Outreach

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.

Available Tools

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 to sequence:

Add john@acme.com to the "Enterprise Outbound" sequence

Send email:

Send a follow-up email to the prospect asking about their timeline

Manage tasks:

Create a task to call the prospect tomorrow at 2pm

Track engagement:

Show me all email opens and clicks from the last 7 days

Pipeline management:

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?

Agents documentation for setup and best practices
Agent Node guide for workflow integration
Need help? Reach out to us
Contact support@gumloop.com for assistance

Use this integration directly in Claude or Cursor. Connect remotely via the Outreach MCP server using credentials from your Connectors page.

Get Started

Core Concepts

Enterprise Features

Nodes

Common Errors

What Can It Do?

Where to Use It

In Agents (Recommended)

In Workflows (Via Agent Node)

As a Custom MCP Node

Available Tools

Prospects

Accounts

Opportunities

Sequences

Emails

Templates & Snippets

Tasks

Calls

Users & Teams

Events

Example Prompts

Troubleshooting

Need Help?

​What Can It Do?

​Where to Use It

​In Agents (Recommended)

​In Workflows (Via Agent Node)

​As a Custom MCP Node

​Available Tools

​Prospects

​Accounts

​Opportunities

​Sequences

​Emails

​Templates & Snippets

​Tasks

​Calls

​Users & Teams

​Events

​Example Prompts

​Troubleshooting

​Need Help?

What Can It Do?

Where to Use It

In Agents (Recommended)

In Workflows (Via Agent Node)

As a Custom MCP Node

Available Tools

Prospects

Accounts

Opportunities

Sequences

Emails

Templates & Snippets

Tasks

Calls

Users & Teams

Events

Example Prompts

Troubleshooting

Need Help?