Outreach

@mindstone/mcp-server-outreach

Outreach sales engagement MCP server — prospects, sequences, accounts, tasks, and mailings via Outreach API.

One-click install

After clicking the button, your host will prompt you to fill: OUTREACH_CLIENT_ID, OUTREACH_CLIENT_SECRET, OUTREACH_ACCESS_TOKEN, OUTREACH_CONFIG_DIR, OUTREACH_OAUTH_PORT.

{
  "mcpServers": {
    "Outreach": {
      "command": "npx",
      "args": [
        "-y",
        "@mindstone/mcp-server-outreach"
      ],
      "env": {
        "OUTREACH_CLIENT_ID": "",
        "OUTREACH_CLIENT_SECRET": "",
        "OUTREACH_ACCESS_TOKEN": "",
        "OUTREACH_CONFIG_DIR": "~/.mcp/outreach",
        "OUTREACH_OAUTH_PORT": "0"
      }
    }
  }
}

Status

• Version: 0.2.1 · npm
• Auth: OAuth (local 127.0.0.1 callback) (OUTREACH_CLIENT_SECRET)
• Tools: 22 (prospects, sequences, accounts, tasks, calls, mailboxes)
• Surface: cloud-api
• Machine-readable: STATUS.json

Installation

npx -y @mindstone/mcp-server-outreach

Configuration

OAuth Mode (Recommended)

Set these environment variables to use standalone OAuth authentication:

OUTREACH_CLIENT_ID=your_client_id
OUTREACH_CLIENT_SECRET=your_client_secret

Then call the outreach_connect_account tool to initiate the OAuth flow.

Manual Token Mode

If you have a static access token:

OUTREACH_ACCESS_TOKEN=your_access_token

Optional Settings

OUTREACH_CONFIG_DIR=~/.mcp/outreach    # Custom config directory (default: ~/.mcp/outreach)
OUTREACH_OAUTH_PORT=0                   # OAuth callback port (default: OS-assigned)
OUTREACH_OAUTH_SCOPES="prospects.all sequences.all sequenceStates.all sequenceSteps.read sequenceTemplates.read templates.read accounts.all users.read tasks.all mailings.read calls.read mailboxes.read"

The OUTREACH_OAUTH_SCOPES value above is the built-in default, which covers every tool the connector ships. If you connected an account before these scopes were added (or you override the variable), re-run outreach_connect_account so the new token picks them up.

Available Tools (22)

Account Management

• outreach_connect_account — Connect an Outreach account via OAuth
• outreach_list_connected_accounts — List connected accounts and auth status
• outreach_disconnect_account — Disconnect an account and remove credentials

Prospects

• outreach_search_prospects — Search prospects by name, email, company, tags
• outreach_get_prospect — Get full prospect details by ID
• outreach_create_prospect — Create a new prospect (supports custom_fields mapped to custom1..custom35)
• outreach_update_prospect — Update an existing prospect (supports custom_fields)

Sequences

• outreach_list_sequences — List sequences with filters
• outreach_get_sequence — Get sequence details by ID
• outreach_list_sequence_steps — List a sequence's steps (type, interval, order, template links)
• outreach_get_sequence_template — Read a sequence template's email subject and body
• outreach_add_prospect_to_sequence — Enroll a prospect in a sequence
• outreach_remove_prospect_from_sequence — Pause or finish a prospect's enrollment

Accounts (Companies)

• outreach_list_accounts — List company accounts
• outreach_get_account — Get company account details by ID

Tasks

• outreach_list_tasks — List tasks with status and prospect filters
• outreach_create_task — Create a task (note, due date, prospect, owner)
• outreach_complete_task — Mark a task as completed

Mailings

• outreach_list_mailings — List sent emails with delivery status

Calls

• outreach_list_calls — List calls with outcome, notes, and disposition link

Mailboxes

• outreach_list_mailboxes — List connected sender mailboxes (feeds mailbox_id on enrollment)

Users

• outreach_list_users — List Outreach team members

Auth Modes

The connector supports four authentication modes, detected once at startup:

Precedence: bridge > standalone_oauth > manual_token > unconfigured

Input & State Semantics

• Resource IDs must be numeric. Every tool parameter that takes an Outreach resource ID (id, prospect_id, sequence_id, account_id, mailbox_id, user_id, owner_id) accepts digits only (/^\d+$/). Non-numeric values are rejected with VALIDATION_ERROR before any API request is made — Outreach IDs are always numeric, so anything else indicates a bad value rather than a real lookup.
• outreach_remove_prospect_from_sequence acts on the live enrollment. A prospect that was enrolled, finished, and re-enrolled has several sequence-state records; the tool filters to the non-finished ("live") one instead of acting on the first record returned. If more than one live state exists for the prospect+sequence pair the tool fails closed with AMBIGUOUS_STATE (no record is modified); if every state is finished it returns NOT_FOUND.

Untrusted Content Handling

All user-authored text returned by the Outreach API (names, emails, mailing subjects, template bodies, task notes, tags, custom fields) is wrapped in <untrusted-content source="..."> envelopes so MCP hosts and models treat third-party CRM content as data, not instructions. Vendor-generated structure (IDs, timestamps, lifecycle states) is returned raw. Vendor error text (API error details, non-JSON error bodies, and OAuth token-exchange failures) is truncated to 500 characters and enveloped the same way (source="outreach:api-error") before it appears in error messages.

License

FSL-1.1-MIT