# Salesloft MCP for AI Agents AI Agent Connect

> Salesloft MCP connects your sales engagement platform to your AI agent. Manage leads, track cadences, and update account records without switching tabs. It turns your AI into a dedicated sales ops assistant that handles the repetitive heavy lifting of prospect management, outreach monitoring, and lead synchronization across your entire sales stack.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_K6RQZfXNO8NKsaqRltbCJuKZnU7Czp5JhwB6kUNO/ai-agent-connect
- **Tags:** sales-engagement, cadence-management, revenue-acceleration, lead-tracking, account-management, sales-analytics

## Description

Connect your Salesloft account to your AI agent and take control of your sales engagement through natural conversation. Salesloft is a leading platform for accelerating revenue, and this integration lets you pull lead metadata, manage account records, and monitor active sales cadences directly from your chat interface. You can stop worrying about manual status checks or duplicate lead entries. Your AI acts as a dedicated sales operations manager or SDR assistant. By using this Connector through the Vinkius catalog, you can see your pipeline's health without having to filter through dozens of pages. Imagine telling your AI to pull up the latest activity for a high-value account or to see which steps are left in a specific outbound sequence. It handles the digging for you. You get a clear picture of your outreach without having to switch apps. You stop being a data entry clerk and start being a closer. Instead of clicking through three different menus to find a phone number or a recent email, you just ask. This means you spend less time on data management and more time actually talking to your prospects. It turns your chat window into a command center for your entire sales stack. You'll find that your workflow becomes much more fluid when the data you need is always just one prompt away.

## Tools

### get_account_info
Get specific details about a company. Use this to quickly see company size or industry data.

### get_cadence_details
See the specific steps and workflow info for a sales cadence. This helps you understand the current outreach plan.

### get_api_status
Check if the connection to Salesloft is active. Use this to troubleshoot any integration issues quickly.

### get_person_details
Pull contact information for a specific lead. This saves you from digging through your CRM for phone numbers or emails.

### list_sales_accounts
Get a full list of companies in your account. Use this to see your entire territory at a glance.

### list_pending_actions
See which steps are currently in progress. This helps you keep track of what needs to happen next.

### list_recent_activity
View the history of engagement for a specific account. Use this to see how a prospect has interacted with you lately.

### list_outreach_cadences
List all the different outreach workflows you have active. This is great for a quick overview of your sales strategy.

### list_sales_people
Pull a list of all lead profiles. This helps you see who is currently in your pipeline.

### create_new_lead
Add a new person to your sales pipeline. This lets you keep your data current without manual entry.

### list_user_tasks
See the scheduled tasks for your team. Use this to manage your daily to-do list more effectively.

### test_salesloft_auth
Verify that your API credentials are working. This is the first thing you should do after setting up the Connector.

## Prompt Examples

**Prompt:** 
```
Check the status of the 'Enterprise Outbound' cadence.
```

**Response:** 
```
I've looked into the 'Enterprise Outbound' cadence for you. Here's the current status:

| Step | Action | Status |
|---|---|---|
| 1 | Intro Email | Completed |
| 2 | Follow-up Call | Pending |
| 3 | LinkedIn Connect | Not Started |

**Summary:** 
- Total active leads: 45
- Completion rate: 62%
```

**Prompt:** 
```
Who are the most active leads in my account right now?
```

**Response:** 
```
Based on recent activity logs, here are the top 3 leads who have engaged most recently:

*   **TechCorp - Jane Doe**: Opened last email 2 hours ago.
*   **SoftSystems - John Smith**: Clicked link in LinkedIn message yesterday.
*   **DataFlow - Sarah Chen**: Replied to follow-up email this morning.

Would you like me to pull the full activity log for any of these?
```

**Prompt:** 
```
Add the CEO of TechCorp to my active cadences.
```

**Response:** 
```
I've added the CEO of TechCorp to your active sales cadences. They are now scheduled for the first outreach step tomorrow at 9 AM. 

**Details:**
- **Name:** Jane Doe
- **Company:** TechCorp
- **Status:** Added to 'Enterprise Outbound'
```

## Capabilities

### Add new leads to your pipeline
Create new prospect records directly through your chat interface to keep your database current.

### Pull specific contact details for prospects
Retrieve phone numbers, emails, and other lead metadata instantly without searching through CRM tabs.

### View the current status of sales cadences
Check the active steps and progress of your outreach workflows using natural language.

### Check real-time activity logs for accounts
See how prospects have interacted with your team in real time to prioritize your follow-ups.

### List all companies in your sales directory
Get a full overview of the accounts in your territory with a single request.

### See what tasks are currently pending for your team
Monitor scheduled tasks and in-progress actions to ensure no lead falls through the cracks.

## Use Cases

### Adding prospects from a list
An SDR finds a list of 20 new leads and asks the agent to add them to the 'Enterprise Outbound' cadence.

### Checking cadence progress
A manager asks the agent to show the status of all active cadences to see which ones are lagging.

### Researching a lead
An AE wants to know the recent history of a prospect and asks the agent to pull the activity log for that company.

### Managing daily tasks
An SDR asks the agent to list all pending actions to see what follow-ups they need to make today.

## Benefits

- Stop manual data entry by using `create_new_lead` to add prospects directly through your chat.
- Get instant context on any account by pulling data with `get_account_info` and `get_person_details`.
- Monitor your outreach health by listing all active workflows with `list_outreach_cadences`.
- Keep your pipeline moving by checking `list_pending_actions` to see what's next.
- Save time on research by having your agent pull `list_recent_activity` for any account on demand.
- Verify your setup instantly with `test_salesloft_auth` to ensure your data is always accessible.

## How It Works

The bottom line is you get a direct line into your sales data without ever leaving your chat interface.

1. Grab your Salesloft API Access Token from your account settings.
2. Add the Connector to your client and paste in your token.
3. Ask your agent to list cadences or find lead details.

## Frequently Asked Questions

**Does Salesloft MCP work with my existing cadences?**
Yes, it connects directly to your Salesloft account so you can view and manage the cadences you've already built.

**Can I add new leads using the Salesloft MCP?**
You can. Your agent can create new lead records and add them to specific cadences through natural language commands.

**How do I see my team's tasks with Salesloft MCP?**
The Connector allows your agent to pull scheduled tasks and pending actions so you can keep an eye on your pipeline.

**Is my Salesloft data secure?**
Yes, the Connector uses your personal API Access Token to communicate with Salesloft, keeping your data private and secure.

**Can Salesloft MCP pull company details?**
It can. You can ask the agent to retrieve specific metadata for any company in your Salesloft directory.

**How do I know if the Salesloft MCP is connected properly?**
You can ask your agent to check the API status or run a credential test to confirm the connection is live.

**Can my AI automatically find the details and history for a specific lead just by providing their email?**
Yes! Use the `list_people` tool with the email as a filter. Your agent will respond with complete metadata, including cadence membership, job title, and social URLs in seconds.

**How do I find my Salesloft API Access Token?**
Log in to your Salesloft account, navigate to **Settings** > **Personal Settings** > **API Tokens**, and you will find or generate your unique bearer token there.