Salesmate AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Salesmate MCP or direct API to automate outreach, manage contacts, update deals, and track sales pipelines through natural language.
Connect on TelegramSalesmate is an AI-powered CRM that helps businesses organize leads, close deals, and streamline sales workflows. It's designed to boost productivity and deliver seamless customer engagement through a unified, intuitive platform.
▪ Tools & Triggers
Supported Tools and Triggers
Every Salesmate action and event your agent gets out of the box.
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 199.99 USD."
Create Company
Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
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.
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.
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".
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 API operations.
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