# Salespanel MCP

> Salespanel connects your AI agent directly to contact data, visitor intelligence, and lead scoring history. It lets you track anonymous web traffic, retrieve detailed company metadata, and map a user's entire journey—from their first visit to their latest form submission—all through natural conversation.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Tags:** visitor-intelligence, lead-tracking, data-enrichment, lead-scoring, website-tracking, marketing-analytics

## Description

Listen up. This MCP Server connects your AI agent straight into every piece of marketing intelligence you've built up in Salespanel. You don't gotta bounce between twelve dashboards just to get data; you ask for it, and your agent pulls it right out.

**Contacts:** 
*   To check on a specific lead, you can use `get_contact_details` to fetch granular info—that includes their current lead score and status. You'll also find the ability to pull a complete, paginated list of every individual contact stored in your system using `list_contacts`. For context around qualification efforts, you can run through all defined criteria by calling `list_lead_segments` or getting the specifics of one segment with `get_segment`.

**Companies and Accounts:** 
*   You've got two ways to look at companies. You can get core profile data and metadata for a single business using `get_company`, simply by providing its name or ID. If you need a master list, run `list_companies` to see every company Salespanel has tracked, or use `list_accounts` to retrieve a full inventory of all business accounts that have been logged.

**Website Traffic and Behavior:** 
*   For general traffic analysis, if you want to spot trends without knowing who showed up, call `list_anonymous_visitors`. This generates a list of recent site visitors who haven't been identified yet. When you know who visited, `get_visitor` gets deep data on that user, including their viewing history and every action they took.
*   Tracking what people are doing in real-time is another thing. You can pull the latest stream of activity using `list_activity_feeds`, which shows exactly what content's drawing attention right now. For a detailed view of actions across the whole site, `list_engagement_events` lists all recorded user events—think clicks or downloads—giving you a complete map of their customer journey.

**Putting it Together:** 
*   Your agent can pull together this data to tell you who's showing interest and why. You don't just get raw web clicks; you get structured context. For example, you can check out the list of all recent activity feeds (`list_activity_feeds`) alongside the full list of engagement events (`list_engagement_events`). You can match that behavioral data to a specific user by getting their details with `get_visitor`, and then cross-reference their company metadata using `get_company`. You'll also need to review all the business accounts logged via `list_accounts` when building out any report.

This setup lets you track anonymous traffic (`list_anonymous_visitors`) while simultaneously mapping a known user's entire lifecycle, from that first visit captured by `get_visitor` all the way through their latest interaction recorded in `list_engagement_events`. You can pull everything together—the contact score via `get_contact_details`, the company profile via `get_company`, and the full list of tracked accounts via `list_accounts`—all in one chat session. It's designed to turn messy, raw web data into actionable facts your agent uses immediately.

## Tools

### get_company
Retrieves core profile and metadata for a specific company using its name or ID.

### get_contact_details
Fetches detailed information, including lead score and status, for one specific contact.

### get_segment
Retrieves the definition or details of a particular lead segment.

### get_visitor
Gets deep visitor data, including viewing history and actions, for one identified website user.

### list_accounts
Returns a full list of all business accounts that have been tracked by Salespanel.

### list_activity_feeds
Pulls the latest stream of activity, showing what content is currently drawing user attention.

### list_anonymous_visitors
Generates a list of recent website visitors who haven't been identified yet, helping spot general traffic trends.

### list_companies
Returns an exhaustive list of all companies Salespanel has recorded data on.

### list_contacts
Provides a comprehensive, paginated list of every individual contact stored in your system.

### list_engagement_events
Lists all recorded tracking events and user actions (e.g., clicks, downloads) across the site.

### list_lead_segments
Returns a list of all defined lead segments, allowing you to choose context for qualification efforts.

## Prompt Examples

**Prompt:** 
```
List all identified contacts in Salespanel.
```

**Response:** 
```
I've retrieved your identified contacts. You have 50 identified leads, including 'John Doe' (Lead Score: 85) and 'Jane Smith'.
```

**Prompt:** 
```
Show me the top website visitors from this week with their lead scores and company identification.
```

**Response:** 
```
Top 10 website visitors this week by engagement. #1: David Chen (Meridian Corp, 340 employees). Lead score: 94. Pages viewed: 23 (pricing: 4 visits, case studies: 3, API docs: 5). Time on site: 47 minutes across 6 sessions. #2: Sarah Kim (DataForge, 120 employees). Score: 87. Pages: 18 (product tour: 3 visits). #3: Anonymous visitor from TechVentures IP range. Score: 78. Total identified visitors: 234. Companies identified: 89. Hot leads (score >80): 12. Conversion events: 8 demo requests, 5 whitepaper downloads.
```

**Prompt:** 
```
Show me the visitor journey and all touchpoints for the Meridian Corp lead.
```

**Response:** 
```
Meridian Corp lead journey (David Chen). Day 1: First visit via Google search "enterprise API platform". Viewed homepage and features page (3 min). Day 3: Returned directly. Read 2 case studies and pricing page (12 min). Day 5: Downloaded whitepaper "API-First Architecture Guide" (form submitted). Day 7: Attended webinar "Scaling Enterprise APIs". Day 9: 3 visits to API documentation (22 min total). Day 10: Visited pricing page twice, opened comparison page. Day 11 (today): Submitted demo request form. Total touchpoints: 14. Lead score trajectory: 25 → 94.
```

## Capabilities

### Retrieve specific contact details
Gets granular information for one identified lead or contact using `get_contact_details`.

### List and filter all contacts
Retrieves a list of every tracked contact in your Salespanel account via `list_contacts`.

### Get company metadata
Fetches core details for a specific business entity using `get_company`.

### Check recent website visitors
Lists anonymous users who visited your site, helping you understand general traffic patterns via `list_anonymous_visitors`.

### Track specific visitor journeys
Retrieves detailed history and actions for a known website visitor using `get_visitor`.

### Review all activity feeds
Lists real-time activity streams, showing who is interacting with your content right now via `list_activity_feeds`.

## Use Cases

### A BDR needs context before a call.
The BDR has an appointment with John Doe. He asks his agent: 'What's the last thing John did?' The agent runs `get_visitor` and finds that John spent 20 minutes on the API documentation page, suggesting he’s a technical buyer. The BDR adjusts the pitch immediately to focus on integration details.

### The Marketing Manager needs to prove ROI.
The manager asks: 'Which campaign generated the highest-scoring leads this month?' The agent runs `list_engagement_events` and correlates those events with `get_contact_details`, showing that demo requests from Campaign X resulted in a 92% lead score, proving where to double down on ad spend.

### Investigating an unexplained drop-off.
The team notices traffic dropped after the API page. They ask: 'What happened right after people viewed /api?' The agent runs `list_engagement_events` and finds a spike in bounce rate immediately following the article, suggesting content on that specific page needs revision.

### Segmenting an entire list of leads.
The sales ops team asks: 'Pull all contacts who are high-score (>80) and belong to the FinTech segment.' The agent uses `list_contacts` combined with `get_segment` filters, delivering a clean, actionable list ready for immediate outreach.

## Benefits

- Pinpoint the exact moment a lead got hot. By calling `get_visitor` or querying `list_engagement_events`, you see specific actions (e.g., visited pricing page 3 times, downloaded whitepaper) that justify a sales call.
- Stop guessing about your audience. Use `list_anonymous_visitors` to gauge overall site health and identify which general traffic groups need better landing pages or ad spend.
- Get immediate context before outreach. Instead of reading notes, ask the agent for 'Jane Smith's latest score using `get_contact_details`.' You get the score, status, and last activity in one go.
- Know who you’re talking to at a company level. Use `list_accounts` and `get_company` together to quickly verify if a contact belongs to an ideal client profile or a competitor.
- Manage your outreach context precisely. By querying `list_lead_segments`, your agent ensures that when it drafts an email, the message speaks specifically to 'Enterprise Buyers' vs. 'SMB Startups'.
- See activity in real-time. `list_activity_feeds` shows you which content is getting views *right now*, allowing marketing teams to rapidly adjust campaigns based on live user behavior.

## How It Works

The bottom line is, your AI agent coordinates all this marketing data retrieval for you based on a single conversational prompt.

1. Subscribe to the Salespanel server and enter your API Token into the client settings.
2. Your AI agent processes a request (e.g., 'Show me the journey for Acme Corp').
3. The agent calls multiple tools sequentially (`get_company`, then `list_engagement_events`), gathers the raw data, and presents it to you in plain language.

## Frequently Asked Questions

**How do I use list_contacts to find a person's score?**
You must first run `list_contacts` to see the ID, then pass that ID to `get_contact_details`. The latter tool provides the live lead score and current status.

**Can I track an anonymous visitor's journey using get_visitor?**
No. `get_visitor` only works for identified users. To track general, unknown traffic patterns, you need to use the `list_anonymous_visitors` tool.

**Which tool lists all available segments?**
`list_lead_segments` is the correct tool. It gives you a list of defined segment names, which you can then reference in other calls to narrow down your focus.

**Does Salespanel MCP Server track what happens after the user leaves?**
No. The tools only access data recorded within the Salespanel platform or on your website through tracking events. They don't monitor off-site behavior.

**What credentials are needed when running the `list_contacts` tool?**
You must provide a valid Salespanel API Token. This token, set during connection, authorizes all calls your agent makes to ensure secure access to your contact data.

**What happens if I call `list_engagement_events` too frequently?**
The system enforces usage rate limits to maintain service stability. If you hit a cap, the server returns an error code; simply wait and retry the request after a brief period.

**Can I filter results by industry or company size using `get_company`?**
Yes, your agent passes filters like employee count or specific industries in the parameters. This allows you to pull highly targeted and precise company profiles from your data.

**Does `list_activity_feeds` track actions taken outside of Salespanel?**
No, it tracks all interactions occurring *within* the Salespanel platform itself. It gives you a complete log of changes to contacts and segments handled by your team.

**Can I list all my website visitors using my AI agent?**
Yes! Use the `list_anonymous_visitors` tool to retrieve a comprehensive list of both anonymous and identified visitors to your site.