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GuideBusinessOctober 21, 2026

An AI Sales Rep That Runs on Your Claude Plan

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An AI Sales Rep That Runs on Your Claude Plan

A field guide to Harvey, an open-source autonomous sales agent built on Claude Code: it researches each prospect's site before writing, handles replies around the clock, runs on a Pro or Max plan instead of an API bill, and ships with approval mode, send caps and a kill switch.

What's inside
  • Finds businesses that match your ideal customer
  • Reads each prospect's site and writes around a real detail
  • Handles replies 24/7 and works toward a meeting
  • Runs on your Claude Pro/Max plan, not a per-token bill
  • Approval mode, send caps, 14-day auto-stop and a kill switch

Cold Outreach That Did Its Homework

Most cold email reads like cold email because nobody looked at the company first. Harvey is an open-source autonomous sales agent powered by Claude Code that does the research before it writes. Brief it once on what you sell, your pricing and your ideal customer, and it runs the loop from finding prospects to working replies toward a booked meeting.


It Researches Before It Writes

Harvey discovers businesses that match your ideal customer profile, reads their websites — a few plain HTTP requests, with no model call — and finds something specific to reference. It writes outreach around that real detail, sends it, reads the replies and works each thread toward a meeting, around the clock.


No API Bill, Built-In Guardrails

Instead of a per-token API bill, Harvey runs through the Claude Code CLI on the Pro or Max plan you already have, and it throttles itself to leave headroom for your own Claude work. The guardrails are built in: an approval mode, daily send caps, bounce limits, one company at a time, an automatic stop after 14 days, and a kill switch. Setup is a clone of the repo — then Claude walks you through the rest.


You're Still the Sender

Harvey automates the work, but the emails go out in your name. Cold outreach is regulated: identify yourself, honor opt-outs, and follow CAN-SPAM, GDPR and whatever rules apply where your prospects are. Starting in approval mode is the sensible way to see what it writes before it sends anything.


What's in the Guide

How the research-to-meeting loop works, how it runs on your Claude plan instead of an API bill, every guardrail and what it's for, the setup steps, and a direct link to the repo.

The full field guide is in the PDF.


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