# Salesmate MCP for AI Agents AI Agent Connect > Salesmate MCP lets you manage your entire CRM through natural conversation. It connects your Salesmate account to your AI client so you can create contacts, move deals through your pipeline, and log activities like calls or meetings without leaving your chat interface. It's designed to turn your AI into a dedicated sales operations assistant that keeps your data clean and your team updated. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/ai-agent-connect - **Tags:** deal-pipeline, contact-management, activity-logging, sales-crm, workflow-automation, customer-engagement ## Description Salesmate MCP connects your CRM account to your AI agent so you can manage your sales pipeline through natural conversation. Honestly, managing a sales pipeline usually means jumping between tabs, copy-pasting contact info, and manually updating deal statuses every time a conversation shifts. It's a pain. This integration changes that by giving your AI client direct access to your account. Instead of hunting for data, you can just tell your agent to find a specific customer, create a new deal for a project, or summarize recent activity. It handles the heavy lifting of keeping your CRM clean and up to date. Since Vinkius hosts this and thousands of other integrations, it's easy to plug into your existing workflow. You get a sales assistant that remembers your customers and keeps your team on track, letting you focus on closing deals rather than data entry. You can ask about your current pipeline, check the status of a specific lead, or log a meeting the second it ends. You won't have to worry about missing a follow-up or forgetting a detail from a discovery call. It's about making the CRM work for you, not the other way around. ## Tools ### get_account_info Pull your current profile information instantly. This is useful for checking your own account status and settings. ### get_contact Fetch all details for a specific customer or lead. Use this to quickly see a person's history before a meeting. ### create_activity Log a new call, meeting, or task into your CRM. This helps you keep a chronological record of every customer touchpoint. ### create_contact Add a new person or company to your database. Use this to quickly capture new leads without manual form filling. ### create_deal Generate a new sales opportunity with specific values and stages. It puts new business into your pipeline immediately. ### get_deal Get the current status and metadata for a specific deal. It helps you see exactly where a deal stands in the cycle. ### list_activities See a full history of interactions with your customers. This provides a complete timeline of all past engagement. ### list_contacts Pull a list of all contacts currently in your CRM. Use this to get an overview of your entire database. ### list_deals View all active and past deals in your sales pipeline. It gives you a clear look at your current sales volume. ### list_team_users See a list of all team members and their roles. This helps you manage permissions and see who is handling which accounts. ### list_webhooks View all active webhooks connected to your account. Use this to monitor your automated integrations and triggers. ### update_contact Change the information for an existing contact in your CRM. Use this to keep your lead data fresh and accurate. ## Prompt Examples **Prompt:** ``` List all active deals in my Salesmate pipeline. ``` **Response:** ``` I've pulled your active deals from Salesmate. Here's the current status: | Deal Name | Value | Stage | Owner | | :--- | :--- | :--- | :--- | | Project Alpha | $85,000 | Qualification | James Park | | Q4 Renewals | $42,000 | Negotiation | Sarah Chen | | Meridian License | $120,000 | Proposal | James Park | Would you like me to update the stage for any of these? ``` **Prompt:** ``` Create a new deal for Meridian Corp worth $85,000 and assign it to the enterprise sales team. ``` **Response:** ``` Done! I've created the new deal. **Deal Details:** * **Name:** Meridian Corp - Enterprise Platform License * **Value:** $85,000 * **Stage:** Qualification * **Owner:** James Park (Enterprise Sales) * **Pipeline:** Enterprise I've also tagged it with 'SaaS' and 'Annual License'. Anything else for this deal? ``` **Prompt:** ``` Show me the sales pipeline with deal values grouped by stage and expected close dates. ``` **Response:** ``` Here is your Salesmate pipeline breakdown: * **Prospecting:** $890K (18 deals) * **Qualification:** $780K (15 deals) * **Proposal:** $1.1M (12 deals) * **Negotiation:** $680K (8 deals) * **Closing:** $450K (6 deals) **Expected to close this month:** 14 deals worth $1.13M. **Average deal size:** $62,700. ``` ## Capabilities ### Create new contacts and companies Add new people or organizations to your database using natural language commands. ### Move deals through your sales pipeline Update the stage and status of your sales opportunities instantly. ### Log calls, meetings, and other activities Record interactions with customers so you never lose track of a conversation. ### View team member metadata See who is on your team and what their roles are within your CRM. ### Monitor webhooks and system activity Keep an eye on your automated workflows and system events. ## Use Cases ### Logging a discovery call An SDR finishes a call and asks their agent to 'log the meeting notes' and 'create a new deal' for a $50k project. ### Prepping for a client review An account manager asks the agent to 'list all activities' for a specific client to see what happened in the last month. ### Adding a new lead A user gets a new lead from a website and tells the agent to 'create a contact' and 'add it to the prospecting pipeline'. ### Auditing the pipeline A sales manager asks the agent to 'list all active deals' to see the total value of the current sales cycle. ## Benefits - Stop manual data entry by using create_contact and create_deal to add new opportunities via your chat interface. - Keep your pipeline accurate by using update_contact and get_deal to refresh statuses in real-time during calls. - Maintain a perfect history of customer interactions using create_activity and list_activities to never miss a detail. - Get a bird's-eye view of your team's workload by using list_team_users to see exactly who is handling which accounts. - Monitor your automated workflows easily with list_webhooks to ensure your CRM stays synced with other apps. ## How It Works The bottom line is you get a hands-free way to keep your CRM data accurate and actionable. 1. Subscribe to the Salesmate MCP on the Vinkius Marketplace. 2. Enter your Salesmate Session Token and Link Name from your account settings. 3. Start asking your AI client to manage your CRM data. ## Frequently Asked Questions **Can I use Salesmate MCP to add new leads?** Yes, you can create new contacts and companies directly through your AI agent. This lets you add leads to your database without ever leaving your chat window. **How does Salesmate MCP help with logging calls?** It allows you to log calls, meetings, and other activities using natural language. You just tell your agent what happened, and it records the entry in your CRM. **Can I see my whole pipeline with Salesmate MCP?** Yes, you can ask your agent to list all active deals. It will pull the full list of opportunities, including values and stages, from your Salesmate account. **Does Salesmate MCP update contact info?** Yes, you can use it to update contact information. If a client changes their phone number or job title, you can just tell your agent to make the change. **Can I see who's on my team with Salesmate MCP?** Yes, you can list all team members to see who is on your team and what their roles are within your CRM environment. **How do I connect Salesmate to my AI agent?** You just need to subscribe to the Connector on Vinkius and provide your Salesmate Session Token and Link Name. Once connected, your AI agent can start managing your CRM. **Can my AI automatically find the details for a specific contact just by providing their ID?** Yes! Use the `get_contact` tool with the Contact ID. Your agent will respond with the complete metadata for the record, including associated deals and communication history in seconds. **How do I find my Salesmate Access Token and Link Name?** Log in to your Salesmate account, click on your profile picture > **My Account** > **Access Key**, and you will find your Session Key and Link Name there.