Marketing & Social Media · Heyreach + Claude
HeyReach MCP with Claude: Automate Multichannel Outreach Campaigns
The short answer
Claude works with HeyReach through the Model Context Protocol (MCP), a secure standard that acts as a connector between the two. Once connected with an API key, Claude can read campaign data and engagement statistics, and help set up or manage outreach sequences, using permissions your organisation controls.
What is Heyreach?
HeyReach is a multichannel outreach platform used by sales teams, agencies, recruiters and professionals who want to reach prospects across several channels from one place. It helps teams run campaigns, organise contacts and follow up in a structured way. Businesses use it to save time on repetitive outreach and to keep activity organised and measurable across the whole team.
How Claude connects to Heyreach through MCP
The Model Context Protocol (MCP) is an open standard that lets Claude securely use other software. Think of it as a universal adapter between Claude and a tool like HeyReach. Your team connects HeyReach using its supported API key sign-in, so Claude can work with the platform without anyone sharing their personal login.
Once connected, Claude can typically fetch contact engagement statistics, review how campaigns are performing, send outreach emails, and help manage multi-channel sequences. You can ask in plain language, for example: which prospects opened the last campaign but did not reply? Claude then gathers the answer from HeyReach.
Permissions and approvals keep people in charge. Access is limited to what the team allows, and consequential actions such as launching a campaign to a new list can require a person to approve them first. Every action is logged, so managers can see what was done, when and by whom.
What you can automate
Campaign performance reporting
A sales operations manager asks Claude each Monday for a summary of the previous week's outreach. Claude pulls engagement statistics from HeyReach and highlights which messages earned replies, which sequences stalled and where follow-up is needed. The team spends minutes reading a clear summary rather than hours building spreadsheets.
Follow-up sequence management
A business development lead wants prospects who replied with interest moved into a separate follow-up sequence. Claude can help identify those contacts from engagement data and prepare the sequence changes for review. A person confirms the changes before they go live, which keeps outreach relevant and respectful.
Lead re-engagement
Marketing teams often have contacts who went quiet months ago. Claude can help find prospects who have been inactive and suggest a re-engagement sequence in plain language. Staff review the list and tone before anything is sent, so the message fits the relationship.
Outreach for recruiters and agencies
Recruitment and agency teams reach many candidates and clients at once. Claude can summarise which channels and message types produce the most responses for each role or account. This helps recruiters focus their time on the approaches that are working.
Team activity oversight
Team leaders want to know whether outreach targets are being met. Claude can compare engagement figures across campaigns and team members and flag any campaign falling behind plan. Leaders get early warning and can adjust messaging or targeting quickly.
An end-to-end workflow: Weekly pipeline review from outreach to CRM
TriggerEvery Friday at 4pm, a scheduled check runs for active HeyReach campaigns.
Claude fetches contact engagement statistics for all active campaigns in HeyReach.
Claude identifies prospects who replied with interest or showed strong engagement.
Claude creates or updates matching records and notes in your CRM, such as Microsoft Dynamics or Salesforce, with the engagement details.
Claude drafts a short summary for the sales manager listing new warm leads and stalled sequences.
A sales manager reviews the summary and approves any follow-up sequence changes before they are applied in HeyReach.
OutcomeSales teams see warm leads in their CRM the same day, follow-up happens faster, and managers spend less time compiling weekly reports. Typical results vary by business and campaign.
How we set it up
Free automation audit
We review how your team runs outreach today and identify the workflows worth automating, including reporting, follow-up and CRM updates.
Secure API key connection
We connect Claude to HeyReach using the API key sign-in method. The key is stored securely and access is limited to the permissions your team needs.
Workflow design
We design the end-to-end workflow across HeyReach and your other systems, such as Microsoft 365, your CRM or ticketing tools, and agree which actions need human approval.
Testing with real cases
We test the workflow against past campaigns and real contact data to check accuracy, then refine prompts and rules until results match what your team expects.
Launch, monitoring and training
We launch with audit logs and monitoring in place and train your team to use Claude confidently. Support continues after launch as your needs change.
Who benefits
- Sales operations managers
- Get clear campaign summaries without manual reporting, and see which sequences need attention each week.
- Business development leads
- Move engaged prospects into the right follow-up sequence faster, with approval before anything is sent.
- Marketing managers
- Track engagement across channels in one conversation and identify which messages resonate.
- Agency and recruitment heads
- Compare outreach performance across clients or roles and focus effort on approaches that work.
Security and control
- Access is limited to the minimum permissions your team needs, and the API key is stored securely.
- People approve consequential actions, such as launching campaigns to new lists or changing live sequences.
- Every action taken through Claude is logged so managers can review activity and audit outcomes.
- Outreach content follows your organisation's approval process and the messaging rules your team sets.
- Workflows are tested against real cases before launch and monitored after go-live.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can run this integration with hosting in their own region where their policies require it. In India, the Digital Personal Data Protection Act, 2023 governs how contact data is handled, and we design workflows to respect its consent and purpose requirements. In the UAE and Saudi Arabia, local data protection laws apply, and we choose a hosting region that meets those requirements. Compliance depends on your specific obligations, which we review during the audit.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the HeyReach MCP server do?
The HeyReach MCP server acts as a secure connector that lets Claude work with your HeyReach account. Through it, Claude can read engagement statistics, help with outreach emails and campaigns, and manage multi-channel sequences using plain-language instructions. It gives Claude structured access to the platform rather than letting it act without limits.
Is it secure to connect HeyReach to Claude?
Yes, when set up properly. The connection uses your HeyReach API key, access is restricted to the permissions you choose, and consequential actions can require human approval. Every action is logged for audit. We design the setup with least-privilege access so the connection only does what your team needs.
What can Claude do with HeyReach once connected?
Claude can typically fetch contact engagement statistics, summarise campaign performance, help draft and send outreach emails, automate parts of campaigns and help manage multi-channel sequences. You can ask questions in everyday language, and Claude carries out the relevant lookup or action within the permissions you have granted.
How long does setup take?
Most setups take a few weeks from the free audit to launch, depending on how many workflows are involved and how many other systems need connecting. Simple reporting connections can be quicker. We agree a timeline during the audit, then test with real cases before going live.
Which plan or permissions do I need?
Generally, you need an active HeyReach account that can generate an API key, plus an internal owner who can approve the access level. The specific plan features depend on your HeyReach subscription, so we confirm what your account supports during the free audit.