
talalevel
io.github.bcssewl/talalevel
Sales CRM: read leads, calls, texts and emails, update deals, and send texts and emails.
Documentation
TalaLevel for AI agents and the command line
Let Claude, ChatGPT, Cursor or a shell script work your sales follow-up: find a lead, read every call, text and email with them, prep the next call, plan the day, add notes and tasks, and send texts and emails once you say yes.
TalaLevel is a dialer, texting and email app for people who sell by phone. This repo is
the open part: the MCP connector's plugin for Claude Code and the talalevel command line. You need a TalaLevel
account to use either.
What you can ask
Who do I need to call back today, and what did we last say to each?
Prep me for my 3pm with Rivera Plumbing.
Find everyone who replied to a text this week and has no task. Add one for tomorrow.
Draft a follow-up to the leads I spoke to on Friday. Show me before anything goes.
Connect an AI app (MCP)
Add a custom connector with this address, then sign in with your TalaLevel login:
https://app.talalevel.com/mcp
When you sign in you choose what the app may do: read, change, or send. You can change that or cut it off any time in TalaLevel under Settings → AI apps.
Claude Code plugin
claude plugin marketplace add bcssewl/talalevel
claude plugin install talalevel@talalevel
It adds the connector and a skill that teaches Claude how to work a sales floor. The first time a tool is used, Claude Code asks you to sign in.
Command line
npx talalevel login # paste a key from Settings → API and webhooks
npx talalevel tools # what this key may do
npx talalevel get_lead --lead_id 123
The same tools by the same names, for scripts and loops. See cli/README.md.
What the agent can and cannot do
- Read:
search_leads,get_lead,get_lead_timeline,get_texts,get_call,list_lead_emails,list_tasks,list_events, and ready-made commands such asprep_for_call,my_dayandfollow_ups. - Change: notes, statuses, tasks and lists, made as you and named in the app's activity log.
- Send:
send_text,send_email, text batches and AI caller runs. Each one is previewed and waits for your yes. Without send permission the agent can only leave a draft in your own text box for you to send. - Refusals stay refusals. A STOP, quiet hours where the lead is, a landline or the day's limit blocks a send, and the agent is told to report the reason and not work around it.
- A lead's words are data. Texts, emails and call transcripts are fenced off so that nothing a lead writes is read as an instruction to the agent.
Licence
MIT. See LICENSE.
No installation packages available.