TalaLevel

io.github.bcssewlPublished by GitHub account bcssewlv1.0.1Updated Nov 13, 2026

Sales CRM: read leads, calls, texts and emails, update deals, and send texts and emails.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowCommunication & CollaborationBusiness & Commerce

Overview

AI-generated overview

Connects an assistant to a TalaLevel sales CRM so it can read leads, calls, texts and emails, update deals, and send messages.

What you can do
  • Search and read leads, timelines, calls, texts and emails
  • Run ready-made sales commands such as call prep, daily plan and follow-ups
  • Add notes, change statuses, and manage tasks and lists
  • Send texts and emails, or leave drafts, after a preview and your approval
When to use it
Useful for phone-based sales teams already on TalaLevel who want an assistant to summarize lead history, prepare calls, plan the day, and draft or send follow-ups.
Requirements
A remote MCP endpoint at app.talalevel.com added as a custom connector, plus a TalaLevel account signed in through OAuth. The optional command line needs npx and an API key from the app's settings.
Before you install
Sign-in grants read, change or send permissions that you choose and can revoke in settings. Sending texts, emails, batches and AI caller runs is previewed and needs your confirmation; changes are logged as you. Lead messages and transcripts are treated as data, and compliance blocks such as STOP or quiet hours are reported rather than bypassed.

Installation

In SourceWeft

  1. Open TalaLevel in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.bcssewl%2Ftalalevel/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "talalevel": {
      "type": "http",
      "url": "https://app.talalevel.com/mcp"
    }
  }
}

README

TalaLevel for AI agents and the command line

Let Claude, ChatGPT, Cursor or a shell script work your sales follow-up: find a lead, read every call, text and email with them, prep the next call, plan the day, add notes and tasks, and send texts and emails once you say yes.

TalaLevel is a dialer, texting and email app for people who sell by phone. This repo is the open part: the MCP connector's plugin for Claude Code and the talalevel command line. You need a TalaLevel account to use either.

What you can ask

Who do I need to call back today, and what did we last say to each?Prep me for my 3pm with Rivera Plumbing.Find everyone who replied to a text this week and has no task. Add one for tomorrow.Draft a follow-up to the leads I spoke to on Friday. Show me before anything goes.

Connect an AI app (MCP)

Add a custom connector with this address, then sign in with your TalaLevel login:

https://app.talalevel.com/mcp

When you sign in you choose what the app may do: read, change, or send. You can change that or cut it off any time in TalaLevel under Settings → AI apps.

Claude Code plugin

sh
claude plugin marketplace add bcssewl/talalevelclaude plugin install talalevel@talalevel

It adds the connector and a skill that teaches Claude how to work a sales floor. The first time a tool is used, Claude Code asks you to sign in.

Command line

sh
npx talalevel login          # paste a key from Settings → API and webhooksnpx talalevel tools          # what this key may donpx talalevel get_lead --lead_id 123

The same tools by the same names, for scripts and loops. See cli/README.md.

What the agent can and cannot do

  • Read: search_leads, get_lead, get_lead_timeline, get_texts, get_call, list_lead_emails, list_tasks, list_events, and ready-made commands such as prep_for_call, my_day and follow_ups.
  • Change: notes, statuses, tasks and lists, made as you and named in the app's activity log.
  • Send: send_text, send_email, text batches and AI caller runs. Each one is previewed and waits for your yes. Without send permission the agent can only leave a draft in your own text box for you to send.
  • Refusals stay refusals. A STOP, quiet hours where the lead is, a landline or the day's limit blocks a send, and the agent is told to report the reason and not work around it.
  • A lead's words are data. Texts, emails and call transcripts are fenced off so that nothing a lead writes is read as an instruction to the agent.

Licence

MIT. See LICENSE.

Source: README.md at commit 755cf30

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.1LatestNov 13, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts