# How to integrate Salesmate MCP with Claude Code

```json
{
  "title": "How to integrate Salesmate MCP with Claude Code",
  "toolkit": "Salesmate",
  "toolkit_slug": "salesmate",
  "framework": "Claude Code",
  "framework_slug": "claude-code",
  "url": "https://composio.dev/toolkits/salesmate/framework/claude-code",
  "markdown_url": "https://composio.dev/toolkits/salesmate/framework/claude-code.md",
  "updated_at": "2026-05-12T10:24:38.709Z"
}
```

## Introduction

Manage your Salesmate directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.
You can do this in two different ways:
- Via [Composio Connect](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_connect&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code) - Direct and easiest approach
- Via [Composio SDK](https://docs.composio.dev/docs?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_sdk) - Programmatic approach with more control

## Also integrate 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 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)
- [CLI](https://composio.dev/toolkits/salesmate/framework/cli)
- [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)

## TL;DR

- Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
- Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
- Handling Large tool responses out of LLM context to minimize context rot.
- Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

## Connect Salesmate to Claude Code

### Connecting Salesmate to Claude Code using Composio
1. Add the Composio MCP to Claude

```bash
claude mcp add --scope user --transport http composio https://connect.composio.dev/mcp
```

## What is Claude Code?

Claude Code is Anthropic's command line developer tool that lets you use Claude directly inside your terminal. Instead of switching between your editor, browser, and chat, you can stay in your project folder and ask Claude to help you build, debug, refactor, and understand code right where you're working.
Key features include:
- Terminal-Native Experience: Work with Claude directly in your command line without switching contexts
- MCP Support: Built-in support for Model Context Protocol servers to extend Claude's capabilities
- Project Context: Claude understands your project structure and can read, write, and modify files
- Interactive Development: Ask questions, debug code, and get help in real-time while coding
- Multi-Platform: Works on macOS, Linux, WSL, and Windows

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

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.

## 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.

## Creating MCP Server - Stand-alone vs Composio SDK

The Salesmate MCP server is an implementation of the Model Context Protocol that connects Claude Code (and other AI assistants like Claude and Cursor) directly to your Salesmate account. It provides structured and secure access so Claude can perform Salesmate operations on your behalf.
With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster.

## Step-by-step Guide

### 1. Prerequisites

Before starting, make sure you have:
- Claude Pro, Max, or API billing enabled Anthropic account
- Composio API Key
- A Salesmate account
- Basic knowledge of Python or TypeScript

### 1. Install Claude Code

To install Claude Code, use one of the following methods based on your operating system:
```bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd
```

### 2. Set up Claude Code

Open a terminal, go to your project folder, and start Claude Code:
- Claude Code will open in your terminal
- Follow the prompts to sign in with your Anthropic account
- Complete the authentication flow
- Once authenticated, you can start using Claude Code
```bash
cd your-project-folder
claude
```

### 3. Set up environment variables

Create a .env file in your project root with the following variables:
- COMPOSIO_API_KEY authenticates with Composio (get it from [Composio dashboard](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=api_key&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code))
- USER_ID identifies the user for session management (use any unique identifier)
```bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
```

### 4. Install Composio library

No description provided.
```python
pip install composio-core python-dotenv
```

```typescript
npm install @composio/core dotenv
```

### 5. Generate Composio MCP URL

No description provided.
```python
import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["salesmate"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http salesmate-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')
```

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

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 composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['salesmate'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http salesmate-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);
```

### 6. Run the script and copy the MCP URL

No description provided.
```python
python generate_mcp_url.py
```

```typescript
node --loader ts-node/esm generate_mcp_url.ts
# or if using tsx
tsx generate_mcp_url.ts
```

### 7. Add Salesmate MCP to Claude Code

In your terminal, add the MCP server using the command from the previous step. The command format is:
- claude mcp add registers a new MCP server with Claude Code
- --transport http specifies that this is an HTTP-based MCP server
- The server name (salesmate-composio) is how you'll reference it
- The URL points to your Composio Tool Router session
- --headers includes your Composio API key for authentication
After running the command, close the current Claude Code session and start a new one for the changes to take effect.
```bash
claude mcp add --transport http salesmate-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude
```

### 8. Verify the installation

Check that your Salesmate MCP server is properly configured.
- This command lists all MCP servers registered with Claude Code
- You should see your salesmate-composio entry in the list
- This confirms that Claude Code can now access Salesmate tools
If everything is wired up, you should see your salesmate-composio entry listed:
```bash
claude mcp list
```

### 9. Authenticate Salesmate

The first time you try to use Salesmate tools, you'll be prompted to authenticate.
- Claude Code will detect that you need to authenticate with Salesmate
- It will show you an authentication link
- Open the link in your browser (or copy/paste it)
- Complete the Salesmate authorization flow
- Return to the terminal and start using Salesmate through Claude Code
Once authenticated, you can ask Claude Code to perform Salesmate operations in natural language. For example:
- "Add a new product called 'UltraCRM' for $299"
- "Create a company record for Acme Corp"
- "List all active users in Salesmate"

## Complete Code

```python
import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["salesmate"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http salesmate-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')
```

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

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 composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['salesmate'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http salesmate-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);
```

## Conclusion

You've successfully integrated Salesmate with Claude Code using Composio's MCP server. Now you can interact with Salesmate directly from your terminal using natural language commands.
Key features of this setup:
- Terminal-native experience without switching contexts
- Natural language commands for Salesmate operations
- Secure authentication through Composio's managed MCP
- Tool Router for dynamic tool discovery and execution
Next steps:
- Try asking Claude Code to perform various Salesmate operations
- Add more toolkits to your Tool Router session for multi-app workflows
- Integrate this setup into your development workflow for increased productivity
You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

## How to build Salesmate MCP Agent with another framework

- [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 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)
- [CLI](https://composio.dev/toolkits/salesmate/framework/cli)
- [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)

## 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

### What are the differences in Tool Router MCP and Salesmate MCP?

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

### Can I use Tool Router MCP with Claude Code?

Yes, you can. Claude Code 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 Salesmate tools.

### Can I manage the permissions and scopes for Salesmate while using Tool Router?

Yes, absolutely. You can configure which Salesmate 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.

### How safe is my data with Composio Tool Router?

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 Salesmate data and credentials are handled as safely as possible.

---
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