Salesflare MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Salesflare MCP or direct API to manage contacts, update deals, track pipelines, and automate CRM workflows through natural language.

Salesflare logoSalesflare
Api Key

Salesflare is a CRM platform designed for B2B sales teams to manage pipelines and automate data entry. It helps businesses build better customer relationships with smart insights and effortless tracking.

63 Tools

Try Salesflare now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Salesflare
Try asking
TOOLS

Supported Tools

Every Salesflare action and event your agent gets out of the box.

Add Account Contacts

Tool to add contacts to a specific account in Salesflare.

Create Account

Tool to create a new account in Salesflare.

Create call

Tool to create one or more call records in Salesflare.

Create Contact

Tool to create new contacts in Salesflare.

Create Custom Field

Creates a new custom field for accounts, contacts, or opportunities in Salesflare.

Create Internal Note

Tool to create an internal note in Salesflare associated with an account.

Create Meeting

Create a new meeting record in Salesflare.

Create Opportunity

Tool to create a new opportunity in Salesflare.

Create Tag

Tool to create a new tag in Salesflare.

Create Task

Tool to create a new task in Salesflare.

Create Workflow

Tool to create a new workflow (email automation sequence) in Salesflare.

Delete Account

Tool to permanently delete an account from Salesflare.

Delete Contact

Tool to delete a contact from Salesflare.

Delete Custom Field

Tool to delete a custom field from Salesflare.

Delete Internal Note

Tool to delete an internal note from Salesflare by its message ID.

Delete Meeting

Tool to delete a meeting from Salesflare.

Delete Opportunity

Tool to permanently delete an opportunity from Salesflare.

Delete Tag

Tool to delete a tag from Salesflare.

Delete Task

Tool to delete a task from Salesflare.

Get Account

Get detailed information about a specific account by ID.

Get AI Settings

Tool to retrieve AI settings for the Salesflare team.

Get Contact by ID

Retrieves detailed information for a specific contact by ID.

Get Current User

Tool to retrieve the details of the currently authenticated user.

Get Custom Field Details

Tool to retrieve details of a specific custom field.

Get Meeting Details

Tool to retrieve detailed information about a specific meeting by its ID.

Get Opportunity

Get detailed information about a specific opportunity by ID.

Get Stage

Get detailed information about a specific pipeline stage by ID.

Get Tag Usage

Get tag usage details including workflows, saved filters, and reports.

Get User

Tool to retrieve details of a specific user by their ID.

Get Workflow

Get detailed information about a specific workflow by ID.

Get Workflow Merge Fields

Tool to retrieve available merge fields for workflows in Salesflare.

List Account Messages

Tool to retrieve a list of messages associated with a specific account in Salesflare.

List accounts

Tool to list accounts with various filtering options including search, name, creation dates, size, domain, tags, address, and hotness level.

List Contacts

Tool to list contacts with filtering options.

List Supported Currencies

Tool to retrieve a list of supported currencies in Salesflare.

List Custom Field Options

Tool to list available options for a specific custom field in Salesflare.

List Custom Fields

Tool to list custom fields for a specified item class (accounts, contacts, or opportunities).

List Custom Field Types

Tool to retrieve a list of available custom field types in Salesflare.

List Email Data Sources

Tool to list email data sources.

List Filter Fields

Tool to list available filter fields for a specific entity type in Salesflare.

List Groups

Tool to list groups in Salesflare.

List My Contacts

Tool to list contacts belonging to the current user.

List Opportunities

Tool to list opportunities with extensive filtering options.

List Persons

Tool to list persons (non-contact people found in communications) from Salesflare.

List Pipelines

Tool to list pipelines in the Salesflare system with filtering and sorting options.

List Stages

Tool to list pipeline stages in the Salesflare system with filtering and sorting options.

List tags

Tool to list tags in the Salesflare system.

List Tasks

Tool to list tasks with filtering options.

List Users

Tool to list users (team members) in the Salesflare team.

List Workflows

Tool to list workflows (email automation sequences) in Salesflare.

Update Account

Tool to update an existing account in Salesflare.

Update Account Contacts

Tool to update the contacts associated with a specific Salesflare account.

Update Account Users

Tool to update the users associated with a specific Salesflare account.

Update AI Settings

Tool to update AI settings for the Salesflare team.

Update Contact

Tool to update an existing contact in Salesflare.

Update Custom Field

Updates an existing custom field for accounts, contacts, or opportunities in Salesflare.

Update Email Data Source

Tool to update the settings of an email data source in Salesflare.

Update Internal Note

Tool to update an existing internal note in Salesflare.

Update Opportunity

Tool to update an existing opportunity in Salesflare.

Update Tag

Tool to update the name of an existing tag in Salesflare.

Update Task

Tool to update an existing task in Salesflare.

Update Workflow

Tool to update an existing workflow in Salesflare.

Update Workflow Audience

Tool to re-enter or exit an entity from a workflow in Salesflare.

SETUP GUIDE

Connect Salesflare MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["salesflare"],
  mcp: true,
});
Create a session scoped to Salesflare and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Get all open deals in my pipeline.",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Salesflare request
SETUP GUIDE

Connect Salesflare API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["salesflare"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Salesflare
3

Run Salesflare tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Get all open deals in my pipeline." }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Salesflare tool calls through the session, and print the final answer

Why Use Composio?

AI Native Salesflare Integration

  • Supports both Salesflare MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Salesflare data

Managed Auth

  • Built-in API key handling with secure storage
  • Central place to manage, scope, and revoke Salesflare access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Salesflare
  • Scoped, least privilege access to Salesflare resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Salesflare requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Salesflare connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Salesflare account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Salesflare actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Salesflare at any time.

When you connect a Salesflare account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Salesflare as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Salesflare. If Salesflare lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Salesflare at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Salesflare connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Salesflare rejects the old key. Create a new key in Salesflare and reconnect the account from the Composio dashboard or by asking your agent to reconnect Salesflare. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Salesflare use. Paid plans add higher limits and team features. Your Salesflare plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Salesflare accounts).

With Composio, you connect Salesflare once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

Start with Salesflare.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Salesflare tool your agent needs.Free to start.

Start building