Octave Claude Code Plugin
Access Octave's GTM knowledge base directly from Claude Code for positioning, research, content generation, and sales enablement.
About Octave
Octave is a GTM intelligence platform that helps sales and marketing teams centralize positioning, messaging, and go-to-market knowledge. This Claude Code plugin brings Octave's capabilities directly into your development workflow.
Installation
Prerequisites
- Claude Code CLI installed (install guide)
- Active Claude API key configured
- An Octave workspace account
Install via Marketplace (Recommended)
- Add the Octave marketplace:
claude plugin marketplace add https://github.com/octavehq/lfgtm
- Install the Octave plugin:
claude plugin install octave@lfgtm
- Verify installation:
You should see "octave" in your installed plugins.
Quick Start
1. Configure MCP Server
Add the Octave MCP server (one connection per workspace):
claude mcp add octave-acme --transport http https://mcp.octavehq.com/mcp?ctx=<context>
You can use any name that starts with octave- (e.g. octave-acme). Skills detect the Octave MCP server from your available tools.
2. Start Using Octave Skills
/octave:workspace # Check connection status
/octave:library list # Browse your library
/octave:research john@acme.com --for discovery # Prep for a call
Core Skills
| Skill | Description |
|---|---|
/octave:workspace |
View current Octave MCP server connection status |
/octave:library |
Browse, search, create, and update library entities |
/octave:generate |
Quick content generation (emails, LinkedIn messages) |
Strategy & Messaging Skills
| Skill | Description |
|---|---|
/octave:messaging |
Build messaging frameworks, positioning statements, and matrices |
/octave:campaign |
Plan and generate multi-channel campaign content |
/octave:launch |
Product and feature launch planning with full content kit |
/octave:battlecard |
Competitive intelligence — battlecards, displacement, trap questions |
Research & Prospecting Skills
| Skill | Description |
|---|---|
/octave:research |
Context-aware prep for calls, demos, outreach, deal reviews |
/octave:prospector |
Find, enrich, and qualify ICP-fit prospects using your library |
/octave:abm |
Account-based planning with stakeholder mapping and outreach |
Sales Enablement Skills
| Skill | Description |
|---|---|
/octave:pipeline |
Deal-level coaching — stalled deals, multi-threading, competitive |
/octave:enablement |
Generate sales enablement materials — cheat sheets, objection guides |
/octave:pmm |
Create sales collateral — one-pagers, case studies, landing pages |
/octave:analyzer |
Analyze conversations for resonance, adherence, differentiation |
/octave:train |
Practice selling — role-play simulations, quizzes, guided learning |
/octave:deal-coach |
Methodology-driven deal coaching — role-play, microsites, decks, and quizzes around Resonate/Elevate/Compel |
Intelligence & Analytics Skills
| Skill | Description |
|---|---|
/octave:insights |
Surface findings, trends, and patterns from calls and emails |
/octave:signals |
Morning intelligence briefing — deals, patterns, and signals demanding attention |
/octave:wins-losses |
Analyze won/lost deals for patterns and learnings |
/octave:icp-refine |
Refine ICP definitions using deal outcome analysis |
/octave:explore-agents |
Browse and run your saved Octave agents |
Document Builder Skills
| Skill | Description |
|---|---|
/octave:meeting-prep |
Strategic meeting battle plan with coaching frameworks and talk tracks as HTML |
/octave:deck |
Build Octave-powered HTML slide decks with brand styling and export |
/octave:one-pager |
Personalized one-pager / leave-behind as self-contained HTML |
/octave:brief |
Internal account dossier and call prep HTML document |
/octave:proposal |
Formal business case and proposal as customer-facing HTML |
/octave:microsite |
Personalized ABM microsite / landing page as HTML |
/octave:battlecard-doc |
Visual competitive battlecard as interactive HTML |
/octave:positioning |
Complete visual Messaging & Positioning system (8 frameworks) as HTML |
/octave:win-loss-report |
Visual win/loss analysis report with CSS-based charts |
Ideation & Content Skills
| Skill | Description |
|---|---|
/octave:brainstorm |
Ideation for campaigns, playbooks, lead magnets, CTAs |
/octave:repurpose |
Repurpose content for a different audience, persona, or channel |
Automation Skills
| Skill | Description |
|---|---|
/octave:workflow |
Define, run, and manage multi-step GTM workflows |
/octave:audit |
Library health check — find gaps, stale content, duplicates |
Agents
Specialized agent personas for sustained, multi-turn work sessions.
| Agent | Description |
|---|---|
octave-assistant |
General GTM assistant with full Octave platform knowledge |
pmm-strategist |
Senior PMM focused on positioning, messaging, and launch strategy |
sdr-coach |
SDR manager focused on outreach quality, reply rates, and coaching |
revenue-strategist |
VP Revenue advisor for pipeline strategy and deal coaching |
Skill Details
/octave:messaging
Build structured messaging artifacts from your library:
- Messaging frameworks (pillars, proof points, key messages by audience)
- Positioning statements with persona and segment variations
- Messaging matrices (persona x use case grids)
- Elevator pitches (15s / 30s / 60s / 2min)
- Narrative arcs and value prop hierarchies
/octave:messaging framework --product "Platform"
/octave:messaging matrix
/octave:messaging elevator
/octave:messaging positioning
/octave:positioning
Complete visual Messaging & Positioning system as a scrollable HTML document:
- Message Framework (3-layer pyramid: market → product → value props by persona)
- Positioning Anchors (primary & secondary statements with keyword highlights)
- Positioning Strategy (tactical table: buyer, use case, problems, differentiators)
- Persona-Based Messaging (core message translated per buying committee role)
- Value Prop by Awareness Stage (4-column funnel: unaware → product-aware)
- Use Case Messaging Canvas (current way vs new way per use case)
- Use Case Lifecycle (customer journey phases with touchpoints)
- Homepage Messaging (website implementation: primary vs secondary messaging)
/octave:positioning # Full 8-section exercise
/octave:positioning message-framework # Just the message framework
/octave:positioning anchors # Positioning anchors only
/octave:positioning homepage # Homepage messaging template
/octave:positioning --product "Platform" # Focus on specific product
/octave:campaign
Plan and generate multi-channel campaign content:
- Email sequences, LinkedIn messages, ad copy, social posts
- Blog posts and landing page copy
- All grounded in playbooks, personas, and proof points
- Campaign strategy with channel plan and timing
/octave:campaign "Q1 pipeline push" --persona "CTO"
/octave:campaign "feature launch" --channels email,linkedin,ads,social,blog
/octave:campaign "competitive displacement" --playbook "Enterprise"
/octave:launch
Product and feature launch planning with content kit:
- Positioning and messaging by persona
- Channel strategy and timeline
- Content kit: announcement emails, blog, social, one-pager, FAQ, competitive talking points
- Library updates for new capabilities
/octave:launch "AI Analytics Dashboard" --type feature
/octave:launch "Enterprise Tier" --type product
/octave:launch "APAC Expansion" --type expansion
/octave:battlecard
Competitive intelligence hub:
- Full competitive battlecards with real conversation evidence
- Displacement campaigns (email sequences for stealing competitor customers)
- Trap questions to expose competitor weaknesses
- Objection counters ("they say X, we say Y")
- Side-by-side comparisons and landscape overviews
/octave:battlecard battlecard --competitor "Acme"
/octave:battlecard displacement --competitor "Acme"
/octave:battlecard traps --competitor "Acme"
/octave:battlecard landscape
/octave:abm
Account-based planning:
- Deep account research and ICP scoring
- Stakeholder mapping with persona matching
- Per-stakeholder messaging strategy
- Engagement sequence recommendations
- Initial outreach generation
/octave:abm acme.com
/octave:abm acme.com --stakeholders 5 --playbook "Enterprise"
/octave:abm "Acme Corp" --depth quick
/octave:pipeline
Deal-level coaching:
- Stalled deal diagnosis and re-engagement strategy
- Multi-threading recommendations (find and engage more stakeholders)
- Competitive threat response
- Executive engagement strategy
- Closing tactics and expansion planning
/octave:pipeline stalled acme.com
/octave:pipeline multi-thread acme.com
/octave:pipeline competitive acme.com --competitor "Acme"
/octave:pipeline close acme.com
/octave:enablement
Sales enablement materials:
- Quick reference cards, objection handling guides, discovery question banks
- Competitive cheat sheets, persona deep-dives, playbook summaries
- New hire onboarding kits
- All grounded in library data and real conversation evidence
/octave:enablement objections --persona "CTO"
/octave:enablement discovery --persona "VP Sales"
/octave:enablement competitive-sheet
/octave:enablement onboarding
/octave:icp-refine
ICP analysis and refinement:
- Compare defined ICP against actual deal outcomes
- Identify winning patterns and anti-patterns
- Persona and segment effectiveness analysis
- Value prop resonance from conversation data
- Recommended library updates with evidence
/octave:icp-refine --period 90
/octave:icp-refine --segment "Enterprise"
/octave:icp-refine --focus losses
/octave:audit
Comprehensive library audit to identify:
- Missing or incomplete entities
- Orphaned playbooks (no personas linked)
- Stale content (not updated recently)
- Duplicate or overlapping entities
- Broken references
/octave:audit # Full audit
/octave:audit --type personas # Focus on personas
/octave:audit --fix # Interactive fix mode
/octave:brainstorm
GTM ideation engine for:
- Campaign concepts
- Playbook pack generation (cover your TAM)
- Lead magnet ideas
- CTA and offer variations
- Growth experiments
/octave:brainstorm campaigns for enterprise
/octave:brainstorm playbook pack
/octave:brainstorm lead magnets for CTOs
/octave:prospector
Find and qualify companies and people matching your ICP:
- Searches using your library's segments and personas as criteria
- Enriches, qualifies, and scores each prospect
- Provides filter suggestions for Apollo, Clay, or LinkedIn Sales Nav
/octave:prospector --playbook "Enterprise Sales"
/octave:prospector --similar-to stripe.com
/octave:prospector --company acme.com
/octave:pmm
Product marketing assistant for collateral:
- One-pagers, battlecards, case studies, landing pages
- Sales decks, blog posts, datasheets, FAQs
- Objection handling guides
/octave:pmm one-pager
/octave:pmm battlecard --competitor "Salesforce"
/octave:pmm case-study
/octave:research
Context-aware research and prep:
- Discovery call prep (questions, pain points, qualification)
- Demo prep (use cases, proof points, objections)
- Outreach prep (hooks, angles, personalization)
- Pipeline review (deal health, next moves, risks)
/octave:research john@acme.com --for discovery
/octave:research acme.com --for demo
/octave:research "Acme deal" --for pipeline-review
/octave:analyzer
Conversation analysis against your library:
- Resonance: Did messaging land?
- Adherence: Did we follow the playbook?
- Differentiation: Did we position effectively?
/octave:analyzer # Paste content to analyze
/octave:analyzer --type call # Analyze call transcript
/octave:insights
Surface intelligence from sales conversations:
- Top objections, pain points, and questions
- What's resonating vs not
- Trends over time
- Library update suggestions
/octave:insights --type objections
/octave:insights --persona "CTO"
/octave:wins-losses
Analyze deal outcomes to improve win rates:
- Win/loss patterns and competitor analysis
- Deal deep dives
/octave:wins-losses
/octave:wins-losses --status lost
/octave:wins-losses --competitor "Salesforce"
/octave:explore-agents
Manage and run your saved Octave agents:
/octave:explore-agents
/octave:explore-agents run "Enterprise Cold Outreach" --to john@acme.com
/octave:explore-agents suggest "cold email to CTO"
/octave:workflow
Multi-step GTM workflow engine:
- Run pre-built workflow templates
- Create custom workflows
- Human-in-the-loop execution with decision points
/octave:workflow list
/octave:workflow run "Full Outbound Pipeline" --company acme.com
/octave:workflow create
/octave:repurpose
Transform existing content for different audiences:
/octave:repurpose "Our platform reduces deployment time..." --persona "CFO"
/octave:repurpose ./content/whitepaper.md --channel "email"
/octave:train
Practice selling with role-play simulations and knowledge quizzes:
/octave:train # Interactive - pick a mode
/octave:train roleplay --persona "CTO" # Role-play with a specific persona
/octave:train quiz --topic objections # Quiz on objection handling
/octave:train quiz --competitor "Acme" # Competitive knowledge check
/octave:deal-coach
Methodology-driven deal coaching built around Resonate → Elevate → Compel:
- Role play with stage-specific coaching agents and scored conversations
- Coaching microsites as self-contained HTML
- Coaching decks walking through the framework for a specific deal
- Interactive quizzes with deal-grounded scenarios
- Stage inference from CRM data, findings, and activity patterns
/octave:deal-coach # Interactive — picks mode and stage
/octave:deal-coach acme.com # Ground coaching in a specific deal
/octave:deal-coach --mode roleplay # Jump to role play
/octave:deal-coach acme.com --mode microsite --stage compel # Specific mode + stage
/octave:deal-coach --mode quiz --stage resonate # Quiz on Resonate methodology
/octave:deal-coach acme.com --mode deck --stage elevate # Coaching deck for Elevate
/octave:deck
Build Octave-powered HTML presentations with brand styling:
/octave:deck "pitch for Acme Corp" # Customer pitch
/octave:deck "Q1 QBR for enterprise segment" # QBR with real data
/octave:deck --for competitive "vs Gong" # Competitive deck
/octave:deck ~/Downloads/existing-deck.pptx # Convert PPTX to HTML
/octave:deck "demo day pitch" --style octave-brand # Specific style preset
Workflow Templates
Pre-built workflow templates for common multi-step GTM processes:
| Workflow | Description |
|---|---|
| Full Outbound Pipeline | Research → qualify → find contacts → generate email |
| Account-Based Research | Deep research dossier with contact mapping and playbook matching |
| Competitive Deal Prep | Research, competitive positioning, and displacement outreach |
| Persona-Targeted Outreach | Find persona matches across companies, qualify, and generate outreach |
| New Market Entry | Research → ICP → personas → messaging → playbook → outreach |
| Competitive Response | Assess → update positioning → displacement campaign → enablement |
| Deal Acceleration | Account intel → stakeholder mapping → coaching → outreach → meeting prep |
| Quarterly GTM Review | Win/loss → field intel → ICP accuracy → competitive landscape |
| Positioning Exercise | Library audit → data gathering → generate 8-framework positioning system → save back |
| Content Sprint | Messaging → emails → LinkedIn → blog → social in one sprint |
Configuration
MCP Server Setup
- Add the Octave MCP server (one connection per project):
claude mcp add octave-acme --transport http <url>
- Skills detect the Octave MCP server from your available tools. No config file is required.
Authentication
Authentication is handled via OAuth at the MCP server level. No API keys are stored in the plugin configuration.
MCP Tools
The plugin uses the single Octave MCP server you configure (e.g. octave-acme). Call tools by name (e.g. verify_connection(), get_entity(...), list_all_entities(...)).
Connection
verify_connection- Verify workspace connection and authentication status
Library Read
list_all_entities- Quick list with basic fieldslist_entities- Detailed list with paginationget_entity- Full entity detailsget_playbook- Rich playbook with personas and value propslist_value_props- List value props for a playbooksearch_knowledge_base- Semantic search
Library Write
create_entity- Create new entity (AI-generated) - excludes playbooksupdate_entity- Update entity (AI-refined) - excludes playbooksdelete_entity- Delete any entity type (soft delete)create_playbook- Create new playbook with dedicated schemaupdate_playbook- Update existing playbookadd_value_props- Add value props to playbookupdate_value_props- Update/archive value props
Configuration
list_brand_voices- List all brand voice configurationslist_writing_styles- List all writing style configurations
Resources
list_resources- List global resources (documents, websites) with filteringget_resource- Get detailed resource information by oIdcreate_resource- Create a new resource (text, file, URL, or Google Drive)delete_resource- Delete one or more resourcessearch_resources- Semantic search across global resources
Research
find_person/find_company- Search people/companiesfind_similar_people/find_similar_companies- Lookalike searchenrich_person/enrich_company- Detailed intelligencequalify_person/qualify_company- ICP scoring
Content Generation
generate_email- Generate email sequencesgenerate_content- Generate various content typesgenerate_call_prep- Generate call preparation materials
Events & Analytics
list_events- Search calls, emails, dealslist_findings- Aggregate extracted insightsget_event_detail- Get detailed event info with transcript/content
CRM
find_crm_records- Search for CRM records (accounts, contacts, leads, opportunities)find_crm_activities- Fetch activities (notes, tasks, calls, emails) for a CRM recordgenerate_crm_context- Generate synthesized CRM context summary for a person or company
Agents
list_agents- List saved agentscreate_agent- Create a saved agentupdate_agent- Update a saved agentget_agent- Get a saved agent by oIddelete_agent- Delete a saved agentrun_email_agent- Run email sequence agentrun_content_agent- Run content agentrun_call_prep_agent- Run call prep agentrun_enrich_person_agent- Run person enrichment agentrun_enrich_company_agent- Run company enrichment agentrun_qualify_person_agent- Run person qualification agentrun_qualify_company_agent- Run company qualification agent
Directory Structure
.
├── .claude/
│ └── settings.json # Plugin settings (MCP permissions)
├── .claude-plugin/
│ ├── plugin.json # Plugin metadata
│ └── marketplace.json # Marketplace configuration
├── agents/
│ ├── octave-assistant.md # General GTM assistant agent
│ ├── pmm-strategist.md # Product marketing strategist agent
│ ├── sdr-coach.md # SDR coaching agent
│ └── revenue-strategist.md # Revenue strategy advisor agent
├── skills/ # Skill definitions
│ ├── SKILL-GUIDE.md # Best practices for writing skills
│ ├── abm/SKILL.md # Account-based planning
│ ├── analyzer/SKILL.md # Conversation analysis
│ ├── audit/SKILL.md # Library health check
│ ├── battlecard/SKILL.md # Competitive intelligence (text)
│ ├── battlecard-doc/SKILL.md # Competitive battlecard (HTML)
│ ├── brainstorm/SKILL.md # GTM ideation
│ ├── brief/SKILL.md # Account dossier (HTML)
│ ├── campaign/SKILL.md # Multi-channel campaigns
│ ├── deal-coach/SKILL.md # Deal coaching (Resonate/Elevate/Compel)
│ │ └── references/ # Frameworks, agents, templates
│ ├── deck/SKILL.md # Presentation builder (HTML)
│ │ └── references/ # Slide templates, export guide
│ ├── enablement/SKILL.md # Sales enablement materials
│ ├── explore-agents/SKILL.md # Agent management
│ ├── generate/SKILL.md # Quick content generation
│ ├── icp-refine/SKILL.md # ICP refinement
│ ├── insights/SKILL.md # Field intelligence
│ ├── launch/SKILL.md # Launch planning
│ ├── library/SKILL.md # Library CRUD
│ ├── meeting-prep/SKILL.md # Meeting battle plan (HTML)
│ ├── messaging/SKILL.md # Messaging frameworks
│ ├── microsite/SKILL.md # ABM microsite (HTML)
│ ├── one-pager/SKILL.md # One-pager / leave-behind (HTML)
│ ├── pipeline/SKILL.md # Deal coaching
│ ├── pmm/SKILL.md # Product marketing content
│ ├── positioning/SKILL.md # Positioning system (HTML)
│ │ └── references/ # Section templates, layouts
│ ├── proposal/SKILL.md # Business case / proposal (HTML)
│ ├── prospector/SKILL.md # Prospect discovery
│ ├── repurpose/SKILL.md # Content repurposing
│ ├── research/SKILL.md # Research & prep
│ ├── signals/SKILL.md # Morning intelligence briefing
│ ├── train/SKILL.md # Sales training & role-play
│ ├── win-loss-report/SKILL.md # Win/loss report (HTML)
│ ├── wins-losses/SKILL.md # Deal outcome analysis
│ ├── workflow/SKILL.md # Workflow engine
│ └── workspace/SKILL.md # Connection status
├── workflows/ # Workflow templates
│ ├── account-based-research.workflow.md
│ ├── competitive-deal-prep.workflow.md
│ ├── competitive-response.workflow.md
│ ├── content-sprint.workflow.md
│ ├── deal-acceleration.workflow.md
│ ├── full-outbound-pipeline.workflow.md
│ ├── new-market-entry.workflow.md
│ ├── persona-targeted-outreach.workflow.md
│ ├── positioning-exercise.workflow.md
│ └── quarterly-gtm-review.workflow.md
├── EXAMPLES.md # Detailed usage examples
├── .gitignore
├── LICENSE
└── README.md
License
MIT - See LICENSE