Documentation

Control your entire cold outreach system through Claude Desktop. No dashboards. No switching tabs. Just conversation.

Getting Started

🔌 Step 1: Connect via Claude Connector (Recommended)

No config file editing. Just a URL and your API key — works in Claude.ai and any MCP-compatible client.

MCP Server URL
https://clientraker.com/mcp
Authentication
Authorization: Bearer YOUR_API_KEY
How to add in Claude.ai:
  1. Open Claude.ai → Settings → Integrations
  2. Click Add Integration
  3. Enter URL: https://clientraker.com/mcp
  4. Enter your API key when prompted
  5. Save — all 43 tools are instantly available
🔑 API Key Management

Generate and manage keys via the admin API. Each key can be labelled, rotated, or revoked independently.

# Generate a new key
POST https://clientraker.com/api/keys
Authorization: Bearer ADMIN_TOKEN
{ "label": "My Claude Connector" }

# List active keys
GET https://clientraker.com/api/keys
Authorization: Bearer ADMIN_TOKEN

# Revoke a key
DELETE https://clientraker.com/api/keys/:id
Authorization: Bearer ADMIN_TOKEN

🖥️ Alternative: Claude Desktop (Local)

For local/offline use, add to your claude_desktop_config.json:

{
  "mcpServers": {
    "clientraker": {
      "command": "node",
      "args": ["/path/to/clientraker-mcp/index.js"]
    }
  }
}

Restart Claude Desktop after saving.

🚀 Step 2: Choose Your Entry Flow

There are three ways to start a campaign — pick whichever fits your situation:

Flow 1: CSV Import
You have bulk leads from any source — purchased lists, scraped data, or any CSV of prospects.
Flow 2: Case Study → AI Strategy → Campaign
You have a client win and want to find more like them.
Flow 3: ICP → Search & Enrich → Campaign
You know who you want to target but need to find them.

Flow 1: CSV Import

Best for: You have bulk leads from any source — purchased lists, scraped data, or any CSV of prospects.

1

Import your leads

Say to Claude:

"Import the leads from /path/to/leads-export.csv"

ClientRaker auto-detects CSV columns (First Name, Last Name, Email, Title, Company, LinkedIn Url, Industry, etc.) and loads them.

2

Enrich and detect signals

Say to Claude:

"Run auto_enrich_pipeline on these leads. I'm selling penetration testing to mid-market SaaS companies. Prioritize CISOs and VPs of Security."

ClientRaker enriches each lead's LinkedIn profile, detects buying signals (new in role, compliance focus, growing company), scores them, and builds context for personalized first lines.

3

Write personalized emails

Say to Claude:

"Write personalized first lines for the top 10 hot leads using their signal data. Then create a campaign called 'Q1 PenTest Outreach' with a 2-email sequence."
4

Launch

Say to Claude:

"Add the hot and warm leads to the campaign and activate it."

That's it. From CSV to personalized, signal-scored campaign in 4 prompts.

Flow 2: Case Study → AI Strategy → Campaign

Best for: You have a client win and want to find more like them.

1

Share your case study

Say to Claude:

"Here's a case study: We helped Acme Manufacturing reduce cybersecurity risk by 73% after discovering 14 critical vulnerabilities their scanner missed. 2-week engagement, $15K. Analyze the best outreach strategy."

Claude will extract the ideal customer profile (ICP), identify the best angles and pain points, draft 2 cold emails, and recommend where to find similar prospects.

2

Get leads

Say to Claude:

"Great strategy. Now I need leads. Help me find the best sources for leads matching this ICP."

Or if you already have LinkedIn URLs:

"Here are 10 LinkedIn profiles of similar prospects. Enrich them all and find their emails."
3

Build the campaign

Say to Claude:

"Create the campaign with the emails you drafted and load these leads."

Signal-Based Enrichment Pipeline

The secret weapon: auto_enrich_pipeline enriches every lead with LinkedIn data and detects buying signals automatically.

What Signals Does It Detect?

🆕
New in Role
Recently promoted or hired — actively building their stack
📈
Company Growth
Fast-growing companies need infrastructure upgrades
🛡️
Compliance Focus
SOC 2, HIPAA, or security mentions in profile
💼
Hiring Activity
Companies hiring your target role are in buying mode

How Scoring Works

Every lead gets scored 0-100 based on:

  • •Title match: Fuzzy matching against your target titles
  • •Company size: Does it fit your ICP?
  • •Industry fit: Are they in your target verticals?
  • •Location: Geographic targeting
  • •Intent signals: Buying signals detected in profile
Lead Tiers:
Hot (70-100): Perfect fit — immediate outreach
Warm (50-69): Good fit — secondary priority
Cold (<50): Poor fit — don't waste sender reputation

The 45-Day Strategy

ClientRaker is built around a proven cold outreach playbook backed by data from 4.7M+ emails.

Why 2 Emails, Not 7?

Data from 4.7M+ emails shows:

  • •67% of positive replies come from email 1
  • •22% from email 2
  • •11% from emails 3-7 combined

Emails 3-7 hurt deliverability while adding minimal value. We send 2, then move on.

Why 45 Days?

The sweet spot for market coverage:

  • •30 days: Too aggressive — feels spammy
  • •45 days: Long enough to feel fresh, short enough to catch every buying window
  • •60 days: Too slow — you miss opportunities

Email your entire market every 45 days → you catch every prospect within 45 days of their buying window. You mathematically can't miss.

Infrastructure for Scale

Scale Domains Inboxes Emails/Day Monthly Volume
Starting 5 15 300 6,000
Growing 10 30 600 12,000
Agency 25 75 1,500 30,000
Full Scale 50 150 4,000 100,000

More Prompt Examples

Enriching LinkedIn Profiles

"Enrich this LinkedIn profile: https://www.linkedin.com/in/someone/"

Returns: full name, headline, about, company, title, location, experience history, skills.

Working with Replies

"Process all new replies. Categorize them and show me the hot leads."
"Auto-respond to interested replies with our booking link: https://calendly.com/mycompany"

Campaign Management

"Show me all active campaigns and their stats."
"Which leads in the PenTest campaign haven't been contacted in 45+ days? Time for a fresh sequence."
"Update the booking link for the ERTC campaign to https://calendly.com/ertcteam"

Research

"Tell me everything about acme.com — company size, industry, key contacts."
"Search Reddit in r/smallbusiness for people talking about ERC refund problems."

The Autonomous Pipeline

Every lead — whether mined from job boards or uploaded via CSV — flows through the same 5-step pipeline automatically. Configure it once per campaign. Walk away.

🎯
Step 1
ICP Score

AI scores lead 0–100 against campaign ICP. Below threshold → dropped. Above → continues.

🔬
Step 2
AI Research

Real company research generates {{hook}}, {{insight}}, {{tension}} variables for email personalisation.

✅
Step 3
Email Verify

Email is verified. Only safe-to-send addresses proceed. Credits only spent on qualified, researched leads.

📤
Step 4
Load to Instantly

Lead + all personalisation variables loaded to Instantly campaign with custom fields. Research baked into the email.

📧
Step 5
Sequence Fires

Personalised sequence sends automatically. Reply stops the sequence. Positive replies ping Telegram instantly.

ICP Configuration

Each campaign gets its own Ideal Customer Profile. The scoring engine uses this to decide which leads are worth researching, verifying, and sending to.

Set ICP via Claude Desktop:
"Set the ICP for campaign abc123:
- Industries: fintech, healthtech, SaaS
- Company size: 50–500 employees
- Target titles: CISO, CTO, VP Engineering, Head of Security
- Buying signals: hiring CISO, SOC 2 mention, recent funding, data breach news
- Pain points: security debt, compliance pressure, no dedicated security team
- Disqualifiers: government, under 20 employees, large internal security team
- Score threshold: 65"
Or set it via the Admin Dashboard:

Navigate to your campaign → click Edit ICP → fill in the form fields → Save. The ICP is stored per campaign and used every time the pipeline runs for that campaign.

Running the Pipeline

Two sources, same pipeline. Both work identically once leads are in the system.

📂 From a CSV
"Upload /path/to/leads.csv
for campaign abc123 and run the pipeline"

Flexible column mapping handles any CSV format — Purchased lists, manual lists, enriched databases. All normalised automatically.

🔍 From mined leads
"Run pipeline on campaign abc123
with the 30 leads mined this week"

Mined leads (from job board scraping or weekly auto-mine) feed directly into the same pipeline. No extra steps.

Dry run mode (test before loading):
"Run the pipeline on campaign abc123 with dry_run=true — 
show me what would be scored, researched, and loaded without actually sending anything"
Monitor pipeline jobs:
"What's the status of pipeline job xyz?
How many leads scored, researched, loaded?"

AI Personalisation Variables

After a lead passes ICP scoring, our AI researches the company and generates these variables. Use them in your Instantly email templates with {{variable_name}} syntax.

Variable What it contains Example
{{hook}} Pattern interrupt opening line based on a real signal "Saw you just closed your Series B and hired a VP Engineering…"
{{company_insight}} Specific insight about the company from recent research "Filevine's compliance push in legal tech usually means security scrutiny follows close behind…"
{{tension_line}} The cost of inaction for this specific company "Growing fast and no pen test on record is the kind of thing that surfaces at the worst possible moment…"
{{recent_news}} Notable recent event (funding, hire, launch, incident) "Greenshades announced a new payroll compliance module last month…"
{{personalization_snippet}} Ready-to-use 1–2 sentence personalised opener "Noticed ConnectPay just expanded into three new states — compliance surface area grows fast when that happens."

Complete Tool Reference

You never call these directly — Claude handles it all. But here's what's running under the hood.

Lead Sourcing & Enrichment

Tool What It Does
import_leads_csv Import leads from any CSV file
auto_enrich_pipeline ⭐ Hero tool. Enriches imported leads with LinkedIn data, detects buying signals (new in role, compliance focus, hiring, company growth), scores 0-100, and builds context for personalized first lines
mine_leads Guidance on best lead sourcing approach for your keywords
enrich_lead_linkedin Full LinkedIn profile data from a profile URL
enrich_lead Find email by name + company domain (Hunter.io)
enrich_company Company info, contacts, social profiles by domain
verify_email Check email deliverability

Campaign Management

Tool What It Does
campaign_wizard AI strategist: case study or ICP → full campaign plan
create_campaign Create new Instantly campaign
set_sequence Set email sequence (steps, delays)
add_lead Add single lead to campaign
list_campaigns List all campaigns
campaign_status Campaign analytics

Automation

Tool What It Does
process_replies AI-categorize replies + auto-respond to hot leads
requeue_stale_leads Find 45+ day old leads for fresh outreach

Pipeline & ICP ⭐ New

Tool What It Does
run_pipeline ⭐ Hero tool. Runs the full 5-step pipeline (score → research → verify → load) on a batch of leads for any campaign. Supports dry_run mode.
upload_leads_from_csv Parse any CSV file and run leads through the full pipeline for a given campaign_id. Flexible column mapping.
create_campaign_brief ✨ One-sheet setup. Describe your offer, ICP, messaging angles, guardrails and settings in one call. Stores the full campaign brief and shows a confirmation card before anything goes live.
confirm_campaign_brief ✨ Validate and confirm a brief. Syncs ICP to the scoring engine. Optionally creates the Instantly campaign in the same call. Blocks launch if required fields are missing.
ingest_csv_scored ✨ Smart CSV ingest. Parse CSV → score every lead against ICP → tier breakdown (Hot/Warm/Cold/No-fit) → only Hot+Warm go to outreach queue. Deduplicates by email. Dry-run by default.
score_leads_batch ✨ Score an array of leads against a campaign ICP in one call. Returns Hot/Warm/Cold/No-fit breakdown with avg score, top signals, and top leads listed.
get_campaign_brief Retrieve a campaign brief with its full confirmation card showing offer, ICP, messaging, settings, and any warnings.
list_campaign_briefs List all campaign briefs with status (draft/confirmed/live), offer summary, and target titles.
set_campaign_icp Create or update the ICP for a campaign directly (without a full brief). Pass industries, company size, target titles, signals, disqualifiers, and score threshold.
get_campaign_icp Read the current ICP definition for a campaign.
score_lead Two-stage scoring: fast Claude Haiku score first, then Perplexity deep research for borderline leads. Returns score (0-100), tier (🔥 Hot / 🟡 Warm / 🔵 Cold / ⛔ No-fit), reasoning, and signals.
research_lead AI research on a company/person. Returns hook, company_insight, tension_line, recent_news, personalization_snippet.
get_pipeline_status Check the status of a running or completed pipeline job. Returns progress counts: total, scored, researched, verified, loaded, skipped.

Lead Scoring

Tool What It Does
full_pipeline Legacy: enrich → score → add qualified leads to campaign
pipeline_summary Pipeline stats and tier breakdown

Configuration

Tool What It Does
get_campaign_config Read campaign settings
set_campaign_config Update booking link, templates, ICP

Research & Mining

Tool What It Does
mine_jobs LinkedIn job postings — companies hiring = buying signal
mine_github Company repos, security advisories
mine_reviews G2/Capterra competitor research