Files
marketingskills/tools/integrations/outreach.md
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Corey Haines 30f9b9a729 feat: v2.0 skill renames and CRO consolidation (#291)
* feat: v2.0 skill renames and CRO consolidation

BREAKING CHANGE: Users must reinstall skills after this update.

## Skill Renames (16)
- ab-test-setup → ab-testing
- analytics-tracking → analytics
- aso-audit → aso
- competitor-alternatives → competitors
- email-sequence → emails
- free-tool-strategy → free-tools
- launch-strategy → launch
- onboarding-cro → onboarding
- paywall-upgrade-cro → paywalls
- popup-cro → popups
- pricing-strategy → pricing
- product-marketing-context → product-marketing
- referral-program → referrals
- schema-markup → schema
- signup-flow-cro → signup
- social-content → social

## Consolidations (1)
- page-cro + form-cro → cro (form content in references/form.md)

## Why 2.0?
- Shorter, cleaner skill names
- Consistent naming (no -strategy, -setup, -cro suffixes)
- All cross-references updated across 100+ files

Total skills: 40

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* fix(v2.0): update evals for renamed skills, fix validate script, clear warnings

- Update 32 evals.json files to reference new skill names (page-cro → cro,
  product-marketing-context → product-marketing, etc.) — these were missed
  in the initial v2.0 rename pass since only SKILL.md and marketplace.json
  were updated.
- Fix validate-skills.sh: replace GNU-only `head -n -1` with portable awk
  so frontmatter extraction works on macOS.
- Move Copy Editing Checklist (56 lines) to references/checklist.md to
  bring copy-editing SKILL.md under the 500-line limit (508 → 457).
- Add "see X" pointers to marketing-psychology description for skill
  discovery (cro, pricing, copywriting).
- Update skill-request.yml issue template placeholder (page-cro → cro).

All 40 skills now pass validation with zero warnings.

* fix(v2.0): add evals for 8 missing skills, strip stale frontmatter from cro/form.md

Adds 48 new eval cases (6 per skill) for skills that previously had no evals:
aso, co-marketing, community-marketing, competitor-profiling, directory-submissions,
image, lead-magnets, video. All 40 skills now have eval coverage (251 total cases).

Strips leftover frontmatter from skills/cro/references/form.md — it was inherited
from the old form-cro SKILL.md before consolidation. Reference files don't need
frontmatter.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): rename paid-ads → ads

One more v2.0 simplification — drops the redundant 'paid-' qualifier. Updates
the skill directory, SKILL.md frontmatter, evals.json, README skill table, the
v2.0 rename table in VERSIONS.md (now 17 renames), and all cross-references in
related skills (ad-creative, aso, competitor-profiling, customer-research,
lead-magnets, marketing-ideas) plus the tools/integrations guides.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): bump SKILL.md frontmatter version to 2.0.0 for all 40 skills

VERSIONS.md was already updated to 2.0.0 but the metadata.version field inside
each SKILL.md was still on 1.x. That mismatch would have caused the update-check
flow to perpetually report 'update available' since it compares VERSIONS.md
against local SKILL.md metadata versions.

Caught by codex review (P1).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): add legacy product-marketing-context.md filename fallback

Before this fix, users upgrading from v1.x who had a `product-marketing-context.md`
file would lose automatic context loading — every skill only checked the new
`product-marketing.md` filename. Now all 40 skills also accept the legacy
filename (in either `.agents/` or `.claude/`), and the README migration command
covers both legacy and current filenames.

Caught by codex review (P1 + P2).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): re-sort README skills table alphabetically, fix ads box width

The skills table had a few entries out of alphabetical order from the renames
(co-marketing was after cold-email, ads was at the renamed position).
Re-sorted alphabetically per sync-skills.js. Also padded the 'ads' cell in the
ASCII flow diagram to keep the box width consistent.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): document folder cleanup on upgrade, stop sync-skills from re-adding skills array

README upgrade guide now includes:
- A clear cleanup step for stale v1.x skill folders (renamed + consolidated) so
  users don't end up with both old and new folders side-by-side after upgrading
- The full v1 to v2 rename map for reference
- Existing product-marketing-context.md migration steps (preserved)

sync-skills.js no longer (re-)introduces a `skills` array on marketplace.json --
Claude Code's plugin schema discovers skills via the `skills/` directory, and the
explicit array was failing validation. The script now refreshes the description
count and strips the stale array if present.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-05-13 22:05:15 -07:00

4.5 KiB

Outreach

Sales engagement platform for managing prospects, sequences, and outbound campaigns at scale.

Capabilities

Integration Available Notes
API Prospects, Sequences, Mailings, Accounts, Tasks
MCP Claude connector
CLI outreach.js
SDK - REST API only (JSON:API format)

Authentication

  • Type: OAuth2 Bearer Token
  • Header: Authorization: Bearer {access_token}
  • Content-Type: application/vnd.api+json
  • Get token: Settings > API at https://app.outreach.io or via OAuth2 flow

Common Agent Operations

List Prospects

curl -s https://api.outreach.io/api/v2/prospects \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

Get a Prospect

curl -s https://api.outreach.io/api/v2/prospects/42 \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

Create a Prospect

curl -s -X POST https://api.outreach.io/api/v2/prospects \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json" \
  -d '{
    "data": {
      "type": "prospect",
      "attributes": {
        "emails": ["jane@example.com"],
        "firstName": "Jane",
        "lastName": "Doe"
      }
    }
  }'

List Sequences

curl -s https://api.outreach.io/api/v2/sequences \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

Add Prospect to Sequence

curl -s -X POST https://api.outreach.io/api/v2/sequenceStates \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json" \
  -d '{
    "data": {
      "type": "sequenceState",
      "relationships": {
        "prospect": { "data": { "type": "prospect", "id": 42 } },
        "sequence": { "data": { "type": "sequence", "id": 7 } }
      }
    }
  }'

List Mailings for a Sequence

curl -s "https://api.outreach.io/api/v2/mailings?filter[sequence][id]=7" \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

List Accounts

curl -s https://api.outreach.io/api/v2/accounts \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

List Tasks

curl -s "https://api.outreach.io/api/v2/tasks?filter[status]=incomplete" \
  -H "Authorization: Bearer $OUTREACH_ACCESS_TOKEN" \
  -H "Content-Type: application/vnd.api+json"

Key Metrics

Prospect Data

  • firstName, lastName - Name
  • emails - Email addresses
  • title - Job title
  • company - Company name
  • tags - Prospect tags
  • engagedAt - Last engagement timestamp

Sequence Data

  • name - Sequence name
  • enabled - Whether sequence is active
  • sequenceType - Type (e.g., interval, date-based)
  • stepCount - Number of steps
  • openCount, clickCount, replyCount - Engagement metrics

Mailing Data

  • mailingType - Type of mailing
  • state - Delivery state
  • openCount, clickCount - Engagement
  • deliveredAt, openedAt, clickedAt - Timestamps

Parameters

Prospects

  • page[number] - Page number (default: 1)
  • page[size] - Results per page (default: 25, max: 1000)
  • filter[emails] - Filter by email
  • filter[firstName] - Filter by first name
  • filter[lastName] - Filter by last name
  • sort - Sort field (e.g., createdAt, -updatedAt)

Sequences

  • filter[name] - Filter by sequence name
  • filter[enabled] - Filter by active status

Mailings

  • filter[sequence][id] - Filter by sequence ID
  • filter[prospect][id] - Filter by prospect ID

Tasks

  • filter[status] - Filter by status (e.g., incomplete, complete)
  • filter[taskType] - Filter by type (e.g., call, email, action_item)

When to Use

  • Managing outbound sales sequences and cadences
  • Adding prospects to automated email sequences
  • Tracking prospect engagement across touchpoints
  • Managing sales tasks and follow-ups
  • Coordinating multi-channel outreach campaigns
  • Monitoring sequence performance and reply rates

Rate Limits

  • 10,000 requests per hour per user
  • Burst limit: 100 requests per 10 seconds
  • Rate limit headers returned: X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset
  • 429 responses when limits exceeded

Relevant Skills

  • cold-email
  • revops
  • sales-enablement
  • emails