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How to connect Salesmate to Claude

Connect Claude Web, Desktop and Cowork to Salesmate MCP. Add a new product called 'ultracrm' for $299, create a company record for acme corp, and more using natural language, with authentication handled for you.

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Salesmate

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

Managed auth

Connect Salesmate without auth hassles

We manage OAuth, API keys, token refresh, and scopes — you just build.

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Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Salesmate account to Claude via Composio Connect, enabling it to add a new product called 'UltraCRM' for $299, create a company record for Acme Corp, list all active users in Salesmate, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

For exact tool slugs and parameter tables, see the tool catalog in the Composio docs.

Also integrate Salesmate with

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

Connecting Salesmate to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash

https://connect.composio.dev/mcp

Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Salesmate account

Back in Claude, ask it to connect to Salesmate or give it any Salesmate-related task.

For example, ask Claude to:

"Add a new product called 'UltraCRM' for $299"
"Create a company record for Acme Corp"
"List all active users in Salesmate"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Salesmate account is ready to use.

What is the Salesmate Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Salesmate?

The connector can show as connected, but Claude must use it in each Salesmate conversation.

Click + at the lower left of the chat, or type /.
Hover Connectors.
Turn on Composio.
Ask Claude to connect to Salesmate again.

2. Why does Claude show an MCP server error before Salesmate connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Salesmate.

Check that the connector URL is https://connect.composio.dev/mcp.
Connectors run from Anthropic's cloud, so your device network is usually not the problem.
Add the connector again from Customize > Connectors, then ask Claude to connect Salesmate.
If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Salesmate authorization link not work?

The Composio connector is one server. Your Salesmate account connects separately when Claude asks for it.

If the browser does not open, or the link expires, ask Claude to retry the Salesmate connection.
Composio creates a fresh Salesmate authorization link.
Open that link in your browser and finish the Salesmate sign-in.

4. Why do Salesmate actions fail after they worked before?

The Salesmate connection can expire or lose permission.

Ask Claude to inspect the Salesmate connection.
If the connection is unhealthy, disconnect it when Claude prompts you.
Reconnect the Salesmate account and retry the action.
If Claude shows a permission prompt, approve it before Claude changes data in Salesmate.
If the action still fails with a permission error, check that the connected account has that permission in Salesmate itself.

5. How do I switch to a different Salesmate account?

Claude can manage the Salesmate connection for you.

Ask Claude to disconnect or delete the current Salesmate account.
Ask Claude to connect Salesmate again.
Open the new Composio authorization link for Salesmate.
Sign in with the other Salesmate account in the browser.
After the account connects, ask Claude to retry the Salesmate task.

6. Why is my Salesmate connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Salesmate connection works in Claude Web, Desktop, and Cowork.

In Claude Desktop, open Customize > Connectors.
Next to Composio, click ⋮ and click Clear cache.
If Salesmate tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Salesmate.

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.

FRAMEWORKS

How to build Salesmate MCP Agent with another framework

Claude Code

Use Salesmate MCP with Claude Code

ChatGPT

Use Salesmate MCP with ChatGPT

Antigravity

Use Salesmate MCP with Antigravity

OpenAI Agents SDK

Use Salesmate MCP with OpenAI Agents SDK

Claude Agent SDK

Use Salesmate MCP with Claude Agent SDK

Codex

Use Salesmate MCP with Codex

OpenClaw

Use Salesmate MCP with OpenClaw

Hermes

Use Salesmate MCP with Hermes

Atomic Agent

Use Salesmate MCP with Atomic Agent

Google ADK

Use Salesmate MCP with Google ADK

LangChain

Use Salesmate MCP with LangChain

Vercel AI SDK

Use Salesmate MCP with Vercel AI SDK

Mastra AI

Use Salesmate MCP with Mastra AI

LlamaIndex

Use Salesmate MCP with LlamaIndex

CrewAI

Use Salesmate MCP with CrewAI

Pydantic AI

Use Salesmate MCP with Pydantic AI

AutoGen

Use Salesmate MCP with AutoGen

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

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.

Pipedrive

Oauth2Api Key

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

Oauth2S2s Oauth2

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

Api Key

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.

FAQ

Frequently asked questions

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.

Yes, you can. Claude Cowork 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.

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.

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.

Start with Salesmate.It takes 30 seconds.

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

Start building

How to connect Salesmate to Claude

Connect Salesmate without auth hassles

Introduction

Also integrate Salesmate with

Connecting Salesmate to Claude Web, Desktop, and Cowork

1. Add with one click

Add manually

2. Authorize in your browser

3. Connect your Salesmate account

What is the Salesmate Claude Connector, and what's possible with it?

Troubleshooting

1. Why does Claude not use the Composio connector for Salesmate?

2. Why does Claude show an MCP server error before Salesmate connects?

3. Why does the Salesmate authorization link not work?

4. Why do Salesmate actions fail after they worked before?

5. How do I switch to a different Salesmate account?

6. Why is my Salesmate connection missing in Claude Desktop or on a Team plan?

Supported Tools

How to build Salesmate MCP Agent with another framework

Claude Code

ChatGPT

Antigravity

OpenAI Agents SDK

Claude Agent SDK

Codex

OpenClaw

Hermes

Atomic Agent

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

CrewAI

Pydantic AI

AutoGen

Explore Other Toolkits

HubSpot

Pipedrive

Salesforce

Apollo

Frequently asked questions

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

Can I use Tool Router MCP with Claude Cowork?

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

How safe is my data with Composio Tool Router?

Start with Salesmate.It takes 30 seconds.