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← Metawork.Studio
CRM Project

Metawork.Studio · MetaSales MCP

A sales brain for B2B teams. It knows your company, researches the prospect, writes the first email in your voice and saves it to the CRM. After the call it reviews the transcript and tells you what worked and what did not.

Duration 4 months
Tasks 11

MetaSales is a sales brain that runs inside your AI chat. It started as the brain we built for OSI Global and grew into a product any company can connect. Every client gets its own isolated knowledge base. Nothing about one company is ever visible to another.

What it does

It learns your company first. Point it at your website. It reads the pages and builds the documents every sales step relies on: company profile, offering, ideal customer, value propositions, voice, competitors, references and how you qualify a lead. You review them once. From then on every tool works from that knowledge, not from guesses.

Outreach, from research to CRM.

  • Research. Claude checks the prospect against your own qualification rules, using your CRM, the company website and LinkedIn. You get a dossier with a clear fit verdict.
  • Draft. The first email is written in your voice from a real fact about the prospect, never a guessed problem. Follow ups and LinkedIn messages come with it.
  • Validate. A hard check against your own email rules: length, banned phrases, sign off. An email that fails is never passed on.
  • Save. The approved draft lands on the prospect's record in Pipedrive, and Claude offers to create the lead. Nothing is written until every piece passes.

Sales meeting and call analysis. After a sales or discovery call, Claude pulls the recorded transcript and scores the call against a clear scorecard: talk ratio, whether it opened with the client's pain, whether the pain got real numbers, next steps. Every point is backed by a timestamp from the call. The feedback is honest, so the next call gets better.

Tech stack

  • Claude as the client
  • metamcp-core, our shared MCP foundation (auth, licensing, tenant isolation)
  • MetaPipe as the single writer to Pipedrive
  • Fathom for call recordings and transcripts

Recently touched

  • 2026-10-14 3-step Instantly resource-funnel email composer + deterministic slot resolver in Metasales Done
  • 2026-10-06 Run metasales knowledge on core knowledge tools (drop own save/get/list_knowledge) Done
  • 2026-10-06 Sales knowledge structure for the metawork tenant (company / sales / marketing / product / customers) Open
  • 2026-09-21 Adopt the core start tool: bump metamcp-core from v0.4.0 and register metasales_start Done
  • 2026-09-09 Knowledge slots are published as resources only — add the playbook tool so the model can pull them on any client Done

Other projects in this case study

  • Brain

    Running a boutique automation agency needs an internal system that never loses context. Metawork Brain is our own operating system, built as an MCP server so Claude can read and write our project…

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  • MetaBot

    MetaBot is the web product at metawork.studio/bot — a Pipedrive setup and configuration assistant. It runs the onboarding interview, walks visitors through setup and design decisions, and drives the…

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  • MetaMCP

    Shared scaffold for all Metawork-built MCPs. Houses metamcp-core (auth/OAuth/Bearer/portal-token license/identity/infrastructure/deploy templates) plus the scaffold CLI. Whenever we start a new MCP…

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  • MetaPipe MCP

    MetaPipe is a production-grade Model Context Protocol (MCP) server for Pipedrive. We host it at metapipe.metawork.studio to give LLMs—specifically our MetaBot project—direct, structured access to CRM…

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  • Website 3.0

    This is the third major version of the Metawork website. We ditched Webflow entirely and rebuilt from scratch in Astro — a static site generator that gives us full control over content, components,…

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  • MetaForm Premium

    Forms you create in Claude or build in a few clicks. Much cheaper than Jotform or Typeform, much more powerful because every part can be customized through an AI chat. Submissions go straight to your…

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  • MetaForm

    MetaForm — AI-driven form builder. Typeform-quality embeddable multi-step forms whose submissions flow straight into a CRM via MetaPipe-as-proxy. Multi-tenant admin MCP (built on metamcp-core) +…

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  • Website - V2.0

    Our agency website rebuilt in Webflow, running from 2024 to 2026. A complete ground-up redesign with custom portfolio system, blog infrastructure, Pipedrive landing pages, and bilingual…

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