MCP Server Documentation

Connect AutoReach to Claude Desktop and control your entire lead pipeline with natural language. 37 tools available.

Quick Start

1. Get your API key

Go to Settings in your dashboard and create an API key.

2. Install the MCP server

git clone https://github.com/beaubits/autoreach-mcp.git
cd autoreach-mcp
npm install && npm run build

3. Configure Claude Desktop

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

{
  "mcpServers": {
    "autoreach": {
      "command": "node",
      "args": ["/path/to/autoreach-mcp/dist/index.js"],
      "env": {
        "AUTOREACH_API_KEY": "ar_live_your_key_here",
        "AUTOREACH_API_URL": "https://api.autoreach.work"
      }
    }
  }
}

4. Restart Claude Desktop

The AutoReach tools will appear automatically. Try: "Search for yoga studios in Denver and save them as leads."

Credit Costs

Search: 1 credit

Website scan: 2 credits

AI qualify: 1 credit

Email draft: 1 credit

Call script: 1 credit

LinkedIn msg: 1 credit

Everything else: Free

Tools Overview

Search (2 tools)Leads (10 tools)Batch Operations (3 tools)Workflows (9 tools)Analytics & Pipeline (5 tools)Products (5 tools)Account (2 tools)

Search

search_businesses1 credit

Search for businesses by type and location using Google Places.

Parameters

querystringrequiredBusiness type, e.g. "yoga studios"

locationstringrequiredCity and state, e.g. "Denver, CO"

limitnumberMax results (1-20, default 10)

search_and_save1 credit

Search for businesses AND save all results as leads in one call.

Parameters

querystringrequiredBusiness type to search for

locationstringrequiredCity and state

limitnumberMax results (1-20, default 10)

Leads

save_leadFree

Save a business from search results as a lead. Deduplicates by placeId.

Parameters

namestringrequiredBusiness name

websitestringWebsite URL

addressstringBusiness address

ratingnumberGoogle rating (1-5)

placeIdstringGoogle Place ID

get_leadFree

Get detailed info about a lead including generated content.

Parameters

leadIdnumberrequiredLead ID

update_leadFree

Update a lead's status, contact details, deal values, or follow-up date.

Parameters

leadIdnumberrequiredLead ID

statusenum"new" | "contacted" | "qualified" | "converted" | "archived"

notesstringNotes about this lead

contactEmailstringContact email

contactPhonestringContact phone

nextFollowupAtstringNext follow-up date (ISO 8601)

delete_leadFree

Delete a lead and all its generated content. Cannot be undone.

Parameters

leadIdnumberrequiredLead ID

list_leadsFree

List leads with optional filtering and pagination.

Parameters

statusenumFilter by status

searchstringSearch by name, website, or address

pagenumberPage number (default 1)

limitnumberResults per page (1-100, default 20)

scan_lead_website2 credits

Scan a lead's website to extract description, email, phone, and social links.

Parameters

leadIdnumberrequiredLead ID

generate_email1 credit

Generate a personalized outreach email for a lead using AI.

Parameters

leadIdnumberrequiredLead ID

instructionsstringCustom instructions, e.g. "emphasize ROI"

generate_call_script1 credit

Generate a call script with talking points and objection handling.

Parameters

leadIdnumberrequiredLead ID

generate_linkedin_message1 credit

Generate a LinkedIn connection request message (under 300 chars).

Parameters

leadIdnumberrequiredLead ID

export_leads_csvFree

Export all leads as a CSV file.

Batch Operations

batch_save_leadsFree

Save up to 50 businesses as leads in a single call. Deduplicates by placeId.

Parameters

leadsarrayrequiredArray of lead objects (name required, website/address/rating optional)

batch_scan_leads2 credits/lead

Scan websites for multiple leads at once. Stops if credits run out.

Parameters

leadIdsarrayrequiredArray of lead IDs (up to 50)

import_leads_csvFree

Import leads from CSV data. First row must be headers: Name, Website, Email, Phone, Address, Notes.

Parameters

csvstringrequiredRaw CSV content with header row

Workflows

create_workflowFree

Create an automated lead generation workflow with 6 stages.

Parameters

namestringrequiredWorkflow name

searchQuerystringrequiredBusiness type to search

searchLocationstringrequiredCity and state

maxLeadsnumberMax leads (1-100, default 10)

productOfferingstringWhat you sell, e.g. "Marketing SaaS, $299/mo"

start_workflowVaries

Start or resume a workflow. The agent executes stages automatically.

Parameters

workflowIdnumberrequiredWorkflow ID

pause_workflowFree

Pause a running workflow.

Parameters

workflowIdnumberrequiredWorkflow ID

workflow_statusFree

Get current status, stage progress, pipeline value, and credits used.

Parameters

workflowIdnumberrequiredWorkflow ID

review_leadsFree

Submit a human-in-the-loop review. Approve or reject leads, then the workflow resumes.

Parameters

workflowIdnumberrequiredWorkflow ID

approvedarrayrequiredArray of lead IDs to approve

rejectedarrayrequiredArray of lead IDs to reject

list_workflowsFree

List all your workflows.

get_workflowFree

Get detailed info about a workflow including all its leads.

Parameters

workflowIdnumberrequiredWorkflow ID

update_workflowFree

Update workflow config. Must be paused first.

Parameters

workflowIdnumberrequiredWorkflow ID

namestringNew name

searchQuerystringUpdated search query

delete_workflowFree

Delete a workflow. Must be paused first. Leads are kept.

Parameters

workflowIdnumberrequiredWorkflow ID

Analytics & Pipeline

pipeline_summaryFree

Full dashboard view: lead counts, pipeline values, active workflows, follow-ups, credit balance.

lead_statsFree

Detailed lead statistics: counts by status, enrichment rates, conversion rate.

get_followup_queueFree

Leads needing follow-up sorted by urgency: overdue, today, this week.

check_duplicatesFree

Scan leads for potential duplicates by website domain and similar names.

workflow_logsFree

Full activity log for a workflow: actions taken, credits spent, per-lead details.

Parameters

workflowIdnumberrequiredWorkflow ID

stageenum"gather" | "refine" | "organize" | "contact" | "feedback"

Products

create_productFree

Add a product to your catalog for close value estimation.

Parameters

namestringrequiredProduct name

pricenumberrequiredPrice in cents, e.g. 29900 for $299

priceTypeenum"one_time" | "recurring" | "contract"

descriptionstringProduct description

isDefaultbooleanSet as default for new workflows

list_productsFree

List all products in your catalog.

get_productFree

Get details of a specific product.

Parameters

productIdnumberrequiredProduct ID

update_productFree

Update a product in your catalog.

Parameters

productIdnumberrequiredProduct ID

delete_productFree

Remove a product. Workflows using it fall back to free-text offering.

Parameters

productIdnumberrequiredProduct ID

Account

get_creditsFree

Check your current credit balance and account info.

credit_historyFree

Get credit transaction history: purchases, usage, and bonuses.

Parameters

pagenumberPage number

limitnumberResults per page (1-100)

Example Prompts for Claude

"Find 20 dentists in Miami and save them as leads"

Uses: search_and_save

"Scan all my new leads' websites and draft emails for the ones with contact info"

Uses: list_leads, batch_scan_leads, generate_email

"Create a workflow for yoga studios in Denver with my Marketing SaaS product"

Uses: create_workflow, start_workflow

"Show me my pipeline summary and any follow-ups due today"

Uses: pipeline_summary, get_followup_queue

"Check for duplicate leads and archive any that are duplicated"

Uses: check_duplicates, update_lead