Salesmate
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.
Verdict
Common use cases
- Log new accounts during discovery calls
- Fetch company details while triaging support tickets
- Add products to catalog from Slack threads
- Audit active users before quarterly reviews
- Check product SKUs before quoting deals
Integration
- Vendor
- Salesmate
- Category
- crm
- Auth
- API_KEY
- Tools
- 6
- Composio slug
salesmate
Tools
- 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 Productdestructive
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 modules. use after authentication to retrieve available module ids and names.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the MCP Integrations tab. 2. Click 'Add Integration' and select Salesmate from the CRM category. 3. Log into your Salesmate account, go to Settings → API & Integrations, and generate a new API key with permissions for Companies, Products, and Users. 4. Copy the key and paste it into the Switchy connection dialog, then click 'Connect'. 5. Switchy will verify the key by calling the List Modules endpoint—you'll see a green checkmark if it succeeds. 6. Open any Space, type '@Salesmate list modules' and send; if you get back a list of module names, the connection is live. 7. From now on, @mention Salesmate in any message to invoke tools like creating a company or fetching active users.
What teammates see: by default, memories from Salesmate are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Create New Company
@Salesmate create a company named 'Acme Industries' with website acme.com and phone +1-555-0199.Open in a Space →
Add Product to Catalog
@Salesmate add a product called 'Enterprise Plan' with SKU ENT-2024 priced at 499 per month.Open in a Space →
List Active Users
@Salesmate get all active users and show their names and email addresses.Open in a Space →
Look Up Company by ID
@Salesmate get company 12847 and summarize its industry, size, and last contact date.Open in a Space →
Remove Discontinued Product
@Salesmate delete product 5032 from the catalog—it's been discontinued as of this quarter.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Salesmate show me all active users and their roles so I can assign the new enterprise deals to the right account executives
Retrieved 12 active users from your Salesmate account. The list includes 4 Account Executives (Sarah Chen, Mike Torres, Lisa Park, James Wu), 3 Sales Development Reps, 2 Customer Success Managers, 2 Sales Ops analysts, and 1 Sales Director. Each record shows email, phone extension, and current deal load. Sarah Chen has the lightest pipeline at 8 open deals, while Mike Torres is at capacity with 15.
This example demonstrates read-only access to user data for pipeline planning. Requires an API key with user-read permissions. The tool returns only users marked 'active' in Salesmate — deactivated or archived users won't appear, so cross-check your org chart if someone's missing.
@Salesmate create a new company record for Acme Industrial Solutions, industry manufacturing, 500 employees, website acmeindustrial.com
Created company 'Acme Industrial Solutions' in Salesmate with ID 8472. Set industry to Manufacturing, employee count to 500, and website to acmeindustrial.com. The record is now visible in your CRM and can be linked to contacts, deals, or activities. No owner was assigned — you'll need to manually assign an account owner or update via another prompt.
This write operation creates a company record immediately in your live CRM. Useful for onboarding new prospects during discovery calls. The MCP doesn't auto-assign owners or set custom fields beyond the basics provided, so follow up with assignment or enrichment steps if your workflow requires them.
@Salesmate add three products to our catalog: 'Enterprise Plan' at $999/mo, 'Pro Plan' at $299/mo, and 'Starter Plan' at $99/mo, then summarize our full product lineup
Added three subscription products to Salesmate: Enterprise Plan (SKU auto-generated, $999/month), Pro Plan ($299/month), and Starter Plan ($99/month). Your catalog now contains 11 total products across SaaS subscriptions, professional services, and hardware accessories. The new plans are immediately available for deal line-items. Note: SKUs were auto-generated as 'ENT-001', 'PRO-001', 'STR-001' — update them if your finance system requires specific codes.
This example chains product creation with AI synthesis of the catalog state. The Add Product tool writes directly to Salesmate, so these SKUs are live and billable once attached to deals. If your pricing model includes tiers or add-ons, you'll need separate product records for each — Salesmate doesn't nest product variants in a single entry.
Use-case deep-dives
When Salesmate wins for B2B customer setup workflows
A 6-person sales team closes a new enterprise deal and needs to spin up the account in under five minutes during the handoff call. The Salesmate MCP lets you create the company record, add the customer's product SKUs to the catalog, and assign the account owner—all from one Switchy thread while you're still on Zoom. The "Create Company" and "Add Product" tools handle the heavy lifting without tab-switching. This works best when your product catalog is stable (under 200 SKUs) and your sales cycle involves live onboarding calls. If you're running a high-velocity SMB motion with 50+ deals a week, you'll want automation outside the MCP. For teams that close 5-15 enterprise deals a month and need human touch at setup, this is the fastest path from signed contract to live account.
Salesmate MCP for account research before leadership sync
A RevOps manager preps Friday's pipeline review by pulling company details for the top 12 deals in negotiation. The "Get Company" tool surfaces account history, contact counts, and deal stage in seconds—no CRM login required. She pastes the company IDs into Switchy, gets structured summaries, and builds the deck while the data is still fresh. This scenario breaks down if your CRM has custom fields that Salesmate's API doesn't expose, or if you need cross-object reporting (deals + activities + emails). The MCP gives you six core tools, so complex queries still require the web UI. For weekly or bi-weekly reviews where you need fast lookups on 10-20 accounts, the MCP cuts prep time in half. If you're running daily standups with 50+ account touches, stick to Salesmate's native dashboards.
When to use Salesmate MCP for customer context lookup
A 4-person support team gets an urgent ticket from a customer whose account details live in Salesmate. The support lead uses "Get Active Users" to see who owns the account, then pulls the company record to check contract tier and product entitlements. The MCP returns the data in 10 seconds, and the ticket gets routed to the right AE without a Slack thread or CRM login. This works when your support volume is under 100 tickets a week and escalations are rare enough that manual lookup makes sense. If you're triaging 500+ tickets a month, you need Salesmate's Zapier integration or a dedicated support tool. For small teams where every escalation is high-touch and context matters more than speed, the MCP gives you just enough CRM access to make the right call without leaving your workspace.
Frequently asked
What does the Salesmate MCP let me do in Switchy?
It connects your Salesmate CRM so AI can read company records, create new companies and products, manage your product catalog, and pull active user lists. You can ask the AI to look up a company by ID, add a product with SKU and price, or check which team members are active—without switching tabs.
Do I need admin access to connect Salesmate?
You need permission to generate an API key in your Salesmate account settings. Most Salesmate plans let any user create a personal API key, but check with your admin if you're on a locked-down workspace. Once you paste the key into Switchy, the MCP inherits your Salesmate permissions.
Can the Salesmate MCP update deals or log activities?
No. The current toolset covers companies, products, and user lists—it doesn't touch deals, contacts, activities, or pipeline stages. If you need to update a deal or log a call, use Salesmate's web app or a dedicated automation tool like Zapier alongside this MCP.
Why use this MCP instead of Salesmate's API directly?
The MCP wraps Salesmate's REST API in natural-language tools, so you ask "add a product named Widget Pro at 199" instead of writing JSON payloads. It's faster for ad-hoc queries and one-off data entry, but if you're building a scheduled sync or bulk import, stick with the API.
Who on the team should connect the Salesmate MCP?
Whoever needs to pull CRM data or add records during AI chats. Sales ops and account managers are typical users. Each person connects their own API key, so the MCP logs actions under their Salesmate user—helpful for audit trails and respecting role-based permissions.