Outreach MCP Server

Official Outreach-hosted MCP server that exposes sales engagement data (accounts, opportunities, prospects, sequences, Kaia meetings) to AI agents.

Email & Outbound by Outreach OAuth2 active

Connect (Remote Server) Docs

Overview

The Outreach MCP Server is the official, Outreach-hosted Model Context Protocol endpoint that lets AI agents read sales engagement data and insights from an Outreach instance. Outreach acts as a "producer of knowledge" for MCP clients like Claude, ChatGPT, Microsoft Copilot, Gemini, and Agentforce, so revenue teams can pull deal context, meeting transcripts, and recommended next actions into their existing AI workflows without writing custom integrations.

The server exposes roughly 17 tools spanning prospects, accounts, opportunities, users, sequences, email content, and Kaia (Outreach's meeting AI) transcripts. Beyond simple lookups by ID, name, or external ID, it also offers higher-level question-answering tools (account_answer_question, opportunity_answer_question) that surface Outreach's native insights and best-next-action recommendations directly to the calling agent.

Access is gated by Outreach's standard authentication and RBAC: users must hold a licensed seat with the Amplify add-on enabled, an org admin must turn on the MCP Server toggle, and each user can only retrieve data their Profile permissions allow. Authentication follows the MCP Authorization standards published November 11, 2025, with full OAuth-style consent and optional MFA.

Tools

Tool	Description
`fetch_kaia_meetings`	Retrieve Kaia call transcripts and meeting recordings.
`emails_search`	Search email content sent or received in Outreach.
`sequence_search_by_name`	Look up Outreach sequences by name.
`prospect_get_by_id`	Fetch a prospect by Outreach ID.
`prospect_search_by_name`	Search prospects by name.
`prospect_search_by_ext_id`	Look up a prospect by external (CRM) ID.
`account_get_by_id`	Fetch an account by Outreach ID.
`account_search_by_name`	Search accounts by name.
`account_search_by_ext_id`	Look up an account by external (CRM) ID.
`account_answer_question`	Ask a natural-language question about an account and return Outreach insights.
`opportunity_get_by_id`	Fetch an opportunity by Outreach ID.
`opportunity_search_by_name`	Search opportunities by name.
`opportunity_search_by_ext_id`	Look up an opportunity by external (CRM) ID.
`opportunity_answer_question`	Ask a natural-language question about an opportunity and return Outreach insights and next-best-action guidance.
`user_get_by_id`	Fetch an Outreach user by ID.
`user_search_by_name`	Search Outreach users by name.
`user_search_by_ext_id`	Look up an Outreach user by external ID.

Setup Guide

Prerequisites

Outreach plan with the Amplify add-on enabled
Active, licensed user seat in your Outreach instance
Org admin access to enable the server

Step 1: Enable the MCP Server in Outreach

Sign in to Outreach as an admin.
Go to Administration > Organization > Org Info.
Scroll to the GenAI section.
Toggle MCP Server on.

Step 2: Connect from your MCP client

The server is hosted by Outreach at:

https://api.outreach.io/mcp

Claude Desktop (custom connector)

Open Settings > Connectors > Add custom connector.
Name: Outreach MCP Server
Server URL: https://api.outreach.io/mcp
Click Add, then Connect.
Sign in with your Outreach credentials and complete MFA if prompted.
Grant consent to share data with Claude.

Generic MCP client config

{
  "mcpServers": {
    "outreach": {
      "url": "https://api.outreach.io/mcp"
    }
  }
}

Authentication is performed interactively via OAuth in the browser; no API key is stored in the config file. Access is enforced by the user's Outreach Profile (RBAC), so the agent can only see data the signed-in user is allowed to see.

Use Cases

Pre-call prep: have an agent pull the latest Kaia meeting transcripts, open opportunities, and prospect history for an account before a sales call.
Deal coaching: ask Outreach for next-best-action guidance on a specific opportunity using opportunity_answer_question and surface it inside Claude or Copilot.
Sequence performance review: search sequences by name and compare reply or meeting rates across campaigns.
Cross-system context: let a CRM-side agent (Agentforce, Copilot) fetch just-in-time Outreach activity and email history for an account without leaving the CRM.
Pipeline Q&A: ask natural-language questions like "what changed on the Acme deal this week" and have the server return Outreach-native insights.

Example Prompts

"Help me prepare for my next call with Acme Corp, pull recent Kaia transcripts and open opportunities."
"What sequences from our Dreamforce campaign had the best reply rates?"
"Summarize the activity on opportunity 'Globex Renewal Q4' and recommend the next best action."
"Find the prospect John Doe at Initech and show their recent email engagement."
"Which accounts has rep jane@acme.com worked this month, and what stage are their opportunities in?"

Pros

Official, vendor-hosted server, no self-hosting or custom integration code required.
Enforces existing Outreach RBAC and licensing, so agent access cannot exceed the user's own permissions.
Includes higher-level question-answering tools (account_answer_question, opportunity_answer_question) that surface Outreach's native insights, not just raw records.
Works across major MCP clients including Claude, ChatGPT, Copilot, and Gemini.

Limitations

Requires the paid Amplify add-on and a licensed seat; not available on base Outreach plans.
Read-oriented surface area: the documented tools focus on lookup and Q&A, with no public write or sequence-enrollment tools.
Admin enablement is required, individual reps cannot turn the server on themselves.

Alternatives

Salesloft sales engagement platform (no official MCP server published as of this writing; community integrations only).
HubSpot MCP server (https://mcp.hubspot.com) for CRM and sequences in the HubSpot ecosystem.
Salesforce Agentforce / MCP integrations for CRM-side opportunity and account context.