Salesmate MCP connector
Salesmate is a CRM platform for managing contacts, companies, deals, and activities with built-in communication tools. The Salesmate MCP connector allows AI agents to create and update companies and contacts, manage deals through pipeline stages, and track activities like calls and meetings. It also supports searching across CRM records, deleting outdated entries, and retrieving detailed information about customers and sales opportunities.
Authentication type
- API Key - Requires a static API key to be configured before the agent can connect to the service.
Uses
Use the Salesmate MCP connector to perform the following actions:
- Track sales pipelines by creating and updating deals through Salesmate
- Organize customer information by adding and searching companies in Salesmate
- Log customer interactions by creating activities linked to contacts and deals
- Accelerate deal closure by retrieving deal status and updating next steps
- Build accurate prospect lists by searching and filtering contacts in Salesmate
- Assign work to your team by viewing active users in Salesmate
- Maintain clean CRM data by updating or removing outdated company records
Example prompts
Use the following example prompts to invoke Salesmate MCP connector tools from your AI assistant or Boomi Connect workflow:
Create a new company in Salesmate for Acme Corporation with their contact information.Show me all deals in Salesmate that are in negotiation stage.Log a phone call activity in Salesmate for the conversation with Sarah Chen.Update the deal status to closed won for the enterprise contract in Salesmate.Find all contacts in Salesmate from the technology industry.Who are the active users currently available in Salesmate.Search for all companies in Salesmate located in New York.Create a follow-up activity in Salesmate for next Tuesday's client meeting.Delete the outdated company record from Salesmate and confirm removal.Get details on the Q4 partnership deal in Salesmate including next steps.
Salesmate MCP connector tools
The Salesmate MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| createCompany | Creates a new company record with the provided information. |
| getCompany | Retrieves details for a specific company. |
| updateCompany | Modifies an existing company's information. |
| deleteCompany | Removes a company record from the system. |
| searchCompanies | Finds companies matching specified search criteria. |
| createActivity | Creates a new activity record with associated details. |
| getActivity | Retrieves information for a specific activity. |
| updateActivity | Modifies an existing activity's details. |
| deleteActivity | Removes an activity record from the system. |
| searchActivities | Finds activities matching specified search criteria. |
| createDeal | Creates a new deal record with the provided information. |
| getDeal | Retrieves details for a specific deal. |
| updateDeal | Modifies an existing deal's information. |
| deleteDeal | Removes a deal record from the system. |
| searchDeals | Finds deals matching specified search criteria. |
| getActiveUsers | Retrieves a list of currently active users. |
| searchContacts | Finds contacts matching specified search criteria. |
