Salesmate MCP. Manage contacts, deals & activities in conversation.
Salesmate MCP lets your AI client manage everything in your sales CRM—from tracking deals to logging calls. Use this MCP to list contacts, create new leads, update deal pipelines, and log all customer activities directly from your chat interface.
Give Claude and any AI agent real-world access
The MCP lets you list existing contacts, create new ones, or update details on any account.
You can retrieve detailed information about specific deals or list all current opportunities in your sales pipeline.
The agent can automatically log calls, meetings, or tasks against a contact record simply through conversation.
You can list all team users to confirm who has access and monitor system activity for oversight.
Need a new lead? You can create an entirely new deal or contact record instantly within the chat.
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What AI agents can do with Salesmate MCP: 12 Tools for CRM Management
Use these tools to control every aspect of your sales process—from creating new leads to monitoring complex deal pipelines.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Salesmate MCPCreate Activity
Automatically logs a new activity, such as a meeting or call, against a contact record.
Create Contact
Creates an entirely new contact profile within the CRM system.
Create Deal
Starts tracking a completely new sales opportunity and deal record.
Get Account Info
Retrieves details about the current user's profile or account information.
Get Contact
Pulls specific, up-to-date metadata for a given contact.
Get Deal
Retrieves all the current status and details of a specified sales deal.
List Activities
Provides a comprehensive list of all recorded CRM activities for an account or team.
List Contacts
Lists every contact record available in the entire CRM database.
List Deals
Shows a list of all current sales deals, including their stage and value.
List Team Users
Displays metadata for every user currently registered on the team.
List Webhooks
Lists all configured webhooks to monitor automated data flow and system events.
Update Contact
Modifies specific pieces of information on an existing contact record.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
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 each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Salesmate, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Salesmate. 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.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The CRM data nightmare is real.
Right now, updating a simple contact record requires opening the dedicated platform. You navigate to the right client, find their profile in the correct tab, and then manually type in the details of your call or meeting. If you forget to log it, that data point is lost—or worse, buried deep in an email thread.
With this MCP, those clicks disappear. You just tell your agent what happened. Your AI client uses `update_contact` or `create_activity`, logs the detail instantly, and confirms it's saved. It keeps your record clean without you ever leaving your conversation.
Salesmate MCP: Manage contacts, deals & activities
Manual data logging means inconsistency. You might log the call details in one place and forget to update the 'last activity' date on the main account record.
This integration uses `get_contact` and `update_contact` together. It ensures that every piece of information you interact with is consistent, current, and always ready for review.
What Salesmate MCP does for your AI
Stop switching tabs just to update a contact record or check a deal status. This MCP connects your agent directly into Salesmate, giving you full control over your sales pipeline right where you're working. You can list contacts, create new accounts, and even get current profile details instantly. Need to track client interactions? Log calls, meetings, and tasks with a simple command.
When a deal moves forward, monitor the entire deal pipeline and retrieve detailed status metadata without opening the platform. This MCP handles everything from listing all team users to tracking system webhooks, keeping your sales operations running smoothly. By connecting through Vinkius, you gain access to this powerful tool alongside thousands of others, making it the central hub for your business processes.
019dd152-d344-711f-bb6b-a73bc408beff How to set up Salesmate MCP
The bottom line is that your AI client acts as an integrated sales operations manager, eliminating manual CRM navigation.
Subscribe to this MCP and provide your Salesmate Session Token and Link Name (Subdomain) from your account settings.
Direct your AI client to use the available tools, such as asking it to 'List all active deals' or 'Create a new contact for Acme Corp'.
Your agent executes the necessary API calls, retrieves structured data—like deal values and owner names—and presents it back to you in plain text.
Who uses Salesmate MCP
Sales teams and account managers who spend too much time toggling between their CRM and chat windows. If you're tired of logging calls manually or hunting down deal status reports, this MCP is for you.
You use the MCP to log client interactions (calls/meetings) immediately after a call and check if an account needs updating via update_contact.
You quickly retrieve customer details using get_contact or list all contacts with list_contacts to qualify new leads before a meeting.
You monitor the health of your sales flow by listing team members (list_team_users) and checking configured webhooks (list_webhooks).
Benefits of connecting Salesmate MCP
Stop switching between your CRM and chat. You can now log calls or update contact info directly through natural language commands using create_activity and update_contact.
Never lose track of an opportunity again. Get a full view of the deal pipeline by calling list_deals, allowing you to monitor statuses like Prospecting or Negotiation without clicking into the platform.
Build your client records faster than ever. Instead of manual data entry, use create_contact and create_deal to instantly populate new leads and opportunities from a chat prompt.
Get instant visibility on team structure. Use list_team_users to check who owns what, ensuring proper accountability across your sales organization.
Improve historical record-keeping. Need to know everything that happened last quarter? Run list_activities to retrieve detailed activity history for any account.
Salesmate MCP use cases
The Quarterly Review Prep
A manager needs a summary of all deals currently in the 'Negotiation' stage. Instead of running complex reports, they ask their agent to run list_deals and filter the results, getting an immediate overview of potential revenue.
Post-Discovery Call Logging
An Account Manager just finished a discovery call with Acme Corp. They don't want to open their laptop; they simply tell their agent: 'Log a meeting activity for Acme Corp and update their company size.' The create_activity tool handles the rest.
Onboarding New Territory Staff
The Ops team needs to ensure all new reps have access. Instead of manually checking permissions, they ask the agent to run list_team_users, immediately verifying that the new user's account is active.
Handling a Stale Lead
A rep finds an old lead with no recent activity. They use get_contact to pull up the details, see when it was last touched, and then immediately decide if they need to run update_contact to revive the record.
Salesmate MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Manual Data Retrieval
Opening the CRM, navigating through multiple tabs, running reports, downloading CSVs, and pasting data into a document.
Use list_contacts or list_deals to get the raw list of records directly in your chat window. Your agent handles the filtering and formatting for you.
Confusing Tools
Trying to use a tool like get_account_info when they actually need details about a specific client, or using list_contacts when they meant to update one.
If you need data on an existing person, run get_contact. If you need to change something, always follow up with the relevant tool like update_contact.
Overcomplicating Logging
Trying to remember which specific log type or date format is required when logging a simple conversation.
Just tell your agent, 'Log a call with Client X today.' The create_activity tool takes care of the necessary formatting and logging details.
When to use Salesmate MCP
Use this MCP if your primary workflow involves constant data movement between talking to clients and updating records in Salesmate. You need an agent that acts as a persistent, knowledgeable sales co-pilot. This is perfect for tasks like logging calls (create_activity), checking deal status (get_deal), or listing all available leads (list_contacts). Don't use this if you only need to run complex data migrations across multiple systems; other specialized integration tools are better suited for that. Also, don't rely on it for deep financial forecasting—it provides the raw pipeline numbers and activity history needed for forecasting, but it won't predict market shifts or model complex economic scenarios.
Frequently asked questions about Salesmate MCP
How do I use Salesmate MCP to log a call? +
You run the create_activity tool. You just tell your agent who you spoke with, what the topic was, and when it happened. It handles logging the event automatically.
Can I use Salesmate MCP to check my current profile? +
Yes, running get_account_info allows your agent to retrieve details about your own user account within the CRM system instantly.
What if I need to start a completely new deal with Salesmate MCP? +
You use the create_deal tool. You provide the basic information, and the agent sets up the opportunity for tracking right away.
Does Salesmate MCP help me see all my contacts? +
Absolutely. The list_contacts tool retrieves a full roster of every contact in your CRM database, letting you review them all at once.