Integration

Overloop integration

Overloop is a sales prospecting and CRM platform. Create, read, update and delete prospects (sales contacts) and their organizations, deal pipelines with their stages, and deals (mark them won or lost); read automations (outbound campaigns and productivity workflows) and their steps, enroll prospects, organizations or deals in them and stop enrollments; manage lists and the exclusion list (emails and domains never contacted); read the account, its users and custom field definitions. Lists return 100 records per page with sort, attribute:value filters and include for related records. Custom field values are neither set nor returned. Authentication is an Overloop API key (from the account settings), sent raw in the Authorization header.

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When this happens, do that in Overloop.Built from the 50 Overloop tools below, on the connection you add once.

What you can do with Overloop

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Deal, 5 operations

create_dealCreate dealPOSTCreates a deal in a pipeline stage (stage_id from list_stages), with its title, value, status and expected close date.
delete_dealDelete dealDELETEPermanently deletes a deal. It cannot be undone.
get_dealGet dealGETReturns one deal: title, value, status, dates, and its stage, prospect, organization and owner.
list_dealsList dealsGETLists deals 100 per page, with sorting and filtering by title, value or status (open, won, lost).
update_dealUpdate dealPATCHUpdates a deal (title, value, status, dates) or moves it to another stage with stage_id: only the fields sent change.

List, 5 operations

create_listCreate listPOSTCreates a list (a named group of prospects and organizations).
delete_listDelete listDELETEPermanently deletes a list; its prospects are kept. It cannot be undone.
get_listGet listGETReturns one list: its name and dates.
list_listsList listsGETLists the lists (named groups of prospects and organizations) of the account, 100 per page.
update_listUpdate listPATCHRenames a list.

Organization, 5 operations

create_organizationCreate organizationPOSTCreates an organization (a company). With return_existing=true an organization of the same name is returned instead of an error.
delete_organizationDelete organizationDELETEPermanently deletes an organization. It cannot be undone.
get_organizationGet organizationGETReturns one organization with its website, contact details, address and lists.
list_organizationsList organizationsGETLists organizations (companies your prospects work for) 100 per page, with sorting and filtering by attribute (for example name or website).
update_organizationUpdate organizationPATCHUpdates an organization: only the fields sent change.

Pipeline, 5 operations

create_pipelineCreate pipelinePOSTCreates a deal pipeline with its name and currency; add its stages with create_stage.
delete_pipelineDelete pipelineDELETEPermanently deletes a pipeline with all its stages and all the deals in them. It cannot be undone.
get_pipelineGet pipelineGETReturns one deal pipeline: its name and currency.
list_pipelinesList pipelinesGETLists the deal pipelines of the account (name and currency), 100 per page.
update_pipelineUpdate pipelinePATCHRenames a pipeline or changes its currency: only the fields sent change.

Prospect, 5 operations

create_prospectCreate prospectPOSTCreates a prospect (a sales contact) with its email, name, job, location and lists. Without owner_id the API key's user becomes its owner.
delete_prospectDelete prospectDELETEPermanently deletes a prospect together with all its history (messages, replies...). It cannot be undone.
get_prospectGet prospectGETReturns one prospect with its contact details, engagement (opened, clicked, replied, bounced), lists, owner and organization.
list_prospectsList prospectsGETLists prospects (sales contacts) 100 per page, with sorting and filtering by attribute (for example email or replied).
update_prospectUpdate prospectPATCHUpdates a prospect: only the fields sent change. Sending lists sets the prospect's lists (missing lists are created).

Stage, 5 operations

create_stageCreate stagePOSTCreates a stage in a deal pipeline, with its name and win probability; optionally its position and rotting days.
delete_stageDelete stageDELETEPermanently deletes a stage and all the deals in it. It cannot be undone.
get_stageGet stageGETReturns one pipeline stage: its name, win probability, position and pipeline.
list_stagesList stagesGETLists the stages of every deal pipeline (name, win probability, position), 100 per page.
update_stageUpdate stagePATCHUpdates a stage (name, win probability, position, rotting days): only the fields sent change.

Enrollment, 4 operations

create_enrollmentCreate enrollmentPOSTEnrolls a prospect (campaigns, prospect workflows), an organization or a deal (matching workflows) in an automation, now or at start_at, optionally at a given step.
get_enrollmentGet enrollmentGETReturns one enrollment: the enrolled record, its current step, start date and whether it has left the automation.
list_enrollmentsList enrollmentsGETLists enrollments across automations, 100 per page; filter for example by prospect_id to see where one prospect is enrolled.
stop_enrollmentStop enrollmentDELETEStops an enrollment: the record leaves the automation. Returns the enrollment.

Exclusion list item, 3 operations

create_exclusion_list_itemCreate exclusion list itemPOSTAdds an email address or a whole domain to the exclusion list, so it is never contacted.
delete_exclusion_list_itemDelete exclusion list itemDELETERemoves an email address or domain from the exclusion list. It cannot be undone.
list_exclusion_list_itemsList exclusion list itemsGETLists the exclusion list: email addresses and domains that are never contacted, 100 per page, filterable by value or item_type.

Automation, 2 operations

get_automationGet automationGETReturns one automation (campaign or workflow) with its triggers, status, sending days and window, and its steps.
list_automationsList automationsGETLists automations: campaigns (outbound) and workflows (productivity), with their triggers, status and sending window.

Mark as lost, 2 operations

mark_deal_lostMark deal lostPOSTMarks a deal as lost, optionally with the reason, and returns the deal.
mark_deal_not_lostMark deal not lostDELETERemoves the lost mark from a deal and returns the deal.

Mark as won, 2 operations

mark_deal_not_wonMark deal not wonDELETERemoves the won mark from a deal and returns the deal.
mark_deal_wonMark deal wonPOSTMarks a deal as won and returns the deal.

Step, 2 operations

get_automation_stepGet automation stepGETReturns one step of an automation: its type, position, previous step and type-specific settings.
list_automation_stepsList automation stepsGETLists the steps of an automation (type, position, previous step and settings), 100 per page.

User, 2 operations

get_userGet userGETReturns one user of the account: name, email, role, phone, signature and time zone.
list_usersList usersGETLists the users of the account (name, email, role, time zone), for owner_id values; filter disabled:false for active ones.

Account, 1 operation

get_accountGet accountGETReturns the Overloop account of the API key: name, billing details, plan and remaining credits.

Custom field, 1 operation

list_custom_fieldsList custom fieldsGETLists the custom fields of the account: label, identifier (the attribute key, such as c_custom_field_a), value type and allowed options.

Me, 1 operation

get_meGet meGETReturns the user the API key belongs to: name, email, role and time zone.

Use Overloop from Claude Code, Cursor or Codex

Connect Overloop in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Overloop operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Overloop

Create your workspace
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Connect Overloop once
Add your Overloop connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.