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Nineteen Blocks Sales Automation

from hdbookie

A sales automation system that integrates Gmail, Google Sheets, Streak CRM, Notion, and Google Drive into a unified workflow.

🔥🔥✓ VerifiedFreeAdvanced setup
#email#automation#crm#lead-gen#notion#calendar#analytics#database

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

📚 Example Commands

Copy & paste — that's it
"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"

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

Copy & paste — that's it
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

🔒 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