# Zendesk Sell MCP > Zendesk Sell connects your AI agent directly to the Zendesk Sell CRM, letting you manage sales leads, contacts, and deals via conversation. Instead of logging into a dashboard, you talk to your CRM. You can list all prospects or update an opportunity's status in real-time. This MCP gives your agent full control over your entire sales pipeline—from initial lead capture through deal closure. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** pipeline-management, sales-crm, lead-tracking, deal-management, contact-management, sales-productivity ## Description Managing a sales pipeline used to mean endless clicks and jumping between tabs inside the Zendesk Sell dashboard. Now, you talk to your CRM instead. Your AI client connects directly to this MCP, giving it specific tools to interact with every part of your customer data. You can ask your agent to pull up all active leads or check the full history for a qualified contact before a call. Need to update an opportunity? Just tell your agent the new status and which deal needs changing. It updates the record instantly. If you spot unnecessary records, you can even tell it to delete them, keeping your data clean. This is what Vinkius built this MCP for: giving your AI agent hands-on access to make real changes in your sales process. It’s all about staying in conversation while keeping your CRM accurate and up to date. ## Tools ### list_sales_contacts This action retrieves a list of all qualified sales contacts in your account. ### create_sales_contact Use this to create a brand new person or organization contact record with detailed information. ### create_sales_deal This tool generates a new sales opportunity, linking it to an existing contact ID. ### create_new_lead Creates a totally new potential lead in your system using provided names or organization details. ### list_sales_deals Retrieves a list of all currently tracked sales opportunities and deals. ### delete_sales_deal Permanently removes an existing deal record from your account. ### get_sales_contact_details This action pulls up all available details for a specific contact you name. ### get_deal_details Retrieves the complete status and history for one specified sales deal. ### get_lead_details Pulls up all available information regarding a single, specific lead record. ### list_sales_leads Retrieves a comprehensive list of every current sales lead in your system. ### update_existing_deal Updates details, like status or notes, for an opportunity that already exists. ## Prompt Examples **Prompt:** ``` List all active sales leads in my Zendesk Sell account. ``` **Response:** ``` I've retrieved your leads. You have 15 active leads, including 'John Smith' from 'Acme Corp' and 'Jane Doe' from 'Global Tech'. Would you like to see more details for any of them? ``` **Prompt:** ``` Create a new deal named 'Enterprise License' for contact ID '98765'. ``` **Response:** ``` Successfully created the deal 'Enterprise License' for contact 98765. The new deal ID is '54321' and its initial status is 'Incoming'. ``` **Prompt:** ``` Update the status of deal '54321' to 'Won'. ``` **Response:** ``` Successfully updated deal 54321. The status is now marked as 'Won' in your Zendesk Sell pipeline. Congratulations! ``` ## Capabilities ### Identify prospects You can list or retrieve information on both potential leads and qualified contacts. ### Create new records Your agent handles the creation of brand-new sales leads, people/organization contacts, and initial deal opportunities. ### View detailed profiles You pull up complete metadata for specific deals, contacts, or leads to review their full history. ### Change deal status The agent updates existing opportunities by changing their current stage (e.g., 'Won' or 'Lost'). ### Maintain data hygiene You can remove outdated leads, contacts, or deals from the system. ## Use Cases ### A rep needs quick info before a call. A sales representative is about to call Jane Doe. Instead of opening Zendesk Sell and searching for her profile, they ask their agent to use `get_sales_contact_details`. The agent immediately returns her full contact history and notes, so the rep starts the call informed. ### A manager needs pipeline health visibility. It's Friday afternoon. A sales manager asks their agent to use `list_sales_deals`. The agent pulls a list of every deal and flags any that haven't had a status change in over two weeks, allowing the manager to focus on stalled opportunities. ### An ops team needs to cleanse old data. The operations team realizes they have hundreds of inactive leads. They ask their agent to run a cleanup process and use `delete_sales_deal` or `delete_sales_contact`, maintaining database hygiene with zero manual clicks. ### A rep wins the deal. The conversation ends successfully. The representative tells the agent, 'Mark that as won.' The MCP uses `update_existing_deal` to change the status and record the win automatically, updating the core CRM data. ## Benefits - Instant status updates: Instead of logging in to change a deal's stage, you simply ask your agent to update an existing deal, keeping the flow going without interruption. Tools like `update_existing_deal` make this possible. - Data cleanup on demand: If you know you have old, irrelevant records cluttering your view, tell the MCP to delete them. This simple command ensures that leads and deals don't pile up with junk data. - Full prospect visibility: You never have to guess where a lead stands again. Use `get_lead_details` or `list_sales_leads` to pull complete information on any potential customer, right when you need it. - Effortless record creation: Capture new opportunities and contacts instantly. Whether using `create_new_lead` or `create_sales_contact`, the process of logging a name into your CRM happens in natural language. - Comprehensive oversight: Need to know what's happening with all deals? Running `list_sales_deals` gives you an immediate, accurate snapshot of your entire pipeline health. ## How It Works The bottom line is that you manage your entire sales pipeline by talking to it, without ever having to log into the Zendesk Sell dashboard. 1. Subscribe to this MCP and provide your Zendesk Sell Personal Access Token. 2. Connect it to any MCP-compatible client like Claude or Cursor. 3. Ask your agent conversational questions, such as 'List all active deals for Acme Corp.' The agent executes the action and gives you the result. ## Frequently Asked Questions **How do I start using Zendesk Sell with my AI client?** You must first subscribe to this MCP and provide your personal access token. Once connected, any compatible client can use it immediately for sales tasks. **Can the Zendesk Sell MCP create a new lead?** Yes. You can use the `create_new_lead` tool to instantly add potential customer interest to your system using just names or organization details. **What if I need to view all my contacts?** Use the `list_sales_contacts` tool. It retrieves a comprehensive list of every qualified prospect currently in your Zendesk Sell account. **Does the MCP handle deal updates?** Absolutely. You can use `update_existing_deal` to change statuses or notes on an opportunity, ensuring that your sales pipeline reflects reality instantly. **Can I delete old records using this MCP?** Yes. The agent provides the tools needed to maintain data hygiene by running `delete_sales_deal` or removing contacts when they are no longer relevant.