Integration

Salesflare integration

Salesflare CRM for small B2B teams. Read and write accounts and their contacts, opportunities and their pipelines and stages, tasks, meetings, calls, notes and the activity feed, manage users, teams, tags, custom fields and workflows, send and track email campaigns, and read the merge fields available for templating. Authentication is an API key created in Salesflare settings and sent as a bearer token.

Connect Salesflare How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Salesflare.Built from the 68 Salesflare tools below, on the connection you add once.

What you can do with Salesflare

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 8 operations

create_account_contactCreate account contactPOSTUpdate an account's contacts.
create_contactCreate contactPOSTCreate a contact.
delete_contactDelete contactDELETEDelete a contact.
get_contactGet contactGETGet contact details.
list_contactsList contactsGETList contacts.
list_me_contactsList me contactsGETList current user's contacts.
update_account_contactUpdate account contactPUTUpdate an account's contacts.
update_contactUpdate contactPUTUpdate a contact.

Account, 5 operations

create_accountCreate accountPOSTCreate an account.
delete_accountDelete accountDELETEDelete an account.
get_accountGet accountGETGet account details.
list_accountsList accountsGETList accounts.
update_accountUpdate accountPUTUpdate an account.

Customfield, 5 operations

create_customfieldCreate customfieldPOSTCreate a custom field of a type.
delete_customfieldDelete customfieldDELETEDelete a custom field.
get_customfieldGet customfieldGETGet custom field details.
list_customfieldsList customfieldsGETList custom fields of a type.
update_customfieldUpdate customfieldPUTUpdate a custom field.

Opportunitie, 5 operations

create_opportunityCreate opportunityPOSTCreate an opportunity.
delete_opportunityDelete opportunityDELETEDelete an opportunity.
get_opportunityGet opportunityGETGet opportunity details.
list_opportunitiesList opportunitiesGETList opportunities.
update_opportunityUpdate opportunityPUTUpdate an opportunity.

Tag, 5 operations

create_tagCreate tagPOSTCreate a tag.
delete_tagDelete tagDELETEDelete a tag.
get_tagGet tagGETGet tag details.
list_tagsList tagsGETList tags.
update_tagUpdate tagPUTUpdate a tag.

Message, 4 operations

create_messageCreate messagePOSTCreate an internal note.
delete_messageDelete messageDELETEDelete an internal note.
list_messagesList messagesGETList an account's messages.
update_messageUpdate messagePUTUpdate an internal note.

User, 4 operations

create_userCreate userPOSTUpdate an account's users.
get_userGet userGETGet user details.
list_usersList usersGETList users.
update_userUpdate userPUTUpdate an account's users.

Workflow, 4 operations

create_workflowCreate workflowPOSTCreate a workflow.
get_workflowGet workflowGETGet workflow details.
list_workflowsList workflowsGETList workflows.
update_workflowUpdate workflowPUTUpdate a workflow.

Meeting, 3 operations

delete_meetingDelete meetingDELETEDelete a meeting.
get_meetingGet meetingGETGet meeting details.
update_meetingUpdate meetingPUTUpdate a meeting.

Task, 3 operations

delete_taskDelete taskDELETEDelete a task.
list_tasksList tasksGETList tasks.
update_taskUpdate taskPUTUpdate a task.

Ai, 2 operations

list_aiList aiGETGet AI Settings.
update_aiUpdate aiPUTUpdate AI Settings.

Email, 2 operations

list_emailList emailGETList email data sources.
update_emailUpdate emailPUTUpdate an email data source.

Feedback, 2 operations

create_message_feedbackCreate message feedbackPOSTCreate an internal note.
create_messages_feedbackCreate messages feedbackPOSTCreate an internal note.

Group, 2 operations

get_groupGet groupGETGet a group.
list_groupsList groupsGETList groups.

Stage, 2 operations

get_stageGet stageGETGet stage details.
list_stagesList stagesGETList stages.

Audience, 1 operation

update_audienceUpdate audiencePUTRe-enter or exit an entity from a workflow.

Call, 1 operation

update_callUpdate callPUTUpdate a call.

Currencie, 1 operation

list_currenciesList currenciesGETList supported currencies.

Feed, 1 operation

list_feedList feedGETGet an account's feed.

Filterfield, 1 operation

get_filterfieldGet filterfieldGETList filter fields for an entity.

Me, 1 operation

get_meGet meGETGet current user's details.

Mergefield, 1 operation

list_mergefieldsList mergefieldsGETGet a workflow's merge fields.

Option, 1 operation

list_optionsList optionsGETList a custom field's options.

Person, 1 operation

list_personsList personsGETList persons.

Pipeline, 1 operation

list_pipelinesList pipelinesGETList pipelines.

Type, 1 operation

list_typesList typesGETList custom field types.

Usage, 1 operation

get_tag_usageGet tag usageGETGet tag details on usage in workflows, saved filters & reports.

Use Salesflare from Claude Code, Cursor or Codex

Connect Salesflare in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Salesflare operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Salesflare

Create your workspace
Sign up free. Nothing to install.
Connect Salesflare once
Add your Salesflare connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.