How to integrate Salesflare MCP with Claude Agent SDK

Connect Claude Agent SDK to Salesflare MCP. List all contacts added this week, update deal stage for acme corp, and more using natural language, with authentication handled for you.

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Salesflare

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.

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Introduction

This guide walks you through connecting Salesflare to the Claude Agent SDK using the Composio tool router. By the end, you'll have a working Salesflare agent that can list all contacts added this week, update deal stage for acme corp, create a new opportunity for globex through natural language commands.

This guide will help you understand how to give your Claude Agent SDK agent real control over a Salesflare account through Composio's Salesflare MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Salesflare with

Claude Code ChatGPT Claude Cowork Antigravity OpenAI Agents SDK Codex OpenClaw Hermes Atomic Agent Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex CrewAI Pydantic AI AutoGen

TL;DR

Here's what you'll learn:

Get and set up your Claude/Anthropic and Composio API keys
Install the necessary dependencies
Initialize Composio and create a Tool Router session for Salesflare
Configure an AI agent that can use Salesflare as a tool
Run a live chat session where you can ask the agent to perform Salesflare operations

What is Claude Agent SDK?

The Claude Agent SDK is Anthropic's official framework for building AI agents powered by Claude. It provides a streamlined interface for creating agents with MCP tool support and conversation management.

Key features include:

Native MCP Support: Built-in support for Model Context Protocol servers
Permission Modes: Control tool execution permissions
Streaming Responses: Real-time response streaming for interactive applications
Context Manager: Clean async context management for sessions

What is the Salesflare MCP server, and what's possible with it?

The Salesflare MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesflare account. It provides structured and secure access to your accounts, contacts, opportunities, tasks, meetings, and calls, so your agent can manage customer records, track deals, schedule follow-ups, record sales activities, and review pipeline data on your behalf.

Account and contact management: Have your agent create, find, update, or remove contacts, and create, review, or update customer accounts.
Opportunity tracking: Let the agent create opportunities, review individual deals, filter your opportunity list, and update deals as they move through your pipeline.
Task and follow-up planning: Direct your agent to create sales tasks and list existing tasks using relevant filters so your team knows what to do next.
Meeting and call records: Instruct your agent to create meeting records and log one or more sales calls in Salesflare.
Team and CRM visibility: Have your agent review your contacts, accounts, team members, and current user details to gather the context needed for sales work.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step09 STEPS

Prerequisites

Before starting, make sure you have:

Composio API Key and Claude/Anthropic API Key
Primary know-how of Claude Agents SDK
A Salesflare account
Some knowledge of Python

Getting API Keys for Claude/Anthropic and Composio

Claude/Anthropic API Key

Go to the Anthropic Console and create an API key. You'll need credits to use the models.
Keep the API key safe.

Composio API Key

Log in to the Composio dashboard.
Navigate to your API settings and generate a new API key.
Store this key securely as you'll need it for authentication.

Install dependencies

npm install @anthropic-ai/claude-agent-sdk @composio/core dotenv

Install the Composio SDK and the Claude Agents SDK.

What's happening:

@composio/core provides Composio integration for Anthropic
@anthropic-ai/claude-agent-sdk is the core agent framework
dotenv/config loads environment variables

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
ANTHROPIC_API_KEY=your_anthropic_api_key_here

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates with Composio
USER_ID identifies the user for session management
ANTHROPIC_API_KEY authenticates with Anthropic/Claude

Import dependencies

import 'dotenv/config';
import readline from 'node:readline';
import { Composio } from '@composio/core';
import { query, type Options } from "@anthropic-ai/claude-agent-sdk";

dotenv.config();

What's happening:

We're importing all necessary libraries including the Claude Agent SDK and Composio
The dotenv.config() function loads environment variables from your .env file
This setup prepares the foundation for connecting Claude with Salesflare functionality

Create a Composio instance and Tool Router session

async function chat() {
  const { COMPOSIO_API_KEY, USER_ID } = process.env;
  if (!COMPOSIO_API_KEY || !USER_ID) {
    throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
  }

  const composio = new Composio({ apiKey: COMPOSIO_API_KEY });

  // Create Tool Router session for Salesflare
  const session = await composio.create(USER_ID, {
    toolkits: ['salesflare'],
  });
  const mcpUrl = session?.mcp.url;

What's happening:

The function checks for the required COMPOSIO_API_KEY environment variable
We're creating a Composio instance using our API key
The create method creates a Tool Router session for Salesflare
The returned url is the MCP server URL that your agent will use

Configure Claude Agent with MCP

const options: Options = {
  permissionMode: 'bypassPermissions',
  mcpServers: {
    composio: {
      type: 'http',
      url: mcpUrl,
      headers: { 'x-api-key': COMPOSIO_API_KEY }
    }
  },
  systemPrompt: 'You are a helpful assistant with access to Salesflare tools via Composio.',
  maxTurns: 10,
};

What's happening:

We're configuring the Claude Agent options with the MCP server URL
permissionMode: 'bypassPermissions' allows the agent to execute operations without asking for permission each time
The system prompt instructs the agent that it has access to Salesflare
maxTurns: 10 limits the conversation length to prevent excessive API usage

Create client and start chat loop

const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: '
  });

  console.log('\nChat started. Type "exit" to quit.\n');

  let isProcessing = false;

  async function ask(prompt: string) {
    isProcessing = true;
    rl.pause();

    process.stdout.write('Claude is thinking...');
    const stream = query({ prompt, options });

    let firstChunk = true;
    for await (const msg of stream) {
      const content = (msg as any).message?.content || (msg as any).content;
      if (Array.isArray(content)) {
        for (const block of content) {
          if (block.type === 'text' && block.text) {
            if (firstChunk) {
              process.stdout.write('\r\x1b[K');
              process.stdout.write('Claude: ');
              firstChunk = false;
            }
            process.stdout.write(block.text);
          }
        }
      }
    }
    process.stdout.write('\n\n');

    isProcessing = false;
    rl.resume();
    rl.prompt();
  }

  rl.on('line', async (line) => {
    if (isProcessing) return;

    const input = line.trim();
    if (input === 'exit') {
      rl.close();
      process.exit(0);
    }
    if (input) await ask(input);
    else rl.prompt();
  });

  await ask('What can you help me with?');
}

What's happening:

The readline interface is created to handle user input and output
The query function is used to send the user's input to the agent
The chat loop continues until the user types 'exit' or 'quit'

Run the application

try {
  await chat();
} catch (error) {
  console.error(error);
  process.exit(1);
}

What's happening:

The chat function is the entry point for the application
The try-catch block is used to handle any errors that occur

Complete Code

Here's the complete code to get you started with Salesflare and Claude Agent SDK:

import 'dotenv/config';
import readline from 'node:readline';
import { Composio } from '@composio/core';
import { query, type Options } from "@anthropic-ai/claude-agent-sdk";

async function chat() {
  const { COMPOSIO_API_KEY, USER_ID } = process.env;
  if (!COMPOSIO_API_KEY || !USER_ID) {
    throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
  }

  const composio = new Composio({ apiKey: COMPOSIO_API_KEY });
  const session = await composio.create(USER_ID, {
    toolkits: ['salesflare']
  });
  const mcp_url = session?.mcp.url;

  const options: Options = {
    permissionMode: 'bypassPermissions',
    mcpServers: {
      composio: {
        type: 'http',
        url: mcp_url,
        headers: { 'x-api-key': COMPOSIO_API_KEY }
      }
    },
    systemPrompt: 'You are a helpful assistant with access to Salesflare tools via Composio.',
    maxTurns: 10,
  };

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: '
  });

  console.log('\nChat started. Type "exit" to quit.\n');

  let isProcessing = false;

  async function ask(prompt: string) {
    isProcessing = true;
    rl.pause();

    process.stdout.write('Claude is thinking...');
    const stream = query({ prompt, options });

    let firstChunk = true;
    for await (const msg of stream) {
      const content = (msg as any).message?.content || (msg as any).content;
      if (Array.isArray(content)) {
        for (const block of content) {
          if (block.type === 'text' && block.text) {
            if (firstChunk) {
              process.stdout.write('\r\x1b[K');
              process.stdout.write('Claude: ');
              firstChunk = false;
            }
            process.stdout.write(block.text);
          }
        }
      }
    }
    process.stdout.write('\n\n');

    isProcessing = false;
    rl.resume();
    rl.prompt();
  }

  rl.on('line', async (line) => {
    if (isProcessing) return;

    const input = line.trim();
    if (input === 'exit') {
      rl.close();
      process.exit(0);
    }
    if (input) await ask(input);
    else rl.prompt();
  });

  await ask('What can you help me with?');
}

try {
  await chat();
} catch (error) {
  console.error(error);
  process.exit(1);
}

Conclusion

You've successfully built a Claude Agent SDK agent that can interact with Salesflare through Composio's Tool Router.

Key features:

Native MCP support through Claude's agent framework
Streaming responses for real-time interaction
Permission bypass for smooth automated workflows

You can extend this by adding more toolkits, implementing custom business logic, or building a web interface around the agent.

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.

FRAMEWORKS

How to build Salesflare MCP Agent with another framework

Claude Code

Use Salesflare MCP with Claude Code

ChatGPT

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Claude Cowork

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Antigravity

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OpenAI Agents SDK

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Codex

Use Salesflare MCP with Codex

OpenClaw

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Hermes

Use Salesflare MCP with Hermes

Atomic Agent

Use Salesflare MCP with Atomic Agent

Google ADK

Use Salesflare MCP with Google ADK

LangChain

Use Salesflare MCP with LangChain

Vercel AI SDK

Use Salesflare MCP with Vercel AI SDK

Mastra AI

Use Salesflare MCP with Mastra AI

LlamaIndex

Use Salesflare MCP with LlamaIndex

CrewAI

Use Salesflare MCP with CrewAI

Pydantic AI

Use Salesflare MCP with Pydantic AI

AutoGen

Use Salesflare MCP with AutoGen

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Google Sheets

Oauth2

Google Sheets is a cloud-based spreadsheet tool for real-time collaboration and data analysis. It lets teams work together from anywhere, updating information instantly.

Notion

Oauth2Api Key

Notion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project tracking, and workflow customization in one place.

Airtable

Oauth2Api Key

Airtable combines the flexibility of spreadsheets with the power of a database for easy project and data management. Teams use Airtable to organize, track, and collaborate with custom views and automations.

HubSpot

Oauth2Api Key

HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.

FAQ

Frequently asked questions

With a standalone Salesflare MCP server, the agents and LLMs can only access a fixed set of Salesflare tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Salesflare and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Agent SDK fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Salesflare tools.

Yes, absolutely. You can configure which Salesflare scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Salesflare data and credentials are handled as safely as possible.

Start with Salesflare.It takes 30 seconds.

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

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How to integrate Salesflare MCP with Claude Agent SDK

Connect Salesflare without auth hassles

Introduction

Also integrate Salesflare with

TL;DR

What is Claude Agent SDK?

What is the Salesflare MCP server, and what's possible with it?

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for Claude/Anthropic and Composio

Install dependencies

Set up environment variables

Import dependencies

Create a Composio instance and Tool Router session

Configure Claude Agent with MCP

Create client and start chat loop

Run the application

Complete Code

Conclusion

Supported Tools

How to build Salesflare MCP Agent with another framework

Claude Code

ChatGPT

Claude Cowork

Antigravity

OpenAI Agents SDK

Codex

OpenClaw

Hermes

Atomic Agent

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

CrewAI

Pydantic AI

AutoGen

Explore Other Toolkits

Google Sheets

Notion

Airtable

HubSpot

Frequently asked questions

What are the differences in Tool Router MCP and Salesflare MCP?+

Can I use Tool Router MCP with Claude Agent SDK?+

Can I manage the permissions and scopes for Salesflare while using Tool Router?+

How safe is my data with Composio Tool Router?+

Start with Salesflare.It takes 30 seconds.