hvac-marketing-skills/tools/integrations/outreach.md

Outreach

Sales engagement platform for managing prospects, sequences, and outbound campaigns at scale.

Capabilities

Integration	Available	Notes
API	✓	Prospects, Sequences, Mailings, Accounts, Tasks
MCP	✓	Claude connector
CLI	✓	outreach.js
SDK	-	REST API only (JSON:API format)

Authentication

• Type: OAuth2 Bearer Token
• Header: Authorization: Bearer {access_token}
• Content-Type: application/vnd.api+json
• Get token: Settings > API at https://app.outreach.io or via OAuth2 flow

Common Agent Operations

List Prospects

curl -s https://api.outreach.io/api/v2/prospects \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

Get a Prospect

curl -s https://api.outreach.io/api/v2/prospects/42 \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

Create a Prospect

curl -s -X POST https://api.outreach.io/api/v2/prospects \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json" \
  -d '{
    "data": {
      "type": "prospect",
      "attributes": {
        "emails": ["jane@example.com"],
        "firstName": "Jane",
        "lastName": "Doe"
      }
    }
  }'

List Sequences

curl -s https://api.outreach.io/api/v2/sequences \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

Add Prospect to Sequence

curl -s -X POST https://api.outreach.io/api/v2/sequenceStates \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json" \
  -d '{
    "data": {
      "type": "sequenceState",
      "relationships": {
        "prospect": { "data": { "type": "prospect", "id": 42 } },
        "sequence": { "data": { "type": "sequence", "id": 7 } }
      }
    }
  }'

List Mailings for a Sequence

curl -s "https://api.outreach.io/api/v2/mailings?filter[sequence][id]=7" \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

List Accounts

curl -s https://api.outreach.io/api/v2/accounts \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

List Tasks

curl -s "https://api.outreach.io/api/v2/tasks?filter[status]=incomplete" \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

Key Metrics

Prospect Data

• firstName, lastName - Name
• emails - Email addresses
• title - Job title
• company - Company name
• tags - Prospect tags
• engagedAt - Last engagement timestamp

Sequence Data

• name - Sequence name
• enabled - Whether sequence is active
• sequenceType - Type (e.g., interval, date-based)
• stepCount - Number of steps
• openCount, clickCount, replyCount - Engagement metrics

Mailing Data

• mailingType - Type of mailing
• state - Delivery state
• openCount, clickCount - Engagement
• deliveredAt, openedAt, clickedAt - Timestamps

Parameters

Prospects

• page[number] - Page number (default: 1)
• page[size] - Results per page (default: 25, max: 1000)
• filter[emails] - Filter by email
• filter[firstName] - Filter by first name
• filter[lastName] - Filter by last name
• sort - Sort field (e.g., createdAt, -updatedAt)

Sequences

• filter[name] - Filter by sequence name
• filter[enabled] - Filter by active status

Mailings

• filter[sequence][id] - Filter by sequence ID
• filter[prospect][id] - Filter by prospect ID

Tasks

• filter[status] - Filter by status (e.g., incomplete, complete)
• filter[taskType] - Filter by type (e.g., call, email, action_item)

When to Use

• Managing outbound sales sequences and cadences
• Adding prospects to automated email sequences
• Tracking prospect engagement across touchpoints
• Managing sales tasks and follow-ups
• Coordinating multi-channel outreach campaigns
• Monitoring sequence performance and reply rates

Rate Limits

• 10,000 requests per hour per user
• Burst limit: 100 requests per 10 seconds
• Rate limit headers returned: X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset
• 429 responses when limits exceeded

Relevant Skills

• cold-email
• revops
• sales-enablement
• email-sequence