Salesloft MCP connector
Updated
Salesloft is a sales engagement platform for managing outreach across people, accounts, and cadences. The Salesloft MCP connector allows AI agents to create, update, and retrieve people and account records, and organize prospects into cadences for structured outreach. It also supports managing tasks, notes, and emails, giving sales teams a fuller view of engagement activity across their pipeline.
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 prospect and customer accounts across sales engagement workflows
- Automate cadence enrollment to keep outreach sequences on schedule
- Log sales calls, emails, and notes without manual data entry
- Coordinate follow-up tasks so no lead goes unattended
- Sync people and account records between Salesloft and other systems
- Monitor email activity to measure outreach engagement and response rates
- Build and update email templates for consistent sales messaging
- Streamline cadence membership changes as reps adjust outreach strategies
Example prompts
Use the following example prompts to invoke Salesloft MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all people added to the Enterprise cadence in Salesloft this week.Create a new account for Acme Corp in Salesloft.List all open tasks assigned to me in Salesloft.Add John Smith to the Q4 outreach cadence in Salesloft.Find the contact details for Jane Doe in Salesloft.Log a note about today's call with the Acme account in Salesloft.Show me email activity for the last campaign in Salesloft.Update the phone number for a contact in Salesloft.Remove a person from the cold outreach cadence in Salesloft.List all email templates available 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 |