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:

1. Manage Deals Across Platforms - Create a deal once, and it appears in Sheets, Streak, Notion, and Drive
2. Track Email Communications - Monitor responses, find follow-ups needed, and sync threads to your CRM
3. Organize Files Automatically - Download attachments and organize them by company in Google Drive
4. Keep Everything in Sync - Bi-directional sync ensures all platforms have the latest data
5. 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.jsonWindows:%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 john@example.com responded to my email"
"Download all attachments from sarah@client.com"
"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

1. Create tool definition in appropriate tools/ file
2. Implement integration logic in integrations/
3. Export from tool module
4. 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:

1. Create a GitHub repository

2. 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
   

3. 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:

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Submit a pull request

📝 License

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

🆘 Support

For issues or questions:

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

Built with ❤️ for the Nineteen Blocks sales team