
        "OUTREACHPILOT_API_URL": "https://useoutreachpilot.com"
      }
    }
  }
}

Restart Claude Desktop — done. ✅

Option B: Manual install (for development)

git clone https://github.com/emielmadonna/OutreachPilotMCP.git
cd OutreachPilotMCP
npm install

Create a .env file:

OUTREACHPILOT_API_KEY=op_live_your_key_here
OUTREACHPILOT_API_URL=https://useoutreachpilot.com

Build the server:

npm run build

CLI mode

The same binary can run a few quick command-line checks without starting an MCP client:

outreachpilot-mcp list-tools
outreachpilot-mcp doctor
outreachpilot-mcp pilot "Check my workspace setup and tell me what is missing"

doctor verifies API connectivity. pilot sends a natural-language command to /api/v1/chat.

Write safety

Tools that can send, delete, archive, pause, or otherwise make irreversible changes now return a confirmation payload first. Re-run the same tool with confirmed: true to execute. The server also sends stable Idempotency-Key headers for writes so retries are less likely to duplicate work.

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Connecting to Claude Desktop

Add this to your claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "outreachpilot": {
      "command": "node",
      "args": ["/absolute/path/to/OutreachPilotMCP/build/index.js"],
      "env": {
        "OUTREACHPILOT_API_KEY": "op_live_your_key_here",
        "OUTREACHPILOT_API_URL": "https://useoutreachpilot.com"
      }
    }
  }
}

Restart Claude Desktop — you'll see OutreachPilot tools available in the toolbar.

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Connecting to Cursor

1. Open Cursor Settings → Features → MCP
2. Click + Add New MCP Server
3. Set Name to OutreachPilot, Type to command
4. Set Command to: npx -y outreachpilot-mcp
5. Add env vars: OUTREACHPILOT_API_KEY and OUTREACHPILOT_API_URL

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Getting Started After Install

Once connected, start with these two commands:

1. Check your workspace status:

   Use the setup_workspace tool
   

   This runs a health check and tells you what's configured and what needs setup.

2. Get the full setup guide:

   Use the onboarding_guide tool
   

   Returns step-by-step instructions for email, ICP, knowledge base, contacts, and campaigns.

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Available Tools (31)

🔧 Setup & Onboarding

Tool	Description
setup_workspace	Full workspace health check — email, ICP, knowledge base, contacts, campaigns, credits. Returns readiness % and action items.
onboarding_guide	Step-by-step setup guide. Pass focus param for specific area (email, icp, knowledge_base, contacts, campaigns, integrations).

💬 pilot — AI Engine Bridge (recommended for complex tasks)

Send any natural language instruction to the OutreachPilot AI engine. This is the most powerful tool — it has access to all 35+ internal tools including calendar booking, LinkedIn outreach, deep research, email drafting, campaign building, voice dialing, and more.

"Find 20 VP of Sales at Series B SaaS companies in Austin"
"Draft a follow-up email to John Doe at Acme Corp"
"Build a 3-step email campaign for the Austin SaaS folder"
"Research Stripe — find buying signals and key decision makers"
"Book a meeting with Jane Smith on Friday at 2pm"
"Check if my email accounts and integrations are working"

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👥 Contact Tools

Tool	Description
search_contacts	Search CRM contacts by name, email, or company
list_contacts	List contacts with filters (status, folder, pagination)
create_contact	Create one or more contacts, optionally auto-enroll in a campaign
update_contact	Update a contact's fields (name, email, status, tags, etc.)
get_contact	Get full details of a single contact by ID
delete_contact	Delete a contact from the CRM

📣 Campaign Tools

Tool	Description
list_campaigns	List campaigns with optional status/type filters
create_campaign	Create a new draft campaign
update_campaign_status	Pause, resume, activate, or archive a campaign
trigger_campaign	Enroll a specific contact into a campaign
get_campaign_status	Get campaign audience stats (enrolled, completed, replied)
get_campaign	Get full campaign details including config, steps, and audience
update_campaign	Update campaign name, config, steps, or type

🏢 Company Tools

Tool	Description
list_companies	List company accounts in the CRM
create_company	Create one or more company accounts
get_company	Get full details of a single company by ID
update_company	Update company fields
delete_company	Delete a company from the CRM

📧 Email

Tool	Description
send_email	Send a one-off email through your connected account. Costs 1 credit.

📁 Folders

Tool	Description
list_folders	List contact folders with contact counts
create_folder	Create a new folder (idempotent — returns existing if name matches)

💳 Credits

Tool	Description
get_credit_balance	Check credits remaining, plan tier, and reset date

🔬 Research

Tool	Description
find_prospects	Canonical B2B people/account prospecting tool. If channels includes email, the requested count means verified, person-specific, sendable email prospects; raw sourced people do not count.
local_prospecting.*	Google Maps/local-business prospecting tools: estimate cost, start a run, list/recover runs, poll status, list ranked business candidates, or stop a run. Use for place-based searches like "dentists in Austin"; use find_prospects for B2B people/accounts.
run_research	Start agentic research to find companies or people
check_research_status	Poll a research job's progress
import_research_results	Import research results as contacts into the CRM

🔔 Webhook Tools

Tool	Description
list_webhooks	List active webhook subscriptions
create_webhook	Register a new webhook endpoint for real-time events
delete_webhook	Remove a webhook subscription

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Example Workflows

Full Prospecting Pipeline

User: Find 10 fintech founders in New York with verified emails, research each one, and add them to a campaign.

Claude: [setup_workspace] → checks workspace is ready
        [find_prospects] → channels=["email","linkedin"], target_count=10
        [check_research_status] → waits for results
        → only count verified, person-specific emails
        → if only 7 verify, report 7/10 and do not pretend the target is met
        [pilot] → "Build a 3-step email campaign for the NYC Fintech folder"

Email prospecting is strict: target_count=10 means 10 sendable email contacts, not 10 LinkedIn profiles. Generic inboxes (hello@, info@), guessed local parts, catch-all/likely results, and unverified emails do not count.

Quick Health Check

User: Is everything set up correctly?

Claude: [setup_workspace] → returns readiness %, flags missing items
        → "Your workspace is 75% ready. You're missing a knowledge base — this is critical for campaign quality. Go to Settings → Pilot and add your product info."

Guided Onboarding

User: I'm new, how do I get started?

Claude: [onboarding_guide] → returns full setup walkthrough
        → walks through email setup, ICP config, knowledge base, first campaign

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Authentication

All API calls use Bearer token authentication:

Authorization: Bearer op_live_your_key_here

API keys are scoped to endpoints. Default scopes:

• contacts — contact operations
• campaigns — campaign, webhook operations
• credits — credit balance
• chat — pilot bridge (required for agentic tasks)
• email — direct email sending

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Development

Run in development mode (no build step needed):

npm run dev

The server communicates over stdio (JSON-RPC 2.0), which is required by the MCP protocol.

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Architecture

MCP Client (Claude, Cursor, etc.)
    ↓  JSON-RPC over stdio
OutreachPilot MCP Server (31 tools)
    ↓  HTTPS REST + Bearer auth
OutreachPilot API (/api/v1/*)
    ↓  Internal
OutreachPilot AI Pilot (35+ tools)
    ↓
Supabase · OpenAI · LinkedIn · Twilio · Google Calendar

The pilot tool routes through POST /api/v1/chat, which gives your AI agent full access to the internal OutreachPilot engine — the same AI that powers the in-app Pilot Buddy chat.