SalesmateをChatGPT、Claude、Geminiに接続

• 01 / 03営業リードを作成する
• 02 / 03営業活動の記録方法
• 03 / 03セールスパイプラインの管理方法

最速日

731ms

最遅日

986ms

14日間の傾向

安定-4%

Salesmate Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Salesmate capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "salesmate-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ SalesmateをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業チームおよびSDR

  アプリを切り替えることなく、顧客の詳細情報の取得や案件ステータスの確認を迅速に行えます。

• 02

  アカウントマネージャー

  クライアントとのやり取りを自然な会話を通じて自動的にログへ記録し、タスクの進捗を管理できます。

• 03

  オペレーションチーム

  チャット内で直接ユーザーメタデータの取得やCRMの稼働状況の監視を行い、業務を効率化できます。

• 01

  How do I connect my Salesmate account?

  You need your Salesmate Session Token and your account's Link Name (subdomain). Once you enter these into the Vinkius interface, the MCP is ready to use.

• 02

  Which AI clients can I use with this MCP?

  You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Can I create new deals through the chat?

  Yes, you can use the create_deal capability to add new opportunities to your pipeline by describing them to your agent.

• 04

  Is my CRM data secure?

  Vinkius manages your credentials and hosts the MCP, ensuring a secure connection between your AI client and Salesmate.

• 05

  Can I log calls directly?

  Yes, you can use the create_activity capability to log calls, meetings, and other sales tasks.

• 06

  Can my AI automatically find the details for a specific contact just by providing their ID?

  Yes! Use the get_contact capability with the Contact ID. Your agent will respond with the complete metadata for the record, including associated deals and communication history in seconds.

• 07

  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.

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