Salesloft MCP for AI. Manage all outreach data from your chat interface.
Works with every AI agent you already use
…and any MCP-compatible client








How this MCP server connects to your AI agent
Salesloft MCP Server manages all your sales outreach from within your AI client. It lets you control cadences, add leads, check account details, and monitor activity without leaving chat.
Need to update a prospect's status or see which sequences are running? Your agent handles it using Salesloft data.
What AI agents can do with Salesloft Automation
Create new lead
Adds a new contact profile to your Salesloft system.
Get account info
Retrieves detailed metadata for a specific company account.
Get cadence details
Fetches detailed information about a specific sales outreach workflow or cadence.
Creates new contacts and retrieves detailed profiles for people in your outreach lists.
Pulls specific profile metadata about a company or account from the Salesloft directory.
Lists and retrieves detailed status for active sales cadences (workflows) in your account.
Retrieves real-time logs of recent activity, pending steps, or overall team task status.
Provides a directory view of your client accounts and allows you to list existing company records.
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What AI agents can do with Salesloft MCP Server: 12 Tools for Sales Ops
These tools let your agent interact with every core function of your sales stack—from creating new leads to reviewing historical engagement.
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 Salesloft on VinkiusCreate New Lead
Adds a new contact profile to your Salesloft system.
Get Account Info
Retrieves detailed metadata for a specific company account.
Get Cadence Details
Fetches detailed information about a specific sales outreach workflow or cadence.
Get Api Status
Checks the connection and authentication status between your AI client and Salesloft.
Get Person Details
Retrieves contact and profile details for an individual person (lead).
List Sales Accounts
Lists all available company accounts in your Salesloft directory.
List Pending Actions
Checks for any steps within a cadence that are currently waiting for action or review.
List Recent Activity
Retrieves the history of recent engagement, such as emails sent or calls logged.
List Outreach Cadences
Lists all current sales workflows or outreach cadences in your account.
List Sales People
Retrieves a list of contact profiles and lead information across the system.
List User Tasks
Shows scheduled or assigned tasks for users within your sales team structure.
Test Salesloft Auth
Validates that the provided API credentials are correct and active.
Security and governance baked right in.
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Built on the Model Context Protocol (MCP) for Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Checking sales status used to mean opening five different tabs., Solved with Vinkius AI Gateway
You know the drill. To check on a prospect, you open Salesloft for their cadence. Then you switch to your CRM to see if they match an account record. If you need activity logs, another tab opens. You copy data from one place and paste it somewhere else just to get a complete picture.
With this MCP server, you tell your agent: 'What's the status of Acme Corp?' The agent runs `get_account_info`, pulls the lead details via `get_person_details`, checks their current cadence using `list_outreach_cadences`, and hands you a single summary. It’s all in one chat.
Salesloft MCP Server: Track every sales action.
Manual status checks are slow, error-prone, and interrupt your flow. You waste time toggling between the system of record, the outreach tool, and your notes document just to track a single interaction.
Now, you get real-time data on demand. Your agent uses `list_recent_activity` or `get_api_status`, giving you immediate confirmation that everything is running correctly. It’s operational awareness at the speed of conversation.
What your AI can actually do with this
You connect your Salesloft account to your AI client and run your whole sales outreach operation straight from the chat window. This isn't just reading data; you use your agent to actively manage leads, check company details, and track every step of a running sales sequence without ever leaving your conversation flow.
When you need to start using this thing, your agent first verifies everything for you. You can run get_api_status to see the connection status between your AI client and Salesloft, or if you want to be absolutely sure, use test_salesloft_auth to validate that the API credentials are current and correct.
Managing Contacts and Accounts
For managing people—your leads—you've got a few tools. You can run list_sales_people to get a list of every contact profile available across your system, or you can drill down into specific info using get_person_details. If you spot someone new who needs adding, use create_new_lead; that drops the new contact right into your Salesloft directory.
For company details, first, you run list_sales_accounts to see all the accounts in your system. From there, if you need deep metadata on a specific business, just call get_account_info, and you get the full scoop.
Monitoring Outreach Workflows (Cadences)
This is where the real work happens. You don't wanna guess what sequences are running or if anything fell through the cracks. First, use list_outreach_cadences to see every current sales workflow your team uses. Once you have a cadence name, you can run get_cadence_details to pull up the specific steps and details for that outreach path.
You'll also know exactly what needs attention by calling list_pending_actions, which shows any steps within a running cadence waiting for review or action from your team.
Tracking Activity and Team Tasks
You gotta keep tabs on what happened when, and who’s supposed to do what. Use list_recent_activity to pull up the history of engagement—think emails that went out or calls logged—so you can see exactly where a prospect stands. If your team has scheduled tasks or assignments, run list_user_tasks, and it shows all the tasks assigned to users in your sales structure.
This gives you full visibility into who's accountable for what.
Your agent handles this whole mess by using these functions: it creates leads when you ask it to; it pulls deep company data when you need to vet an account; and it tracks every single open task or completed outreach step, giving your team a central view of the entire sales pipeline without manual logging.
019dd152-804f-7048-b1a2-68c678ff314c Here's how it actually works
The bottom line is: Your AI client talks directly to your sales stack so you don't have to switch apps or manually input data.
Subscribe to the server and provide your Salesloft API Access Token in the settings.
Ask your AI agent to perform a task (e.g., 'List all active cadences').
The agent executes the necessary tool call, pulls the data from Salesloft, and presents it back to you in plain text.
Who is this actually for?
This is for the RevOps engineer who spends too much time cross-referencing CRM and outreach platforms. It’s for SDRs tired of context switching, and Sales Managers who need a single pane of glass to monitor team performance without digging through dashboards.
Needs to quickly pull lead details or check the status of a multi-step cadence for a prospect without opening Salesloft.
Requires immediate access to company history or account records while drafting an outreach email, eliminating research time.
Automates the management of large groups of accounts and tracks activity logs across multiple users via natural conversation.
What Changes When You Connect
Instantly pull lead details. Instead of switching to Salesloft to check a prospect, use the agent with get_person_details and get their profile right away.
Track campaign health via activity logs. Use list_recent_activity to see who has engaged or if any step in a cadence failed, all without leaving your chat window.
Avoid manual record keeping. The server lets you pull company data using get_account_info, giving you the full picture of an organization instantly.
Monitor pipelines at scale. Need to know what cadences are running? Call list_outreach_cadences and see all workflows in one chat response.
Keep your team aligned. Use list_user_tasks to get a clear overview of assigned or scheduled tasks across the sales department.
See it in action
A prospect left an event and needs follow-up.
The SDR knows they met someone at a conference. They ask their agent: 'Find me details for John Doe from Acme Corp.' The agent calls get_person_details and get_account_info, returning the contact's role, title, and company history immediately. The SDR can then draft a targeted email.
The team needs to clean up old accounts.
Sales Ops runs into an account that looks incomplete. They ask the agent to 'List all companies in the Midwest region.' The agent uses list_sales_accounts, providing a directory view so they can cross-reference records and identify missing metadata.
Checking on stalled outreach sequences.
An AE is worried about leads from last month. They ask the agent to 'Check my active cadences.' The server calls list_outreach_cadences and then uses list_pending_actions, showing exactly which steps are stuck or due, allowing them to manually intervene.
Onboarding a new contact list.
The marketing team hands over 50 names. The AE asks the agent to 'Add these new leads.' The server executes create_new_lead for each, confirming which contacts were added and if any were duplicates.
The honest tradeoffs
The Manual Dashboard Dive
Logging into Salesloft -> going to the Leads tab -> filtering by date range -> manually checking each record for status.
Instead, ask your agent: 'What are the recent activities and who was engaged today?' The server runs list_recent_activity and delivers a summary list immediately.
Guessing the right workflow name
Trying to remember if it's 'Outbound Q2' or 'Q2 Outbound' before checking on a cadence.
First, run list_outreach_cadences to see every available workflow name. Then use that exact name when calling get_cadence_details.
Entering data twice
Copying a company's address from LinkedIn and then manually pasting it into the CRM record.
Use the agent to fetch the data: 'Get me the full details for Acme Corp.' The server calls get_account_info, providing clean, verified metadata directly.
When It Fits, When It Doesn't
Use this if your workflow requires retrieving structured sales data—lead profiles, account directories, or cadence status—and you want to avoid leaving your chat environment. You need a single source of truth for B2B outreach metrics. However, don't use it if your task is purely creative writing or general knowledge retrieval; those are better handled by your AI client alone.
If you only need to know if the connection works, run get_api_status first. If you just need a list of all people without specific details, list_sales_people is enough. But if you need to check who's been active in the last week, always go with list_recent_activity. Use this server for operational data—the 'how' and 'what happened'—not the 'why.'
Questions you might have
How do I check if my Salesloft connection works using get_api_status? +
Run get_api_status and confirm the output confirms a successful, authenticated link. This checks credentials without running complex reports.
What is the difference between list_sales_people and list_recent_activity? +
list_sales_people gives you a directory view of all available contacts. list_recent_activity shows specific, time-bound events—like who emailed whom yesterday.
Can I add new leads using create_new_lead? +
Yes. The create_new_lead tool lets you programmatically add a person to your system without going through the UI, keeping data entry quick and clean.
Does get_account_info give me company history? +
It provides detailed metadata for the account. Use it when you need specific corporate details—like industry or employee size—to inform your messaging.
When I use get_cadence_details, what metrics can I retrieve about a specific workflow? +
It retrieves detailed performance data for that cadence. You'll see step-by-step metrics like open rates, reply rates, and the total number of actions taken within that sequence.
What is the difference between using list_sales_people and calling get_person_details? +
Listing provides a summary roster of all profiles in your system. Calling get_person_details pulls the full, rich contact record for one specific person, including details like job title or direct phone numbers.
How does list_user_tasks help me manage my outreach schedule? +
It displays all planned activities. You can see exactly what touches are scheduled for which user or account. This helps you track team capacity and ensures no follow-ups fall through the cracks.
Before I use any other tool, should I run test_salesloft_auth first? +
Yes, always confirm your connection with this command first. It verifies that your API token is valid and has the necessary permissions without impacting live data or using up credits.
Can my AI automatically find the details and history for a specific lead just by providing their email? +
Yes! Use the list_people tool with the email as a filter. Your agent will respond with complete metadata, including cadence membership, job title, and social URLs in seconds.
How do I find my Salesloft API Access Token? +
Log in to your Salesloft account, navigate to Settings > Personal Settings > API Tokens, and you will find or generate your unique bearer token there.
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