How to Build an AI SDR (With Mastra and LeadOcean)

// src/mastra/leadocean.ts
const BASE = "https://api.leadocean.io";

export class OutOfRecords extends Error {}

export async function call(
  method: "GET" | "POST",
  path: string,
  opts: { query?: Record<string, string>; body?: unknown } = {},
  retries = 3,
): Promise<any | null> {
  const url = new URL(BASE + path);
  for (const [k, v] of Object.entries(opts.query ?? {})) url.searchParams.set(k, v);

  for (let attempt = 0; attempt < retries; attempt++) {
    const res = await fetch(url, {
      method,
      headers: {
        "x-api-key": process.env.LEADOCEAN_API_KEY!,
        "content-type": "application/json",
      },
      body: opts.body ? JSON.stringify(opts.body) : undefined,
    });
    if (res.status === 429) {
      const wait = Number(res.headers.get("retry-after") ?? 1);
      await new Promise((r) => setTimeout(r, wait * 1000));
      continue;
    }
    if (res.status === 402) throw new OutOfRecords("LeadOcean records are spent.");
    if (res.status === 404) return null;
    if (!res.ok) throw new Error(`LeadOcean ${res.status}`);
    return res.json();
  }
  throw new Error("Still rate limited after retries");
}

// src/mastra/tools.ts
import { createTool } from "@mastra/core/tools";
import { z } from "zod";
import { call } from "./leadocean";

const filters = {
  jobLevel: z.array(z.string()).describe('e.g. ["VP"]'),
  jobFunction: z.array(z.string()).describe('e.g. ["Sales & Business Development"]'),
  country: z.array(z.string()).describe('ISO codes, e.g. ["US"]'),
};

export const countProspects = createTool({
  id: "count-prospects",
  description: "Free. Count people matching filters. Always call before searching.",
  inputSchema: z.object(filters),
  outputSchema: z.object({ total: z.number() }).passthrough(),
  execute: async (input) => {
    const res = await call("POST", "/v1/people/search", {
      query: { count: "true" },
      body: { ...input, limit: 1 },
    });
    return res.meta;
  },
});

export const searchProspects = createTool({
  id: "search-prospects",
  description: "Spends 1 record per person returned. Max 100 per page.",
  inputSchema: z.object({ ...filters, limit: z.number().max(100).default(10) }),
  outputSchema: z.object({ data: z.array(z.any()) }),
  execute: async (input) => {
    const res = await call("POST", "/v1/people/search", { body: input });
    return { data: res.data };
  },
});

export const enrichProspect = createTool({
  id: "enrich-prospect",
  description: "Spends 1 record. Returns profile, current role and work email.",
  inputSchema: z.object({ person_id: z.string() }),
  outputSchema: z.object({ result: z.any() }),
  execute: async ({ person_id }) => {
    const res = await call("POST", "/v1/people/enrich", {
      body: { person_id, reveal_email: true },
    });
    return { result: res ?? "No match. Nothing was spent." };
  },
});

// src/mastra/agents/sdr.ts
import { Agent } from "@mastra/core/agent";
import { countProspects, searchProspects, enrichProspect } from "../tools";

export const sdrAgent = new Agent({
  id: "sdr-agent",
  name: "SDR Agent",
  instructions: `You are an SDR research agent.
1. Always call count-prospects first. If total is over 5,000, narrow the filters.
2. Search at most 10 people. Never page further.
3. Enrich at most 5 people, the best title fits only.
4. Stop and report if a tool says records are spent.
Return a table: name, title, company, work email.`,
  model: "anthropic/claude-sonnet-4-5",
  tools: { countProspects, searchProspects, enrichProspect },
});

// src/mastra/index.ts
import { Mastra } from "@mastra/core";
import { sdrAgent } from "./agents/sdr";

export const mastra = new Mastra({ agents: { sdrAgent } });

// src/run.ts
import { mastra } from "./mastra";

const agent = mastra.getAgentById("sdr-agent");
const out = await agent.generate(
  "Find US VPs of Sales. Enrich the top 5.",
);
console.log(out.text);

// src/mastra/guard.ts
import { OutOfRecords } from "./leadocean";

const LIMIT = 25;
let spent = 0;

export function guard(n: number) {
  spent += n;
  if (spent > LIMIT) throw new OutOfRecords(`Run cap of ${LIMIT} records reached`);
}

for (const c of out.toolCalls) console.log(c);

{
  "total": 129494,
  "totalIsExact": true,
  "totalAll": 350517,
  "distinctCompanies": 58121
}

{
  "data": [{
    "profile_data": { "...": "Jane Doe, VP Sales, Acme" },
    "meta": { "source_ids": { "person_id": "per_000000" } }
  }],
  "meta": { "total": 1, "credits": 1, "nextCursor": "..." }
}