@maximusgtm/lead-management 1.0.0

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+ {
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+ "name": "@maximusgtm/lead-management",
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+ "version": "1.0.0",
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+ "description": "Lead management skill for Maximus GTM - search, filter, enrich, and analyze leads",
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+ "author": "Maximus GTM",
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+ "homepage": "https://maximusgtm.com",
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+ "mcp": {
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+ "servers": {
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+ "maximus": {
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+ "type": "url",
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+ "url": "${MAXIMUS_MCP_URL}",
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+ "headers": {
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+ "Authorization": "Bearer ${MAXIMUS_API_KEY}"
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+ }
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+ }
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+ }
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+ },
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+ "skills": [
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+ "SKILL.md",
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+ "lead-sourcing/SKILL.md"
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+ ]
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+ }
package/README.md ADDED
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+ # @maximusgtm/lead-management
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+
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+ Claude Code skill for lead management on the Maximus GTM platform. Search, filter, enrich, and analyze leads using natural language.
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+
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+ ## Installation
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+
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+ ```bash
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+ /plugin install @maximusgtm/lead-management
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+ ```
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+
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+ ## Configuration
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+
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+ Set the following environment variables before using the skill:
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+
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+ | Variable | Description |
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+ |----------|-------------|
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+ | `MAXIMUS_MCP_URL` | URL of your Maximus MCP server (e.g., `https://mcp.maximusgtm.com/mcp`) |
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+ | `MAXIMUS_API_KEY` | Your MCP agent API key |
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+
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+ ### Getting an API Key
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+
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+ 1. Log in to the Maximus GTM portal
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+ 2. Navigate to **Settings > MCP Agents**
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+ 3. Create a new agent with the `leads` and `accounts` scopes
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+ 4. Copy the generated API key
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+
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+ ## Available Tools
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+
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+ ### Account Context
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+ - `maximus_list_accounts` - List available accounts
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+ - `maximus_get_account` - Get account details
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+
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+ ### Lead Data
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+ - `maximus_list_leads` - Search and filter leads with pagination
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+ - `maximus_get_lead` - Get complete lead details
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+ - `maximus_get_lead_stats` - Aggregate lead statistics
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+
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+ ### Lead Search (External)
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+ - `maximus_search_leads` - Search for new leads by criteria (Apollo, Builtin DB)
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+ - `maximus_search_leads_from_icp` - Search using ICP-derived criteria
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+ - `maximus_enrich_lead` - Enrich a person by email address
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+ - `maximus_list_lead_search_providers` - List available search providers
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+
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+ ## Usage Examples
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+
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+ ```
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+ > Show me all qualified leads from Apollo
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+
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+ > Search for VP-level SaaS leaders in the US
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+
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+ > Enrich sarah@techcorp.com
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+
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+ > What's my lead pipeline health?
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+ ```
package/SKILL.md ADDED
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+ # Lead Management Skill
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+
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+ Specialized skill for working with leads in the Maximus GTM platform. Use this for lead-focused operations including search, filtering, quality analysis, and bulk operations.
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+
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+ ## Prerequisites
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+
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+ - Use `maximus_list_accounts` to find the `accountId` before calling lead tools
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+ - Use `maximus_get_account` for account context (plan limits, integrations status)
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+
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+ ## When to Use
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+
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+ Use this skill when the user wants to:
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+ - Search or filter leads
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+ - Understand lead quality scores
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+ - Analyze lead sources
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+ - Get lead statistics and trends
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+ - Work with specific leads
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+
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+ ## Available MCP Tools
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+
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+ ### Lead Data
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+ - `maximus_list_leads` - Search and filter leads with pagination
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+ - `maximus_get_lead` - Get complete lead details
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+ - `maximus_get_lead_stats` - Aggregate statistics
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+
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+ ### Lead Search (External)
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+ - `maximus_search_leads` - Search for new leads by criteria (Apollo, Builtin DB)
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+ - `maximus_search_leads_from_icp` - Search using ICP-derived criteria
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+ - `maximus_enrich_lead` - Enrich a person by email address
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+ - `maximus_list_lead_search_providers` - List available search providers
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+
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+ ## Lead Filtering
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+
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+ The `maximus_list_leads` tool supports these filters:
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+ - `search` - Search by name, email, company
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+ - `status` - Filter by lead status (new, contacted, qualified, converted)
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+ - `source` - Filter by source (apollo, linkedin, manual, etc.)
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+ - `sortBy` / `sortOrder` - Sort results
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+
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+ ## Lead Quality Interpretation
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+
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+ When presenting lead data, interpret quality indicators:
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+
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+ ### High Quality Lead Signals
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+ - Complete contact information (email, phone, LinkedIn)
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+ - Job title matches ICP buyer persona
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+ - Company fits target firmographics
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+ - Recent engagement activity
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+
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+ ### Data Quality Issues to Flag
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+ - Missing email or phone
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+ - Generic email domains (gmail, yahoo)
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+ - Incomplete company information
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+ - Stale leads (no recent updates)
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+
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+ ## Common Queries
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+
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+ **"Show me qualified leads"**
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+ ```
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+ Use maximus_list_leads with status="qualified"
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+ ```
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+
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+ **"Find leads from Apollo in the last week"**
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+ ```
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+ Use maximus_list_leads with source="apollo", sortBy="createdAt"
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+ ```
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+
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+ **"What's my lead pipeline health?"**
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+ ```
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+ Use maximus_get_lead_stats for aggregate view
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+ ```
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+
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+ ## Response Format
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+
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+ When presenting leads:
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+ 1. Show total count and pagination info
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+ 2. Present key fields: Name, Company, Title, Email
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+ 3. Include status and source
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+ 4. Highlight quality indicators
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+ 5. Offer drill-down options
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+
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+ Example:
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+ ```
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+ Found 47 qualified leads from Apollo:
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+
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+ 1. **Sarah Chen** - VP Engineering at TechCorp
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+ sarah@techcorp.com | Added 2 days ago | Score: 85
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+
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+ 2. **Mike Johnson** - CTO at StartupXYZ
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+ mike@startupxyz.io | Added 5 days ago | Score: 78
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+
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+ ...showing 1-10 of 47. Say "show more" to continue.
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+ ```
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+ # Lead Sourcing Skill
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+
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+ Specialized skill for finding and importing leads from multiple sources. Supports Apollo API search, database search, and ICP-driven lead discovery.
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+
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+ ## When to Use
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+
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+ Use this skill when the user wants to:
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+ - Find leads matching specific criteria
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+ - Search for leads from an ICP profile
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+ - Enrich existing leads with additional data
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+ - Understand which lead search providers are available
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+ - Build a lead list from search results
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+ - Compare lead sources
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+
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+ ## Available MCP Tools
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+
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+ ### Search
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+ - `maximus_search_leads` - Search by criteria (job titles, industries, company size, location, etc.)
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+ - `maximus_search_leads_from_icp` - Search using an ICP's criteria (auto-converts ICP fields)
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+
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+ ### Enrichment
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+ - `maximus_enrich_lead` - Enrich a person by email (title, company, seniority, LinkedIn)
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+
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+ ### Providers
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+ - `maximus_list_lead_search_providers` - List available providers for the account
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+
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+ ## Provider Selection Guide
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+
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+ | Provider | Best For | Requires |
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+ |----------|----------|----------|
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+ | **APOLLO** | External lead discovery, fresh data | Apollo API key (in Integrations) |
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+ | **BUILTIN** | Searching existing leads in database | Nothing (always available) |
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+
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+ **Auto-detection:** If no provider is specified, the system checks for Apollo first, then falls back to Builtin.
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+
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+ ## Search Criteria Reference
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+
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+ | Field | Type | Description | Example |
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+ |-------|------|-------------|---------|
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+ | `jobTitles` | string[] | Job titles to match | ["VP Engineering", "CTO", "Head of Product"] |
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+ | `seniorities` | string[] | Seniority levels | ["c_suite", "vp", "director", "manager"] |
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+ | `industries` | string[] | Target industries | ["SaaS", "FinTech", "E-commerce"] |
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+ | `employeeRange` | {min, max} | Company size | {min: 50, max: 500} |
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+ | `locations.countries` | string[] | Countries | ["United States", "Canada"] |
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+ | `locations.cities` | string[] | Cities | ["San Francisco", "New York"] |
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+ | `technologies` | string[] | Tech stack | ["React", "AWS", "Salesforce"] |
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+ | `keywords` | string[] | General keywords | ["AI", "machine learning"] |
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+ | `companyDomains` | string[] | Specific domains | ["stripe.com", "shopify.com"] |
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+ | `excludeTitles` | string[] | Titles to exclude | ["Intern", "Assistant"] |
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+ | `limit` | number | Results per page | 25 |
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+ | `page` | number | Page number | 1 |
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+
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+ ## ICP-to-Search Mapping
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+
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+ When using `maximus_search_leads_from_icp`, ICP fields map to search criteria:
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+
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+ | ICP Field | Search Criteria |
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+ |-----------|----------------|
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+ | `targetCompany.verticals` | `industries` |
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+ | `targetCompany.employeeRange` | `employeeRange` |
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+ | `targetCompany.technologies` | `technologies` |
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+ | `buyerPersonas[].roles` | `jobTitles` |
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+ | `buyerPersonas[].seniority` | `seniorities` |
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+ | `geography.countries` | `locations.countries` |
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+ | `geography.cities` | `locations.cities` |
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+ | `exclusions.titles` | `excludeTitles` |
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+ | `exclusions.industries` | `excludeIndustries` |
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+
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+ ## Workflows
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+
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+ ### "Find leads matching my ICP"
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+
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+ ```
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+ 1. maximus_list_lead_search_providers (check what's available)
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+ 2. maximus_search_leads_from_icp (auto-converts ICP and searches)
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+ 3. Review results with user
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+ 4. If satisfactory, proceed to campaign assignment
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+ ```
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+
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+ ### "Search for VP-level SaaS leaders in the US"
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+
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+ ```
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+ 1. maximus_search_leads with criteria:
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+ - jobTitles: ["VP", "Vice President"]
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+ - industries: ["SaaS", "Software"]
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+ - locations: { countries: ["United States"] }
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+ - seniorities: ["vp"]
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+ 2. Present results with name, title, company, email
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+ 3. Offer to refine or expand search
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+ ```
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+
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+ ### "Enrich this email address"
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+
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+ ```
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+ 1. maximus_enrich_lead with the email
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+ 2. Present enriched data (title, company, seniority, LinkedIn)
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+ 3. Offer to add to a lead list or campaign
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+ ```
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+
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+ ### "What data sources do I have?"
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+
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+ ```
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+ 1. maximus_list_lead_search_providers
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+ 2. Present available vs. all providers
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+ 3. If Apollo not available, suggest adding API key
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+ ```
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+
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+ ## Response Format
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+ When presenting search results:
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+ ```
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+ Found 234 leads matching your criteria via Apollo
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+
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+ Criteria used:
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+ - Titles: VP Engineering, CTO, Head of Engineering
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+ - Industries: SaaS, FinTech
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+ - Company size: 50-500 employees
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+ - Location: United States
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+
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+ Top results:
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+ 1. Sarah Chen — VP Engineering at CloudTech (SaaS, 200 employees)
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+ sarah@cloudtech.io | San Francisco, CA
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+
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+ 2. James Park — CTO at PayFlow (FinTech, 150 employees)
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+ james@payflow.com | New York, NY
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+ 3. Maria Garcia — Head of Engineering at DataSync (SaaS, 320 employees)
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+ maria@datasync.io | Austin, TX
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+ Showing 1-10 of 234. Say "show more" or "refine search" to continue.
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+ ```
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+
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+ ## Quality Assessment
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+ When reviewing search results, flag:
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+ - **Missing emails** — leads without email addresses cannot be contacted
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+ - **Generic domains** — gmail.com, yahoo.com may indicate personal accounts
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+ - **Title mismatches** — results that don't match the intended seniority
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+ - **Company size outliers** — companies outside the target range
package/package.json ADDED
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+ {
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+ "name": "@maximusgtm/lead-management",
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+ "version": "1.0.0",
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+ "description": "Lead management skill for Maximus GTM platform",
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+ "author": "Maximus GTM",
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+ "license": "UNLICENSED",
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+ "files": [
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+ ".claude-plugin/",
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+ "SKILL.md",
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+ "lead-sourcing/",
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+ "README.md"
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+ ],
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+ "publishConfig": {
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+ "access": "public",
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+ "registry": "https://registry.npmjs.org"
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+ }
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+ }