topo-io/topo

Assemble a pre-call account brief in Topo — roster, open sequences, inbox threads, recent activity, buying signals, CRM deals, and ICP fit — then leave a next step if asked. Use when the user asks to brief an account, who we are talking to at a company, or what happened with a lead this month.

Build or change a Topo playbook — a trigger-based automation (inbound reply, signal import, product event, schedule, list import, manual run, CSV upload) that runs a graph of steps — then test it step by step and end to end, and publish it. Use when the user wants to automate something ("when X happens, do Y"), create or edit a playbook or one of its steps, start from a template, set a Vault value, test a playbook, or publish or roll it back.

Work the Topo task inbox — list what is due, then complete, skip, snooze, or reassign with the payload each task type requires. Use when the user asks what is on their plate, to clear hot tasks, log a call, snooze a follow-up, or hand a task to a teammate.

Maintain what Topo knows about the user's own company and who it targets — the company profile, audiences (ICP filters), and knowledge base documents — and review the workspace setup (members, senders, mailbox deliverability, webhooks). Use when the user wants to update their positioning, competitors or pain points, define or edit an ICP audience, add, import, or fix a knowledge base article, check sender health, or send Topo events to another system.

Source new leads from criteria using Topo lead search, preview or run the search with explicit user confirmation, and import matching leads into a contact list. Use when the user wants to find new prospects, build a target list from scratch, or source leads matching specific titles, locations, or companies.

Author a new Topo outreach sequence from a name and ordered steps, clone an existing one, or replace the copy of a template. Use when the user wants to create a sequence, duplicate one, or edit subjects, bodies, delays, or channels.

Create, test, run, and maintain Topo AI variables — prompt-computed AI columns on the Accounts and Contacts tables or a sequence's Leads tab, usable in sequence copy as {{variable_name}} — with a credit estimate before every run. Use when the user wants a new AI column or personalization variable, wants one run on a list or a sequence, asks to read its values, change its prompt, or why a value is wrong.

Diagnose why a Topo sequence is not sending or underperforming using funnel counts and operational settings, then apply only the ops fixes MCP allows. Use when the user asks why a sequence is quiet, how it performed this month, to pause it, attach a sender, or switch copilot vs autopilot.

Orient a Topo session — confirm who is signed in, take stock of the workspace, and route the request to the right Topo skill (inbox, tasks, sequences, lead sourcing, signals, playbooks, AI variables, lists, CRM, workspace setup). Use when the user asks what Topo can do, whether they are connected, what is in their workspace, or gives an outbound sales request that does not obviously match another Topo skill.

Temporarily pause Topo outreach for out-of-office, vacation, or bad timing, and resume it later, without marking people lost. Use when the user wants to pause a lead until a date, freeze a whole sequence this week, or resume paused enrollments.

Which Topo id to pass to which MCP tool, which write records a booked meeting, a loss, a hard no, or a pause, and which writes need the user's confirmation. Read before any Topo write, and whenever unsure whether to call stop_sequence, unenroll, or refuse_leads.

Add named people to a contact list and enroll them in an existing Topo sequence, including the hidden list membership and FOUND vs ACTIVE steps. Use when the user wants to add conference contacts, a short list of emails, or a CSV to a sequence and start outreach.

Organize the Topo workspace's records — browse and create accounts, keep account and contact custom fields up to date, build contact and account lists from names, domains, or a CSV, set a list's default sequence, and clean up members. Use when the user wants a target account list, their account portfolio, a company added, a list renamed, merged, cleaned, or deleted, or a field written onto a contact or account.

Apply a known outreach outcome in Topo — meeting booked, won, not interested, unsubscribe, wrong person — using stop_sequence, unenroll, or refuse_leads. Use when the user already knows the result from a call, Slack, or CRM and wants someone taken off a sequence without opening the inbox.

Review leads waiting for approval (FOUND) on a sequence — qualify against the ICP, approve fits so outreach starts, refuse the rest without blocking other sequences. Use when the user asks to review new leads, approve a backlog, or refuse people who are not a fit.

Inventory Topo playbooks, enable or pause them, start a manual or CSV run, and diagnose failed or stuck runs from their step outputs. Use when the user asks which automations are on, why a playbook failed or did nothing, to turn one on or off, to run one now or on a file, or to cancel a run.

Create, monitor, and maintain Topo signals — standing daily watches on buying signals (hiring, job changes, technology adoption, the workspace's own product events — whichever presets the workspace has enabled) that import qualified leads or companies into a list and can enroll them in a sequence. Use when the user wants to be told when something happens at target accounts, asks what their signals brought in, or wants a signal paused, resumed, retargeted, duplicated, or retired.

Block or lift emails and company domains on the Topo exclusion list, and stop any sequences already sending to those targets. Use when the user wants a do-not-contact, asks why a lead was skipped, adds a customer or competitor list, or wants an exclusion removed.

Work inbound email replies in Topo — read the thread, classify intent, reply when needed, and apply the matching sequence outcome. Use when the user asks what came in overnight, who replied, what a lead said, or to handle the inbox.

Read and write the CRM connected to Topo (HubSpot, Salesforce, or Pipedrive) — check a contact's or account's CRM record and owner, search deals, create a deal, log a note, or update CRM properties — from Topo contacts and accounts. Use when the user asks what the CRM says about a lead or company, which deals closed, to log a call or meeting in the CRM, open a deal after a booked meeting, or push a field to the CRM.