A walkthrough of using Claude Code inside Cursor with the Instantly MCP server to build cold outreach campaigns end-to-end — from setting up the environment and defining a sales persona, to analyzing leads, generating email copy, and deploying campaigns in minutes.
Setting Up the Environment
- Work inside an IDE such as Cursor, VS Code, or Windsurf — Cursor is recommended for its speed and built-in browser/CSV visualization
- Create an empty project folder and open it in your IDE
- Use the Claude Code VS Code plugin for a cleaner tab-based interface (the author prefers "YOLO mode")
Establishing the Role with RTO (Role, Task, Output)
- Define a clear persona before doing anything — Claude should know who it is and what the project is about
- The author sets Claude as a sales development and cold email expert with strict writing rules
- Key email rules: 80-100 words max, zero small talk, no "I hope this email finds you well," and a soft call-to-action focused on value
- Goal is moving leads from cold to warm, not necessarily cold to close
You effectively want to clone yourself. Inject the knowledge — it's like Matrix to Neo knowing kung fu.
Creating CLAUDE.md
- Claude generates a structured CLAUDE.md file that encodes all the rules, persona, and project context
- Use Shift+Cmd+V in Cursor to preview the markdown in a readable format
- Articulate as much as possible about your business, clients, and domain expertise
Connecting the Instantly MCP Server
- Install the Instantly MCP server at the project level (not globally) using
claude mcp addwith streamable HTTP transport - Generate an API key from Instantly's settings under Integrations, and append it to the MCP URL
- Project-level installation keeps the MCP server scoped to one project — important for agencies managing multiple clients
- Verify the connection by asking Claude to list available tools, or use /mcp to manage servers
Analyzing and Scoring Leads
- Drop a CSV of leads directly into the project folder
- Claude analyzes the list, scores leads by decision-maker level, and appends a tier column to the CSV
- Leads are segmented into tiers: Tier 1 (executives), Tier 2, and Tier 3 (influencers)
- Separate campaigns are created for each segment
Generating Copy and Launching Campaigns
- Claude generates personalized email copy following the established rules — short, value-driven, no fluff
- Copy references real case studies (e.g., working with the Air Force, mid-market, and small businesses)
- Call-to-action examples: "Do you mind if I send you a video on how this works?" or "Mind if I send a personalized proposal?"
- Claude creates the campaigns in Instantly, attaches sender accounts, and uploads leads — all via MCP
- The entire process takes just a few minutes from prompt to deployed campaigns
Key Takeaways
- RTO framework (Role, Task, Output) is critical for getting useful results from Claude Code
- MCP servers let Claude interact directly with external tools like Instantly, turning it into a full campaign builder
- Project-level scoping and CLAUDE.md keep context organized and reusable across sessions
- The combination of Claude Code + Cursor + MCP servers enables end-to-end lead generation workflows that previously required multiple tools and manual steps