# Outreach MCP > Outreach MCP Server controls your entire sales outreach workflow using natural conversation. Your AI agent accesses prospect data, enrolls leads into automated sequences, and monitors mailing performance across calls and emails. Manage pipelines and track engagement metrics directly from your chat window. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** outreach, sales-engagement, prospecting-api, crm-automation, email-sequences, lead-nurturing, sales-ops, outbound-sales, mcp ## Description **Outreach MCP Server controls your entire sales outreach workflow using natural conversation.** Your agent accesses prospect data, enrolls leads into automated sequences, and monitors mailing performance across calls and emails. You manage pipelines and track engagement metrics right from your chat window. Here’s the deal: you don't gotta jump between tabs or open a separate dashboard just to do sales work. This integration lets your AI client handle everything—from finding a hot lead to sending them follow-up messages, all without leaving your conversation stream. You'll use this server when you need your agent to act like an embedded sales ops specialist. **Finding and Updating Prospect Records** The `get_prospect_details` tool pulls up the full profile and metadata for any single prospect, so you know exactly who you’re talking to. If you spot outdated info—like a new job title or company name—you use `update_prospect` to modify those details on their record. You can also run `list_prospects` to get a comprehensive list of everyone you're targeting, and if someone isn't in the system yet, you just run `create_prospect` to add them as a brand-new contact. **Managing Automated Lead Journeys** When you’ve got a hot lead, you use `add_to_sequence` to enroll that specific prospect immediately into an automated sales sequence. You can check the status and names of all active nurture paths using `list_sequences`. For context on what messages are available, `list_email_templates` retrieves every message template your team uses in sequences. Getting a rundown of all company accounts you manage is done with `list_companies`, while knowing who's responsible for the account summary comes from `get_user_info`. **Tracking Pipeline and Deal Status** You need to know where the money is, right? Running `list_opportunities` shows you every current sales deal in your pipeline. You can also see a rundown of all required follow-up actions or pending tasks by calling `list_sales_tasks`. This keeps your entire revenue stream visible and actionable. **Monitoring Outreach Activity** Your agent tracks everything that gets sent out. By using `list_sent_emails`, you get a list of every message sent from your account, including whether the recipient opened it or not. If you're looking for an overview of all available contacts, you can run `list_prospects` to see who needs attention. **How You Use It Day-to-Day** You tell your agent what you need done—like, “Get me the details on Jane Smith and enroll her in the Enterprise sequence.” The server handles the calls: it uses `get_prospect_details` first, then immediately runs `add_to_sequence`. You don't see a mountain of steps; you just see the result. If you need to manually check up on open emails or review your own account setup using `get_user_info`, your agent handles it instantly. It’s about doing complex sales operations work—managing records, triggering sequences, and tracking engagement metrics across calls and emails—all without clicking anything outside of this chat window. You'll get a clear picture of your entire sales health by combining `list_opportunities` with `list_sales_tasks`. You don't gotta juggle multiple platforms; you just talk to your agent. ## Tools ### add_to_sequence Immediately enrolls a specific prospect into an automated sales sequence. ### create_prospect Adds a brand new contact record to your Outreach system. ### get_prospect_details Retrieves the full profile and metadata for any single prospect. ### get_user_info Gets a summary of your own account profile within Outreach. ### list_companies Lists all the company accounts managed by your Outreach setup. ### list_email_templates Retrieves a list of message templates available for use in sequences. ### list_opportunities Shows all current sales deals and opportunities tracked in your pipeline. ### list_prospects Lists all available people who can be targeted for outreach efforts. ### list_sales_tasks Shows a list of required follow-up actions and pending sales tasks. ### list_sent_emails Lists all emails that have been sent out from your account, including open status. ### list_sequences Displays the names and statuses of all active sales sequences. ### update_prospect Modifies existing information on a prospect's profile, like job title or company name. ## Prompt Examples **Prompt:** ``` List all active prospects in Outreach. ``` **Response:** ``` I've retrieved your prospects. You have 25 active leads including 'John Miller' from Acme Corp and 'Sarah Chen'. Which one would you like to see sequence details for? ``` **Prompt:** ``` Show me all active email sequences and their open rates for this quarter. ``` **Response:** ``` You have 8 active sequences this quarter. "Enterprise Cold Outreach" leads with a 52% open rate across 1,240 prospects. "Product Launch Follow-up" has 47% opens and 14% replies. Your lowest performer is "Re-engagement Q1" at 23% opens, which may benefit from subject line optimization. ``` **Prompt:** ``` Find all prospects who replied positively to the Enterprise sequence in the last 7 days. ``` **Response:** ``` 14 prospects replied positively to "Enterprise Cold Outreach" in the past week. Notable responses include Maria Chen (VP Engineering at DataFlow), who requested a demo for next Tuesday, and James Park (CTO at ScaleUp), who asked for pricing details. 5 prospects were automatically moved to your "Meeting Booked" stage. ``` ## Capabilities ### Find and update prospect records Retrieve full details on any prospect using `get_prospect_details` and make changes to their profile data using `update_prospect`. ### Manage automated lead journeys Enroll a specific person into a sales sequence with `add_to_sequence`, or view all existing sequences with `list_sequences`. ### Track pipeline and deal status List current sales deals using `list_opportunities` to maintain an overview of your revenue pipeline. ### Monitor outreach activity View all sent messages via `list_sent_emails`, or check for pending follow-up actions with `list_sales_tasks`. ### Build and manage prospect lists List all available prospects using `list_prospects` to identify who needs attention, or create entirely new records with `create_prospect`. ## Use Cases ### Checking lead status after a networking event A rep meets someone at a conference. Instead of writing down their name and then having to check Outreach manually, they ask their agent: 'What's the latest on John Doe?' The agent runs `get_prospect_details` and instantly reports his last open rate and job title. ### Moving a promising lead through the funnel A BDR successfully qualifies a prospect. They tell their agent: 'Enroll Sarah Chen into the Enterprise follow-up sequence.' The agent runs `add_to_sequence`, and Sarah is immediately added to the right automated track. ### Reviewing team performance metrics A Sales Manager needs a weekly report on outreach efficiency. They ask their agent to 'List all opportunities that haven't been updated in 14 days.' The agent runs `list_opportunities` and flags the stale deals for review. ### Catching up on missed follow-ups An SDR needs to know which leads they talked about yesterday. They ask: 'Show me all pending actions related to Acme Corp.' The agent runs `list_sales_tasks` and gives a clear list of necessary next steps. ## Benefits - Track campaign performance instantly. Instead of opening the reporting dashboard, ask your agent to `list_sent_emails` for open rates on a specific template or timeframe. - Maintain data accuracy effortlessly. When a prospect changes roles, use `update_prospect` and tell your AI client what changed. The record updates immediately. - Control the funnel flow without manual intervention. Use `add_to_sequence` to enroll qualified leads instantly after a call, keeping them in nurture automatically. - See immediate pipeline status. Run `list_opportunities` to get a quick rundown of all active deals and where they stand right now—no need to navigate complex deal stages. - Keep track of every action item. Use `list_sales_tasks` to see what the team needs to do next, ensuring no follow-up falls through the cracks. ## How It Works The bottom line is: your AI agent acts as a direct connection to Outreach, letting you manage sales tasks through conversation instead of clicking buttons across multiple dashboards. 1. First, connect your Outreach.io credentials by subscribing to the MCP Server and entering your OAuth2 Access Token. 2. Next, address a sales problem directly in your chat interface—for example, 'Find all prospects who haven't opened an email in 30 days.' 3. The agent executes the necessary tools (like `list_prospects` or `list_sent_emails`) and returns structured data you can read and act on immediately. ## Frequently Asked Questions **How do I use `list_prospects` with Outreach MCP Server?** Running `list_prospects` gives you a full roster of all people available for outreach. You can then ask your agent to filter that list, like 'Show me only prospects in the finance vertical,' to narrow down who needs attention. **Can I check my pipeline using `list_opportunities`?** Yes. By calling `list_opportunities`, you pull a clear overview of every open deal, including its current stage and associated value. This lets you quickly spot deals that are stalled. **What is the difference between `update_prospect` and `get_prospect_details`?** `get_prospect_details` only reads data, giving you a snapshot of what exists. `update_prospect` writes data; it modifies fields like job title or company name for an existing record. **How does the MCP Server help with sent emails?** The `list_sent_emails` tool lets you retrieve a list of every message sent, and crucially, it includes metadata on engagement like open rates or replies. You can use this to plan your next follow-up. **Before I use `get_user_info`, what credentials do I need to set up the server?** You must provide an OAuth2 Access Token generated from your developer portal. This token authorizes your AI client to access your account profile data securely. If the token is expired or incorrect, the connection will fail immediately. **What should I do if `add_to_sequence` fails because of rate limits?** If you hit a usage limit, pause your requests and wait for the specified cooldown period. For bulk additions, process prospects in smaller batches rather than sending one massive list at once. This keeps your workflow stable. **How do I check available messaging options using `list_email_templates`?** Running this tool pulls a list of all pre-written message templates you've set up in Outreach. It lets you see the subject lines and body content ready for different campaigns. You can review them before enrolling anyone. **What specific items does `list_sales_tasks` retrieve?** This tool pulls a queue of pending actions that require attention, whether it's scheduling a call or following up on an account. It keeps your team focused on tasks that need human intervention right now. **Can my AI automatically find the details for a specific prospect by their ID?** Yes! Use the `get_prospect` tool with the Prospect ID. Your agent will respond with complete metadata for the record, including custom fields, sequence history, and owner info in seconds. **How do I find my Outreach.io OAuth2 Access Token?** Log in to your Outreach Developer Portal, create a new **App**, and use the provided client credentials to perform the OAuth 2.0 flow to obtain a secret access token. **Does this work with the Outreach API v2?** Yes, this MCP server is specifically built using the Outreach JSON:API v2 specification to ensure full compatibility with modern sales workflows.