• STATUS
  • HISTORY
  • ACTION
  • HUMAN

How to track outreach lead status with your AI

Connect PitchBox to your AI client to stop digging through dashboards. You can now ask for real-time updates on any lead or conversation.

Ask AI about this page

Short answer

How can I check my outreach progress without opening PitchBox?

Your AI pulls specific opportunity details and recent email threads directly into your chat. You get a clear view of where a lead stands and what was last said to them. This breakdown shows you exactly how to query your data.

Outcomes for your outreach

Where your data lands

What you get when you ask your AI for updates.

STATUS

Instant lead updates

The AI pulls the current state of a specific opportunity. You'll know if a lead is active or stalled without clicking through menus.

HISTORY

Email thread summaries

Your agent reads through recent messages to give you the context of the last interaction. You'll see exactly what was sent and when.

ACTION

Identify follow-ups

By looking at the timing of the last email, your AI can flag which leads are ripe for a nudge. This helps you prioritize your day.

HUMAN

Manual outreach decisions

The AI provides the data, but you decide the tone and timing of the next message. You stay in control of the actual relationship.

The workflow

What your AI does when you ask for updates.

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

  1. Locate the lead

    The AI finds the specific outreach record you're asking about.

    get_pitchbox_opportunity

  2. Fetch the conversation

    It pulls the relevant email history associated with that lead.

    list_pitchbox_emails

  3. Summarize the status

    The agent looks at the opportunity details and the email timestamps to tell you where things stand.

    get_pitchbox_opportunitylist_pitchbox_emails

  4. Present the findings

    You receive a plain text summary of the lead's progress and recent contact history.

    list_pitchbox_emails

Try it

Copy these to start.

Use these prompts to begin interacting with your PitchBox data.

Starting points

Replace the bracketed text with your actual lead names or email addresses.

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

  • What is the current status of the [Lead Name] opportunity in PitchBox?

  • Show me the recent email history for [Email Address].

  • Check the progress of the [Campaign Name] outreach.

  • Summarize the last three emails sent to [Contact Name].

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

Start here

Connect PitchBox once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start asking questions in your preferred AI client.

Connect PitchBox to your AI

FAQ

How this task behaves

  • 01

    Can the AI send emails for me?

    No. The AI can only read opportunity data and email history. You must send all outreach manually.

  • 02

    Can the AI change the status of a lead in PitchBox?

    No. The AI is read-only for these specific tools. It can check status, but it cannot update it.

  • 03

    Does the AI see all my PitchBox data?

    The AI only accesses the specific data requested through the tools provided.

  • 04

    Can I use this with Claude?

    Yes, any MCP-compatible client like Claude or Cursor can use this once connected.

  • 05

    Will the AI delete any of my outreach records?

    No. There are no tools available to delete or modify your PitchBox data.

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

Connect PitchBox to Claude, Cursor, ChatGPT & more