toflow.ai mcp server, connect your AI assistant to toflow workspace, Automate prospecting, data enrichment and mult-channel outreach
Skill Claude CodeCodex
Query CRM data into a saved report and add it to a dashboard. Use this when the user wants a custom view of their data — pipeline value, outreach performance, conversion funnels — beyond what list views and sequence analytics already show.
Skill Claude CodeCodex
Build a multi-channel outreach sequence in toflow.ai (email, LinkedIn, WhatsApp) and enroll people into it. Use this whenever the user asks to create, set up, or launch a sequence, campaign, or drip/outreach flow, or to enroll a person/list into one.
Skill Claude CodeCodex
Find verified emails and phone numbers for people in the CRM, one at a time or in bulk across a list, or run a custom AI enrichment to derive a field from available data. Use this before enrolling someone in an email sequence, or whenever contact data is missing, unverified, or needs AI-derived research.
Skill Claude CodeCodex
Confirm the active toflow.ai workspace, connected sending accounts, and account load before doing any prospecting or outreach work. Use this at the start of a new session, or when a tool call fails because no account is connected.
Skill Claude CodeCodex
Log calls, create follow-up tasks, and attach notes to CRM records (people, companies, deals). Use this whenever the user wants to record a call outcome, set a reminder/to-do, or capture context about a contact or account.
Skill Claude CodeCodex
Send LinkedIn connection requests, direct messages, and premium/InMail-style messages, send WhatsApp messages, and manage connected messaging accounts and threads. Use this for one-off LinkedIn/WhatsApp outreach outside of a sequence.
Skill Claude CodeCodex
Create, search, and update CRM records (people, companies, deals), manage custom attributes, categories, and deal pipelines. Use this whenever the user wants to look up, add, or edit CRM data, or manage a deal's pipeline stage.
Skill Claude CodeCodex
Read, draft, send, reply to, and forward emails from connected toflow.ai sending accounts, and check open-tracking and engagement stats. Use this for one-off emails outside of a sequence, or to manage an existing email thread or draft.
Skill Claude CodeCodex
Search LinkedIn for prospects with Sales Navigator-style filters, pull people from existing connections or post engagement, set up a signal agent to monitor for new prospects automatically, and organize results into lists and saved views. Use this whenever the user wants to find new people/companies to target, or…
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