Sales engagement

Instantly.ai with Claude & ChatGPT—Instantly MCP server

Instantly cold-email leads, campaign membership, reply threads, and interest status joined to the same contact as your CRM, inbox, and website activity. Read the pipeline and act on it—add leads to campaigns, update interest—from Claude, ChatGPT, Cursor, or any MCP client.

What it looks like

What does Instantly data look like in Claude?

Connect Instantly once. Your agent gets identity-resolved profiles with campaign membership, reply threads, and interest status, joined to the rest of your stack—through one MCP server.

MCP

Instantly, exposed as MCP tools.

Claude · pathbound MCP connected
you
Which Instantly leads marked interested this week also visited /pricing—and are they in HubSpot yet?
get_contact_timeline { event: "instantly_lead_interested", since: "-7d" } 9 leads · 460ms
interested 9 Instantly leads this week
identified 7 also in tracker · 5 in HubSpot
list_events { event: "pageview", path: "/pricing", since: "-7d" } 14 events · 11 contacts · 410ms
overlap 4 of the 9 interested leads visited /pricing
gap 2 of those 4 are NOT in HubSpot yet
claude
4 interested leads also hit /pricing this week: Jane Reyes (acme.com), Tom Liu (bridge.io), Priya N. (clypso.dev), and Mark Owens (rho.co). Two—Priya and Mark—aren’t in HubSpot yet. Want me to draft their CRM records, or add the four to your “warm demo” follow-up campaign?
signal Live demand. Reach out today; don’t wait for the next sequence step.
claude_desktop_config.json
{
  "mcpServers": {
    "pathbound": {
      "url": "https://mcp.pathbound.ai/mcp"
    }
  }
}
Instantly tools out of the box · read & write
get_contact unified profile—Instantly lead joined to your CRM and website events
get_contact_conversations the actual cold-email threads (sent + replies) in context
get_contact_timeline replies, interest changes, pageviews, meetings on one feed
list_contacts filter by Instantly campaign, interest status, lifecycle stage
aggregate_data reply and interest rates by campaign, top engaged leads by company
instantly_add_lead add a lead to an Instantly campaign (write, approval-gated)
instantly_update_lead_interest set a lead’s interest status (write, approval-gated)

…plus more—the full MCP tool set, across contacts, companies, events, and conversations.

Setup

How do I connect Instantly to Claude?

One API key. Drop a snippet into your MCP client. Ask a question.

  1. 01

    Sign up for Pathbound

    Create an account at pathbound.ai. Free during public alpha.

  2. 02

    Connect Instantly

    In Instantly, go to Settings → API keys and create a key. In the Pathbound dashboard, go to Integrations → Instantly → Connect and paste it. Sync runs every minute and pulls leads (email, name, company, campaign, interest status, engagement counts), campaigns, and the sent/received email threads for leads who replied.

  3. 03

    Add Pathbound to your MCP client

    Drop the snippet below into your Claude Desktop config (or in Claude.ai web: Settings → Connected Apps → Add custom MCP → enter https://mcp.pathbound.ai/mcp). The same URL works for ChatGPT, Cursor, Cline, and any MCP client that supports OAuth.

    claude_desktop_config.json
    {
      "mcpServers": {
        "pathbound": {
          "url": "https://mcp.pathbound.ai/mcp"
        }
      }
    }
  4. 04

    Run a test prompt

    Ask the agent: “Which Instantly leads replied this week and also showed up on your website?” The agent joins reply activity with website behavior across MCP and hands you the shortlist.

Why Pathbound

Instantly tells you what you sent. Pathbound tells you who it reached—and lets you act.

A direct Instantly connector shows your agent the campaign. Pathbound shows your agent the customer—the Instantly lead alongside the same person in HubSpot, the same thread in Gmail, the same pricing-page visit in your website events—through one unified profile served over the Model Context Protocol, with the reply and the interest change on one timeline.

One identity across channels

Instantly identifies leads by email. Pathbound resolves that email to the same Contact you already have in HubSpot, Gmail, your website events, and Apollo, and links the company by domain. Stop reconciling a cold-email list against your CRM by hand.

Replies + interest, in context

Every reply and every interest change—interested, meeting booked, not interested—lands on the same timeline as their pageviews, opens, and deals. The agent sees what you sent, what they said back, and what the CRM thinks, in one read.

Read and write

Not just a viewer. Approve an agent to add a lead to an Instantly campaign or update a lead’s interest status—grounded in the customer’s full history, not a blind list upload. Both write tools are off by default and gated behind an explicit admin toggle.

Pull, not stream

Instantly data is pulled every minute into the unified profile—leads, campaigns, and the actual reply threads for engaged leads. No webhooks to configure, no per-tenant URLs. Connect once with an API key and it shows up.

FAQ

Common questions.

Is this an official Instantly.ai MCP server?

Pathbound is an independent platform. We connect to Instantly via their v2 REST API using an API key you generate in Instantly, and expose your data through one Model Context Protocol server alongside your other sources. Not affiliated with Instantly.ai.

Can the agent write back to Instantly?

Yes—two write actions: add a lead to a campaign (instantly_add_lead) and update a lead’s interest status (instantly_update_lead_interest). Both are off by default and enabled per-workspace by an admin toggle; the agent surfaces the action for your approval before it fires, and every write is logged.

Which Instantly data does Pathbound sync?

Leads (email, first/last name, company name + domain, phone, job title, campaign, list, status, interest status, verification status, open/reply/click counts, last-activity timestamps, and custom variables), campaigns, and the actual sent/received email messages for leads who replied. Reply and interest-status changes are written as timeline events; the message bodies show up in the conversations view.

How does Pathbound match an Instantly lead to my existing contacts?

Identity resolution by email: if the same person already exists in HubSpot, Gmail, or your website events, the Instantly lead joins that profile instead of creating a duplicate. The company is linked by email/website domain, so the lead rolls up to the right account.

Why don’t I see every campaign send in the conversations view?

To keep things fast and focused, Pathbound pulls the full message thread only for leads who replied—cold-email send volume is high and mostly one-way. Opens and clicks are kept as engagement counts on the profile; replies and interest changes are discrete timeline events. Real-time per-open/click webhooks are on the roadmap.

Do I need a paid Instantly plan?

Instantly’s v2 API is available with an API key from your workspace; some capabilities depend on your Instantly plan. Instantly enforces a workspace-wide rate limit, so Pathbound paces its sync conservatively. Pathbound itself is free during public alpha.

Is my customer data secure?

Tenant-isolated and OAuth-scoped per user, with encryption at rest via our infrastructure provider’s default configuration. GDPR-aligned; SOC 2 readiness in progress. Pathbound does not sell customer data, and we don’t call AI providers on your behalf—your MCP client does, under your account and the AI provider’s terms.

What about HubSpot, Apollo, Gmail?

Same MCP server, same tools—just connect a different source. See the integrations directory.

Try it on your own data

Within five minutes, your agent is querying real customer context.

Sign up, connect one CRM or drop the events snippet, and point your MCP client at mcp.pathbound.ai/mcp.