# Salesquared MCP

> Salesquared MCP Server lets your AI client manage all business communications from one place. It handles SMS marketing, voice calls, lead database management, and email validation—all through natural conversation. Send bulk texts, trigger automated voice OTPs for identity checks, list leads, or get campaign metrics without leaving your chat interface.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** sms-marketing, voice-calls, lead-management, otp-verification, omnichannel, customer-engagement

## Description

Your AI client manages all your business comms—SMS, voice calls, and lead database stuff—from one spot. It’s built to handle everything from bulk messaging to full identity verification without you having to jump between a dozen different dashboards.

When you use this server, your agent acts like a communications manager that lives right in the chat window. You can send automated messages, trigger secure voice One-Time Passwords for verification, pull up lead rosters, and even check if an email address is legit—all using natural conversation.

### Communication & Messaging Tools

You send bulk or single text messages using `send_sms`, managing the delivery status right within your chat. For identity checks, you trigger secure voice calls that contain a One-Time Password (OTP) via `send_voice_otp`. If you need to set up automated voice scripts for these checks, the system can generate audio files from plain text input using `create_audio_from_tts`.

For conference call management, your agent uses `conference_mute` to mute or unmute any participant during an active group call. 

### Lead Data Management and Validation

When you're working with prospects, you can get a full roster of every lead currently stored in the database by running `list_leads`. If you only need details on one specific prospect, your agent pulls up all the current info using `get_lead`, specifying either a name or an ID. Once you qualify someone, you instantly add them as a brand new record into your database with `create_lead`. Before sending out any campaign materials, you run `validate_email` to check if an address is actually deliverable and accurate.

For better qualification, you can deploy structured voice surveys using the `create_voice_survey` tool. This helps gather feedback or qualify leads by guiding them through a specific spoken process.

### Campaign Tracking & Reporting

You run multiple campaigns, and this server tracks it all. You can get a list of every active and completed marketing campaign you've ever run using `list_campaigns`. To see the deep dive numbers for one particular effort—like open rates or click-through metrics—you use `get_campaign`, pointing to an existing campaign ID.

### What Your AI Agent Can Do With It All

The system lets your agent build entire workflows. First, you run a list of leads (`list_leads`) and validate their emails using `validate_email`. Then, if they pass the check, your agent uses `get_lead` to pull up specific details for reporting. You can then send them an initial text message via `send_sms` or trigger a secure voice OTP call with `send_voice_otp` to verify their identity.

If you need to track performance, you tell the agent which campaign ID you're interested in, and it pulls those metrics for you using `get_campaign`. The whole process—from initial contact to data entry and follow-up communications—happens without you ever leaving your chat interface.

## Tools

### conference_mute
Mutes or unmutes a participant during an active conference call.

### create_audio_from_tts
Generates audio files from plain text input for use in automated voice calls.

### create_lead
Adds a brand new prospect record into your lead database using specific identifying details.

### create_voice_survey
Sets up and deploys a structured voice survey to qualify leads or gather feedback.

### get_campaign
Retrieves detailed metrics for one specific, existing marketing campaign.

### get_lead
Pulls up all the current details for a single specified lead by name or ID.

### list_campaigns
Generates a list of every active and completed marketing campaign you run.

### list_leads
Retrieves a full roster listing all the leads currently stored in your database.

### send_sms
Sends an SMS message to one or more phone numbers, managing delivery status for you.

### send_voice_otp
Triggers a secure voice call containing a One-Time Password (OTP) for identity verification.

### validate_email
Checks if an email address is valid and likely to receive mail before you use it in a campaign.

## Prompt Examples

**Prompt:** 
```
Send an SMS broadcast to my new leads: 'Welcome to our platform!'.
```

**Response:** 
```
SMS broadcast initiated! I've sent the message to your recent leads via Salesquared. Should I track the delivery status for you?
```

**Prompt:** 
```
Show me all active SMS and voice campaigns with their delivery and conversion metrics.
```

**Response:** 
```
6 active campaigns. SMS (4): "Flash Sale Alert" sent 3,400 messages (97% delivered, 12% clicked, $8,900 revenue). "Appointment Reminder" sent 890 (98% delivered, reduced no-shows by 45%). "Payment Reminder" sent 234 (96% delivered, 34% paid within 24h). "Welcome Series" sent 567 (97% delivered, 28% engaged). Voice (2): "Lead Qualification" made 145 calls (78% answered, 34% qualified). "Survey" completed 89 of 120 calls (74% completion). Total revenue attributed: $14,200.
```

**Prompt:** 
```
Send a bulk SMS campaign to all leads tagged as hot prospects with a meeting booking link.
```

**Response:** 
```
SMS campaign sent to 156 hot prospect leads. Message: "Hi [Name], we'd love to show you how our platform can help your team. Book a personalized demo at your convenience: [booking_link]. Reply STOP to opt out." Delivery: 153 delivered (98.1%), 3 undeliverable. Personalization: first name and company name injected. Booking link: unique per recipient for tracking. Based on similar campaigns, expect 18-22 bookings (12-14% conversion). Campaign cost: $23.40.
```

## Capabilities

### Manage SMS Outreach
Send bulk or single text messages directly from your AI client using the `send_sms` tool.

### Handle Voice Identity Verification
Trigger automated voice calls and send secure One-Time Passwords (OTP) using the dedicated `send_voice_otp` tool.

### Track and Retrieve Leads
List all stored leads (`list_leads`) or fetch specific lead details to build reports for your team.

### Validate Contact Data
Run the `validate_email` tool on an address to check if it's deliverable and accurate before sending a message.

### Build New Leads in Bulk
Create new lead records immediately after qualifying a prospect using the `create_lead` tool.

## Use Cases

### Onboarding a New Client
A prospect calls in, and the SDR needs to confirm their identity. They ask the AI to run `list_leads` first, find the contact, then execute `send_voice_otp`. Once verified, the agent can use `create_lead` to formalize the account record.

### Running a Flash Sale
The Marketing Director needs to hit 500 hot prospects. They tell the AI: 'Send an SMS broadcast with this link.' The agent uses `send_sms` and reports back delivery metrics, letting them track success rates immediately.

### Cleaning Up Old Data
The Ops Manager gets a list of old contacts. Instead of manually testing each one, they feed the addresses to the AI which runs `validate_email` on the whole batch, giving them an immediate report on what's garbage data.

### Auditing Outreach History
The team needs to know how many campaigns ran last quarter. They ask the AI to run `list_campaigns`. The agent returns a list, and they can then use `get_campaign` on any specific campaign name for full metrics.

## Benefits

- Stop manual data checks. The `validate_email` tool ensures your contacts are active before you run a campaign, preventing bounces and saving money on undeliverable messages.
- Streamline identity verification. Instead of asking for an email password, use `send_voice_otp` to make the customer verify their account via a secure voice call—it's faster and better for compliance.
- Get full campaign visibility without logging in. Use `list_campaigns` and `get_campaign` to pull up metrics (delivery rates, clicks, revenue) right inside your chat session.
- Never lose track of a prospect again. You can use `list_leads` to see everyone on the roster or `get_lead` for deep details on one person's history.
- Build and deploy outreach sequences easily. From scripting new leads with `create_lead` to sending bulk texts via `send_sms`, everything flows naturally through your agent.

## How It Works

The bottom line is you get to treat your AI client like a dedicated sales coordinator that runs all your communications through Salesquared.

1. Subscribe to this server and enter your Salesquared API Key into your AI client settings.
2. Instruct your agent on the task (e.g., 'Send a bulk SMS campaign of X message').
3. The agent calls the specific tool (`send_sms`, `list_leads`, etc.) and reports back the results, like delivery status or lead data.

## Frequently Asked Questions

**How do I use send_sms to run a bulk SMS campaign?**
You instruct the agent with the recipient list and message text. The `send_sms` tool processes this, sending messages in batches and reporting back on the overall delivery status.

**Is there a better way than send_voice_otp for verification?**
The `send_voice_otp` tool is designed to trigger automated voice calls containing an OTP. It's the most compliant and user-friendly method compared to simple email passwords.

**Can I find out what campaigns ran last month using list_campaigns?**
Yes, running `list_campaigns` provides a list of all your marketing campaigns. You can then use `get_campaign` on any listed campaign name to pull the full performance metrics.

**What if I need to add a brand new prospect?**
Use the `create_lead` tool. Simply provide the necessary data points (name, company, etc.), and the server writes the new lead record into your database for later use.

**Does validate_email work on a list of emails?**
You feed the addresses to the agent. The `validate_email` tool checks them one by one, giving you an immediate report on which are deliverable and which aren't.

**How do I handle rate limits when calling send_sms for a large campaign?**
The server manages throttling automatically, but very high volume requires careful planning. For bulk sends, your AI client should manage retries using an exponential backoff delay to prevent service interruption and ensure message delivery.

**Can I control the voice and language settings when using create_audio_from_tts?**
Yes, you specify these parameters directly in the tool call arguments. You can define the target accent (e.g., US or UK English) and select from a library of voices to match your brand's specific tone.

**Where does the system store data collected from a survey using create_voice_survey?**
All completed survey responses are logged and attached to the corresponding lead record. The AI client can then use tools like get_lead to pull specific answers, letting you analyze customer feedback automatically.

**Can my AI automatically send a Voice OTP to verify a user's mobile number?**
Yes! Use the `send_voice_otp` tool. Provide the mobile number and the OTP code, and your agent will trigger an automated call to deliver the security code instantly.

**How do I find my Salesquared API Key?**
Log in to your Salesquared dashboard, navigate to the API or Developer section, and you will find your unique secret API Key there.