# ConnectAndSell MCP > ConnectAndSell MCP lets your AI client monitor high-volume B2B cold calling campaigns. Get real-time call metrics, audit sales rep activity, and track connection rates without leaving your chat window. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** b2b-sales, cold-calling, dialer-acceleration, campaign-metrics, outbound-strategy ## Description Connecting to ConnectAndSell gives your agent access to the engine room of a modern sales operation. You stop manually pulling reports from dashboards just to see how today’s outreach campaign is going. Your AI client reads the live data—the successful connections, the reps who talked the longest, and which lists are actually working. It handles auditing every call attempt, giving you instant visibility into talk time and connection rates. If your workflow needs this kind of detailed sales metric tracking, Vinkius hosts this MCP, making it available to any compatible client so you can audit your entire business-to-business calling cadence simply by chatting with your agent. ## Tools ### get_performance_summary Retrieves an overall summary of sales calling performance metrics, allowing you to filter by date range. ### list_assigned_lists Pulls the specific list of prospects that a user is assigned for an outbound calling session. ### list_call_attempts Retrieves a chronological history of all outgoing call attempts, with support for date filtering. ### list_conversations Retrieves a detailed log of all successful connections and conversations, supporting date filtering. ### list_cas_users Lists every single user account currently set up within the ConnectAndSell system. ### sync_to_crm Manually pushes specific call data to your connected CRM system after identifying the call ID and CRM type. ## Prompt Examples **Prompt:** ``` Can you check the current statistics for our 'Q3 Outreach' ConnectAndSell dialer campaign? ``` **Response:** ``` Certainly. The 'Q3 Outreach' campaign currently has 3 active reps logged in. So far today, they have completed 1,420 dials resulting in 43 live connections and 2 booked meetings. The average connect rate is tracking smoothly at approximately 3.03%. ``` **Prompt:** ``` Which SDR had the highest talk time ratio across outbound operations yesterday? ``` **Response:** ``` Based on aggregate metrics from yesterday, SDR Jane Doe achieved the highest talk time ratio. She spent 38% of her logged-in time actively speaking with prospects, completing 312 dials and engaging in 15 conversations that exceeded 3 minutes each. ``` **Prompt:** ``` How many total connections were established today among all sales reps? ``` **Response:** ``` Across all active reps today, there have been a total of 185 connections from 6,430 dials, giving an average connection rate of 2.87%. ``` ## Capabilities ### Analyze campaign performance Retrieve a summary of key sales metrics for specific date ranges. ### View prospect lists Get the exact list of prospects assigned to an outbound calling session. ### Audit call history Pull a detailed log of every outgoing call attempt made by reps, including date filters. ### Track successful conversations Review the full history of established connections and resulting conversation outcomes. ### Synchronize data to CRM Manually push specific call details, like a connection ID, into a connected CRM system (e.g., Salesforce). ## Use Cases ### Checking Yesterday’s Team Performance A manager needs to know if reps hit their connect goals yesterday. They ask the agent to run `list_conversations` with a date filter and get an instant count of successful connections, comparing it against last week's numbers. ### Troubleshooting a Bad List An SDR knows one specific list isn't working. They ask the agent to check `list_assigned_lists` and then cross-reference that group using `get_performance_summary`. This quickly shows if low connection rates are an issue with the contacts or the dialing process itself. ### Logging a Key Meeting A rep just had a successful call. Instead of opening Salesforce and manually entering data, they prompt the agent to use `sync_to_crm` with the call ID, logging the outcome instantly into the record. ### Daily Handoff Report The ops team lead needs a summary of all activity for shift handover. They ask the agent to run `list_call_attempts` and get the full log, providing context on every dial made throughout the day. ## Benefits - Get a real-time metric snapshot using `get_performance_summary`. Instead of logging into the dashboard to check today's connect rate, just ask your agent. It gives you immediate numbers on dials and connections. - Audit specific reps’ day-to-day work by running `list_conversations` or `list_call_attempts`. You can pinpoint exactly who had high talk time or poor connection rates without digging through log files. - Stop guessing which lists are good. Use the MCP to analyze and identify which prospect groups yield the highest conversation ratios, letting you focus your efforts where they matter most. - Keep your CRM clean and up-to-date. When a rep has a great call, use `sync_to_crm` to push that specific data point right into Salesforce or HubSpot immediately. - Manage user visibility easily. If you need to know who's on the team, run `list_cas_users`. It gives you an instant roster of everyone authorized to dial. ## How It Works The bottom line is you talk to your AI client, and it performs the necessary calls to ConnectAndSell and reads out the structured data. 1. Attach this MCP integration securely to your AI application. 2. Authorize access using active ConnectAndSell API credentials within the Vinkius platform. 3. Prompt your agent naturally, asking questions like 'What were our connection rates yesterday?' or 'Show me Jane Doe's call log.' ## Frequently Asked Questions **How do I check all the users with `list_cas_users`?** The agent retrieves a full roster of every user account linked to the ConnectAndSell platform. This lets you verify who is active and authorized for calling efforts. **Can I see call history using `list_call_attempts`?** Yes, running `list_call_attempts` gives you a record of every time the dialer tried to connect. You can use date filtering to narrow down exactly when those attempts occurred. **Does `sync_to_crm` work with all CRMs?** It works with your connected CRM, like Salesforce or HubSpot. Just make sure you provide the agent with the specific Call ID and confirm the correct CRM type beforehand. **What is the best tool for overall metrics? Is it `get_performance_summary`?** Yes, `get_performance_summary` is designed to provide a high-level view of sales calling performance. It's perfect for checking key metrics across a defined date range. **How do I use `list_assigned_lists` to see which prospect groups are available for calling?** It returns a list of all assigned outbound prospect lists. The tool retrieves the specific names and IDs of lists set up in your ConnectAndSell account, letting you know exactly what data pool you can target. **Does `list_conversations` support filtering by date? What format do I use?** Yes, it supports date filtering. You must pass the desired start and end dates in YYYY-MM-DD format to narrow down successful connections. This keeps your conversation history focused on a specific period. **If I want performance data for a custom time frame, how do I adjust `get_performance_summary`?** You provide the optional start and end dates when calling the tool. This lets you analyze metrics—like connect rates or dials—for any specific period, not just today's activity. **What happens if I try to sync data using `sync_to_crm` but don't provide a Call ID?** The call will fail and return an error requiring the unique identifier. The tool needs both the specific Call ID and the target CRM type (e.g., Salesforce) to correctly route and save the conversation data. **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.