The Salesmate MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Salesmate account. It provides structured and secure access to your CRM data, so your agent can perform actions like registering companies, managing products, retrieving company info, and auditing users automatically on your behalf.
- Automated company creation and management: Instantly register new organizations in your CRM or fetch detailed records for existing companies by ID.
- Product catalog management: Add new products with specific names, SKUs, and prices, or remove outdated items from your product list on demand.
- Active user retrieval: Effortlessly pull a list of all currently active users for team assignments, audits, or workflow automation.
- Module discovery: Ask your agent to list all available modules in your Salesmate environment, making it easy to explore or configure your CRM setup.