# Salesmate

```json
{
  "name": "Salesmate",
  "slug": "salesmate",
  "url": "https://composio.dev/toolkits/salesmate",
  "markdown_url": "https://composio.dev/toolkits/salesmate.md",
  "logo_url": "https://logos.composio.dev/api/salesmate",
  "categories": [
    "crm"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-12T10:24:38.709Z"
}
```

![Salesmate logo](https://logos.composio.dev/api/salesmate)

## Description

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.

## Summary

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.

## Categories

- crm

## Toolkit Details

- Tools: 6

## Images

- Logo: https://logos.composio.dev/api/salesmate

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Salesmate.
  - Setup:
    - Configure Api Key credentials for Salesmate.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Add a new product called 'UltraCRM' for $299
- Create a company record for Acme Corp
- List all active users in Salesmate
- Delete product with ID 12345 from catalog

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `SALESMATE_ADD_PRODUCT` | Add Product | Tool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD." |
| `SALESMATE_CREATE_COMPANY` | Create Company | Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization. |
| `SALESMATE_DELETE_PRODUCT` | Delete Product | Tool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId. |
| `SALESMATE_GET_ACTIVE_USERS` | Get Active Users | Tool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits. |
| `SALESMATE_GET_COMPANY` | Get Company | Tool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42". |
| `SALESMATE_LIST_MODULES` | List Modules | Tool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for API operations. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

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

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Salesmate Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Salesmate actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Add a product named "Widget Pro" with SKU WPRO1 priced at 199.99 USD.'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Add a product named "Widget Pro" with SKU WPRO1 priced at 199.99 USD.'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and Claude Agent SDK
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a Tool Router session
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Salesmate tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Create a new company named Acme Corp')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Create a new company named Acme Corp' }],
  stopWhen: stepCountIs(5)
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. 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

### 2. Managed Auth

- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke Salesmate access
- Per user and per environment credentials instead of hard-coded keys

### 3. 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

### 4. 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

## Use Salesmate with any AI Agent Framework

Choose a framework you want to connect Salesmate with:

- [ChatGPT](https://composio.dev/toolkits/salesmate/framework/chatgpt)
- [OpenAI Agents SDK](https://composio.dev/toolkits/salesmate/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/salesmate/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/salesmate/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/salesmate/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/salesmate/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/salesmate/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/salesmate/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/salesmate/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/salesmate/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/salesmate/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/salesmate/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/salesmate/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/salesmate/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/salesmate/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/salesmate/framework/autogen)

## Related Toolkits

- [Hubspot](https://composio.dev/toolkits/hubspot) - 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.
- [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.
- [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.
- [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources.
- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.
- [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools.

## Frequently Asked Questions

### Do I need my own developer credentials to use Salesmate with Composio?

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

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

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

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)