What is Salesmate MCP?
Salesmate Model Context Protocol (MCP) enables AI assistants and other MCP-compatible applications to securely connect with your Salesmate account. Once connected, these applications can access your CRM data and perform supported actions on your behalf through a standardized and secure authentication process.
By integrating Salesmate with AI tools such as ChatGPT, Claude, and other MCP-compatible clients, you can use natural language to interact with your CRM. For example, you can search records, create or update CRM data, retrieve activity history, enroll contacts into sequences, post notes, and perform other supported tasks without navigating through the Salesmate interface.
MCP Auth Apps
MCP Auth Apps allow Account Admins to securely connect AI assistants and other applications that support the Model Context Protocol (MCP), such as Claude and ChatGPT, to their Salesmate account. When you create an MCP Auth App, Salesmate generates a unique Client ID and Client Secret that can be used to authenticate external applications.
Available Salesmate MCP Tools
Salesmate MCP provides a growing collection of tools that enable AI assistants to securely interact with your CRM data. These tools allow AI applications to retrieve information, create and update records, automate workflows, and perform common CRM operations on your behalf.
Below are the tools currently available in Salesmate MCP:
| Tool | Description |
|---|---|
| Create record | Creates a new record in any supported Salesmate module, such as Contacts, Companies, Deals, or Activities. Allows AI assistants to add CRM records without manual data entry. |
| Update record | Updates an existing CRM record by modifying only the specified fields. Existing data remains unchanged unless explicitly updated. |
| Get record | Retrieves the details of a specific CRM record using its unique record ID. Useful for viewing complete record information. |
| Search records | Searches CRM records within a selected module using supported filters and returns paginated results for easy retrieval. |
| Get modules | Returns a list of all CRM modules available in your Salesmate account, including standard and supported modules. |
| Get module schema | Retrieves the field definitions and metadata for a specific CRM module, including field types and available properties. |
| Post note | Adds a note directly to a CRM record's timeline, making it easy to capture important updates or interactions. |
| Get timeline | Retrieves the activity timeline of a CRM record, including notes, emails, calls, meetings, and other interactions. |
| Get current user context | Returns information about the authenticated user and account context, including profile, workspace, and available features. |
| Get users | Lists all active users in your Salesmate account. Useful for assigning record ownership or identifying team members. |
| Get teams | Retrieves all teams configured within the account, allowing AI assistants to identify available team assignments. |
| Get lists | Returns all contact lists available in the account for segmentation and membership-based operations. |
| Get sequences | Retrieves the available sales sequences configured in the account, including automated outreach workflows. |
| Get sequence senders | Returns the available email senders associated with a sequence, helping select the appropriate sender for enrollments. |
| Enroll sequence | Enrolls one or more contacts or deals into a selected sequence to begin automated outreach activities. |
| Get quote templates | Retrieves the available quote templates configured in Salesmate for creating professional quotations. |
| Get currencies | Returns the list of active currencies configured in the account for use in deals, quotes, and financial records. |
| Get call transcript | Retrieves the transcript of a recorded call using its transcription ID, making conversation details easy to review. |
Note: The list of available MCP tools will continue to expand as new capabilities are added to Salesmate.
Before You Begin
- Only Account Admins can create and manage MCP Auth Apps.
- Each app receives a unique Client ID and Client Secret when it is created.
- The Client Secret is generated only once and cannot be regenerated. If you lose the credentials, you'll need to create a new app.
- Deleting an app immediately invalidates its credentials and disconnects any active integrations using that app.
Create an MCP Auth App
To create a new MCP Auth App:
- Go to Setup.
- Navigate to App & Add-ons > MCP Auth Apps.
- Click Create App (or New if you've already created other apps).
- Enter the following information:
- Name (Required) – Enter a unique name for your app.
- Description (Optional) – Add a description to help identify the app.
- Callback URL (Optional) – Enter the OAuth callback (redirect) URL for your application. The URL must be in a valid format.
- Click Save.
Once the app is created:
- A success message confirms the creation.
- Salesmate generates a Client ID and Client Secret.
- The app is added to the MCP Auth Apps list.
View and Manage App Credentials
To view an existing app:
- Go to Setup > App & Add-ons > MCP Auth Apps.
- Click the app name.
The app details page displays:
- App name
- Description
- Callback URL
- Client ID
- Client Secret
Update the Callback URL
- Modify the Callback URL as needed.
- Click Save to apply the changes.
Note: The Callback URL must be a valid URL.
View Credentials
For security reasons:
- The Client ID and Client Secret are masked by default.
- Click the Eye icon to reveal a credential.
- Click Copy to copy the full value to your clipboard.
Important:
- Store your credentials securely.
- The Client ID and Client Secret cannot be edited after the app is created.
- If the credentials are compromised or lost, delete the app and create a new one.
Search for an App
If you have multiple MCP Auth Apps, you can use the search bar to quickly find an app by:
- App name
- Description
If no matching results are found, Salesmate displays a No matching apps found message.
You can add the following section to your help article after "What is Salesmate MCP?"
Delete an MCP Auth App
Deleting an MCP Auth App permanently removes its configuration and immediately invalidates its authentication credentials.
To delete an app:
- Go to Setup > App & Add-ons > MCP Auth Apps.
- Click Delete next to the app.
In the confirmation dialog, type the required confirmation text exactly as displayed:
Delete [App Name]
- Click Yes.
Important:
- The confirmation text is case-sensitive and must match exactly.
- Deleting an app is permanent and cannot be undone.
- Any integrations using the app will stop working immediately.
- Existing access and refresh tokens associated with the app are revoked immediately.
If the deleted app was the only app in your account, the MCP Auth Apps page returns to the empty state.
Note:
- Only Account Admins can access MCP Auth Apps.
- Each app must have a unique name.
- You can create multiple MCP Auth Apps for your account.
- Callback URLs can be updated after app creation.
- Client ID and Client Secret are generated only once and remain the same throughout the app's lifetime.
- Credentials cannot be regenerated.
- To obtain new credentials, delete the existing app and create a new one.
- Deleting an app immediately disables all integrations using its credentials.
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