Salesmate MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SALESMATE_API_KEY | Yes | Your Salesmate Session Key (not the Access or Secret key). Required for authentication. | |
| SALESMATE_BASE_URL | Yes | Your Salesmate workspace base URL, e.g., https://yourcompany.salesmate.io. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_contactsB | Search for contacts in Salesmate by name, email, or company. Args: query: Free-text search term. Returns: A structured object with the matching contacts. |
| get_contactA | Retrieve a single contact's full details by its id. Args: contact_id: The numeric id of the contact. Returns: A structured object containing the contact record. |
| list_dealsA | List deals, optionally filtered to a specific contact. Args: contact_id: Optional contact id to filter deals by. Returns: A structured object with the matching deals. |
| get_dealA | Retrieve a single deal's full details by its id. Args: deal_id: The numeric id of the deal. Returns: A structured object containing the deal record. |
| update_deal_stageA | Move a deal to a new pipeline stage. Args: deal_id: The numeric id of the deal to update. stage: The name of the target stage. Returns: A structured object containing the updated deal record. |
| create_taskA | Create a task in Salesmate. Args: title: The task title. due_date: ISO-8601 due date (e.g. '2026-07-01' or '2026-07-01T09:00:00Z'). contact_id: Optional contact id to associate with the task. Returns: A structured object containing the created task. |
| create_noteB | Create a note attached to a contact. Args: contact_id: The numeric id of the contact to attach the note to. note: The note body text. Returns: A structured object containing the created note. |
| get_recent_activitiesB | Get recent activities (calls, meetings, emails) for a contact. Args: contact_id: The numeric id of the contact. Returns: A structured object with the contact's recent activities. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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