# Salesmate — how to use (mcp.ai)

Connect your Salesmate account and use 6 tools for CRM straight from your AI agent. Connect with your own API key. Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_salesmate?ms=1787296020000`
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. `salesmate_add_product`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/salesmate`
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/salesmate/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/salesmate/add/product` — Tool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199
  - body: { sku?: string, name: string, tags?: string, owner?: integer, currency: string, isActive?: boolean, unitPrice: number, directCost?: number, costPerUnit?: number, description?: string }
- `POST https://api.mcp.ai/api/salesmate/create/company` — Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
  - body: { name: string, tags?: string, owner?: integer, phone?: string, skypeId?: string, website?: string, currency?: string, otherPhone?: string, billingCity?: string, description?: string, billingState?: string, twitterHandle?: string, billingCountry?: string, billingZipCode?: string, facebookHandle?: string, linkedInHandle?: string, googlePlusHandle?: string, billingAddressLine1?: string, billingAddressLine2?: string }
- `POST https://api.mcp.ai/api/salesmate/delete/product` — Tool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
  - body: { product_id: integer }
- `POST https://api.mcp.ai/api/salesmate/get/active/users` — Tool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
- `POST https://api.mcp.ai/api/salesmate/get/company` — Tool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42".
  - body: { company_id: integer }
- `POST https://api.mcp.ai/api/salesmate/list/modules` — Tool to list all available Salesmate modules. Returns the core CRM modules including Contacts, Companies, Deals, Activities, Products, and Tickets. Use this to discover which modules are available for

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

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