Salesmate MCP server for AI agents and assistants

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

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Api Key

Salesmate is an AI-powered CRM that helps businesses organize leads, close deals, and streamline sales workflows. It's designed to boost productivity and deliver seamless customer engagement through a unified, intuitive platform.

19 Tools

Try Salesmate now

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

TOOL ROUTER PLAYGROUND
Salesmate
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TOOLS

Supported Tools

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

Add Product

Tool to add a new product.

Create Activity

Create a Salesmate activity and optionally send its calendar invitation.

Create Company

Tool to create a new company in the Salesmate CRM.

Create Contact

Create a Salesmate contact with documented standard or custom fields.

Delete Activity

Delete a Salesmate activity by ID.

Delete Product

Tool to delete a product by ProductId.

Get Active Users

Tool to retrieve all active users.

Get Activity

Retrieve the complete Salesmate activity record for a known activity ID.

Get Activity Timeline

Return past activity timeline entries for a Salesmate module object.

Get Company

Tool to retrieve details of a specific company by ID.

Get Contact

Retrieve the complete Salesmate contact record for a known contact ID.

Get Deal

Retrieve the complete Salesmate deal record for a known deal ID.

List Modules

Return a fixed list of six Salesmate module metadata entries: Contacts, Companies, Deals, Activities, Products, and Tickets.

List Record Notes

List notes attached to a record in a known standard Salesmate module.

Search Activities

Search Salesmate activities using filters, sorting, and offset pagination.

Search Companies

Search Salesmate companies with filters, sorting, and offset pagination.

Search Contacts

Search contacts using filters, selected fields, sorting, and pagination.

Search Deals

Search Salesmate deals with filters, sorting, and offset pagination.

Update Contact

Update the documented fields of an existing Salesmate contact.

SETUP GUIDE

Connect Salesmate 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: ["salesmate"],
  mcp: true,
});
Create a session scoped to Salesmate 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: "Add a product named \"Widget Pro\" with SKU WPRO1 priced at 199.99 USD.",
  stopWhen: stepCountIs(10),
});

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

Connect Salesmate 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: ["salesmate"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Salesmate
3

Run Salesmate tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Add a product named \"Widget Pro\" with SKU WPRO1 priced at 199.99 USD." }],
});

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 Salesmate tool calls through the session, and print the final answer

Why Use Composio?

AI Native Salesmate Integration

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

Managed Auth

  • Built-in API key handling with secure storage
  • Central place to manage, scope, and revoke Salesmate 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 Salesmate
  • Scoped, least privilege access to Salesmate 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.

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