Salesmate MCP
CRM (Customer Relationship Management)
Use Salesmate MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Add Note for Custom Module
Adds Note based on previous step.
Add Note
Adds Note based on previous step.
Add New User
Created new User, probably with input from previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal, probably with input from previous steps.
Create Custom Module Record
Creates a new Custom Module Record, probably with input from previous steps.
Use Salesmate MCP with any AI assistant
Zapier Salesmate MCP lets you connect Salesmate's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Salesmate. Select and scope actions to align with your Salesmate workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
