← OSI Global
CRM Project

OSI Global · Brain MCP

How Metawork built a fully automated B2B lead enrichment and order processing platform for OSI: HubSpot CRM connected to Apollo, Zerobounce, and Sales Navigator with dynamic pricing, landing cost calculation, and full scenario health monitoring. 729+ hours delivered.

Duration 2 months
Tasks 16

v1 status

  • ✅ Scaffold + tools ported from creatio-brain-mcp
  • ✅ Make.com / Google Drive / Google Mail tools dropped (OSI is MS + HubSpot only, commit e6c9dbe)
  • ✅ v1 plan locked — see specs/v1-plan.md
  • ⏳ Tool implementation (validate_email first) — tracked in OLLBAC
  • ⏳ Mirror to Emily's GitHub repo

Recently touched

  • 2026-07-05 Mirror osi-mcp local repo to OSI's GitHub once Emily shares the URL Done
  • 2026-07-05 OSI Brain MCP v1 — toolkit + 6 skills + governance Open
  • 2026-07-05 Repo + governance: CODEOWNERS, branch protection, GitHub teams, CONTRIBUTING.md Done
  • 2026-07-05 [Won''t fix] osi_resolve_prospect_email — superseded by knowledge-store methodology Done
  • 2026-07-05 Pure-function helpers: compute_send_date, timezone_bucket, phone_format, team_owners, get_playbook, get_knowledge Done

Other projects in this case study

  • Website Refresh

    We ripped out OSI Global's legacy WordPress installation and replaced it with a lightning-fast static site. To hit strict performance targets, we scaffolded the core project in Astro and built…

    Read case study
  • HubSpot Optimization

    OSI's HubSpot Optimization project is a large-scale initiative delivering a complete lead enrichment and order processing platform. The system combines multiple data sources (Apollo, Zerobounce,…

    Read case study