• PENDING
  • PROJECTS
  • HUMAN
  • SUMMARY

How to monitor daily outreach tasks with your AI

Connect PitchBox to your AI client to turn your outreach dashboard into a conversational status report.

Ask AI about this page

Short answer

How can I track my PitchBox outreach tasks using AI?

Your AI pulls your current task list and specific project details directly from PitchBox. You get a clear view of pending work and project status through a simple chat interface.

Where your data lands.

Task and project views.

The AI organizes your PitchBox information into these specific views.

PENDING

Active task lists

The AI identifies what you need to do right now. You get a clean list of tasks that require immediate action.

PROJECTS

Project status updates

Get the specifics on any active campaign. The AI pulls the details you need to understand project progress.

HUMAN

Manual outreach decisions

The AI identifies where you need to step in. It flags tasks that require your personal touch or final approval.

SUMMARY

Workload overviews

Get a high-level look at your entire outreach pipeline. This helps you spot bottlenecks in your daily workflow.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your PitchBox account.

  1. Fetch task lists

    The AI looks up all your current outreach tasks to see what is on your plate.

    list_pitchbox_tasks

  2. Identify projects

    It scans your active campaigns to find the specific projects you are working on.

    list_pitchbox_projects

  3. Pull project details

    Once you pick a project, the AI grabs the specific data and settings for that campaign.

    get_pitchbox_project

  4. Report status

    The AI combines this data into a readable summary of your pending work.

    list_pitchbox_tasksget_pitchbox_project

Try it

Copy these to start.

Use these prompts to begin monitoring your work.

Starting points

These are basic openers. Swap out the project names or task types to match your actual PitchBox setup.

PitchBox Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_1tki4vH5DuT12U5RuxvITPA8rNtGe5W0G1Q4DWcK/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — PitchBox capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pitchbox-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1tki4vH5DuT12U5RuxvITPA8rNtGe5W0G1Q4DWcK/mcp"
    }
  }
}
Copy into chat04

  • Show me all my pending tasks in PitchBox.

  • What are the active projects I have running right now?

  • Give me the details for the 'Summer Campaign' project.

  • List my tasks and tell me which ones are most urgent.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect PitchBox once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start asking questions about your outreach.

Connect PitchBox to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send outreach emails for me?

    No. The AI can only read your tasks and project details. You still handle the actual sending within PitchBox.

  • 02

    Can the AI delete my PitchBox projects?

    No. This MCP only has permission to read data. It cannot modify or delete anything in your account.

  • 03

    Does the AI see all my PitchBox data?

    The AI only sees the data it needs to answer your specific questions based on the available tools.

  • 04

    Can I update task statuses through the chat?

    No. The current tools only allow the AI to list and retrieve information, not change it.

  • 05

    How often does the AI see new tasks?

    The AI sees whatever is currently in PitchBox at the moment you ask the question.

  • More questions about PitchBox? The Connector page answers them. See everything the PitchBox Connector can do

Connect PitchBox to Claude, Cursor, ChatGPT & more