MCP tools: remote-outreach-sequences

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remote-outreach-sequences

Registered when: the two outreach flags + outreach.sequences (on by default); template and sequence writing and start/pause reach only an assistant turn acting for a person (never a key); the person confirms each write.

outreach_enrol

Enrol ONE CRM contact in a sequence (call once per contact; one by one, never a bulk list). senderId is the owner's own connected mailbox that sends it: use pipeline.mailbox from outreach_sequence_readiness, or ask the person which of their connected mailboxes. The route refuses (denied: true, with a reason) a suppressed or do-not-contact contact, one without a recorded published-contact basis (record it with outreach_record_contact_basis, only with a real source), or a status that blocks it; report the reason, do not work around it. Enrolling schedules nothing that sends: each step still needs the permit gate and the owner's approval. Safe to repeat (an existing enrolment is returned).

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
sequenceIdstringyesSequence id (uuid).
contactIdstringyes
senderIdstringyesThe owner's connected mailbox address this sequence sends from.
companyIdstringno
dealIdstringno
maxFollowUpsintegerno

Example call:

{"name":"outreach_enrol","arguments":{"orgId":"<orgId>","sequenceId":"<sequenceId>","contactId":"<contactId>","senderId":"<senderId>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis.

outreach_enrolment_cancel

Cancel ONE contact's enrolment for good, with a short reason (queued follow-ups for them are cancelled too).

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
enrolmentIdstringyes
reasonstringyes

Example call:

{"name":"outreach_enrolment_cancel","arguments":{"orgId":"<orgId>","enrolmentId":"<enrolmentId>","reason":"<reason>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis.

outreach_enrolment_pause

Pause ONE contact's enrolment (nothing more goes to them until a person resumes it in GoodQA). Making things safer is always allowed.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
enrolmentIdstringyes
reasonstringno

Example call:

{"name":"outreach_enrolment_pause","arguments":{"orgId":"<orgId>","enrolmentId":"<enrolmentId>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis.

outreach_get_sequence

Read one sequence and its steps. Read-only.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
sequenceIdstringyesSequence id (uuid).

Example call:

{"name":"outreach_get_sequence","arguments":{"orgId":"<orgId>","sequenceId":"<sequenceId>"}}

Related: outreach_list_sequences, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis, outreach_enrol.

outreach_list_sequences

List this org's outreach sequences with their steps (template, wait, branches). Read-only.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.

Example call:

{"name":"outreach_list_sequences","arguments":{"orgId":"<orgId>"}}

Related: outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis, outreach_enrol.

outreach_pause

PAUSE a sequence's pipeline: nothing further is released for any contact in it until it is started again. Owner only.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
sequenceIdstringyesSequence id (uuid).

Example call:

{"name":"outreach_pause","arguments":{"orgId":"<orgId>","sequenceId":"<sequenceId>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis.

outreach_record_contact_basis

Record WHY a contact may be emailed, which enrolment requires: they published their business contact details themselves (contactBasis published_business_contact), the https page where they did (publishedSourceUrl), and why their published role fits this message (roleRelevance, 10-300 characters). Only record a source you actually saw; never guess, never for a scraped or bought list. If you have no real source, say so and do not enrol.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
contactIdstringyes
contactBasisstringyes
publishedSourceUrlstringyes
roleRelevancestringyes

Example call:

{"name":"outreach_record_contact_basis","arguments":{"orgId":"<orgId>","contactId":"<contactId>","contactBasis":"<contactBasis>","publishedSourceUrl":"<publishedSourceUrl>","roleRelevance":"<roleRelevance>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_enrol.

outreach_sequence_create

Create a follow-up SEQUENCE: an ordered list of steps, each an APPROVED template version (templateId@version) and how long to wait. It sends nothing by itself: contacts must be enrolled, the owner must create a pipeline for it with their own connected mailbox and start it, and every message still needs the owner's approval. Typical: 3 steps, waits of 0, 3 and 7 days. The organization follow-up limit (default 1 follow-up after the first email; an admin can raise it to 3 in Outreach settings) is applied when steps are released, and outreach_sequence_readiness warns when a sequence is longer than the limit. Tiered mode asks the person to confirm before saving; owner-enabled Bypass mode records the write without a confirmation card.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
namestringyes
channelstringnoemail (default).
stepsobject[]yes

Example call:

{"name":"outreach_sequence_create","arguments":{"orgId":"<orgId>","name":"<name>","steps":[]}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_record_contact_basis, outreach_enrol.

outreach_sequence_enrolments

Who is enrolled in a sequence and how far each has got (status, and per step: pending / queued / sent, when due). Names and ids only, no address or message text. Filter by status (active, paused, completed, cancelled). Read-only.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
sequenceIdstringyesSequence id (uuid).
status"active" \"paused" \"completed" \
limitintegerno

Example call:

{"name":"outreach_sequence_enrolments","arguments":{"orgId":"<orgId>","sequenceId":"<sequenceId>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis, outreach_enrol.

outreach_sequence_readiness

Can this sequence start? Answers its state (no_pipeline, paused, running), the pipeline and the mailbox it sends from, and EVERY blocker at once (no pipeline yet, mailbox not connected, owner's responsibility checkbox not ticked, a template not approved) each with what to do about it, plus warnings (nobody enrolled, email switched off or in dry-run). Call it before you promise that anything will send. Read-only.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
sequenceIdstringyesSequence id (uuid).

Example call:

{"name":"outreach_sequence_readiness","arguments":{"orgId":"<orgId>","sequenceId":"<sequenceId>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis, outreach_enrol.

outreach_start

START a sequence: turn its pipeline on so due steps can go through the permit gate and the owner's approvals. Only the organization OWNER can start, from their own connected mailbox: the owner's responsibility checkbox (Settings > Email connections) must be ticked and the pipeline's mailbox connected and accepted. If anything is missing the answer is outreach_start_blocked with EVERY blocker and the fix for each: tell the person exactly that, do not try another way. Check outreach_sequence_readiness first; starting only makes sense with at least one contact enrolled. Tiered mode asks the person to confirm before starting; owner-enabled Bypass mode records the start without a confirmation card. Mailbox, risk acceptance and per-message approval gates still apply in both modes.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
sequenceIdstringyesSequence id (uuid).

Example call:

{"name":"outreach_start","arguments":{"orgId":"<orgId>","sequenceId":"<sequenceId>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis.

outreach_template_create

Write a DRAFT outreach template: name, channel (default email), subject, body, and the slots its {{placeholders}} use (every placeholder must be a declared slot: letter first, then letters, digits or _; e.g. firstName, company). A draft sends nothing and can not be used in a sequence until an organization admin approves that version in GoodQA (Settings > Templates). Tell the person that. Tiered mode asks the person to confirm before saving; owner-enabled Bypass mode records the write without a confirmation card. Write it as one person writing to one person: published business contacts only, never a bulk blast.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
namestringyes
channelstringnoemail (default), linkedin, ...
subjectstringnoOne line, no line break. Required for email before it can be sent.
bodystringyes
slotsstring[]noNames of the placeholders the body and subject use, e.g. ["firstName","company"].
folderstringno

Example call:

{"name":"outreach_template_create","arguments":{"orgId":"<orgId>","name":"<name>","body":"<body>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_new_version, outreach_sequence_create, outreach_record_contact_basis, outreach_enrol.

outreach_template_new_version

Write a NEW draft version of an existing template (an approved version is frozen and can not be edited). The new version needs an admin to approve it before a sequence can use it. Tiered mode asks the person to confirm first; owner-enabled Bypass mode records the write without a confirmation card.

ParameterTypeRequiredDescription
orgIdstringyesOrganization id (uuid); every result echoes it.
templateIdstringyesThe template id (the part of the ref before @).
bodystringyes
subjectstringno
slotsstring[]no
namestringno

Example call:

{"name":"outreach_template_new_version","arguments":{"orgId":"<orgId>","templateId":"<templateId>","body":"<body>"}}

Related: outreach_list_sequences, outreach_get_sequence, outreach_sequence_enrolments, outreach_sequence_readiness, outreach_template_create, outreach_sequence_create, outreach_record_contact_basis, outreach_enrol.

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