# Salesflare — how to use (mcp.ai)

Connect your Salesflare account and use 63 tools for CRM straight from your AI agent. Connect with your own API key. Salesflare is a CRM platform that helps small and medium-sized B2B businesses track and manage their sales pipelines, contacts, and customer relationships with automated data entry and smart insights.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_salesflare?ms=1787296080000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `salesflare_add_account_contacts`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/salesflare`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/salesflare/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/salesflare/add/account/contacts` — Tool to add contacts to a specific account in Salesflare. Use when you need to link existing contacts to an account.
  - body: { contacts: object[], account_id: integer }
- `POST https://api.mcp.ai/api/salesflare/create/account` — Tool to create a new account in Salesflare. Use when you need to add a new company or organization to your CRM. If update_if_exists is true and an account with matching domain exists, it will be updat
  - body: { name?: string, size?: integer, tags?: string[], email?: string, links?: string, owner?: integer, custom?: object, domain?: string, picture?: string, website?: string, addresses?: object[], customers?: object[], description?: string, phone_number?: string, phone_numbers?: object[], parent_account?: integer, email_addresses?: object[], social_profiles?: string[], update_if_exists?: boolean }
- `POST https://api.mcp.ai/api/salesflare/create/call` — Tool to create one or more call records in Salesflare. Use when logging calls with contacts or accounts. Each call requires a date and participants list (can be empty for call log sync).
  - body: { calls: object[] }
- `POST https://api.mcp.ai/api/salesflare/create/contact` — Tool to create new contacts in Salesflare. Use when you need to add contact records to the system. Accepts single or multiple contacts. If creating one contact, response contains a single object; if m
  - body: { force?: boolean, contacts: object[] }
- `POST https://api.mcp.ai/api/salesflare/create/custom/field` — Creates a new custom field for accounts, contacts, or opportunities in Salesflare. Use when you need to add custom data fields to track specific information.
  - body: { name?: string, type?: integer, enabled?: boolean, options?: object[], archived?: boolean, max_date?: string, min_date?: string, pipeline?: integer, required?: boolean, item_class: string, max_number?: number, min_number?: number, order_alphabetically?: boolean, default_boolean_value?: boolean, users_can_add_options?: boolean, predefined_customfield?: integer }
- `POST https://api.mcp.ai/api/salesflare/create/internal/note` — Tool to create an internal note in Salesflare associated with an account. Use when you need to add notes for tracking interactions or important information about an account.
  - body: { body: string, date?: string, account: integer, mentions?: integer[] }
- `POST https://api.mcp.ai/api/salesflare/create/meeting` — Create a new meeting record in Salesflare. Use when scheduling meetings with contacts or logging past meetings/calls. Supports both live meetings and phone calls with customizable details.
  - body: { date: string, type?: string, notes?: string, minutes?: string, subject?: string, end_date?: string, phone_type?: string, description?: string, participants: integer[], phone_number_hash?: string }
- `POST https://api.mcp.ai/api/salesflare/create/opportunity` — Tool to create a new opportunity in Salesflare. Use when you need to add a sales opportunity or deal to the system. An opportunity represents a potential sale associated with an account (company).
  - body: { name?: string, tags?: string[], owner?: integer, stage?: integer, units?: number, value?: number, closed?: boolean, custom?: object, account: integer, creator?: integer, assignee?: integer, currency?: integer, frequency?: string, close_date?: string, start_date?: string, lead_source?: integer, lost_reason?: integer, probability?: number, main_contact?: integer, contract_end_date?: string, contract_start_date?: string, recurring_price_per_unit?: number }
- `POST https://api.mcp.ai/api/salesflare/create/tag` — Tool to create a new tag in Salesflare. Use when you need to add a new tag for categorizing accounts, contacts, or opportunities.
  - body: { name: string }
- `POST https://api.mcp.ai/api/salesflare/create/task` — Tool to create a new task in Salesflare. Use when you need to add a task or to-do item to the system. Tasks help track follow-ups, calls, meetings, and other action items.
  - body: { account?: integer, assignees?: integer[], description: string, reminder_date?: string }
- `POST https://api.mcp.ai/api/salesflare/create/workflow` — Tool to create a new workflow (email automation sequence) in Salesflare. Use when you need to set up automated email sequences or campaigns for contacts. Only the workflow name is required; all other 
  - body: { goal?: string, name: string, steps?: object[], filter?: object, status?: string, continuous?: boolean, record_type?: string, schedule_date?: string, schedule_days?: integer[], status_message?: string, exit_after_days?: number, schedule_time_end?: string, schedule_time_start?: string, individual_record_filter?: object }
- `POST https://api.mcp.ai/api/salesflare/delete/account` — Tool to permanently delete an account from Salesflare. Use when you need to remove an account from the system. WARNING: This action cannot be undone and permanently removes the account.
  - body: { account_id: integer }
- `POST https://api.mcp.ai/api/salesflare/delete/contact` — Tool to delete a contact from Salesflare. Use when you need to remove a contact by their unique identifier after confirming this detail.
  - body: { contact_id: integer }
- `POST https://api.mcp.ai/api/salesflare/delete/custom/field` — Tool to delete a custom field from Salesflare. Use this to permanently remove a custom field from accounts, contacts, or opportunities. The custom field and all its data will be deleted.
  - body: { id: integer, item_class: string }
- `POST https://api.mcp.ai/api/salesflare/delete/internal/note` — Tool to delete an internal note from Salesflare by its message ID. Use when you need to permanently remove an internal note from the system.
  - body: { message_id: integer }
- `POST https://api.mcp.ai/api/salesflare/delete/meeting` — Tool to delete a meeting from Salesflare. Use when you need to remove a meeting from the system.
  - body: { meeting_id: integer }
- `POST https://api.mcp.ai/api/salesflare/delete/opportunity` — Tool to permanently delete an opportunity from Salesflare. Use when you need to remove an opportunity from the system. WARNING: This action cannot be undone and permanently removes the opportunity.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/salesflare/delete/tag` — Tool to delete a tag from Salesflare. Use when you need to remove a tag from the system.
  - body: { tag_id: integer }
- `POST https://api.mcp.ai/api/salesflare/delete/task` — Tool to delete a task from Salesflare. Use when you need to remove a task from the system.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/account` — Get detailed information about a specific account by ID. Tool to retrieve complete account details including contact information, addresses, social profiles, tags, and custom fields. Use when you need
  - body: { account_id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/ai/settings` — Tool to retrieve AI settings for the Salesflare team. Use when you need to check the current AI configuration for company and user profiles.
- `POST https://api.mcp.ai/api/salesflare/get/contact` — Retrieves detailed information for a specific contact by ID. Use when you need complete contact details including personal info, tags, addresses, and account associations.
  - body: { contact_id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/current/user` — Tool to retrieve the details of the currently authenticated user. Use when you need to get information about the current user's profile, settings, permissions, or team configuration.
- `POST https://api.mcp.ai/api/salesflare/get/custom/field` — Tool to retrieve details of a specific custom field. Use when you need to fetch information about a custom field configuration for accounts, contacts, or opportunities.
  - body: { id: integer, item_class: string }
- `POST https://api.mcp.ai/api/salesflare/get/meeting` — Tool to retrieve detailed information about a specific meeting by its ID. Use when you need to fetch meeting details such as subject, date, participants, notes, and other metadata.
  - body: { meeting_id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/opportunity` — Get detailed information about a specific opportunity by ID. Tool to retrieve complete opportunity details including account, contacts, pipeline stage, value, dates, and other metadata. Use when you n
  - body: { id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/stage` — Get detailed information about a specific pipeline stage by ID. Tool to retrieve complete stage details including name, order, probability, and pipeline association. Use when you need to fetch informa
  - body: { stage_id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/tag/usage` — Get tag usage details including workflows, saved filters, and reports. Tool to retrieve information about where a specific tag is being used across workflows, saved filters, and reports in Salesflare.
  - body: { tag_id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/user` — Tool to retrieve details of a specific user by their ID. Use when you need to get information about a user's profile, settings, or permissions in Salesflare.
  - body: { user_id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/workflow` — Get detailed information about a specific workflow by ID. Tool to retrieve complete workflow details including steps, analytics, filters, scheduling, and status information. Use when you need to fetch
  - body: { id: integer }
- `POST https://api.mcp.ai/api/salesflare/get/workflow/merge/fields` — Tool to retrieve available merge fields for workflows in Salesflare. Use when you need to get the list of fields that can be inserted into workflow templates or email campaigns.
- `POST https://api.mcp.ai/api/salesflare/list/account/messages` — Tool to retrieve a list of messages associated with a specific account in Salesflare. Use when you need to view communication history, emails, or notes linked to an account. Supports filtering by date
  - body: { after?: string, limit?: integer, before?: string, account_id: integer }
- `POST https://api.mcp.ai/api/salesflare/list/accounts` — Tool to list accounts with various filtering options including search, name, creation dates, size, domain, tags, address, and hotness level. Use when you need to retrieve multiple accounts with specif
  - body: { q?: string, id?: integer[], tag?: integer[], name?: string, limit?: integer, custom?: string, domain?: string[], export?: string, offset?: integer, search?: string, details?: boolean, hotness?: integer, max_size?: integer, min_size?: integer, order_by?: string[], tag.name?: string[], address.city?: string[], creation_after?: string, address.country?: string[], creation_before?: string, address.state_region?: string[] }
- `POST https://api.mcp.ai/api/salesflare/list/contacts` — Tool to list contacts with filtering options. Use when you need to retrieve, search, or filter contacts from Salesflare. Supports extensive filtering by name, email, phone, domain, dates, account, tag
  - body: { q?: string, id?: integer[], tag?: integer[], name?: string, type?: string, email?: string, limit?: integer, custom?: string, domain?: string, export?: string, offset?: integer, search?: string, account?: integer[], order_by?: string[], tag.name?: string[], address.city?: string[], phone_number?: string, position.role?: string[], creation_after?: string, address.country?: string[], creation_before?: string, include_archived?: boolean, modification_after?: string, modification_before?: string, address.state_region?: string[] }
- `POST https://api.mcp.ai/api/salesflare/list/currencies` — Tool to retrieve a list of supported currencies in Salesflare. Use when you need to know which currencies are available for use in accounts, opportunities, or other financial data.
- `POST https://api.mcp.ai/api/salesflare/list/custom/field/options` — Tool to list available options for a specific custom field in Salesflare. Use when you need to retrieve the available values for select or multi-select custom fields. Supports filtering options by sea
  - body: { item_class: string, search_string?: string, custom_field_api_field: string }
- `POST https://api.mcp.ai/api/salesflare/list/custom/field/types` — Tool to retrieve a list of available custom field types in Salesflare. Use when you need to know which field types are supported for creating custom fields.
- `POST https://api.mcp.ai/api/salesflare/list/custom/fields` — Tool to list custom fields for a specified item class (accounts, contacts, or opportunities). Use when you need to retrieve available custom fields for an item type to understand what custom data can 
  - body: { name?: string, pipeline?: integer, itemClass: string, includeDisabled?: boolean }
- `POST https://api.mcp.ai/api/salesflare/list/email/datasources` — Tool to list email data sources. Use when you need to retrieve all email data sources associated with the user.
  - body: { include_team_datasources?: boolean }
- `POST https://api.mcp.ai/api/salesflare/list/filter/fields` — Tool to list available filter fields for a specific entity type in Salesflare. Use when you need to retrieve the available filter fields for accounts, contacts, opportunities, or other entities.
  - body: { entity: string, pipeline?: integer, includePipelineSpecificPredefinedFilterFields?: boolean }
- `POST https://api.mcp.ai/api/salesflare/list/groups` — Tool to list groups in Salesflare. Use when you need to retrieve all groups in the team.
- `POST https://api.mcp.ai/api/salesflare/list/my/contacts` — Tool to list contacts belonging to the current user. Use when you need to retrieve, search, or filter contacts from Salesflare. Supports extensive filtering options including by name, email, phone, da
  - body: { q?: string, id?: integer[], tag?: integer[], name?: string, type?: string, email?: string, limit?: integer, custom?: string, domain?: string, export?: string, offset?: integer, search?: string, account?: integer[], order_by?: string[], tag.name?: string[], address.city?: string[], phone_number?: string, position.role?: string[], creation_after?: string, address.country?: string[], creation_before?: string, include_archived?: boolean, modification_after?: string, modification_before?: string, address.state_region?: string[] }
- `POST https://api.mcp.ai/api/salesflare/list/opportunities` — Tool to list opportunities with extensive filtering options. Use when you need to retrieve opportunities filtered by pipeline, stage, dates, value, tags, owner, account, or other criteria.
  - body: { q?: string, id?: integer, tag?: integer[], done?: boolean, name?: string, limit?: integer, owner?: integer, stage?: integer, closed?: boolean, custom?: string, export?: string, offset?: integer, search?: string, account?: integer, details?: boolean, hotness?: integer, assignee?: integer, order_by?: string[], pipeline?: integer, tag_name?: string, max_value?: number, min_value?: number, stage_name?: string, close_after?: string, owner_group?: integer, team_member?: integer, close_before?: string, assignee_group?: integer, creation_after?: string, creation_before?: string, team_member_group?: integer }
- `POST https://api.mcp.ai/api/salesflare/list/persons` — Tool to list persons (non-contact people found in communications) from Salesflare. Use when you need to retrieve or search persons by name, email, ID, or keyword.
  - body: { id?: integer[], name?: string, email?: string, search?: string }
- `POST https://api.mcp.ai/api/salesflare/list/pipelines` — Tool to list pipelines in the Salesflare system with filtering and sorting options. Use when you need to retrieve available pipelines for organizing opportunities and sales processes.
  - body: { q?: string, search?: string, order_by?: string[] }
- `POST https://api.mcp.ai/api/salesflare/list/stages` — Tool to list pipeline stages in the Salesflare system with filtering and sorting options. Use when you need to retrieve available stages for organizing opportunities in pipelines.
  - body: { id?: integer, name?: string, order_by?: string, pipeline.id?: integer, pipeline.name?: string }
- `POST https://api.mcp.ai/api/salesflare/list/tags` — Tool to list tags in the Salesflare system. Use when you need to retrieve tags with optional filtering by ID, name, or search query. Supports pagination and sorting for efficient tag retrieval.
  - body: { id?: integer[], name?: string, limit?: integer, offset?: integer, order_by?: string[] }
- `POST https://api.mcp.ai/api/salesflare/list/tasks` — Tool to list tasks with filtering options. Use when you need to retrieve tasks filtered by type, assignee, dates, completion status, or associated accounts.
  - body: { q?: string, id?: integer[], type?: string[], limit?: integer, export?: string, offset?: integer, search?: string, account?: integer[], order_by?: string[], assignees?: integer[] }
- `POST https://api.mcp.ai/api/salesflare/list/users` — Tool to list users (team members) in the Salesflare team. Use when you need to retrieve team members, search for specific users, or filter users by various criteria.
  - body: { id?: integer[], name?: string, email?: string, limit?: integer, offset?: integer, search?: string, order_by?: string[], only_enabled?: boolean }
- `POST https://api.mcp.ai/api/salesflare/list/workflows` — Tool to list workflows (email automation sequences) in Salesflare. Use when you need to retrieve or search for email automation workflows.
  - body: { q?: string, limit?: integer, offset?: integer, search?: string, order_by?: string[] }
- `POST https://api.mcp.ai/api/salesflare/update/account` — Tool to update an existing account in Salesflare. Use when you need to modify account details such as name, contact information, address, or custom fields.
  - body: { name?: string, size?: integer, tags?: string[], email?: string, links?: string, custom?: object, domain?: string, address?: object, picture?: string, website?: string, addresses?: object[], account_id: integer, description?: string, phone_number?: string, phone_numbers?: object[], parent_account?: integer, email_addresses?: object[], social_profiles?: string[] }
- `POST https://api.mcp.ai/api/salesflare/update/account/contacts` — Tool to update the contacts associated with a specific Salesflare account. Use when you need to add, modify, or remove contact associations for an account.
  - body: { contacts: object[], account_id: integer }
- `POST https://api.mcp.ai/api/salesflare/update/account/users` — Tool to update the users associated with a specific Salesflare account. Use when you need to add, modify, or remove user associations for an account.
  - body: { users: object[], account_id: integer }
- `POST https://api.mcp.ai/api/salesflare/update/ai/settings` — Tool to update AI settings for the Salesflare team. Use when you need to configure AI context information for company or user profiles.
  - body: { user?: object, company?: object }
- `POST https://api.mcp.ai/api/salesflare/update/contact` — Tool to update an existing contact in Salesflare. Use when you need to modify contact details such as name, email, phone, tags, or custom fields.
  - body: { name?: string, role?: string, tags?: string[], email?: string, force?: boolean, owner?: integer, custom?: object, middle?: string, prefix?: string, suffix?: string, account?: integer, address?: object, bounced?: boolean, opt-out?: boolean, picture?: string, archived?: boolean, lastname?: string, position?: object, addresses?: object[], firstname?: string, positions?: object[], birth_date?: string, contact_id: integer, fax_number?: string, bounced_date?: string, opt-out_date?: string, phone_number?: string, phone_numbers?: object[], social_profiles?: string[], opt-out_campaign?: string, home_phone_number?: string, mobile_phone_number?: string }
- `POST https://api.mcp.ai/api/salesflare/update/custom/field` — Updates an existing custom field for accounts, contacts, or opportunities in Salesflare. Use when you need to modify the properties or settings of a custom field.
  - body: { id: integer, name?: string, order?: integer, enabled?: boolean, options?: object[], archived?: boolean, max_date?: string, min_date?: string, pipeline?: integer, required?: boolean, item_class: string, max_number?: number, min_number?: number, pipelineName?: string, order_alphabetically?: boolean, users_can_add_options?: boolean, predefined_customfield?: integer }
- `POST https://api.mcp.ai/api/salesflare/update/email/datasource` — Tool to update the settings of an email data source in Salesflare. Use when you need to modify email sending limits, signature settings, or signature content for a specific email data source.
  - body: { id: integer, max_emails_day?: integer, email_signature?: string, max_emails_hour?: integer, add_signature_to_replies?: boolean, add_signature_to_campaign?: boolean }
- `POST https://api.mcp.ai/api/salesflare/update/internal/note` — Tool to update an existing internal note in Salesflare. Use when modifying the content or properties of an existing note.
  - body: { body: string, date?: string, account: integer, mentions?: integer[], message_id: integer }
- `POST https://api.mcp.ai/api/salesflare/update/opportunity` — Tool to update an existing opportunity in Salesflare. Use when you need to modify opportunity details such as name, value, stage, or other attributes.
  - body: { id: integer, done?: boolean, name?: string, tags?: string[], files?: object[], owner?: integer, stage?: integer, units?: number, value?: number, closed?: boolean, custom?: object, account?: integer, creator?: integer, assignee?: integer, frequency?: string, close_date?: string, start_date?: string, lead_source?: integer, lost_reason?: integer, probability?: number, main_contact?: integer, contract_end_date?: string, contract_start_date?: string, recurring_price_per_unit?: number }
- `POST https://api.mcp.ai/api/salesflare/update/tag` — Tool to update the name of an existing tag in Salesflare. Use when you need to rename a tag.
  - body: { name: string, tag_id: integer }
- `POST https://api.mcp.ai/api/salesflare/update/task` — Tool to update an existing task in Salesflare. Use when you need to modify task details such as description, completion status, assignees, or reminder date.
  - body: { id: integer, account?: integer, assignees?: integer[], completed?: boolean, description?: string, reminder_date?: string }
- `POST https://api.mcp.ai/api/salesflare/update/workflow` — Tool to update an existing workflow in Salesflare. Use when you need to modify workflow details such as name, status, steps, filters, or scheduling.
  - body: { id: integer, goal?: string, name: string, steps?: object[], filter?: object, status?: string, continuous?: boolean, record_type?: string, schedule_date?: string, schedule_days?: integer[], status_message?: string, exit_after_days?: integer, schedule_time_end?: string, schedule_time_start?: string, individual_record_filter?: object }
- `POST https://api.mcp.ai/api/salesflare/update/workflow/audience` — Tool to re-enter or exit an entity from a workflow in Salesflare. Use when you need to manage an entity's participation in a specific workflow, such as removing a contact from an automated email seque
  - body: { id: integer, exited?: boolean, met_goal?: boolean, record_id: integer }

## Example prompts
- "What can I do in Salesflare?"
- "Show me a summary of my Salesflare account"

## More
- Page: https://mcp.ai/salesflare
- Agent spec (llms.txt): https://mcp.ai/salesflare/llms.txt
- Postman collection: https://mcp.ai/salesflare/postman.json