Salesmate Connector for AI agents.
12 live capabilities
Manage your sales pipeline and CRM data through natural conversation.
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Why people use Salesmate
Salesmate CRM Automation for Sales Teams
This Connector lets you skip the tabs entirely. You just tell your AI agent what happened in the call, and it uses create_activity to log the notes and update_contact to refresh the status. You get a clean CRM and more time to actually talk to customers.
What Vinkius changes
You get a hands-free way to keep your CRM data accurate and actionable.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Logging a discovery call
An SDR finishes a call and asks their agent to 'log the meeting notes' and 'create a new deal' for a $50k project.
- Real-world use case 02
Prepping for a client review
An account manager asks the agent to 'list all activities' for a specific client to see what happened in the last month.
- Real-world use case 03
Adding a new lead
A user gets a new lead from a website and tells the agent to 'create a contact' and 'add it to the prospecting pipeline'.
Complete set · 12capabilities
The complete Salesmate capability set.
These are the exact actions your AI can choose when you ask it to work with Salesmate.
01—04
4 capabilities in this set.
Part of 12 available through Salesmate.
- 01 Capability
Get account info
Pull your current profile information instantly. This is useful for checking your own account status and settings.
- 02 Capability
Get contact
Fetch all details for a specific customer or lead. Use this to quickly see a person's history before a meeting.
- 03 Capability
Create activity
Log a new call, meeting, or task into your CRM. This helps you keep a chronological record of every customer touchpoint.
- 04 Capability
Create contact
Add a new person or company to your database. Use this to quickly capture new leads without manual form filling.
05—08
4 capabilities in this set.
Part of 12 available through Salesmate.
- 05 Capability
Create deal
Generate a new sales opportunity with specific values and stages. It puts new business into your pipeline immediately.
- 06 Capability
Get deal
Get the current status and metadata for a specific deal. It helps you see exactly where a deal stands in the cycle.
- 07 Capability
List activities
See a full history of interactions with your customers. This provides a complete timeline of all past engagement.
- 08 Capability
List contacts
Pull a list of all contacts currently in your CRM. Use this to get an overview of your entire database.
09—12
4 capabilities in this set.
Part of 12 available through Salesmate.
- 09 Capability
List deals
View all active and past deals in your sales pipeline. It gives you a clear look at your current sales volume.
- 10 Capability
List team users
See a list of all team members and their roles. This helps you manage permissions and see who is handling which accounts.
- 11 Capability
List webhooks
View all active webhooks connected to your account. Use this to monitor your automated integrations and triggers.
- 12 Capability
Update contact
Change the information for an existing contact in your CRM. Use this to keep your lead data fresh and accurate.
Set up in minutes
One URL. Then ask Salesmate to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Salesmate from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Salesmate, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Salesmate for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Salesmate URL.
- Step 03
Save and start
Save the connection and enable Salesmate in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"salesmate": {
"url": "https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Salesmate
Open Agent mode in chat and ask: "Using Salesmate, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"salesmate": {
"url": "https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Salesmate
Ask Copilot: "Using Salesmate, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"salesmate": {
"url": "https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Salesmate
Open Cascade and ask: "Using Salesmate, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"salesmate": {
"url": "https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Salesmate
Ask Cline: "Using Salesmate, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add salesmate --transport http "https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Salesmate
Ask Claude: "Using Salesmate, show me...". 12 tools are ready
Where the request belongs
Work Salesmate can move forward.
For sales leaders and account managers who spend too much time on manual data entry and not enough time actually selling.
Sales Development Representative
Logs calls and creates new leads instantly after a discovery call to keep the pipeline moving.
Account Manager
Updates deal stages and checks client activity history during weekly syncs without switching apps.
Sales Ops Manager
Monitors webhooks and audits team user metadata to ensure the CRM remains healthy and organized.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsOnpipeline
Track deals through your sales pipeline with a visual CRM that focuses on activity-based selling and revenue forecasting.
Pipeline CRM
Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.
Nimble CRM
Manage relationships and deals via Nimble CRM. track contacts, deals, and activities directly from your AI agent.
Freshsales
Close deals faster with AI-powered lead scoring, visual deal pipelines, and built-in phone and email in one sales CRM.
Agile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
Freshsales (Sales CRM & Lead Scoring API)
Manage your sales pipeline via Freshsales. create leads, track contacts, manage deals, and automate CRM workflows directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Salesmate connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Salesmate.
The practical details behind the request, access and result.
Can I use Salesmate MCP to add new leads?
Yes, you can create new contacts and companies directly through your AI agent. This lets you add leads to your database without ever leaving your chat window.
How does Salesmate MCP help with logging calls?
It allows you to log calls, meetings, and other activities using natural language. You just tell your agent what happened, and it records the entry in your CRM.
Can I see my whole pipeline with Salesmate MCP?
Yes, you can ask your agent to list all active deals. It will pull the full list of opportunities, including values and stages, from your Salesmate account.
Does Salesmate MCP update contact info?
Yes, you can use it to update contact information. If a client changes their phone number or job title, you can just tell your agent to make the change.
Can I see who's on my team with Salesmate MCP?
Yes, you can list all team members to see who is on your team and what their roles are within your CRM environment.
How do I connect Salesmate to my AI agent?
You just need to subscribe to the Connector on Vinkius and provide your Salesmate Session Token and Link Name. Once connected, your AI agent can start managing your CRM.
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.
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.
One connection away
Give your agent a direct line to Salesmate.
Connect Salesmate once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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