Salesloft MCP server for your AI

Use this to put people on a cadence by email or name: resolves the cadence (id or exact name) and up to 25 people (ids or emails), adds each, and answers each one's outcome.

Use this first when you have a name or an email and need an id: finds a person, account, cadence or user the way each one can be searched.

Use this to see how a cadence is doing: one cadence (id or name) with its stats (people, replies, meetings) and its steps in order.

Use this to read what was said on a recorded call or meeting: the conversation's title and attendees with its transcript as text, sentence by sentence in order.

Use this for "what do I have today": the signed-in person's overdue and today's tasks, the cadence steps due now, and their meetings from now on.

Use this to prepare for or review a prospect: one person (id or email) with the cadences they are on, open tasks, recent notes, calls and emails, and meetings.

Use this to create or update many people, accounts or calendar events at once: creates a bulk job, uploads up to 5,000 records and starts it, all in one call (bulk jobs run outside the rate limit).

Creates an account.

Creates a note.

Creates a person.

Creates a task.

Fetches an account, by ID only.

Fetches a person, by ID only.

Fetches multiple account records.

Fetches multiple meeting records.

Fetches multiple note records.

Fetches multiple person records.

Fetches multiple task records.

Updates an account.

Updates a person.

Updates a task.

Adds a person to a cadence.

Fetches an extended version of a Conversation, it will include AI generated features if they are available, such as, Summary, Actions Items and Key Moments Key scope: conversations:read.

Fetches multiple cadence membership records.

Fetches multiple conversations.

Fetches multiple custom field records.

Cadence Membership Key scope: cadences:delete.

Fetches multiple call records.

Non Admin: Lists only your user, or all on team depending on group visibility policy Team Admin: Lists users associated with your team Key scope: team:read.

Creates a call.

Fetches a cadence, by ID only.

Fetches multiple action records.

Fetches multiple cadence records.

Creates an activity.

Fetches stats for a cadence, by ID only.

Fetches an email, by ID only.

Authenticated user information.

Fetches multiple email records.

Lists multiple Opportunity records.

Fetches multiple step records.

Fetches a list of the tags used for a team.

Upserts an account record.

Upserts a person record.

Upload job data for the specified bulk job.

Creates a bulk job.

Cancels a bulk job and marks all pending records as cancelled.

Fetches a bulk job, by ID only.

Fetches multiple job data records for a given bulk job.

Fetches multiple job data records for a completed bulk job.

Fetches multiple bulk job records.

Updates a bulk job's name and / or marks a bulk job as 'ready_to_execute'.

Get the details for a given Request This endpoint requires the "data-control" scope for access.

Query Requests by some given filters This endpoint requires the "data-control" scope for access.

Initiate a request to redact and delete all data regarding accounts and their related people.

Execute a workflow to affect data in all systems concerned with redacting a non-user account.

This endpoint supports the ability to soft delete multiple People from Salesloft based on their Salesloft Person ID.

This endpoint supports soft deleting a Person from Salesloft based on their Salesloft Person ID and redacting all P.I.I.

Creates a group.

Creates an import.

Creates an Opportunity Stage.

Creates a person stage.

Create a Salesloft Play for a registered Signal and coinciding indicator.

Creates a saved list view.

Create a Signal Registration.

Creates a webhook subscription.

Deletes an account.

Deletes a Group by ID Key scope: any of groups:write, team:delete.

Deletes an import, by ID only.

Deletes a note owned by authorized account.

Deletes an Opportunity Stage Key scope: opportunities:delete.

Deletes a person.

Deletes a person stage.

Deletes a Play Registration.

Deletes a saved list view.

Deletes a Signal Registration For additional information on deleting a Signal Registration, visit the signals details page.

Deletes a task.

Deletes a webhook subscription.

Fetches a group, by ID only.

Fetches an import, by ID only.

Fetches a reschedule meeting link using the 'reschedule_guid' as a parameter in the URL path.

Fetches a note, by ID only.

Fetches a single Opportunity Stage.

Fetches a person stage, by ID only.

Fetch a Play Registration by ID.

Fetches a saved list view, by ID only.

Fetch a Signal Registration by ID.

Fetches a task, by ID only.

Fetches a webhook subscription, by ID only.

Fetches multiple group records.

Fetches multiple imports.

Lists Opportunity Stages synced from the CRM and created via API.

Fetches multiple person stage records.

Fetches all Play Registrations created by owner of associated integration.

Fetches multiple saved list view records.

List all Signal Registrations for all Integrations.

Fetches all of the customer's webhook subscriptions for your application.

Fetches multiple meeting setting records.

Updates a group by ID.

Updates an import, by ID only.

Updates a meeting, by ID only.

Updates a meeting setting, by ID only.

Updates a note.

Updates an Opportunity Stage.

Updates a person stage.

Salesloft Plays are rulesets that turn Salesloft Signals into action if and when certain criteria are met - when indicator(s) of an incoming Signal match indicator(s) of a previously configured Play registration.

Updates a saved list view.

Update a Signal Registration.

Updates a webhook subscription.

Creates a new Meeting in the user's calendar.

Create a call data record Key scope: calls:write.

Creates a custom field.

Create a new personal email template Key scope: emails:write.

Create a new team email template Key scope: team:write.

Deletes a custom field.

Fetches a cadence membership, by ID only.

Fetches a call data record, by ID only.

Fetches a single conversation Key scope: conversations:read.

Fetches an extended version of a Conversation including media The answer holds a link to the media file.

Fetches a custom field, by ID only.

Fetches an email template, by ID only.

Fetches a team template, by ID only.

Fetches a Conversation Transcription Key scope: conversations:read.

Fetches a Conversation Transcription Artifact The answer holds a link to the transcript file.

Returns all calendar events, paginated and filtered by the date.

Fetches multiple call data records.

Fetches multiple email template records.

Fetches multiple team template records.

Fetches a Conversation Transcription's sentence data Key scope: conversations:read.

List Conversation Transcriptions Key scope: conversations:read.

Updates a meeting, by ID only.

Update a call data record Key scope: calls:write.

Update a personal email template Key scope: emails:write.

Update a team email template Key scope: team:write.

Upserts a calendar event object.

Creates a request for a new audit report.

Creates a configuration.

Creates a mapping.

Delete a configuration, specified by id.

Deletes a mapping, specified by id.

Fetch an audit report by ID.

Fetches a call, by ID only.

Fetches an user.

Associates Salesloft people with opportunities.

Returns all reports that have been requested by user's tenant_id, paged by 25 records Key scope: audit_reports:read.

Returns all configurations for a team.

Returns all mappings for a team, paginated and filtered by the date.

Lists associations between Salesloft people and opportunities that have been created by Salesloft or created via API.

Deletes an Opportunity and Person Association.

Updates an user.

Fetches an account stage, by ID only.

Fetches an account tier, by ID only.

Fetches an action, by ID only.

Fetches a single cadence collection by ID.

Fetches a call disposition by ID only.

Fetches a call instruction, by ID only.

Fetches a call sentiment by ID only.

Fetches a crm activity, by ID only.

Fetches a custom role, by ID only.

Fetches multiple account stage records.

Fetches multiple account tier records.

Fetches multiple cadence collection records.

Fetches multiple call disposition records.

Fetches multiple call instruction records.

Fetches multiple call sentiment records.

Fetches multiple crm activity records.

Fetches multiple custom role records.

Transitions a draft cadence to active.

Adds multiple people to a cadence.

Archives up to 100 cadences in the background.

Reschedule many tasks in batch.

Requests a check of the template for missed tags.

Creates a dialer call Key scope: conversations:write.

Creates an external email object.

Creates a live feed item that can be sent to users.

Creates a Live Website Tracking parameter to identify a person Key scope: notifications:write.

Deliver a Signal to Salesloft.

Exports a cadence collection as JSON.

Exports a cadence as JSON.

Fetches a single step group of a cadence.

Fetch the MIME content for email.

Fetches a single Opportunity record.

Fetches a phone number assignment, by ID only.

Fetches the recording status for a given phone number, based on Do Not Record and Recording Governance for your team.

Fetches a step, by ID only.

Fetches task counts data grouped by the task type.

Fetches the team of the authenticated user.

New cadences can be created or steps can be imported onto existing cadences which do not have steps.

New cadence collections can be created from JSON settings.

Fetches multiple CRM Account Team Member Role records.

Fetches distinct account types for the team to be used in filter selections.

Fetches all of the customer's past activities for your application.

Fetches the step groups of a cadence, ordered by day and then by their position within the day.

Fetches available time slots for an user's calendar within the specified date range.

Returns all calendar events including expanded recurring event occurrences, paginated and filtered by date.

Each entry is a possible caller ID match for the number.

Fetches multiple CRM Account Team Member records.

Fetches multiple crm activity field records.

Fetches multiple CRM Account Team Member records.

Crm Users Key scope: crm:read.

Fetches multiple email template attachment records.

Fetches a list of emails ready to be sent by an external email service.

Fetches multiple phone number assignment records.

Fetches multiple success records.

Fetches multiple team template attachment records.

Creates an ongoing action.

Puts in a request to generate a cadence collection export download.

Puts in a request to generate a cadence export download.

Updates the status of an email sent by an External Email Client.