Outreach is a sales engagement platform that helps revenue teams manage prospects, sequences, emails, and tasks. The Outreach MCP server lets you manage your entire sales engagement workflow using natural language.
What Can It Do?
- Manage prospects — list, create, update, and delete prospect records
- Handle accounts — create and manage company records
- Run sequences — create, activate, and manage multi-step outreach sequences
- Send emails — send one-off emails or use templates through connected mailboxes
- Manage tasks — create, assign, complete, and track sales tasks
- Log calls — record call activities against prospects
- Track opportunities — manage sales deals through pipeline stages
- Monitor engagement — view email opens, clicks, replies, and other activity events
Where to Use It
In Agents (Recommended)
Add Outreach as a tool to any agent. The agent can then manage your sales engagement conversationally, choosing the right actions based on context.
To add an MCP tool to your agent:
- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.
In Workflows (Via Agent Node)
For automated pipelines, use an Agent Node with Outreach tools. This gives you the flexibility of an agent within a deterministic workflow.
As a Custom MCP Node
You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.
To create a custom MCP node:
- Go to your node library and search for the integration
- Click Create a node with AI
- Describe the specific action you want (e.g., “Add prospect to outbound sequence”)
- Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.
Prospects
| Tool | Description |
|---|
| List Prospects | List prospects with filtering and pagination support |
| Get Prospect | Get a single prospect by ID, including contact details and engagement state |
| Create Prospect | Create a new prospect with contact details and optional links to an account, owner, stage, and persona |
| Update Prospect | Update an existing prospect’s contact details or linked records |
| Delete Prospect | Permanently delete a prospect by ID |
| List Prospect Notes | List notes attached to prospects, optionally filtered to a single prospect |
| Create Prospect Note | Create a note on a prospect |
Accounts
| Tool | Description |
|---|
| List Accounts | List accounts with filtering and pagination support |
| Get Account | Get a single account by ID |
| Create Account | Create a new account (company record) |
| Update Account | Update an existing account |
| Delete Account | Permanently delete an account by ID |
| List Account Notes | List notes attached to accounts, optionally filtered to a single account |
| Create Account Note | Create a note on an account |
Opportunities
| Tool | Description |
|---|
| List Opportunities | List opportunities (sales deals) with filtering and pagination support |
| Get Opportunity | Get a single opportunity by ID |
| Create Opportunity | Create a new opportunity, optionally linked to an account, stage, and owner |
| Update Opportunity | Update an existing opportunity |
| Delete Opportunity | Permanently delete an opportunity by ID |
| List Opportunity Stages | List opportunity stages (pipeline stages for sales deals) |
Sequences
| Tool | Description |
|---|
| List Sequences | List sequences with filtering, sorting, and pagination support |
| Get Sequence | Get a single sequence by ID |
| Create Sequence | Create a new sequence (interval- or date-based) |
| Update Sequence | Update an existing sequence’s attributes |
| Update Sequence Status | Activate or deactivate a sequence |
| Delete Sequence | Delete a sequence by ID |
| List Sequence Steps | List sequence steps, optionally filtered by sequence |
| Create Sequence Step | Add a step (auto email, manual email, call, or task) to a sequence |
| Update Sequence Step | Update an existing sequence step |
| Add Template to Sequence Step | Attach an email template to a sequence step |
| Add Prospect to Sequence | Add a prospect to a sequence by creating a sequence state |
| List Sequence States | List sequence states (prospects in sequences) with filtering and pagination |
| Get Sequence State | Get a single sequence state by ID |
| Update Sequence State | Pause, resume, or finish a prospect’s sequence state |
| Remove Prospect from Sequence | Remove a prospect from a sequence |
Emails
| Tool | Description |
|---|
| List Emails | List emails with filtering and pagination, including delivery and engagement state |
| Get Email | Get a single email by ID, including content, delivery state, and engagement details |
| Send Email | Send a one-off email to a prospect through a connected mailbox |
| List Mailboxes | List connected email accounts with filtering and pagination |
Templates & Snippets
| Tool | Description |
|---|
| List Templates | List reusable email templates with filtering and pagination |
| Get Template | Get a single email template by ID |
| Create Template | Create a reusable email template for one-off emails and sequences |
| Update Template | Update an existing email template |
| List Snippets | List reusable email snippets with filtering and pagination |
| Get Snippet | Get a single email snippet by ID |
Tasks
| Tool | Description |
|---|
| List Tasks | List tasks with filtering and pagination support |
| Get Task | Get a single task by ID |
| Create Task | Create a new task, optionally tied to a prospect |
| Update Task | Update an existing task’s action, due date, note, or owner |
| Complete Task | Mark a task as complete |
| Delete Task | Delete a task by ID |
Calls
| Tool | Description |
|---|
| List Calls | List logged calls with filtering and pagination |
| Get Call | Get a single logged call by ID |
| Log Call | Log a call against a prospect |
| List Call Dispositions | List call dispositions used to categorize call logs |
| List Call Purposes | List call purposes used to categorize call logs |
Users & Teams
| Tool | Description |
|---|
| List Users | List Outreach users (seat holders) with filtering and pagination |
| Get User | Get a single Outreach user by ID |
| List Teams | List teams (groups of users) with filtering and pagination |
| List Stages | List prospect stages (pipeline categories) |
| List Personas | List personas (categories describing types of prospects) |
Events
| Tool | Description |
|---|
| List Events | List activity events (email opens, clicks, replies) with filtering and pagination |
Example Prompts
Use these with your agent or in the Agent Node:
Find prospects:
List all prospects at acme.com
Add john@acme.com to the "Enterprise Outbound" sequence
Send a follow-up email to the prospect asking about their timeline
Create a task to call the prospect tomorrow at 2pm
Show me all email opens and clicks from the last 7 days
Create an opportunity for Acme Corp at $50,000 in the "Proposal" stage
Troubleshooting
| Issue | Solution |
|---|
| Agent not finding the right data | Use specific emails or prospect IDs |
| Action not completing | Check that you’ve authenticated with Outreach |
| Unexpected results | The agent may chain multiple tools (e.g., finding a prospect first, then adding to sequence). Review the agent’s reasoning to understand its approach. |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Agents are smart enough to chain multiple API calls together. For example, asking “Add john@company.com to the outbound sequence” will find the prospect first, then add to the sequence. If results seem off, check the agent’s step-by-step reasoning. Need Help?
Use this integration directly in Claude or Cursor. Connect remotely via the Outreach MCP server using your Gumloop credentials. 
