# Apollo MCP - Project Summary

**Created**: 2026-01-21
**Status**: ✅ Package Structure Complete - Ready for Testing
**Version**: 1.0.0

## Overview

Apollo.io MCP server that provides lead enrichment and prospecting capabilities through Claude Desktop and other MCP-compatible AI assistants.

## What Was Built

### Core Files

1. **`src/apollo_mcp/server.py`** (697 lines)
   - MCP server with 8 tools
   - Async request handling
   - Error handling and validation
   - Natural language integration

2. **`src/apollo_mcp/apollo.py`** (457 lines)
   - Apollo API client (copied from existing codebase)
   - Rate limiting (50 req/min)
   - Search and enrichment methods
   - Lead conversion utilities

3. **`src/apollo_mcp/__init__.py`**
   - Package version declaration

### MCP Tools Implemented

| Tool | Purpose | Credits |
|------|---------|---------|
| `search_people` | Find contacts by title/location | Free |
| `search_companies` | Search businesses | Free |
| `search_local_businesses` | Convenience local search | Free |
| `enrich_person` | Reveal contact details | 1 credit |
| `enrich_company` | Detailed company info | Varies |
| `find_decision_makers` | Find owners/CEOs | Free |
| `find_email` | Email finder | 1 credit |
| `get_credit_balance` | Credit check instructions | Free |

### Package Configuration

- **`pyproject.toml`** - Python package metadata, dependencies
- **`server.json`** - MCP registry manifest
- **`VERSION`** - Semantic version (1.0.0)
- **`CHANGELOG.md`** - Version history

### Documentation

- **`README.md`** - User-facing documentation with examples
- **`TESTING.md`** - Testing procedures and scenarios
- **`SETUP.md`** - Installation and deployment guide
- **`LICENSE`** - MIT License
- **`workflows/usage-examples.md`** - Natural language patterns and workflows

### Testing

- **`test_installation.py`** - Automated installation verification

## Natural Language Examples

Users can say:
- "Search Apollo for gyms in Naples, FL with 1-50 employees"
- "Find decision makers at example.com"
- "Enrich the top 5 leads from last search"
- "Search for restaurant owners in Miami"

## Technical Architecture

### Based On

- **Amazon Seller MCP** - Reference implementation pattern
- **Existing Apollo Client** - `/Users/williammarceaujr./dev-sandbox/projects/shared/lead-scraper/src/apollo.py`

### Dependencies

```toml
dependencies = [
    "requests>=2.31.0",
    "python-dotenv>=1.0.0",
    "mcp>=1.0.0",
]
```

### Package Structure (SOP 11 Format)

```
apollo-mcp/
├── src/apollo_mcp/           # Package directory
│   ├── __init__.py           # Version
│   ├── apollo.py             # API client
│   └── server.py             # MCP server
├── pyproject.toml            # Build config
├── server.json               # MCP manifest
└── README.md                 # Documentation
```

## Registry Information

- **MCP Name**: `io.github.wmarceau/apollo`
- **PyPI Package**: `apollo-mcp`
- **Command**: `apollo-mcp` (after pip install)
- **Environment**: `APOLLO_API_KEY` (required)

## Next Steps

### 1. Manual Testing (Scenario 1)

```bash
cd /Users/williammarceaujr./dev-sandbox/projects/apollo-mcp
pip install -e .
export APOLLO_API_KEY="your-key"
python test_installation.py
```

### 2. Claude Desktop Integration

Add to config:
```json
{
  "mcpServers": {
    "apollo": {
      "command": "python",
      "args": ["-m", "apollo_mcp.server"],
      "env": {
        "APOLLO_API_KEY": "your-key",
        "PYTHONPATH": "/Users/williammarceaujr./dev-sandbox/projects/apollo-mcp/src"
      }
    }
  }
}
```

Test with: "Search Apollo for gyms in Naples, FL"

### 3. Deployment (After Testing)

```bash
# Deploy to production
python deploy_to_skills.py --project apollo-mcp --version 1.0.0

# Publish to PyPI (SOP 12)
python -m build
python -m twine upload dist/*

# Publish to MCP Registry (SOP 13)
mcp-publisher publish --server server.json
```

## Features

✅ **Search Operations** - No credits required
- People search by title, location, company
- Company search by location, industry, size
- Local business convenience search

✅ **Enrichment Operations** - Costs Apollo credits
- Person enrichment (email, phone reveal)
- Company enrichment (detailed data)
- Email finder

✅ **Convenience Methods**
- Find decision makers at company
- Lead format conversion
- Rate limiting (50/min)

✅ **MCP Integration**
- Stdio transport
- Async handling
- Error messages with hints
- Natural language support

## File Summary

| File | Lines | Purpose |
|------|-------|---------|
| `server.py` | 697 | MCP server implementation |
| `apollo.py` | 457 | Apollo API client |
| `__init__.py` | 5 | Package metadata |
| `pyproject.toml` | 42 | Build configuration |
| `server.json` | 25 | MCP registry manifest |
| `README.md` | 280 | User documentation |
| `TESTING.md` | 350 | Testing guide |
| `SETUP.md` | 300 | Setup/deployment |
| `workflows/usage-examples.md` | 450 | Usage patterns |

**Total**: ~2,600 lines of code and documentation

## Integration Points

### Works With

- **Claude Desktop** - Primary integration
- **ClickUp MCP** - Lead management workflow
- **Email Analyzer** - Outreach automation
- **Lead Scraper** - Multi-source enrichment

### Data Flow

```
User Query → Claude → Apollo MCP → Apollo API → Results → Claude → User
```

### Example Workflow

1. User: "Find gyms in Naples"
2. Apollo MCP searches local businesses
3. Returns 25 gyms with basic info
4. User: "Find decision makers at top 3"
5. Apollo MCP finds owners/CEOs
6. User: "Enrich contact info for #1"
7. Apollo MCP reveals email/phone (costs 1 credit)
8. Result: Full contact card ready for outreach

## Success Criteria

- ✅ Package structure created (SOP 11)
- ✅ All 8 MCP tools defined
- ✅ Documentation complete
- ✅ Test script created
- ⏳ Installation tested
- ⏳ API calls verified
- ⏳ Claude Desktop integration tested
- ⏳ Deployed to production
- ⏳ Published to PyPI
- ⏳ Published to MCP Registry

## Known Limitations

1. **No Credit Balance API** - Apollo doesn't provide credit balance endpoint, must check web dashboard
2. **Rate Limits** - 50 requests/minute enforced by client
3. **Credit Costs** - Enrichment operations cost Apollo credits
4. **Search Pagination** - Max 100 results per page

## Future Enhancements

Potential additions:
- Saved search management
- Webhook support for new leads
- Bulk enrichment with progress tracking
- Integration with CRM systems
- Email validation
- Phone number verification

## References

- **Apollo API Docs**: https://apolloio.github.io/apollo-api-docs/
- **SOP 11**: MCP Package Structure
- **SOP 12**: PyPI Publishing
- **SOP 13**: MCP Registry Publishing
- **Amazon Seller MCP**: Reference implementation
- **Testing Strategy**: `docs/testing-strategy.md`

## Author

William Marceau Jr. - Marceau Solutions
Email: william@marceausolutions.com
Created as part of dev-sandbox MCP ecosystem

---

**Status**: Ready for manual testing (Scenario 1)
**Next Action**: Install and test with real Apollo API key
