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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 23 days
Tasks 1

Miro Board

GoogleSpreadsheet - Logins + Data Mapping

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

  • 2026-05-20 Skills & Sequences Open

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