Search your OutreachPilot CRM for contacts by name, email, or company. Returns matching contacts with their status, email, LinkedIn URL, and creation date.

List all contacts in your CRM with optional filters. Use search_contacts for keyword search. This is for paginated browsing.

Create one or more contacts in the CRM. Automatically creates the company account if a company is specified. Optionally enroll in a campaign immediately.

Update an existing contact's fields. You must provide the contact_id (use search_contacts to find it).

Get a single contact by its ID. Returns all fields including email, phone, LinkedIn URL, company, status, tags, and custom context.

Permanently delete a contact from the CRM by its ID. This cannot be undone.

List your outreach campaigns. Filter by status or type to find active, draft, or paused campaigns.

Create a new campaign. Creates it as a draft — use update_campaign_status to activate it. For a fully AI-built campaign with email steps already written, use the pilot tool with a message like 'create a 3-step email campaign for the Austin folder'.

Pause, resume, activate, or archive a campaign.

Enroll a contact into an active campaign. Can provide a contact_id for an existing contact, or provide contact fields (email, first_name, last_name, company) to auto-create and enroll. The campaign must be active.

Get the status and audience statistics of a campaign. Returns total contacts enrolled, active, completed, paused, bounced, and failed counts.

List company accounts in your CRM. Companies are automatically linked to contacts.

Create a company account in the CRM.

Get a single company account by its ID. Returns all fields including name, domain, industry, size, and custom context.

Update an existing company's fields. You must provide the company_id.

Permanently delete a company account from the CRM. Contacts linked to this company will be unlinked but not deleted.

Check your current credit balance, monthly limit, plan tier, and when credits reset. Use this to verify you have enough credits before launching research or campaigns.

List all active webhook subscriptions. Webhooks deliver real-time notifications when events occur (email.sent, email.replied, contact.created, etc.).

Register a webhook to receive real-time event notifications from OutreachPilot. The webhook URL must use HTTPS.

Remove a webhook subscription by its ID.

The OutreachPilot AI engine. Send any natural language instruction and Pilot will execute it using its full toolkit.

Use this for complex or multi-step tasks that go beyond simple CRUD:

MESSAGING & OUTREACH

• "Draft a follow-up email to John Doe at Acme Corp"

• "Send a LinkedIn connection request to Jane Smith"

• "Write a cold email to my CEO contacts at fintech companies"

RESEARCH & LEAD GENERATION

• "Research Stripe — find buying signals and key decision makers"

• "Find 20 VP of Sales at Series B SaaS companies in Austin"

• "Enrich all contacts at Salesforce with LinkedIn profiles"

• "Find emails for all contacts at HubSpot"

CAMPAIGN BUILDING

• "Build a 3-step email campaign for the Austin SaaS folder"

• "Add a wait step of 5 days to campaign abc123"

• "Pause my cold email campaign"

CALENDAR & MEETINGS

• "What's my calendar availability for this week?"

• "Book a meeting with Jane Smith on Friday at 2pm"

ANALYTICS & REPORTING

• "Show me email stats for the last 30 days"

• "How many contacts replied to my campaigns?"

• "What's the open rate on my outbound emails?"

SYSTEM & ADMIN

• "Check if my email accounts are connected properly"

• "How many credits do I have left?"

• "What does our auto-responder prompt say?"

• "Update our knowledge base with: [text]"

VOICE DIALING

• "Start a dialing session for the Startup Founders folder"

• "What are my call stats?"

Start an agentic research job to find companies or people matching your criteria. Returns a job_id to poll with check_research_status. Send with confirmed=false first to get a cost estimate, then confirmed=true to execute.

Poll the status of a running research job. Returns status (pending/running/complete/error), result count, and full results when complete. Keep calling this until status is 'complete', then call import_research_results.

Import completed research results into the CRM as contacts. Only call after check_research_status returns 'complete'. Can auto-assign to a folder and/or enroll in a campaign.

Send a one-off email through your connected email account. Costs 1 credit per send. For bulk sending, use campaigns instead.

List all contact folders in the workspace. Folders organize contacts into groups for campaigns. Returns folder names, IDs, and contact counts.

Create a new contact folder. If a folder with the same name already exists, returns the existing one.

Get full details of a single campaign including its config, steps, and audience statistics.

Update a campaign's name, config, steps, or type. For status changes (pause/resume/activate), use update_campaign_status instead.

Run a full health check on the OutreachPilot workspace. Returns setup completeness for: email accounts, ICP config, knowledge base, folders, contacts, campaigns, and credits. Use this FIRST when starting a new conversation to understand what's configured and what needs setup. Returns a readiness percentage and actionable recommendations.

Get the step-by-step onboarding guide for setting up OutreachPilot from scratch. Returns a detailed walkthrough covering: account setup, email connection, ICP configuration, knowledge base, contact import, folder organization, campaign creation, and launch. Use this when a user is new or asks how to get started.