MCP For Claude Marketplace
Spotio

Spotio MCP Connector for Claude

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Manage leads, pipelines, and field sales activities on Spotio with AI agents.

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

Connect your Spotio account to any AI agent to automate your field sales and outside sales management. Spotio provides a premier platform for territory management and lead tracking, and this integration allows you to retrieve lead metadata, monitor pipelines, and track field visits through natural conversation.

What you can do

  • Lead & Prospect Orchestration — List all managed leads and retrieve detailed profile metadata, including status and contact info programmatically.
  • Pipeline Lifecycle Management — Access and monitor your sales pipelines and stages to ensure your sales funnel is always synchronized directly from the AI interface.
  • Activity & Visit Tracking — Retrieve real-time field visit data and monitor sales activities to track team performance via natural language.
  • User & Team Oversight — Access and monitor team members and their activity logs to maintain a clear overview of your field operations.
  • Webhook & Automation Intelligence — List and manage webhooks to ensure your sales data is instantly notified across your business stack.

How it works

  1. Subscribe to this server
  2. Enter your Spotio Client ID and Secret from your account settings
  3. Start managing your field sales from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Field Sales Managers — quickly retrieve lead details and monitor team visit logs without switching apps.
  • Operations Leads — automate the management of pipelines and track field activities via natural conversation.
  • Sales Development Teams — streamline the retrieval of lead metadata and coordinate pipeline stages directly within the chat.
spotiofield-salesoutside-saleslead-trackingterritory-managementsales-pipelinevisit-trackingsales-automationmcp

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

create_lead

Create a new lead

create_webhook

status.changed. Create a new webhook

get_account_info

Get current user profile

get_lead

Get lead details

list_lead_activities

List lead activities

list_leads

List all sales leads

list_pipelines

List sales pipelines

list_pipeline_stages

List pipeline stages

list_team_users

List team users

list_field_visits

List field visits

list_webhooks

List configured webhooks

update_lead

Update lead info

See how to talk to your AI agent using Spotio.

List all active leads in Spotio.

I've retrieved your lead list. You have 45 active prospects in your current territory, including 'John Smith' (High Priority) and 'Acme Supplies'. Would you like to check the pipeline status for any of them?

Show me the field sales team activity with visits logged, deals closed, and territory coverage this week.

Field sales activity this week. 12 reps active. Total visits: 345 (avg 28.8/rep). Doors knocked: 890. Meetings held: 123. Deals closed: 34 ($234,000 total). Top rep: Sarah Chen (45 visits, 8 deals, $67,000). Territory coverage: North (89% mapped), South (76%), East (82%), West (71%). GPS tracks logged: 2,340 miles driven. Average time per visit: 18 minutes. Pipeline generated: $890K from new leads. Follow-ups scheduled: 89. No-answers: 234 (26.3% of doors knocked).

Create a new sales territory assignment for the downtown business district with lead pins.

Territory created: "Downtown Business District". Boundaries: defined by 4 GPS coordinates (polygon). Assigned to: James Park (senior rep). Existing leads imported: 234 pins (from CRM). Lead categories: Hot (23, red pins), Warm (67, yellow), Cold (144, blue). Businesses mapped: 456 (from Google Places). Not yet contacted: 222 (48.7%). Last visit data: 89 businesses visited in past 90 days. Route optimization: 3 suggested daily routes (8-12 stops each). Estimated coverage time: 2 weeks for full territory.

Log in to your Spotio account and navigate to the developer or API settings section to generate your unique Client ID and Secret.

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