sales-mcp

Sales MCP - Authority-as-a-Service Sales Automation

Intelligent sales automation MCP server for Cereve's Authority-as-a-Service category creation.

Features

• 🔍 Intelligent Prospect Research - Automated company analysis and qualification
• 📧 Authority-as-a-Service Email Generation - Tesla strategy cold emails with IP protection
• 📊 Lead Scoring & Qualification - Smart prioritization of prospects
• 🚀 Gmail Integration - Automated sending and tracking
• 📈 Category Creation Pipeline - Complete Authority-as-a-Service outreach workflow

Quick Start

# Install dependencies
npm install

# Set up environment
cp env.example .env
# Edit .env with your API keys

# Start development server
npm run dev

Setup

1. Environment Configuration

Copy the example environment file and configure your API keys:

cp env.example .env

Required environment variables:

• OPENAI_API_KEY - Your OpenAI API key for email generation
• GOOGLE_CLIENT_EMAIL - Gmail service account email
• GOOGLE_PRIVATE_KEY - Gmail service account private key

2. Gmail API Setup

For detailed Gmail OAuth2 setup instructions, see GMAIL_SETUP.md.

Quick setup:

1. Go to Google Cloud Console
2. Create a new project or select existing one
3. Enable Gmail API
4. Create OAuth2 credentials (Desktop application)
5. Run the setup script: npm run setup-gmail
6. Follow the prompts to authorize and get refresh token

Available Tools

1. research_prospect

Research and qualify a prospect company for sales outreach.

Parameters:

• company_name (string) - Name of the company to research

Returns: Comprehensive company data including:

• Platform type classification
• Revenue and employee information
• Funding status
• Qualification score and tier
• Technical stack analysis

2. generate_email

Generate an Authority-as-a-Service cold email using Tesla strategy (protect IP before NDA).

Parameters:

• company_name (string) - Name of the prospect company
• recipient_name (string) - Name of the recipient
• recipient_title (string) - Job title of the recipient

Returns: Authority-as-a-Service cold email with subject, body, and personalization score

3. generate_email_from_research

Generate an Authority-as-a-Service cold email using existing research data.

Parameters:

• research_data (object) - Complete research data from research_prospect tool
• recipient_name (string) - Name of the recipient
• recipient_title (string) - Job title of the recipient

Returns: Authority-as-a-Service cold email with subject, body, and personalization score

4. send_email

Send a sales email via Gmail API.

Parameters:

• to (string) - Recipient email address
• subject (string) - Email subject line
• body (string) - Email body content
• from_name (string, optional) - Sender name

Returns: Gmail message ID confirmation

5. qualify_prospect

Score and qualify a prospect based on research data.

Parameters:

• company_data (object) - Company research data to qualify

Returns: Qualification score, tier, and breakdown

6. batch_research

Research multiple companies in batch.

Parameters:

• company_names (array) - Array of company names to research

Returns: Array of research results for all companies

Authority-as-a-Service Target Platforms

The MCP is optimized for platforms where user abandonment occurs due to strategic uncertainty:

• No-Code/Low-Code (Bubble, Webflow, Retool) - Users abandon projects due to business logic decisions
• CRM (HubSpot, Pipedrive, Salesforce) - Sales teams abandon deals due to strategic uncertainty
• Project Management (Asana, Monday.com, ClickUp) - Teams abandon projects due to planning gaps
• E-commerce (Shopify, WooCommerce, BigCommerce) - Merchants abandon strategies due to market uncertainty
• Automation (Zapier, Make.com, Integromat) - Users abandon automation due to strategic complexity

Qualification Scoring

Prospects are scored on multiple criteria:

• Platform Type (30 points max)
• Company Size (25 points max)
• Growth Indicators (20 points max)
• Technical Fit (15 points max)
• Contact Quality (10 points max)

Qualification Tiers

• Hot (80+ points) - Immediate outreach
• Warm (60-79 points) - Research more
• Cold (40-59 points) - Nurture campaign
• Not Qualified (<40 points) - Skip

Usage Examples

Research a Prospect

// Research a no-code platform company
const result = await research_prospect({
  company_name: "Bubble"
});

Generate Authority-as-a-Service Cold Email

// Generate Authority-as-a-Service cold email for Monday.com's CEO
const email = await generate_email({
  company_name: "Monday.com",
  recipient_name: "Roy Mann",
  recipient_title: "CEO"
});

// Or use existing research data
const research = await research_prospect({ company_name: "Monday.com" });
const email = await generate_email_from_research({
  research_data: research,
  recipient_name: "Roy Mann",
  recipient_title: "CEO"
});

Send Authority-as-a-Service Email

// Send the Authority-as-a-Service cold email
await send_email({
  to: "roy@monday.com",
  subject: email.subject,
  body: email.body,
  from_name: "Cereve Team"
});

Logging

The MCP includes comprehensive logging:

• Console output - Real-time development feedback
• File logs - Persistent logging in logs/ directory
• Error tracking - Separate error log file
• Performance monitoring - Operation timing and metrics

Log levels can be configured via LOG_LEVEL environment variable.

Development

# Start development server with auto-reload
npm run dev

# Start production server
npm start

# Setup Gmail OAuth2 authentication
npm run setup-gmail

# Test Gmail integration
npm run test-gmail

# Test email generation
npm run test-email

Architecture

• MCP Server - Core server implementation using Model Context Protocol
• Research Engine - Multi-source company research and analysis
• AI Email Generator - OpenAI-powered personalized email creation
• Gmail Integration - Automated email sending via Gmail API
• Qualification Engine - Intelligent prospect scoring and tiering
• Caching System - Performance optimization with 24-hour cache TTL

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests if applicable
5. Submit a pull request

License

ISC License