Integration · CRM & sales

Connect Claude & ChatGPT to Salesmate

Ask your AI which deals are about to close, what is on a colleague's schedule, or to log a call in Salesmate. It can search and create contacts, companies, deals and activities, add notes to records and look up products. Your CRM stays up to date without all the clicking.

Connect Salesmate free

Free plan, no credit card. Takes about a minute.

Try asking

“Which open deals are expected to close this month?”
The AI searches deals by status and estimated close date and lists them with value, stage and owner.
“Add Peter Holm from Holm Logistics as a contact.”
It searches first to avoid a duplicate, then creates the contact with name, company and the details you give.
“Log a call with contact 1203 today: we discussed pricing.”
It creates a completed call activity linked to the contact, with your summary as the description.

What your AI can do

Contacts and companies

Search, read, create and update contacts, and search, read and create companies.

Deals and products

Search deals by any field, read a deal with stage and value, create deals and look up products.

Activities and notes

Create and search tasks, calls and meetings, and add notes to contacts, companies and deals.

“Add a note to the Nordic Foods deal: sent revised quote.”
It finds the deal and adds the note to it.
“Create a deal for Holm Logistics worth 45,000 in our sales pipeline.”
It creates the deal with title, pipeline, stage, value, currency and the company as primary company.
“What does Anna have scheduled this week?”
It finds Anna's user ID and searches activities by owner and due date.

19 tools for Salesmate

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_company_noteChanges dataAdd a note to a company: pass `company_id` and the note text in `note`.
add_contact_noteChanges dataAdd a note to a contact: pass `contact_id` and the note text in `note`.
add_deal_noteChanges dataAdd a note to a deal: pass `deal_id` and the note text in `note`.
create_activityChanges dataCreate an activity such as a task, call or meeting with title, type, due_date, duration, owner, primary_contact and description; set is_completed to log a finished one.
create_companyChanges dataCreate a company with name, website, phone, owner, currency, tags and billing address.
create_contactChanges dataCreate a contact with first_name, last_name, email, mobile, company, owner, tags and address fields. Search first to avoid duplicates.
create_dealChanges dataCreate a deal with title, pipeline, stage, deal_value, currency, owner, primary_contact, primary_company, status and estimated_close_date.
delete_activityDeletesPermanently delete an activity by `task_id`. This cannot be undone.
get_activityGet one activity by `activity_id`, with type, title, due date, owner and completion status.
get_companyGet one company by `company_id`, with its website, phone, owner and billing address.
get_contactGet one contact by `contact_id`, with name, email, phone, company, owner and tags.
get_dealGet one deal by `deal_id`, with value, stage, pipeline, status, owner, primary contact and company.
list_usersList the users in the Salesmate account with their IDs. Use it to find an owner ID for contacts, deals and activities.
search_activitiesChanges dataSearch activities (tasks, calls, meetings) with `filter_query` rules, `displaying_fields` and `sort`.
search_companiesChanges dataSearch companies with `filter_query` rules, `displaying_fields` and `sort`. Use it to find a company's ID.
search_contactsChanges dataSearch contacts with `filter_query` (group.operator AND/OR plus rules of field, condition and data), choosing columns in `displaying_fields` and ordering with `sort`. Use this to find a contact's ID.
search_dealsChanges dataSearch deals with `filter_query` rules, optional `pipeline`, `displaying_fields` and `sort`. Use it to find open deals or a deal's ID.
search_productsChanges dataSearch the product catalog; pass the search criteria in `body`. Use it to find product IDs to attach to deals.
update_contactChanges dataUpdate a contact by `contact_id`, such as name, email, mobile, designation, owner or tags. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Salesmate from the app list.
2
Paste your key
Enter your Salesmate Session Token, your Salesmate address and your link name. In Salesmate, click your profile picture > My Account > Access Keys and copy the Session Token. The address is your account URL without https, for example acme.salesmate.io, and the link name is its first part (acme).
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Salesmate?

The AI can search and read contacts, companies, deals, activities and products and list your users. It can create and update contacts, create companies, deals and activities, and add notes to contacts, companies and deals. It can also delete an activity if you switch that tool on.

Does the AI see my Salesmate session token?

No. You enter your Salesmate session token in PipMCP once. It is encrypted at rest, never shown to the AI and never shown again after you save it, not even to you. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting an activity is permanent, and it and any create or update can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Salesmate account.

Can the AI delete data in Salesmate?

Only activities. The delete_activity tool removes a task, call or meeting permanently. You can leave it off or require approval for it. There are no tools that delete contacts, companies or deals.