OpenSDR

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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

The usual way	With OpenSDR
Four or five SaaS tools (contact database, email finder, signals, sequencer) plus marked-up credits	Your own API keys, $0 markup. Pay providers directly, only for what you use.
Prospect lists and strategy uploaded to someone else's cloud	Local-first. Runs on your machine. No OpenSDR server, no telemetry.
"AI SDRs" that send email on their own and burn your domain	Nothing is sent without your approval. Campaigns are created as drafts; you press go.
Generic, made-up personalization	Grounded copy. Every first line cites a provider field or a signal URL.
Credits wasted on repeat lookups	Credit-aware. Per-call budgets, cost estimates and a 30-day enrichment cache.
Hard to try before buying	Zero-key demo mode. Every tool works on fictional data before you add a single key.

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.

Prospect	Company	Email (verified)	Signal
Amara Haddad, VP Engineering	Bluepeak	amara.haddad@bluepeak.example	Raised a $25M Series B (source)
Sofia Doe, VP Engineering	Ledgerly	sofia.doe@ledgerly.example	Raised a $25M Series B
Lena Alvarez, VP Engineering	Wellspring Care	lena.alvarez@wellspringcare.example	Raised a $25M Series B

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

Area	Tools
System	sdr_provider_status
Prospect	sdr_lookup_filters · sdr_search_people · sdr_search_companies
Enrich	sdr_waterfall_enrich_person · sdr_enrich_company · sdr_verify_email
Manage	sdr_save_prospects · sdr_list_prospects · sdr_export_csv · sdr_manage_suppression
Signals	sdr_detect_buying_signals · sdr_research_account
Engage	sdr_prepare_outreach_brief · sdr_create_campaign · sdr_push_to_campaign · sdr_sync_hubspot

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

Getting started	Install in Claude Desktop, Claude Code or Cursor; demo mode; troubleshooting
Demo walkthrough	A real end-to-end session
Configuration	API keys, settings, modes, seller profile, local data
Tools reference	All tools, prompts, resources and error codes
How it works	Architecture, email waterfall, signals, preview + confirm
Safety and privacy	Every guard, what stays local, compliance
Provider API notes	How each provider's API is used

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.}