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lattice/sales
Prospect, craft outreach, and build deal strategy faster. Prep for calls, manage your pipeline, and write personalized messaging that moves deals forward.
Prospect, craft outreach, and build deal strategy faster. Prep for calls, manage your pipeline, and write personalized messaging that moves deals forward.
| Name | Type | Description |
|---|---|---|
sales-call-summary |
command | Summarize sales call notes and outcomes |
sales-forecast |
command | Generate sales forecasts and projections |
sales-pipeline-review |
command | Review and analyze sales pipeline |
sales-account-research |
skill | Research accounts and gather context |
sales-call-prep |
skill | Prepare briefings for upcoming sales calls |
sales-competitive-intelligence |
skill | Gather competitive intelligence and insights |
sales-create-an-asset |
skill | Create sales assets and collateral |
sales-daily-briefing |
skill | Generate daily sales briefings |
sales-draft-outreach |
skill | Draft personalized outreach messages |
| Server | URL |
|---|---|
| slack | https://mcp.slack.com/mcp |
| hubspot | https://mcp.hubspot.com/anthropic |
| close | https://mcp.close.com/mcp |
| clay | https://api.clay.com/v3/mcp |
| zoominfo | https://mcp.zoominfo.com/mcp |
| notion | https://mcp.notion.com/mcp |
| atlassian | https://mcp.atlassian.com/v1/mcp |
| fireflies | https://api.fireflies.ai/mcp |
| ms365 | https://microsoft365.mcp.claude.com/mcp |
| Category | Placeholder | Included servers | Other options |
|---|---|---|---|
| Calendar | ~~calendar |
Microsoft 365 | Google Calendar |
| Chat | ~~chat |
Slack | Microsoft Teams |
| CRM | ~~CRM |
HubSpot, Close | Salesforce, Pipedrive, Copper |
| Data enrichment | ~~data enrichment |
Clay, ZoomInfo | Apollo, Clearbit, Lusha |
~~email |
Microsoft 365 | Gmail | |
| Knowledge base | ~~knowledge base |
Notion | Confluence, Guru |
| Meeting transcription | ~~conversation intelligence |
Fireflies | Gong, Chorus, Otter.ai |
| Project tracker | ~~project tracker |
Atlassian (Jira/Confluence) | Linear, Asana |
Enable in Lattice Workbench:
Settings → Plugin Packs → Enable "Sales"
