Nineteen Blocks Sales Automation

by hdbookie

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About

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

Details

Author
hdbookie
Categories
Productivity, Other, Automation

Setup

Install Nineteen Blocks Sales Automation in your MCP client (Claude Desktop, Cursor, Windsurf, and others).

Repository: https://github.com/hdbookie/nineteen-blocks-sales-automation-mcp

Follow the installation instructions in the repository README, then restart your MCP client.

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

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.

- Check prospect responses
- Find emails needing follow-up
- Search emails with custom criteria
- Identify meeting requests
- Download and organize attachments

- Quick deal updates using natural language
- Read pipeline data with summary statistics
- Add new deals to pipeline
- Smart formulas for sales calculations

- Auto-organize email attachments by company
- Create structured deal folders
- Search documents across Drive
- Bulk share files with team
- Track recently modified files

- Sync Gmail threads to deals
- Update deal stages and values
- Create new deals with email context
- Advanced pipeline analytics
- Find stale deals needing attention

- 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

- Create deals simultaneously across ALL platforms
- Bi-directional sync between platforms
- Unified reporting and analytics
- Intelligent file organization

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

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

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

# 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 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!

"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"

SeeSETUP.mdfor detailed instructions on:

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

- 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

- 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

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

- Create tool definition in appropriatetools/file
- Implement integration logic inintegrations/
- Export from tool module
- Test with Claude Desktop

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

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

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

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.envto.gitignoreto 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

- Never commit your.envfile or service account keys
- Use environment variables for all sensitive data
- Share service accounts with minimum required permissions
- Regularly rotate API keys and passwords
- Fork the repository
- Create a feature branch
- Make your changes
- Submit a pull request

MIT License - feel free to use this in your own projects!
- Check
SETUP.mdfor detailed setup instructions
- Review server logs for errors
- Create an issue on GitHub

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