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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 as prep_for_call, my_day and follow_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.

Remote