← 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 3 months
Tasks 19

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 the client's GitHub repo

Recently touched

  • 2026-07-28 Seamless.ai integration via their MCP (single-user OAuth proxy) Frozen
  • 2026-07-28 OSI Brain MCP v1 — toolkit + 6 skills + governance Done
  • 2026-07-16 Per-item tool refactor, HubSpot save helpers, playbooks + 7-step skills Done
  • 2026-07-08 CI quality gates — 5 checks on every PR Done
  • 2026-07-07 ZoomInfo enrichment connection — AI-enrichment Make scenario (one API key) Done

Other projects in this case study

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  • Sales Automation

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  • 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,…

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  • Service System

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  • Pricing agent

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