MCP For Claude Marketplace
Salesmate

Salesmate MCP Connector for Claude

A+

Automate sales CRM via Salesmate — manage contacts, track deals, and log activities directly with AI.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Salesmate account to any AI agent and take full control of your sales automation and customer relationship orchestration through natural conversation. Salesmate provides a modern and powerful CRM platform, and this integration allows you to retrieve contact metadata, manage deal pipelines, and log real-time sales activities directly from your chat interface.

What you can do

  • Contact & Relationship Orchestration — List and create contacts and companies programmatically to ensure your CRM database is always synchronized.
  • Pipeline & Deal Intelligence — Access and monitor your sales deals and retrieve detailed status metadata directly from the AI interface to close deals faster.
  • Activity & Task Control — Log calls, meetings, and tasks and retrieve detailed activity history via natural language.
  • Team & User Oversight — Access team member metadata and monitor system users to ensure your sales team is fully integrated.
  • Operational Monitoring — Track system activity and monitor webhooks to ensure your automated sales flows are always optimized.

How it works

  1. Subscribe to this server
  2. Enter your Salesmate Session Token and Link Name (Subdomain) from your account settings
  3. Start managing your CRM from Claude, Cursor, or any MCP-compatible client

No more manual CRM entry or pipeline searching. Your AI acts as a dedicated sales operations manager or intelligent account assistant.

Who is this for?

  • Sales Teams & SDRs — quickly retrieve customer details and monitor deal statuses without switching apps.
  • Account Managers — automate the logging of client interactions and track task progress via natural conversation.
  • Operations Teams — streamline the retrieval of user metadata and monitor CRM health directly within the chat.
deal-pipelinecontact-managementactivity-loggingsales-crmworkflow-automationcustomer-engagement

12 tools expose this connector's capabilities to your AI agent.

create_activity

Log a new activity

create_contact

Create a new contact

create_deal

Create a new deal

get_account_info

Get current profile

get_contact

Get contact details

get_deal

Get deal details

list_activities

List CRM activities

list_contacts

List all CRM contacts

list_deals

List sales deals

list_team_users

List all team members

list_webhooks

List configured webhooks

update_contact

Update contact info

See how to talk to your AI agent using Salesmate.

List all active deals in my Salesmate pipeline.

I've retrieved your deals. You have 5 active opportunities including 'Project Alpha' and 'Q4 Renewals'. Which one would you like to update the stage for?

Show me the sales pipeline with deal values grouped by stage and expected close dates.

Sales pipeline: $4.2M total value across 67 deals. By stage: Prospecting (18 deals, $890K), Qualification (15, $780K), Proposal (12, $1.1M), Negotiation (8, $680K), Closing (6, $450K), Won this month (8, $320K). Expected to close this month: 14 deals worth $1.13M. Win probability weighted pipeline: $1.8M. Average deal size: $62,700. Sales cycle: 34 days average. Top rep: Sarah Chen with $890K in pipeline. 3 deals are stale (no activity 21+ days).

Create a new deal for Meridian Corp worth $85,000 and assign it to the enterprise sales team.

Deal created: "Meridian Corp - Enterprise Platform License". Value: $85,000. Stage: Qualification. Owner: James Park (Enterprise Sales). Contact: David Chen (CTO). Expected close: June 30, 2025. Pipeline: Enterprise. Tags: SaaS, Annual License. Next action: "Discovery call" scheduled for Thursday at 2 PM. Auto-enrichment pulled company data: 340 employees, Series C, San Francisco. Lead score: 87/100. Similar won deals in database: 4 (avg cycle: 28 days).

Yes! Use the `get_contact` tool with the Contact ID. Your agent will respond with the complete metadata for the record, including associated deals and communication history in seconds.

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