OpenSDR

What it does

OpenSDR is an MCP server that gives your AI assistant the toolkit of a sales development rep (SDR). You describe who you want to reach; your assistant does the legwork:

• 🔎 Find prospects that match your ideal customer profile (Apollo).
• ✉️ Find and verify work emails with a cost-aware waterfall: Apollo → Hunter → free local checks.
• 📈 Spot buying signals (funding, hiring, leadership changes, launches) with a source link for every one (Tavily or Exa).
• ✍️ Draft grounded outreach: every personalized line cites a real, sourced fact.
• 🚀 Stage campaigns and CRM records in Instantly and HubSpot, only after you approve a preview.

Why it's useful

See it in action

A real session in demo mode (no keys, fictional .example companies):

You: Find VP Engineering leaders at B2B software and fintech companies, get their emails, and check for buying signals.

You: Meridian Pay asked us not to contact them. Push the rest into my Instantly campaign.

Preview (nothing sent yet)  eligible: 4   excluded: 1 (suppressed: Meridian Pay)  confirmation_token: 1045338e…  single-use, expires in 15 min→ Claude shows you the list and waits for your approval before confirming.

Full walkthrough → (find → enrich → signals → draft → stage)

Quick start

Requires Node.js 22.12+.

1. Add OpenSDR to your assistant. Claude Desktop → Settings → Developer → Edit Config:

{  "mcpServers": {    "opensdr": { "command": "npx", "args": ["-y", "opensdr-mcp"] }  }}

Claude Code: claude mcp add opensdr -- npx -y opensdr-mcp. One-click for Claude Desktop: download opensdr-mcp.mcpb from the latest release and double-click it. Cursor and other clients: see getting started.

2. Try it with no keys. Restart your client and ask: "Find VP Engineering leaders at fintech companies and draft outreach." Or pick the built-in autonomous_sdr_workflow prompt.

3. Add the providers you have. Every key is optional; add them to env:

"env": {  "APOLLO_API_KEY": "…",  "HUNTER_API_KEY": "…",  "TAVILY_API_KEY": "…"}

Also supported: EXA_API_KEY, INSTANTLY_API_KEY, HUBSPOT_ACCESS_TOKEN. Where to get each key and every setting: configuration.

How it works

You ──▶ AI assistant ──MCP──▶ OpenSDR (on your machine) ──your keys──▶ Apollo · Hunter · Tavily/Exa · Instantly · HubSpot                                 │                                 ├─ safety gates: preview + confirm · do-not-contact list · read-only switch · credit budget                                 ├─ engine: email waterfall · signal rules · outreach briefs                                 └─ local store: ~/.opensdr (lists, cache, suppression)

1. Find: your ideal customer profile becomes precise search filters. Search never returns emails, so it's cheap.
2. Enrich: each person goes through the email waterfall, stopping at the first verified result, within your credit budget. Every result shows a trail of what was tried and what it cost.
3. Research: buying signals give a reason to reach out now, each with a source URL.
4. Draft: an outreach brief hands your assistant sourced facts, a sequence framework and writing rules. The assistant writes; you approve.
5. Stage: campaign creation, lead enrollment and CRM sync each return a preview and a single-use token, and run only after you confirm.

OpenSDR has no AI model of its own: your assistant does the thinking and writing, and OpenSDR handles data, verification and safe execution. More on the architecture, waterfall and signals →

Tools

Plus 3 built-in prompts (autonomous_sdr_workflow, icp_prospecting, cold_outreach_sequence) and 4 resources (opensdr://providers, opensdr://lists, opensdr://lists/{name}, opensdr://profile). Full reference →

Safety and privacy

• Preview + confirm for every external write, and the confirm is rejected if anything you approved changed in between.
• Campaigns are drafts, never activated, and leads only go into draft or paused campaigns.
• Do-not-contact list honored by every push, sync and export, with no override.
• Read-only mode (OPENSDR_READ_ONLY=1) and a per-call credit cap.
• Your keys and data stay on your machine: no OpenSDR server, no telemetry, keys never logged or stored.
• Never automates LinkedIn: it only drafts notes for you to send.

You're responsible for complying with CAN-SPAM, GDPR, CASL and your providers' terms. Safety, privacy and compliance →

Documentation

Roadmap

• More sequencers: Smartlead, Lemlist
• More CRMs: Salesforce, Pipedrive
• Remote transport (Streamable HTTP) for web-based clients
• Ideal-customer fit scoring and reply tracking

Have a provider you need? Open a provider request.

Contributing

Contributions are welcome, whether you write the code yourself or with an AI coding agent.

• Start here: CONTRIBUTING.md covers setup, checks and the PR process.
• Add a provider: data sources, sequencers and CRMs plug in behind small capability interfaces; follow the add-provider guide.
• Using an AI agent? AGENTS.md holds the architecture rules and safety invariants. Codex, Cursor and Copilot read it automatically; Claude Code and Gemini CLI load it through CLAUDE.md and GEMINI.md.
• Security issues: please report privately, see SECURITY.md.

License

MIT © Arif

_{OpenSDR is an independent open-source project, not affiliated with or endorsed by Anthropic, Apollo.io, Hunter, Exa, Tavily, Instantly or HubSpot. Product names are trademarks of their respective owners.}