OutreachPilot MCP Server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@OutreachPilot MCP ServerBuild a 3-step email campaign"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
OutreachPilot MCP Server
The official Model Context Protocol (MCP) server for OutreachPilot โ AI-Powered Sales Outreach Platform.
Connect your AI agents โ Claude Desktop, Cursor, LangChain, CrewAI, or any MCP-compatible client โ 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.
๐ API & MCP Documentation ยท ๐ Sales Outreach Blog ยท ๐งฎ ROI Calculator
Requirements
Node.js โฅ 18
An active OutreachPilot Pro or Scale workspace
An API key (generate one in Settings โ Workspace โ API Keys)
Related MCP server: DataLayer MCP
Quick Start
Option A: npx (recommended โ 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 โ done. โ
Option B: Manual install (for development)
git clone https://github.com/emielmadonna/OutreachPilotMCP.git
cd OutreachPilotMCP
npm installCreate a .env file:
OUTREACHPILOT_API_KEY=op_live_your_key_here
OUTREACHPILOT_API_URL=https://useoutreachpilot.comBuild the server:
npm run buildCLI 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.
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 โ you'll see OutreachPilot tools available in the toolbar.
Connecting to Cursor
Open Cursor Settings โ Features โ MCP
Click
+ Add New MCP ServerSet Name to
OutreachPilot, Type tocommandSet Command to:
npx -y outreachpilot-mcpAdd env vars:
OUTREACHPILOT_API_KEYandOUTREACHPILOT_API_URL
Getting Started After Install
Once connected, start with these two commands:
Check your workspace status:
Use the setup_workspace toolThis runs a health check and tells you what's configured and what needs setup.
Get the full setup guide:
Use the onboarding_guide toolReturns step-by-step instructions for email, ICP, knowledge base, contacts, and campaigns.
Available Tools (31)
๐ง Setup & Onboarding
Tool | Description |
| Full workspace health check โ email, ICP, knowledge base, contacts, campaigns, credits. Returns readiness % and action items. |
| Step-by-step setup guide. Pass |
๐ฌ pilot โ AI Engine Bridge (recommended for complex tasks)
Send any natural language instruction to the OutreachPilot AI engine. This is the most powerful tool โ 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 โ 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"๐ฅ Contact Tools
Tool | Description |
| Search CRM contacts by name, email, or company |
| List contacts with filters (status, folder, pagination) |
| Create one or more contacts, optionally auto-enroll in a campaign |
| Update a contact's fields (name, email, status, tags, etc.) |
| Get full details of a single contact by ID |
| Delete a contact from the CRM |
๐ฃ Campaign Tools
Tool | Description |
| List campaigns with optional status/type filters |
| Create a new draft campaign |
| Pause, resume, activate, or archive a campaign |
| Enroll a specific contact into a campaign |
| Get campaign audience stats (enrolled, completed, replied) |
| Get full campaign details including config, steps, and audience |
| Update campaign name, config, steps, or type |
๐ข Company Tools
Tool | Description |
| List company accounts in the CRM |
| Create one or more company accounts |
| Get full details of a single company by ID |
| Update company fields |
| Delete a company from the CRM |
๐ง Email
Tool | Description |
| Send a one-off email through your connected account. Costs 1 credit. |
๐ Folders
Tool | Description |
| List contact folders with contact counts |
| Create a new folder (idempotent โ returns existing if name matches) |
๐ณ Credits
Tool | Description |
| Check credits remaining, plan tier, and reset date |
๐ฌ Research
Tool | Description |
| Canonical B2B people/account prospecting tool. If |
| 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 |
| Start agentic research to find companies or people |
| Poll a research job's progress |
| Import research results as contacts into the CRM |
๐ Webhook Tools
Tool | Description |
| List active webhook subscriptions |
| Register a new webhook endpoint for real-time events |
| Remove a webhook subscription |
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] โ checks workspace is ready
[find_prospects] โ channels=["email","linkedin"], target_count=10
[check_research_status] โ waits for results
โ only count verified, person-specific emails
โ if only 7 verify, report 7/10 and do not pretend the target is met
[pilot] โ "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] โ returns readiness %, flags missing items
โ "Your workspace is 75% ready. You're missing a knowledge base โ this is critical for campaign quality. Go to Settings โ Pilot and add your product info."Guided Onboarding
User: I'm new, how do I get started?
Claude: [onboarding_guide] โ returns full setup walkthrough
โ walks through email setup, ICP config, knowledge base, first campaignAuthentication
All API calls use Bearer token authentication:
Authorization: Bearer op_live_your_key_hereAPI keys are scoped to endpoints. Default scopes:
contactsโ contact operationscampaignsโ campaign, webhook operationscreditsโ credit balancechatโ pilot bridge (required for agentic tasks)emailโ direct email sending
Development
Run in development mode (no build step needed):
npm run devThe server communicates over stdio (JSON-RPC 2.0), which is required by the MCP protocol.
Architecture
MCP Client (Claude, Cursor, etc.)
โ JSON-RPC over stdio
OutreachPilot MCP Server (31 tools)
โ HTTPS REST + Bearer auth
OutreachPilot API (/api/v1/*)
โ Internal
OutreachPilot AI Pilot (35+ tools)
โ
Supabase ยท OpenAI ยท LinkedIn ยท Twilio ยท Google CalendarThe pilot tool routes through POST /api/v1/chat, which gives your AI agent full access to the internal OutreachPilot engine โ the same AI that powers the in-app Pilot Buddy chat.
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Maintenance
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