The argument in one line.
Wiring Claude Code to your outbound sequencer via MCP collapses lead scoring, copywriting, segmentation, and campaign creation into a single conversational session — no separate tools required.
Read if. Skip if.
READ IF YOU ARE…
- You run B2B cold outbound campaigns and currently split the work across a spreadsheet, a copywriter, and a sequencer dashboard as three separate workflows.
- You manage multiple clients' outreach as an agency and want MCP credentials scoped per project so API keys don't bleed across accounts.
- You already use Instantly.ai and want to automate the campaign-build step beyond what the native UI offers.
- You're comfortable in Cursor or VS Code but haven't yet wired an AI agent into a non-coding sales workflow.
SKIP IF…
- You don't do B2B cold email — the entire tutorial is Instantly.ai-specific.
- You're looking for a conceptual overview of AI agents; this is hands-on and tool-specific with no theory.
The full version, fast.
The presenter's thesis is that Claude Code can replace the manual handoffs between lead research, copywriting, and campaign setup by holding the entire workflow in one agent session. The mechanism is a CLAUDE.md file that acts as a persistent system prompt encoding the persona, cold email rules (no filler phrases, 80-100 words, soft CTA), and Instantly's MCP URL with an API key appended — all scoped at the project level so the key stays sandboxed. The presenter then drops a CSV of 20 leads into the folder, voices a single mega-prompt, and watches Claude score leads by decision-maker level, segment into two tiers, write compliant copy, create the campaigns in Instantly, and add the leads — pausing only for human review before launch.
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00:00 – 00:47
01 · Hook — Claude Code and cold outbound
Pattern interrupt using Claude Code's velocity, then promises a five-step lead gen setup.
00:47 – 02:21
02 · Step 1 — IDE setup (Cursor recommended)
Why Cursor over other IDEs: single-window CSV visualization, browser, code, and agent context all together.
02:21 – 05:08
03 · Step 2 — Writing the CLAUDE.md via voice (RTO brief)
Voice-dictates the RTO brief: cold email persona, 80-100 word limit, no filler phrases, soft CTA, warm-lead goal.
05:08 – 06:46
04 · Step 3 — Reviewing and committing CLAUDE.md
Cursor previews the markdown, host explains 'cloning yourself' via injected skills, approves git init.
06:46 – 08:29
05 · Step 4 — Installing Instantly MCP at project level
Generates Instantly API key, appends to MCP URL, instructs Claude to add via `claude mcp add` at project scope.
08:29 – 09:47
06 · MCP verification — available tools confirmed
Tests connection with 'do you have access to Instantly MCP?', lists tools, shows three connected MCP servers.
09:47 – 12:22
07 · Step 5 — CSV drop and mega-prompt (score, segment, copy, campaigns)
Drags sample_leads.csv into folder, voice-prompts the full pipeline: score by decision-maker level, segment, write copy, create campaigns, add leads, stop for verification.
12:22 – 13:43
08 · Live execution — campaigns created in Instantly
Claude processes 20 leads, creates two tier campaigns, adds leads, pauses for human verification.
13:43 – 15:03
09 · Review and CTA
Walks through generated copy in Instantly sequence editor, minor cleanup notes, outro to related video.
Lines worth screenshotting.
- A CLAUDE.md file in the project root acts as a persistent persona brief — it survives every new conversation without re-prompting.
- Installing MCP at the project level (not user level) scopes the API key to one folder, so agency clients never share credentials.
- One mega-prompt can do four jobs in sequence: score leads, segment them, write copy, and create campaigns — no intermediate saves needed.
- The RTO framework (Role, Task, Output) is most useful when you front-load the Role: the task and output are throwaway without a sharp persona.
- Claude's confirmation step before executing bash commands is a feature, not friction — it's the human-in-the-loop checkpoint before live API calls.
- Scoring and segmenting a CSV before writing copy produces two distinct email voices naturally, rather than forcing one template to work for everyone.
- A cold email that starts with value and ends with 'mind if I send you a video on how this works?' converts better than one that asks for time directly.
- The 80-100 word constraint is a forcing function: every word has to earn its place when there's no room for hedging.
- Cursor's project-level context window (all files visible) is what makes this workflow possible — the agent sees the CSV, the CLAUDE.md, and the MCP config simultaneously.
- The same workflow that processes 20 leads processes 2,000 — the bottleneck moves from execution to prompt quality.
One session, zero manual handoffs.
WHAT TO LEARN
The gap between a list of leads and a live campaign used to require four separate tools and three separate people — this workflow compresses it to a single agent session.
- A CLAUDE.md file in the project root survives every conversation restart, so you encode persona and rules once and stop re-prompting session to session.
- Project-level MCP installation scopes API credentials to a single folder — the right way to manage multiple clients without credential bleed.
- The RTO framework only works if you front-load the Role: a sharp persona is what produces copy that sounds human, not just compliant.
- Structuring the mega-prompt as a numbered sequence with a hard-stop before live API writes gives you a human review checkpoint before anything irreversible happens.
- Scoring leads before writing copy is the difference between one generic template and two email voices that speak to their tier — the AI does the personalization work, but only if the input data is segmented first.
- The 80-100 word constraint on cold email copy is a feature, not a limitation: forcing brevity eliminates hedging language and makes every word earn its place.
- The same workflow that processes 20 sample leads processes 2,000 — scaling cold outreach stops being a staffing problem and becomes a prompt-quality problem.
Terms worth knowing.
- MCP (Model Context Protocol)
- An open protocol that lets an AI agent call external tools and APIs through a standardized server interface, so Claude can interact with platforms like Instantly without custom code.
- CLAUDE.md
- A markdown file placed in the project root that Claude Code reads at the start of every session as a persistent system prompt, encoding role, rules, and workflow context.
- RTO (Role, Task, Output)
- A prompting structure that defines who the AI is (role), what it must do (task), and what format or constraints govern the result (output) — used here to encode cold email persona and rules.
- Project-level MCP vs. user-level MCP
- MCP servers installed at project level are available only in that folder; user-level installations apply globally across all projects. Project-level keeps API keys and tool access sandboxed per client or use case.
- Decision-maker scoring
- Classifying leads by their organizational authority (C-suite, VP, director, manager) to determine which receive the highest-personalization email variant and which go into a broader-reach campaign.
- Soft CTA (Call to Action)
- A low-commitment ask at the end of a cold email — such as 'mind if I send you a video?' — that starts a conversation rather than immediately requesting a meeting or purchase.
Things they pointed at.
01:58toolClaude Code VS Code plugin
01:58toolAugmentCode
08:15toolFirecrawl MCP
Lines you could clip.
06:09
“You are effectively injecting skills almost like Matrix to Neo that knows kung fu.”
09:47
“Every single word needs to be valuable in such a way that moves the conversation forward without any small talk or fluff.”
14:16
“In a matter of a few prompts, I've set up Claude Code inside of Cursor — it literally created two campaigns in less than a minute.”
Word for word.
Read-along
Don't just watch it. Burn it in.
See every word as it's spoken — crank it to 2× and still catch all of it. The same dual-channel trick behind Amazon's Kindle + Audible.
metaphoranalogy
00:00Cloud Code has taken over the Internet by storm and is undoubtedly one of the best AI coding tools out there, and it's only getting crazier. It makes literally anything you want at lightning speed, like apps, websites, even manage your entire life.
00:13But how can you use it to launch campaigns and generate leads like what my team and I do at Top of Funnel? So in this video, I'm going to show you how you can quickly set it up in just five steps and how you can generate leads faster than you even know. The very first thing that you're gonna wanna do is you're gonna want to be in an IDE, also known as an integrated development environment, such as Cursor, Versus Code, Windsurf, Zed.
00:36I mean, there's a lot of them out there. My opinion, Cursor is probably the one that ships the most and the fastest, so I would recommend Cursor. And the reason for that is for us, it really helps just to kind of visualize code.
00:46It helps visualize CSVs. It helps keep everything in one window, including your browser.
00:51So it just makes it a lot easier just to actually integrate and move things around when you're working in an environment such as this. And then the next thing you're gonna wanna do, we could use cursor agent. You can use literally any agent you want.
01:02I mean, I can even pop up a terminal and use Clog Code or Gemini or any other coding platform, but it's gonna bring in context for everything that you have literally in your environment. What you're gonna wanna do is just create a new empty folder on your Mac or your Windows, and then you're gonna want to open up cursor and then open up that current directory.
01:20You'll see here I have Claude code demo. This is just an empty folder where I have a a short dataset of CSV of leads in here, which we're gonna use for this use case. But, ideally, you're just gonna want to import any files that you have, like CSVs, context, things like that.
01:34And then you'll notice here there's actually Claude code. There's also GPT codecs, and then we have other ones like AugmentCode, which I love a lot.
01:41And then you'll see here that we just have plugins. There's several ways that you can actually use Cloud Code. You can do it right inside of Cloud App.
01:48You can do it in terminal. What I like to do, and I'm gonna demonstrate here, is to actually use their Versus Code plugin, which you could see right here because it makes it clean. I can open up tabs, and I think it's a little bit prettier.
01:59I like to go YOLO mode for most cases. So we're just gonna go to that. And then you could see here, this actually pulls in the current file that we have into context, and this is already there.
02:09But if I click on it, it actually removes it. So what you're gonna wanna do is, firstly, we have an open environment. Now it doesn't know a lick of who you are or what your purpose is.
02:18So what we're gonna do, we're gonna set the RTO, which stands for role, task, and output. We're gonna emphasize more on the role, though, because for this environment, we're not gonna be doing enterprise SaaS software.
02:28We're not gonna be doing any coding, although there might be some light Python scripts involved. But for this, we're just gonna set up Claude within cursor, and then we're going to basically define the role. So I'm gonna use my speech to text application called Spokenly.
02:41So I'm just gonna hit the, uh, control command, and, uh, let's get right cooking. You are in an empty environment now where you have no files or anything like that. So this is a fresh directory.
02:51What I would like you to do is to establish the initialize this project in effort to launch campaigns for an Instantly outreach.
03:00Instantly is a cold outbound sequencer that we use in order to generate leads. And what I want you to do is to establish the role here, which you are a mastermind when it comes to sales development, business development, and generating leads.
03:15You are also a professional marketer, especially when it comes to cold email. The cold emails that you generate should not be long. They should be ideally anywhere from 80 to 100 words.
03:26You will never ever say, I hope this email finds you well. You will never say anything that relates to small talk because nobody cares how shiny or flashy your LinkedIn profile is. So cut the small talk and get right to the point.
03:39The biggest thing with copywriting that I want you to focus on is high value, soft call to action in order to articulate the best value proposition that we can in order to start the conversation. Once again, we want to emphasize value. The other thing too is in a dream state scenario where we generate leads, going from cold lead to a close is obviously the best case scenario.
04:02But what I want you to do is to really emphasize cold to warm, which is really going from cold to a warm lead status. So with that, I want you to initialize a Claude skill in order to establish the role here.
04:15And then what we're gonna do is we're going to install an MCP server called the Instantly MCP, which I will provide to you after everything is already set up, and then we will go from there. So with that, firstly, before you do anything, I want you to confirm that you understand what I'm saying, and then I want you to propose the steps which you're going to do, and then ask me if everything is accurate before you actually execute.
04:37And while that's cooking, the biggest thing is, again, we're doing RTO. We're establishing the role where I gave it a task, and then I also control the output. So that way it knows exactly what we're doing here.
04:47So you could see here, here's my understanding role persona. We have sales development. Yep.
04:52Cold email rules, 8,200 words max. No. I hope this email finds you well.
04:57Zero small talk. Proposed steps. Create Claude dot m d.
05:00A dot m d is a markdown file, and I'll show you a really good way to view that here in cursor as well, which I like a lot. We'll initialize the project. Yes.
05:07LFG. Alright. Now one of the things that usually come up, which is a bit you know, it's a human loop and sometimes you just gotta get through it.
05:13But what you wanna do is you wanna review this step right here. So this is the bash command, which it commonly does. This is what it's gonna run.
05:20And regardless if you understand what it's doing, this is actually what it's doing right here. So this is gonna initialize the git repo and commit ClaudDot m d. So I'm just gonna go and say yes to all of it.
05:30That way if that same task comes up, it's gonna be just fine. So I have Claude right here, but if I switch over to the file, you can see I've created a dot Claude. We have settings local JSON, and then we have Claude dot m d.
05:42Now you see this is actually a markdown. This gave us a really structured Claude dot m d. But if I hit shift command v, it's gonna pop up in a preview, which you can see right here.
05:52It looks much better to read. And then you're gonna want to just re review that, make sure everything is good. Now you're gonna wanna pay attention here because this is the rules that you're establishing around everything here.
06:03So try to articulate as much as you can around your business or the clients that you serve and make this individual to the point where you effectively wanna clone yourself. Feel free to say anything that you have upstairs or your CEO or anything like that relative to your job.
06:18And this is really important because you are effectively injecting skills almost like matrix to Neo that knows kung fu. You wanna be able to inject the knowledge, and that's really gonna help you have higher leverage.
06:28Then we're gonna go back to Claude, and then I'm just gonna say, now I want to add the Instantly MCP server. This is the URL. So we're gonna go httpscolon//mcp.instantly.ai/mcpforwardslash.
06:46And then what we're gonna do is we are gonna switch over to instantly, and you just wanna go to your settings right here. Then you're gonna go up to integrations, API keys.
06:55We're gonna create an API key. We're gonna call this Cloud Code demo. We're just gonna go ahead and give it all the scopes, although you wanna be careful on what scopes you give it.
07:03We're gonna get the API key, and then we're going to append it to the URL there. Now one thing you wanna do, obviously, is keep your secrets secret. This API key will be deleted, so good luck.
07:15And with that said, what we wanna do in this prompt as well, we wanna instruct Claude because it can actually add the MCP server for you. The way to add this MCP server, it will need to be added via the terminal and the command of clog MCP add.
07:33The transport is streamable HTTP. Please add this at the project level so it is only on this project.
07:43Now there are two types of ways. One of them is user level, which is basically global. So that means if it's gonna install the MCP server, it's gonna do it for all of your projects.
07:53And then there's the project level, whereas it's just for this project. That way, this MCP server won't be in, like, another, like, vibe coding app or let's say you're an agency and like us and we run multiple clients. Well, I don't wanna install this MCP server with that API key to upload and create campaigns.
08:11So I'm just gonna enter there. Now that's added, in order to restart it or get it going so you can see right here, it says Claude MCP add transport HTTP. There we go.
08:20So I'm gonna hit the plus, and then I'm gonna say, do you have access to Instantly MCP? Just tell me the list of available tools.
08:30And we're gonna check to see if it is connected. Yes. I have Instantly MCP.
08:33Another way you can do that is you can go forward slash MCP, manage MCP servers. We're gonna say yes. Continue in terminal.
08:40And you will see right here, it pops up a new window. Perfect. Alright.
08:44So you can see I have three connected here. I have fire crawl, grep, and instantly. So that there is that.
08:49They are connected and good to go. And we're gonna say continue without. Now we have our MCP server, and we have all these tools available.
08:56And I'm actually about to deploy too. I have you worked on the instantly MCP. So your feedback would be great on the use case of this.
09:03Just let me know, and we can get that, uh, you know, as robust as possible. So what we wanna do is I'm gonna again do my voice command, and I'm gonna talk about we're gonna have the list. Right?
09:12And then we're gonna talk about what we wanna say. The other thing you're gonna wanna do is to bring in your list, and that is right here. So we have a list, a CSV.
09:20So if you didn't already know, a CSV is comma separated values. And if you like most of us, we see a CSV in, like, a spreadsheet fashion. Well, the cool thing here is this is literally comma separated values, so it will rip through this fashion even though.
09:35And what we're gonna do is we're just gonna drag it into a folder. It's really that easy. You can just bring it into your current project folder on your hard drive and you will be good to go.
09:44Alright. So now we have our list, which is sample leads dot CSV, and these are the folks that I want to reach out to.
09:52For this purpose, I want to use Instantly MCP to create a campaign. I also want you to analyze this based on who we can reach out to and score it according to decision maker level.
10:06Then I want you to append to the CSV an effort to segment appropriate to their role. From there, I want you to create some copy, again, following the standards and rules that I've set forth, which is no more than 100 words. But, ideally, we want it to be about 80 to a 100.
10:22Honestly, it should be short as possible, but without any small talk or fluff. The biggest thing that we are offering to these people is systems that help them save time, save money, and also raise top line in order to leverage their current tech stack and effectively build things like AI agents in order to do lower admin or lower level and higher leverage things at scale.
10:55So with that said, some of the case studies we have is we worked with some large clients, including the air force. We've also worked with other large clients as well and along with mid market and small businesses. So what I want you to do is to just articulate that as far as case studies are concerned.
11:10And then the call to action is, do you mind if I send you a video on how this works? Or we can also do something more personal to how they operate. Operate.
11:19Do you mind if I send you a personalized proposal on some ideas that I have? Something like that.
11:25To keep it short and sweet to the point, it doesn't have to be anything crazy. But what I want you to do is to create the copy, put it in a markdown file just so we have document of that, and then I want you to actually create the campaign. After you create the campaign, I want you to add these leads to the respective campaigns.
11:42And then from there, I want you to stop so I can verify the campaign is good to go, and then we will be complete. I'm just gonna go. Alright.
11:50So it comes up with to dos. That's good stuff. It's gonna read and analyze files, k sample leads, score leads by decision maker level, create copy.
11:58So this is actually doing everything it needs. Right? It's already modifying it.
12:02Decision maker just added that. Just rip right through it even though that's, like, 20 people, but trust me, it can rip through some serious ones. And then even segment it into different ones right there.
12:12So here's my analysis of 20 leads. We have these, k, tier two, tier three. I'll segment into two campaigns, executive tier one, tier two, and then influencer.
12:22Create campaigns and instantly. Alright. Now let me load the bulk leads.
12:26So it's creating a campaign right now, and it says, yes. I need to create the campaign. It's creating two campaigns.
12:31Step one complete. Both campaigns need sender accounts. You have 67 eligible accounts.
12:35Let's add 10. And you can actually, you know, however many sender accounts you want because we have to attach sender accounts. And it's creating the other campaign.
12:44Alright. So both campaigns have been created successfully. Now adding the leads to the campaign.
12:48So you can see it's just chipping right through, and it's only taking just a few minutes, not even that. Alright. And we're adding leads to campaign.
12:55Stop for user verification. Alright. And now we have campaign copy.
12:58So, again, if I hit shift command v, I'll be able to review the copy just like this. And we could see right here, quick question about company name. Now this is obviously a demo.
13:07You're gonna wanna add more of your sauce, things like that. Most teams are Walker losing twenty plus hours a week. We have done this for US Air Force, etcetera.
13:14Mind if I do this? One more thing. K.
13:16So we have obviously very good copy to start with, which Claude just generated. Right? And a lot of times, this actually uses Opus 4.5, which is, in my opinion, one of the best models out there.
13:27Alright. Here we go. We have two campaigns that were created.
13:30That's a beautiful thing. Let's go into the sequence. And there it is.
13:34Now sometimes we just wanna clean this up a little bit and make sure that everything is good to go, but we have our campaign already done. And we have delays. We're all good there.
13:45Let's see. Last note. This is follow-up two.
13:47So you're just gonna wanna make sure that you clean it up. Make sure the formatting is all good. This one we can see here.
13:52We just wanna clean this up. Open to exploring it. So the steps were just created here, and then this one should be the first one.
14:00So I could have prompted it a little bit better to make sure it's good, but you can see here that everything is good to go. Account signature.
14:10And then we have my last note. So that means this one. Closing the loop here.
14:14And then we're actually just gonna remove this so it uses the previous subject line, my last note, and then we're gonna put my signature here. And that is it. Open to Exploriant.
14:25Account signature. There it is. So we have k.
14:28A little preview. We can just go right here and boom. We are solid.
14:33And it has added our leads right to the campaign. So you can see just right there in a matter of a few prompts, I've set up clogged code inside of cursor. We made a list.
14:42We had a list in there. It literally created two campaigns in less than a minute. Now this is literally just scratching the surface of how we use tools like these.
14:51If you'd like to learn more about how I use MCP servers to generate leads using a newly Vibe coded app, check out this video, and it might just open up your mind to literally see what's possible nowadays. Thanks for watching, and I'll see you in the next video.
The Hook
The bait, then the rug-pull.
An empty project folder. No leads worked. No campaigns built. No copy written. The presenter's premise: give Claude Code the right system prompt and the right MCP connection and it does all three before the coffee gets cold.
Named ideas worth stealing.
02:20acronym
RTO (Role, Task, Output)
- Role — who Claude is, persona and constraints
- Task — what action to perform
- Output — format, length, style rules
Front-loading the Role is the key insight: the AI behaves like the persona you define, so a sharp persona produces sharper copy automatically.
Steal forany project where you want consistent AI behavior across sessions without re-prompting — paste it once into CLAUDE.md and it persists
09:47list
Mega-prompt pipeline (5-step)
- Score leads by decision-maker level
- Segment into campaign tiers (append to CSV)
- Write compliant copy per tier into markdown
- Create campaigns via MCP
- Add leads to campaigns — stop for user verification
A single voice-dictated prompt that daisy-chains five sequential tasks — each result feeds the next — treating Claude as an orchestrator rather than a one-shot tool.
Steal forany multi-step workflow where each step's output is the next step's input — structure the prompt as an ordered list with a hard stop before live writes
How they asked for the click.
VERBAL ASK
14:40next-video
“If you'd like to learn more about how I use MCP servers to generate leads using a newly vibe-coded app, check out this video.”
Low-pressure end-card redirect to a related video. No subscribe ask, no product push — clean content-to-content bridge.
MENTIONED ON CAMERA
FROM THE DESCRIPTION
PRIMARY CTAWhere the creator wants you to go next.
OTHER LINKSAlso linked in the description.
Visual structure at a glance.
