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overloop-mcp

v1.0.0

Published

MCP server for the Overloop AI API v2. Gives AI agents (Claude, Cursor, etc.) tools to manage prospects, organizations, campaigns, sourcings, conversations, and more.

Readme

Overloop MCP Server

MCP (Model Context Protocol) server for the Overloop AI API v2. Gives AI agents (Claude, Cursor, etc.) tools to manage prospects, organizations, campaigns, sourcings, conversations, and more.

Quick Start

For Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "overloop": {
      "command": "node",
      "args": ["/path/to/overloop-mcp/dist/index.js"],
      "env": {
        "OVERLOOP_API_KEY": "your_api_key_here"
      }
    }
  }
}

For Cursor

Add to .cursor/mcp.json in your project:

{
  "mcpServers": {
    "overloop": {
      "command": "node",
      "args": ["/path/to/overloop-mcp/dist/index.js"],
      "env": {
        "OVERLOOP_API_KEY": "your_api_key_here"
      }
    }
  }
}

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | OVERLOOP_API_KEY | Yes | Your Overloop API key (find it here) | | OVERLOOP_API_URL | No | Override API base URL (default: https://api.overloop.ai) |

Available Tools

Prospects

| Tool | Description | |------|-------------| | list_prospects | List prospects with filtering, sorting, search, and pagination | | create_prospect | Create a new prospect (with custom fields support) | | get_prospect | Retrieve a prospect by ID or email | | update_prospect | Update prospect fields | | delete_prospect | Permanently delete a prospect |

Organizations

| Tool | Description | |------|-------------| | list_organizations | List organizations with filtering and search | | create_organization | Create a new organization | | get_organization | Retrieve an organization by ID | | update_organization | Update organization fields | | delete_organization | Permanently delete an organization |

Lists

| Tool | Description | |------|-------------| | list_lists | List all prospect lists | | create_list | Create a new list | | get_list | Retrieve a list by ID | | update_list | Update a list name | | delete_list | Delete a list |

Campaigns

| Tool | Description | |------|-------------| | list_campaigns | List campaigns with filtering and search | | create_campaign | Create a campaign with inline steps and sourcing | | get_campaign | Retrieve a campaign (expand=steps,sourcing for full details) | | update_campaign | Update campaign settings, activate/pause | | delete_campaign | Delete a campaign |

Campaign Steps

| Tool | Description | |------|-------------| | list_step_types | List all available step types with default configs | | list_campaign_steps | List steps in a campaign | | add_campaign_step | Add a step to a campaign sequence | | get_campaign_step | Retrieve a specific step | | update_campaign_step | Update a step's config | | remove_campaign_step | Remove a step |

Campaign Enrollments

| Tool | Description | |------|-------------| | list_campaign_enrollments | List enrollments for a campaign | | enroll_prospect | Enroll a prospect into a campaign | | get_campaign_enrollment | Retrieve an enrollment | | disenroll_prospect | Disenroll a prospect |

Sourcings

| Tool | Description | |------|-------------| | list_sourcing_search_options | Get available values for search criteria fields | | list_sourcings | List sourcings with filtering | | create_sourcing | Create a sourcing with search criteria | | get_sourcing | Retrieve a sourcing | | update_sourcing | Update sourcing criteria | | delete_sourcing | Delete a sourcing | | start_sourcing | Activate a paused sourcing | | pause_sourcing | Pause an active sourcing | | clone_sourcing | Clone a sourcing |

Sending Addresses

| Tool | Description | |------|-------------| | list_sending_addresses | List all connected sending addresses |

Conversations

| Tool | Description | |------|-------------| | list_conversations | List conversations with filtering | | get_conversation | Retrieve a conversation | | update_conversation | Update conversation name | | archive_conversation | Archive a conversation | | unarchive_conversation | Unarchive a conversation | | assign_conversation | Assign to a team member |

Users

| Tool | Description | |------|-------------| | get_current_user | Get the API key owner | | list_users | List team members | | get_user | Retrieve a user by ID |

Custom Fields

| Tool | Description | |------|-------------| | list_custom_fields | List custom field definitions |

Exclusion List

| Tool | Description | |------|-------------| | list_exclusion_list | List excluded emails/domains | | add_to_exclusion_list | Add an email or domain | | remove_from_exclusion_list | Remove an exclusion |

Account

| Tool | Description | |------|-------------| | get_account | Get account info, plan, and credits |

Development

npm install
npm run dev      # watch mode
npm run build    # production build
npm start        # run the server

Project Structure

src/
  index.ts                    # Server entry point
  api.ts                      # Overloop API HTTP client
  tools/
    prospects.ts              # Prospect CRUD
    organizations.ts          # Organization CRUD
    lists.ts                  # List CRUD
    campaigns.ts              # Campaign CRUD
    campaign-steps.ts         # Campaign step management
    campaign-enrollments.ts   # Campaign enrollment management
    sourcings.ts              # Sourcing management
    sending-addresses.ts      # Sending address listing
    conversations.ts          # Conversation management
    users.ts                  # User management
    custom-fields.ts          # Custom field listing
    exclusion-list.ts         # Exclusion list management
    account.ts                # Account info

License

MIT