# ConnectAndSell MCP for AI Agents AI Agent Connect > ConnectAndSell MCP lets your AI agent monitor and manage B2B cold calling campaigns directly from the ConnectAndSell dialer. It handles tracking campaign success, auditing rep performance, and syncing data to your CRM without you having to jump between tabs. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_340IBXWOYCHyc4iaRaWb4i4QoDKYT8iYap3UdixX/ai-agent-connect - **Tags:** b2b-sales, cold-calling, dialer-acceleration, campaign-metrics, outbound-strategy ## Description ConnectAndSell lets you link your conversational agent to the ConnectAndSell platform to monitor calling activities and track campaign success. Right now, sales managers usually have to jump between three different tabs to see if their outbound lists are actually converting. You might be checking the dialer for call volume, then the CRM for lead status, and finally a spreadsheet for conversion rates. It's a fragmented mess of copy-pasting and manual data entry that eats up hours of your week. This Connector changes that by bringing those metrics directly into your AI environment. Instead of hunting for data, you can just ask your agent to summarize today's performance or identify which lists are hitting the highest conversation ratios. It lets you stay in one place while your agent handles the heavy lifting of data gathering. Because Vinkius hosts this integration, you can plug it into your existing workflow and get these insights in a single chat. You can see who's active, which reps are leading the pack in talk time, and even trigger manual syncs to your CRM when a specific call needs extra attention. It turns your AI into a real-time operations hub for your sales team. ## Tools ### list_assigned_lists See which prospect lists are currently assigned to a specific user. ### list_conversations Retrieve a history of successful connections and conversations from specific dates. ### get_performance_summary Get a summary of sales calling performance metrics, with optional date filtering. ### list_call_attempts View the history of all outbound call attempts, including date filters. ### list_cas_users Get a full list of all users within your ConnectAndSell account. ### sync_to_crm Manually push call data to your connected CRM like Salesforce or HubSpot using a call ID. ## Prompt Examples **Prompt:** ``` How did our 'Q3 Outreach' campaign do today? ``` **Response:** ``` Here is the summary for the **Q3 Outreach** campaign today: | Metric | Value | | :--- | :--- | | **Total Dials** | 1,420 | | **Live Connections** | 43 | | **Booked Meetings** | 2 | | **Avg. Connect Rate** | 3.03% | The team is maintaining a steady pace on this list. ``` **Prompt:** ``` Which reps had the most talk time yesterday? ``` **Response:** ``` **SDR Performance - Yesterday** * **Jane Doe**: 38% talk time (312 dials, 15 conversations > 3 min) * **John Smith**: 32% talk time (290 dials, 12 conversations > 3 min) * **Sarah Chen**: 28% talk time (305 dials, 10 conversations > 3 min) Jane Doe is currently leading in active engagement time. ``` **Prompt:** ``` Sync the last conversation to our CRM. ``` **Response:** ``` I've successfully triggered a sync for the last conversation to your connected CRM. The call data is now being updated in your records. ``` ## Capabilities ### Monitor live campaign metrics Ask your agent to pull real-time stats on dials and connection rates for any active campaign. ### Audit individual rep performance Get a breakdown of talk times, connection rates, and disposition outcomes for specific sales reps. ### Identify high-performing outreach lists See which prospect lists are yielding the best conversation ratios to prioritize your next moves. ### Sync specific call data to CRMs Manually push call records to your CRM like Salesforce or HubSpot using a specific call ID. ### View account-wide user lists Get a complete list of all users currently active in your ConnectAndSell account. ### Track outbound call attempt history Retrieve a full history of all outbound calls to see patterns in your dialing activity. ## Use Cases ### SDR Lead checking list performance An SDR Lead asks which lists have the best conversion rate and uses list_assigned_lists to re-prioritize the team's focus. ### Sales Manager auditing reps A manager wants to see who is actually talking to people. They use list_conversations to find reps with the longest talk times. ### Ops team syncing data An operations person notices a high-value call and uses sync_to_crm to ensure the data hits HubSpot immediately. ### Daily performance check A manager asks for a summary of yesterday's dials and uses get_performance_summary to get a quick snapshot of the team's output. ## Benefits - Stop manual report pulling by using get_performance_summary to see live campaign stats instantly. - Identify your best-performing outreach lists with list_assigned_lists to prioritize high-value dials. - Audit individual rep performance using list_call_attempts and list_conversations to spot top talkers. - Keep your data clean by using sync_to_crm to push specific call records to Salesforce or HubSpot. - Manage your entire team at scale by using list_cas_users to see who is active in the account. - Optimize your outreach strategy by asking for conversation ratios to see which lists actually convert. ## How It Works The bottom line is you get a direct line to your dialer's data without leaving your chat interface. 1. Add the Connector to your AI client and enter your ConnectAndSell API credentials. 2. Ask your agent to pull specific data like campaign summaries or rep logs. 3. Get real-time insights or trigger CRM syncs using natural language. ## Frequently Asked Questions **What can the ConnectAndSell MCP do for my sales team?** It connects your AI agent to your dialer data. You can ask the agent to show you campaign stats, check rep talk times, or see which lists are performing best without leaving your chat. **Can I use it to see how my reps are performing?** Yes. You can ask for specific conversation logs or talk time ratios for any individual rep to see who is engaging most with prospects. **Does this work with Salesforce or HubSpot?** Yes, it supports manual syncing for both Salesforce and HubSpot. You can tell your agent to push specific call data to your CRM whenever you need it. **How does it help with cold calling campaigns?** It helps you see which outreach lists are actually yielding connections. You can identify high-performing lists and pivot your strategy in real-time. **Can I see who is logged into our account?** Yes, you can ask the agent to list all users in your ConnectAndSell account to see who is active and available. **Is it hard to set up the ConnectAndSell MCP?** It's straightforward. You just need to connect your API credentials to the Connector, and then you can start asking questions in plain English. **How do I securely obtain ConnectAndSell API credentials?** You typically need to contact your organization's ConnectAndSell technical administrator or reach out directly to the official support channel to provision API access. Once authorized, secure the credentials supplied and enter them safely in this integration's configuration context below. **Can the AI place active phone calls on behalf of the sales reps?** No. This integration operates primarily in a reporting, querying, and monitoring capacity. It manages system metrics to retrieve data on usage, calling statistics, performance overviews and campaign metrics, rather than taking direct voice or real-time call control roles which structurally belong strictly within the dialer platform interface natively. **What exact statistics can be reviewed with this AI integration?** You can effectively retrieve summary counts of dials made, connection and conversion ratios, active campaign performance statuses, agent-level tallies of successful meetings set, and various log insights correlating duration of talk to explicit disposition outcomes recorded internally.