Outreach (Preview)

Outreach is an AI Revenue Platform for go-to-market teams. This connector gives agents and automated workflows access to live Outreach data through the Model Context Protocol. Search accounts, prospects, and opportunities, review deal stages and pipeline, analyze sequence enrollment and engagement, retrieve sent emails and calendar events, and pull Kaia call recordings and transcripts. Every request runs under the signed-in user's identity and honors their Outreach profile permissions.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Outreach Support
URL https://support.outreach.io/
Email support@outreach.io
Connector Metadata
Publisher Outreach
Website https://www.outreach.ai
Privacy policy https://www.outreach.io/privacy-statement
Categories Sales and CRM

Outreach

Outreach is the AI Revenue Platform used by go-to-market teams at thousands of enterprises. This connector lets Microsoft Copilot Studio agents reason over Outreach data and execute revenue workflows under the signed-in user's identity and permissions.

The connector uses the Model Context Protocol (MCP) streamable HTTP transport. A single agent-callable operation (InvokeServer) exposes the underlying MCP server, through which tools for accounts, prospects, opportunities, sequences, emails, Kaia call recordings, and users are made available to agents at runtime.

Pre-requisites

  • An active, licensed Outreach user account.
  • Amplify capability enabled on the Outreach instance and the user account.
  • Tenant administrator consent for the OAuth 2.0 application in Outreach.

Supported operations

Operation Description
InvokeServer Invokes the Outreach MCP server (JSON-RPC 2.0 over streamable HTTP) to discover available tools and execute them. The MCP server exposes read tools across accounts, prospects, opportunities, sequences, emails, calendar events, Kaia call recordings, sequence states, users, and supporting metadata.

The MCP server exposes the following tool families to agents at runtime:

  • Users: current_user, user_search, user_get_by_id
  • Accounts: account_search, account_search_by_external_id, account_get_by_id, account_answer_question
  • Prospects: prospect_search, prospect_search_by_external_id, prospect_get_by_id
  • Opportunities: opportunity_search, opportunity_search_by_external_id, opportunity_get_by_id, opportunity_answer_question, opportunity_stage_fetch
  • Sequences: sequence_search, sequence_state_search
  • Activity: emails_search, calendar_events_fetch, kaia_meeting_search
  • Stages and metadata: stage_fetch, filter_fields_fetch, input_fields_fetch
  • Meeting prep: prepare_for_meeting

Obtaining credentials

The connector authenticates with Outreach using OAuth 2.0 (Authorization Code Grant). A multi-tenant OAuth application is registered in Outreach by Outreach Corporation. The Client ID and Client Secret are provided to Microsoft via Partner Center at submission time.

Scopes requested at consent:

accounts.read prospects.read opportunities.read sequences.read sequenceStates.read mailings.read calls.read users.read

The redirect URI used by Power Platform is the global per-connector URI:

https://global.consent.azure-apim.net/redirect

Getting started

  1. Install the connector from the Microsoft 365 / Power Platform admin center.
  2. Create a connection. Each end user signs in with their Outreach credentials and grants the requested scopes.
  3. Add the connector as a tool to a Copilot Studio agent. The agent discovers the underlying MCP tools at runtime via tools/list and can call them per user request.
  4. Verify the connection by asking the agent a basic Outreach question, for example: "Find the Acme account."

Known issues and limitations

  • The connector uses the MCP streamable protocol (x-ms-agentic-protocol: mcp-streamable-1.0) and is intended for use by Copilot Studio agents. Power Automate flows cannot invoke MCP-protocol operations directly.
  • Only data the signed-in user is permitted to see in Outreach is returned. Outreach Profile-level access controls are honored on every call.
  • Outreach instances and users must have the Amplify capability enabled.
  • Outbound traffic from the connector to Outreach originates from the standard Power Platform IP ranges; Outreach allowlists these.

FAQ

Does this connector work with Power Automate flows?

It is designed for Copilot Studio agents. Power Automate flows do not currently invoke MCP-protocol operations.

What data does the connector send to Microsoft?

The connector sends JSON-RPC requests on behalf of the signed-in user to the Outreach MCP endpoint and returns the responses to the calling agent. Outreach honors the user's Profile permissions on every call.

Where can I get support?

Contact support@outreach.io or visit https://support.outreach.io/.

Actions

Invoke Outreach MCP server

Sends a JSON-RPC 2.0 request to the Outreach Model Context Protocol (MCP) server and returns the response. Use this to discover tools (method 'tools/list') or invoke a tool (method 'tools/call') for accounts, prospects, opportunities, sequences, emails, calendar events, Kaia call recordings, and users under the signed-in user's identity.

Invoke Outreach MCP server

Sends a JSON-RPC 2.0 request to the Outreach Model Context Protocol (MCP) server and returns the response. Use this to discover tools (method 'tools/list') or invoke a tool (method 'tools/call') for accounts, prospects, opportunities, sequences, emails, calendar events, Kaia call recordings, and users under the signed-in user's identity.

Returns

JSON-RPC 2.0 response envelope from an MCP server invocation.

Definitions

McpResponse

JSON-RPC 2.0 response envelope from an MCP server invocation.

Name Path Type Description
JSON-RPC version
jsonrpc string

JSON-RPC protocol version. Always '2.0'.

Request ID
id string

Identifier matching the original request.

Result
result object

Method-specific result payload returned by the MCP server.

Error code
error.code integer

JSON-RPC error code.

Error message
error.message string

Human-readable error message.