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topo-io/topo

v1.3.1MIT

Run your Topo outbound workspace from chat: triage replies, clear tasks, review waiting leads, start outreach, source leads, and brief accounts.

briefing-an-account

Assemble a pre-call account brief in Topo — roster, open sequences, inbox threads, recent activity, 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.

clearing-todays-tasks

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.

creating-a-lead-search

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.

creating-a-sequence

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.

diagnosing-sequence-health

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.

getting-started-with-topo

Orient a Topo session — confirm who is signed in, take stock of the workspace, and route the request to the right Topo skill. 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.

holding-or-resuming-outreach

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.

ids-and-outcomes

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.

importing-and-starting-outreach

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.

recording-outreach-outcomes

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.

reviewing-waiting-leads

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.

suppressing-or-releasing-targets

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.

triaging-inbound-replies

Work inbound email and LinkedIn 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.