Nineteen Blocks Sales Automation MCP

A comprehensive sales automation system using Model Context Protocol (MCP) that integrates Gmail, Google Sheets, Streak CRM, Notion, and Google Drive into a unified workflow accessible through Claude Desktop.

Features

✅ Fully Implemented (28 Working Tools)

Gmail Integration
- Check prospect responses
- Find emails needing follow-up
- Search emails with custom criteria
- Identify meeting requests
- Download and organize attachments
Google Sheets Integration
- Quick deal updates using natural language
- Read pipeline data with summary statistics
- Add new deals to pipeline
- Smart formulas for sales calculations
Google Drive Integration
- Auto-organize email attachments by company
- Create structured deal folders
- Search documents across Drive
- Bulk share files with team
- Track recently modified files
Streak CRM Integration
- Sync Gmail threads to deals
- Update deal stages and values
- Create new deals with email context
- Advanced pipeline analytics
- Find stale deals needing attention
Notion Integration
- Create meeting notes with templates
- Update deal status across databases
- Build contact profiles with email history
- Generate automated weekly reports
- Search across all Notion content
Cross-Platform Features
- Create deals simultaneously across ALL platforms
- Bi-directional sync between platforms
- Unified reporting and analytics
- Intelligent file organization

🚧 Coming Soon

Dropbox integration
Otter.ai transcript processing
Automated scheduling
AI-powered insights

🎯 What Can It Do?

This MCP server turns Claude into your AI sales assistant that can:

Manage Deals Across Platforms - Create a deal once, and it appears in Sheets, Streak, Notion, and Drive
Track Email Communications - Monitor responses, find follow-ups needed, and sync threads to your CRM
Organize Files Automatically - Download attachments and organize them by company in Google Drive
Keep Everything in Sync - Bi-directional sync ensures all platforms have the latest data
Generate Unified Reports - See your entire pipeline across all platforms in one view

🚀 Quick Start

Prerequisites

Node.js 18+
Claude Desktop
Accounts for services you want to integrate

Installation

# Clone the repository
git clone https://github.com/YOUR_USERNAME/nineteen-blocks-sales-automation-mcp.git
cd nineteen-blocks-sales-automation-mcp

# Install dependencies
npm install

# Copy and configure environment variables
cp config/.env.example config/.env
# Edit config/.env with your credentials

# Verify setup
npm run test:integrations

Add to Claude Desktop

Add this to your Claude Desktop configuration:

Mac: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "sales-automation": {
      "command": "node",
      "args": ["/absolute/path/to/nineteen-blocks-sales-automation-mcp/src/server.js"]
    }
  }
}

Restart Claude Desktop and start using natural language commands!

📚 Example Commands

"Create a deal workspace for Acme Corp worth $50,000"
"Check if [email protected] responded to my email"
"Download all attachments from [email protected]"
"Sync all platforms"
"Show me deals that haven't been updated in 2 weeks"
"Generate a unified sales report"

📖 Full Setup Guide

See SETUP.md for detailed instructions on:

Getting credentials for each service
Configuring Google Workspace accounts
Setting up databases and pipelines
Troubleshooting common issues

Available Tools

Email Tools

check_prospect_response - Check if a prospect has responded
find_follow_up_needed - Find prospects needing follow-up
find_meeting_requests - Identify meeting requests
search_emails - Search with custom criteria

Sheet Tools

quick_deal_update - Update deals using natural language
read_pipeline_data - Get pipeline summary
add_new_deal - Add new deals
add_smart_formulas - Add sales calculations

Development

Project Structure

src/
├── server.js           # Main MCP server
├── integrations/       # Platform integrations
│   ├── gmail.js
│   ├── sheets.js
│   └── ...
├── tools/             # MCP tool definitions
│   ├── email-tools.js
│   ├── sheets-tools.js
│   └── ...
└── utils/             # Utilities
    └── scheduler.js   # Cron jobs

Adding New Tools

Create tool definition in appropriate tools/ file
Implement integration logic in integrations/
Export from tool module
Test with Claude Desktop

Troubleshooting

Gmail Connection Issues

Ensure 2FA is enabled
App password must be 16 characters (no spaces)
Check IMAP is enabled in Gmail settings

Google Sheets Access Denied

Verify service account has been shared with sheet
Check API is enabled in Google Cloud Console
Ensure JSON key file path is correct

Tool Not Found

Restart Claude Desktop after config changes
Check server logs for errors
Verify tool is exported from module

🌐 Deployment to GitHub

To share this project:

Create a GitHub repository

Initialize git and push:

git init
git add .
git commit -m "Initial commit - Sales Automation MCP"
git branch -M main
git remote add origin https://github.com/YOUR_USERNAME/nineteen-blocks-sales-automation-mcp.git
git push -u origin main

Important: Make sure to add .env to .gitignore to keep credentials safe:

echo "config/.env" >> .gitignore
echo "config/service-account-key.json" >> .gitignore
git add .gitignore
git commit -m "Add gitignore for sensitive files"
git push

🔒 Security Notes

Never commit your .env file or service account keys
Use environment variables for all sensitive data
Share service accounts with minimum required permissions
Regularly rotate API keys and passwords

🤝 Contributing

Contributions are welcome! Please:

Fork the repository
Create a feature branch
Make your changes
Submit a pull request

📝 License

MIT License - feel free to use this in your own projects!

🆘 Support

For issues or questions:

Check SETUP.md for detailed setup instructions
Review server logs for errors
Create an issue on GitHub

Built with ❤️ for the Nineteen Blocks sales team

Nineteen Blocks Sales Automation