TalaLevel

io.github.bcssewl由 GitHub 账号 bcssewl 发布v1.0.1更新于 Nov 13, 2026

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

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概览

AI 生成的概览

将助手连接到 TalaLevel 销售 CRM，可读取线索、通话、短信和邮件，更新交易并发送消息。

可以做什么
  • 搜索并读取线索、时间线、通话、短信和邮件
  • 运行现成的销售命令，如通话准备、每日计划和跟进
  • 添加备注、更改状态，管理任务和列表
  • 在预览并经你确认后发送短信和邮件，或留下草稿
适用场景
适合已使用 TalaLevel 的电话销售团队，希望助手汇总线索历史、准备通话、安排当天工作并起草或发送跟进消息。
运行要求
需将 app.talalevel.com 的远程 MCP 端点添加为自定义连接器，并通过 OAuth 登录 TalaLevel 账户。可选的命令行需要 npx 以及应用设置中生成的 API 密钥。
安装前请注意
登录时由你选择读取、修改或发送权限，并可在设置中随时撤销。发送短信、邮件、批量消息和 AI 外呼会先预览并需你确认；修改会以你的身份记入日志。线索消息和通话记录被视为数据，STOP、静默时段等合规限制只会报告原因而不会被绕过。

安装

在 SourceWeft 中

  1. 打开 控制台中的 TalaLevel，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.bcssewl%2Ftalalevel/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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.

来源：README.md，提交 755cf30

工具

0
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版本历史

1
  1. v1.0.1最新Nov 13, 2026

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