ConnectAndSell MCP. Audit call history and manage B2B outreach metrics.
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ConnectAndSell. This MCP Server lets your AI client monitor and manage B2B cold calling campaigns directly from text. It gives you instant access to live campaign metrics, agent performance logs, and conversation history.
Use it to audit calling efforts, check connection rates, and identify which outreach lists yield the best results without leaving your chat interface.
What your AI agents can do
Get performance summary
Retrieves a summary of sales calling performance metrics, supporting optional date range filtering.
List assigned lists
Returns the prospect lists assigned to a specific user for outbound calling sessions.
List call attempts
Retrieves a historical log of all outbound call attempts, supporting date filtering.
Retrieves key sales calling metrics for a specified period.
Shows the specific prospect lists assigned to a user for outbound calling.
Gathers a log of all outbound call attempts, optionally filtered by date.
Retrieves a directory of all users within the ConnectAndSell account.
Ask AI about this MCP
Supported MCP Clients
Gemini Waiting for input…
019d757aget performance summary
Retrieves a summary of sales calling performance metrics, supporting optional date range filtering.
019d757alist assigned lists
Returns the prospect lists assigned to a specific user for outbound calling sessions.
019d757alist call attempts
Retrieves a historical log of all outbound call attempts, supporting date filtering.
019d757alist cas users
Gets a list of all user accounts within the ConnectAndSell system.
019d757alist conversations
Retrieves the history of successful connections and conversations, supporting date filtering.
019d757async to crm
Manually sends collected call data to a connected CRM like Salesforce or HubSpot, requiring a call ID and CRM type.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with ConnectAndSell, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You're looking to manage B2B cold calling campaigns without leaving your chat interface. This ConnectAndSell MCP Server lets your AI client monitor and handle all your calling efforts directly from text. You can audit calls, check connection rates, and see which outreach lists work best.
Your agent can get a summary of your sales calling performance metrics, letting you filter the data by date range. You can also get a history of every outbound call attempt, filtering that log by date. It'll show you the prospect lists assigned to a specific user for outbound calling sessions.
You can pull a list of every user account in the ConnectAndSell system. You can also pull the history of successful connections and conversations, filtering that conversation history by date. You'll manually send collected call data to a connected CRM like Salesforce or HubSpot by giving it a call ID and the CRM type.
How ConnectAndSell MCP Works
- 1 Append the ConnectAndSell integration to your AI application.
- 2 Authorize the connection using your active ConnectAndSell API credentials.
- 3 Interact naturally with your agent. It will use the tools to audit your business-to-business calling data.
The bottom line is you can manage complex calling reports and data syncing by simply asking your agent a question.
Who Is ConnectAndSell MCP For?
Sales Managers, SDR Leaders, and Operations Teams. If you spend your day pulling reports from multiple dashboards, you need this. It lets you get live, actionable call data and campaign metrics without leaving your chat window.
Assess representative performance daily. Check individual activity logs and overall campaign health without manually exporting spreadsheets.
Quickly check active prospect lists and prioritize campaign flows. Monitor continuous calling metrics to guide agent focus.
Combine calling statistics with larger operational narratives. Log all call data and sync it natively into your primary CRM.
What Changes When You Connect
- See current campaign health instantly. Use
get_performance_summaryto check overall metrics and agent statuses for a specific date range. - Track every call attempt.
list_call_attemptsgives you a full history of outbound calls, letting you audit dialing efforts over time. - Review successful chats.
list_conversationspulls up logs of live connections, showing who talked to whom and when. - Manage data flow.
sync_to_crmlets you push call records to your CRM (Salesforce, HubSpot) with a simple ID and CRM type. - Identify target lists.
list_assigned_listsshows exactly which prospect groups an agent is working with for their current campaign. - Audit users. Use
list_cas_usersto pull a full roster of every account user in the ConnectAndSell system.
Real-World Use Cases
Investigating a poor day's performance
A Sales Manager notices the team's connection rate dipped yesterday. They ask their agent to run list_call_attempts and then cross-reference it with list_conversations for the same date. The agent reports the total number of dials and the breakdown of successful connections, pinpointing the dip's cause.
Onboarding a new SDR
An SDR Leader needs to quickly assign a new rep to a list. They ask the agent to run list_assigned_lists to see what's available and then use list_cas_users to get the new rep's account ID, ensuring the list is correctly allocated.
Finalizing a major deal's data
An Operations Team member closes a deal and needs the data in HubSpot. They ask the agent to execute sync_to_crm, providing the specific call ID and confirming the CRM type. The agent confirms the data transfer to the CRM.
Optimizing outreach lists
A user wants to know which types of prospects are responding best. They ask the agent to get a performance summary using get_performance_summary and then filter the results by conversation ratio to determine the best outreach lists.
The Tradeoffs
Treating the server like a dashboard
The user manually logs into the ConnectAndSell dashboard, runs a report for 'Yesterday's Calls,' downloads the CSV, and then pastes the data into a separate Excel sheet for analysis.
→
Instead, ask your agent to use list_call_attempts and specify the date range. The agent pulls the raw data directly and summarizes the key metrics in the chat, eliminating manual data transfers.
Ignoring data relationships
A user only checks list_conversations for success counts but doesn't know which specific list the contact came from, leaving them blind to the source of success.
→
First, use list_assigned_lists to confirm the list. Then, ask the agent to check list_conversations using that list's context. This links success back to the source material.
Over-reliance on one metric
A manager sees high connection rates but assumes the leads are high quality, without verifying the actual talk time or disposition outcome.
→
Check the full picture. Use get_performance_summary for the overall view, but follow up with list_call_attempts and list_conversations to get the granular data points needed to validate the quality of those connections.
When It Fits, When It Doesn't
Use this if your primary need is to analyze, track, or report on B2B outbound calling efforts. You need to answer questions like: Who called whom, when, and how often did they call? This server works when you need to move from raw call data to actionable insights without logging into a separate platform. Don't use it if your problem is simply creating content or drafting emails; those tools handle writing. Also, don't use it if you need to manage billing or payment gateway details—it only handles calling data. If you just need a list of users, list_cas_users handles that, but for full operational reporting, use the combination of get_performance_summary and list_conversations.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ConnectAndSell. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 6 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually compiling call reports takes time.
Right now, checking sales performance means jumping between the dialer dashboard, the CRM, and the reporting tool. You have to filter by date, download the CSV, and then manually copy-paste metrics into a summary sheet. It's tedious and you always lose context or miss a key data point.
With this MCP server, you just tell your agent what you need. It runs `get_performance_summary` and pulls the live metrics into the chat. You get the full picture instantly, without leaving your workflow.
ConnectAndSell MCP Server: Sync call data instantly.
Manual data transfer is a huge bottleneck. You track a great conversation, close the deal, and then have to remember to log into the CRM and manually enter the details. It's easy to forget or get the fields wrong.
The agent runs `sync_to_crm` using the call ID. It pushes the data directly to Salesforce or HubSpot. The record is updated automatically. It's done.
Common Questions About ConnectAndSell MCP
How do I check historical call attempts using the list_call_attempts tool? +
Use list_call_attempts and provide a date range. You can filter the history to see all outbound calls that happened on specific days, giving you a full log of dialing activity.
What is the difference between list_conversations and get_performance_summary? +
list_conversations shows the history of successful connections. get_performance_summary aggregates metrics across multiple calls to give you an overall rate and status report.
Can I sync data to multiple CRMs? +
The sync_to_crm tool requires you to specify the target CRM type (like Salesforce or HubSpot) and the specific call ID for the sync.
How do I find out which prospects are available? +
Use list_assigned_lists to view the prospect lists currently assigned to a user for outbound calling sessions.
How do I use the list_assigned_lists tool to see available prospects? +
The list_assigned_lists tool returns the specific prospect lists assigned for your outbound calling sessions. You can use this to verify which lists are ready for the current campaign flow.
What does the sync_to_crm tool require to connect call data? +
The sync_to_crm tool requires both the specific call ID and the type of CRM you're using (like Salesforce or HubSpot). You must provide both pieces of data for a successful sync.
Can I retrieve historical conversation data using list_conversations? +
Yes, the list_conversations tool retrieves the history of successful connections and conversations. You can filter this history by providing a date in YYYY-MM-DD format.
What tool do I use to see all users in the ConnectAndSell account? +
Use the list_cas_users tool. This tool retrieves a complete list of every user within the ConnectAndSell account, letting you audit who has access.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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