Ai Sdr Os
Description
Production-grade agentic AI SDR (sales development rep) system: a 7-stage pipeline (Find, Score, Research, Personalise, Contact, Follow Up, Route Replies) with a human-in-the-loop approval gate, constitutional-AI guardrails, and a Next.js pipeline board. FastAPI + Postgres backend, Claude API for research/personalisation/reply classification.
Installation
This entry records only its repository, not the path inside it, so there is no
exact command to give. Open the source below and copy the folder into
~/.claude/skills/, or the file into ~/.claude/agents/.
README
AI SDR Operating System
A production-grade agentic system that automates the seven jobs of a sales development rep - Find, Score, Research, Personalise, Contact, Follow Up, Route Replies - into one pipeline with a human-in-the-loop approval gate before anything leaves the building.
Full design and rationale: [SPEC-AI-SDR-OS.md](./SPEC-AI-SDR-OS.md). This README tracks what is actually built, in what order, and what is deliberately deferred - it is a supplement to the spec, not a replacement.
Status: Session 4 (Validation) complete - v1.0.0
| Area | Status |
|---|---|
| Repo scaffold (backend/frontend/docker-compose) | Done |
Postgres schema + Alembic migrations (every table in spec §5, plus outbox - see "Known gaps") |
Done |
| FastAPI skeleton, health check, JWT auth (seeded user), CORS | Done |
| Stage 1 - Find (rule-based ICP filter, mock CSV data source) | Done |
| Stage 2 - Score (weighted rubric, cutoff, demotion) | Done - see "Known gaps" |
Stage 3 - Research (Claude API, prompts/research.md) |
Done |
Stage 4 - Personalise (Claude API, prompts/personalise.md) |
Done |
| Guardrail layer (BLOCK/FLAG, deterministic pattern-matching) | Done |
| Approval queue (enforced at the service layer before Stage 5) | Done - auto-approves by default; see "Known gaps" |
Stage 5 - Contact (mock send adapter, writes to outbox) |
Done |
| Stage 6 - Follow Up (cadence-driven, cycles through the sequence's channel order) | Done |
| Stage 7 - Route Replies (Claude classification, rule-based owner routing) | Done |
| Pipeline orchestrator (Find→Score→Research→Personalise) | Done |
| Full 7-stage integration test | Done |
| End-to-end final-state-distribution test (spec §10 Session 4) | Done |
| Frontend: pipeline board, prospect detail, approval queue view | Done |
| APScheduler cadence check | Done - off by default (ENABLE_SCHEDULER), on in docker-compose |
| CI (GitHub Actions): lint + test on push | Done - green on GitHub Actions |
Backend test su
Related Skills
mcp-server-postgres
Read-only PostgreSQL database access.
mcp-server-sqlite
SQLite database interaction and querying.
mcp-server-google-maps
Google Maps integration for location data.
Bitbucket Data Center
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