# Salesloft MCP > 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. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** sales-engagement, cadence-management, revenue-acceleration, lead-tracking, account-management, sales-analytics ## Description 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. ## Tools ### 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. ### 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. ## Prompt Examples **Prompt:** ``` List all active cadences in my Salesloft account. ``` **Response:** ``` I've retrieved your cadences. You have 3 active workflows including 'Outbound Proactive' and 'Event Follow-up'. Which one would you like to see people for? ``` **Prompt:** ``` Show me the cadence performance for all active sales sequences this quarter. ``` **Response:** ``` 8 active cadences this quarter. "Enterprise Outbound" leads with 67% open rate, 12% reply rate, 8 meetings booked from 234 prospects. "SMB Quick Touch" has the highest reply rate at 18% from 890 prospects. "Inbound Follow-Up" converted 34% of 456 inbound leads to meetings. "Re-engagement" revived 23 dormant accounts. Total emails sent: 12,340. Total calls logged: 3,456. Total meetings booked: 89. Average steps to reply: 3.2. Best performing day: Tuesday. ``` **Prompt:** ``` Add 15 new prospects from the TechCrunch Disrupt attendee list to the Enterprise Outbound cadence. ``` **Response:** ``` 15 prospects added to "Enterprise Outbound" cadence. Source: TechCrunch Disrupt attendee list. Roles: 6 CTOs, 4 VPs Engineering, 3 Founders, 2 Product Leads. Companies: Series A-C startups, avg size 85 employees. Duplicate check: 2 already in SalesLoft (skipped). Net new: 13 prospects. First touchpoint: personalized email scheduled for tomorrow 9 AM. Cadence steps: Day 1 email → Day 3 call → Day 5 email → Day 8 LinkedIn → Day 12 email → Day 15 call. ``` ## Capabilities ### Manage Leads Creates new contacts and retrieves detailed profiles for people in your outreach lists. ### Get Company Details Pulls specific profile metadata about a company or account from the Salesloft directory. ### Monitor Outreach Workflows Lists and retrieves detailed status for active sales cadences (workflows) in your account. ### Check Progress & History Retrieves real-time logs of recent activity, pending steps, or overall team task status. ### List and Create Accounts Provides a directory view of your client accounts and allows you to list existing company records. ## Use Cases ### 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. ## Benefits - 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. ## How It 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. 1. Subscribe to the server and provide your Salesloft API Access Token in the settings. 2. Ask your AI agent to perform a task (e.g., 'List all active cadences'). 3. The agent executes the necessary tool call, pulls the data from Salesloft, and presents it back to you in plain text. ## Frequently Asked Questions **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.