# Salesmate MCP > Salesmate MCP lets your AI client manage everything in your sales CRM—from tracking deals to logging calls. Use this MCP to list contacts, create new leads, update deal pipelines, and log all customer activities directly from your chat interface. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** deal-pipeline, contact-management, activity-logging, sales-crm, workflow-automation, customer-engagement ## Description Stop switching tabs just to update a contact record or check a deal status. This MCP connects your agent directly into Salesmate, giving you full control over your sales pipeline right where you're working. You can list contacts, create new accounts, and even get current profile details instantly. Need to track client interactions? Log calls, meetings, and tasks with a simple command. When a deal moves forward, monitor the entire deal pipeline and retrieve detailed status metadata without opening the platform. This MCP handles everything from listing all team users to tracking system webhooks, keeping your sales operations running smoothly. By connecting through Vinkius, you gain access to this powerful tool alongside thousands of others, making it the central hub for your business processes. ## Tools ### create_activity Automatically logs a new activity, such as a meeting or call, against a contact record. ### create_contact Creates an entirely new contact profile within the CRM system. ### create_deal Starts tracking a completely new sales opportunity and deal record. ### get_account_info Retrieves details about the current user's profile or account information. ### get_contact Pulls specific, up-to-date metadata for a given contact. ### get_deal Retrieves all the current status and details of a specified sales deal. ### list_activities Provides a comprehensive list of all recorded CRM activities for an account or team. ### list_contacts Lists every contact record available in the entire CRM database. ### list_deals Shows a list of all current sales deals, including their stage and value. ### list_team_users Displays metadata for every user currently registered on the team. ### list_webhooks Lists all configured webhooks to monitor automated data flow and system events. ### update_contact Modifies specific pieces of information on an existing contact record. ## Prompt Examples **Prompt:** ``` List all active deals in my Salesmate pipeline. ``` **Response:** ``` I've retrieved your deals. You have 5 active opportunities including 'Project Alpha' and 'Q4 Renewals'. Which one would you like to update the stage for? ``` **Prompt:** ``` Show me the sales pipeline with deal values grouped by stage and expected close dates. ``` **Response:** ``` Sales pipeline: $4.2M total value across 67 deals. By stage: Prospecting (18 deals, $890K), Qualification (15, $780K), Proposal (12, $1.1M), Negotiation (8, $680K), Closing (6, $450K), Won this month (8, $320K). Expected to close this month: 14 deals worth $1.13M. Win probability weighted pipeline: $1.8M. Average deal size: $62,700. Sales cycle: 34 days average. Top rep: Sarah Chen with $890K in pipeline. 3 deals are stale (no activity 21+ days). ``` **Prompt:** ``` Create a new deal for Meridian Corp worth $85,000 and assign it to the enterprise sales team. ``` **Response:** ``` Deal created: "Meridian Corp - Enterprise Platform License". Value: $85,000. Stage: Qualification. Owner: James Park (Enterprise Sales). Contact: David Chen (CTO). Expected close: June 30, 2025. Pipeline: Enterprise. Tags: SaaS, Annual License. Next action: "Discovery call" scheduled for Thursday at 2 PM. Auto-enrichment pulled company data: 340 employees, Series C, San Francisco. Lead score: 87/100. Similar won deals in database: 4 (avg cycle: 28 days). ``` ## Capabilities ### Manage Contacts and Companies The MCP lets you list existing contacts, create new ones, or update details on any account. ### Track the Deal Pipeline You can retrieve detailed information about specific deals or list all current opportunities in your sales pipeline. ### Log Activities and Tasks The agent can automatically log calls, meetings, or tasks against a contact record simply through conversation. ### View Team Member Status You can list all team users to confirm who has access and monitor system activity for oversight. ### Create New Opportunities Need a new lead? You can create an entirely new deal or contact record instantly within the chat. ## Use Cases ### The Quarterly Review Prep A manager needs a summary of all deals currently in the 'Negotiation' stage. Instead of running complex reports, they ask their agent to run `list_deals` and filter the results, getting an immediate overview of potential revenue. ### Post-Discovery Call Logging An Account Manager just finished a discovery call with Acme Corp. They don't want to open their laptop; they simply tell their agent: 'Log a meeting activity for Acme Corp and update their company size.' The `create_activity` tool handles the rest. ### Onboarding New Territory Staff The Ops team needs to ensure all new reps have access. Instead of manually checking permissions, they ask the agent to run `list_team_users`, immediately verifying that the new user's account is active. ### Handling a Stale Lead A rep finds an old lead with no recent activity. They use `get_contact` to pull up the details, see when it was last touched, and then immediately decide if they need to run `update_contact` to revive the record. ## Benefits - Stop switching between your CRM and chat. You can now log calls or update contact info directly through natural language commands using `create_activity` and `update_contact`. - Never lose track of an opportunity again. Get a full view of the deal pipeline by calling `list_deals`, allowing you to monitor statuses like Prospecting or Negotiation without clicking into the platform. - Build your client records faster than ever. Instead of manual data entry, use `create_contact` and `create_deal` to instantly populate new leads and opportunities from a chat prompt. - Get instant visibility on team structure. Use `list_team_users` to check who owns what, ensuring proper accountability across your sales organization. - Improve historical record-keeping. Need to know everything that happened last quarter? Run `list_activities` to retrieve detailed activity history for any account. ## How It Works The bottom line is that your AI client acts as an integrated sales operations manager, eliminating manual CRM navigation. 1. Subscribe to this MCP and provide your Salesmate Session Token and Link Name (Subdomain) from your account settings. 2. Direct your AI client to use the available tools, such as asking it to 'List all active deals' or 'Create a new contact for Acme Corp'. 3. Your agent executes the necessary API calls, retrieves structured data—like deal values and owner names—and presents it back to you in plain text. ## Frequently Asked Questions **How do I use Salesmate MCP to log a call?** You run the `create_activity` tool. You just tell your agent who you spoke with, what the topic was, and when it happened. It handles logging the event automatically. **Can I use Salesmate MCP to check my current profile?** Yes, running `get_account_info` allows your agent to retrieve details about your own user account within the CRM system instantly. **What if I need to start a completely new deal with Salesmate MCP?** You use the `create_deal` tool. You provide the basic information, and the agent sets up the opportunity for tracking right away. **Does Salesmate MCP help me see all my contacts?** Absolutely. The `list_contacts` tool retrieves a full roster of every contact in your CRM database, letting you review them all at once.