Salesmate MCP connector
Updated
Salesmate is a CRM platform for managing contacts, companies, deals, and activities with built-in sales automation. The Salesmate MCP connector allows AI agents to create, update, and search companies, deals, and activities within a Salesmate tenant. It also supports retrieving and deleting records, helping teams keep sales and activity data accurate across their workflows.
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 new business deals from first contact through close in Salesmate
- Log calls, meetings, and tasks against contacts and companies automatically
- Search and segment companies by industry, size, or custom fields
- Update deal stages and values as workflows progress through the pipeline
- Identify active team members before assigning leads or deals
- Clean up duplicate or outdated company and deal records at scale
- Surface contact details instantly during customer support or sales calls
- Sync activity histories across teams to keep follow-ups on schedule
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 record for Acme Corp in Salesmate.Find all deals over $50,000 that are still open in Salesmate.Log a follow-up call activity for John Smith in Salesmate.Show me all active users in our Salesmate tenant.Update the deal stage for the Acme Corp opportunity to Negotiation.Search for contacts at companies in the healthcare industry in Salesmate.Delete the duplicate company record for Globex Inc in Salesmate.Get the details of the deal linked to Project Phoenix in Salesmate.List all activities scheduled for this week in Salesmate.Find the company profile for Initech in Salesmate.
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 | Create a company |
| getCompany | Get a company |
| updateCompany | Update a company |
| deleteCompany | Delete a company |
| searchCompanies | Search companies |
| createActivity | Create an activity |
| getActivity | Get an activity |
| updateActivity | Update an activity |
| deleteActivity | Delete an activity |
| searchActivities | Search activities |
| createDeal | Create a deal |
| getDeal | Get a deal |
| updateDeal | Update a deal |
| deleteDeal | Delete a deal |
| searchDeals | Search deals |
| getActiveUsers | Get active users |
| searchContacts | Search contacts |
