Salesloft MCP connector
Salesloft is a sales engagement platform for managing outreach through people, accounts, cadences, and tasks. The Salesloft MCP connector allows AI agents to create, update, and retrieve records for people and accounts, keeping prospect and customer data current across the sales workflow. It also supports managing cadences, tasks, notes, and emails, giving agents the ability to coordinate outreach activities and track engagement history within a Salesloft instance.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Salesloft MCP connector to perform the following actions:
- Track and update sales prospects and accounts in one workflow
- Automate cadence enrollment for targeted outreach sequences
- Log sales tasks and notes without leaving the workflow
- Monitor email engagement across sales outreach campaigns
- Sync people and account data between Salesloft and other tools
- Streamline task assignment and follow-up scheduling for sales teams
- Build and manage reusable email templates for outreach
- Coordinate cadence memberships to keep sales sequences current
Example prompts
Use the following example prompts to invoke Salesloft MCP connector tools from your AI assistant or Boomi Connect workflow:
Add John Smith to the Q4 outreach cadence in Salesloft.Show me all open tasks assigned to me in Salesloft.Create a new account for Acme Corp in Salesloft.List all people added to Salesloft this week.Find the email activity for my last campaign in Salesloft.Update the contact details for Sarah Lee in Salesloft.Remove inactive people from the onboarding cadence in Salesloft.Create a follow-up task for the Acme account in Salesloft.Show me all cadences currently running in Salesloft.Draft a new email template for cold outreach in Salesloft.
Salesloft MCP connector tools
The Salesloft MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| listPeople | List people |
| createPerson | Create a person |
| getPersonById | Fetch a person |
| updatePerson | Update a person |
| deletePerson | Delete a person |
| listAccounts | List accounts |
| createAccount | Create an account |
| getAccountById | Fetch an account |
| updateAccount | Update an account |
| deleteAccount | Delete an account |
| listCadences | List cadences |
| getCadenceById | Fetch a cadence |
| listCadenceMemberships | List cadence memberships |
| createCadenceMembership | Add a person to a cadence |
| getCadenceMembershipById | Fetch a cadence membership |
| deleteCadenceMembership | Remove a person from a cadence |
| listTasks | List tasks |
| createTask | Create a task |
| getTaskById | Fetch a task |
| updateTask | Update a task |
| deleteTask | Delete a task |
| listNotes | List notes |
| createNote | Create a note |
| getNoteById | Fetch a note |
| updateNote | Update a note |
| deleteNote | Delete a note |
| listEmails | List email activities |
| getEmailById | Fetch an email activity |
| listEmailTemplates | List email templates |
| createEmailTemplate | Create an email template |
| getEmailTemplateById | Fetch an email template |
| updateEmailTemplate | Update an email template |
| listCalls | List call activities |
| createCall | Create a call activity |
| getCallById | Fetch a call activity |
| listMeetings | List meetings |
| updateMeeting | Update a meeting |
| listConversations | List conversations |
| getConversationById | Fetch a conversation |
| getConversationExtensive | Fetch a conversation with AI-generated insights |
| getConversationRecording | Fetch conversation recording (requires Download Conversations role) |
| listUsers | List users |
| getUserById | Fetch a user |
| updateUser | Update a user |
| listPersonStages | List person stages |
| createPersonStage | Create a person stage |
| getPersonStageById | Fetch a person stage |
| updatePersonStage | Update a person stage |
| deletePersonStage | Delete a person stage |
| listActions | List actions |
| getActionById | Fetch an action |
| listBulkJobs | List bulk jobs |
| createBulkJob | Create a bulk job |
| getBulkJobById | Fetch a bulk job |
| updateBulkJob | Update or execute a bulk job |
| deleteBulkJob | Cancel a bulk job |
| listWebhookSubscriptions | List webhook subscriptions |
| createWebhookSubscription | Create a webhook subscription |
| getWebhookSubscriptionById | Fetch a webhook subscription |
| updateWebhookSubscription | Update a webhook subscription |
| deleteWebhookSubscription | Delete a webhook subscription |
