Integration

Salesmate integration

Salesmate CRM v4 API: create, read, update, delete and search contacts, companies, deals and activities, and list the active users who can own a record. Every module is searched with a filter tree that also chooses which fields come back. The account link name is part of the address and the credential carries the session token plus the account host.

Connect Salesmate How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Salesmate.Built from the 18 Salesmate tools below, on the connection you add once.

Common Salesmate use cases

honouring an erasure request
logging a call right after it ends
building the day plan of a sales rep
creating a contact from a signup form
reporting the value of every open deal
listing every account in a given country
advancing a deal after a contract is signed
marking a follow-up done once the call is over
reading the current stage before advancing a deal
checking whether a scheduled call already happened

What you can do with Salesmate

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, 5 operations

create_contactCreate contactPOSTCreates a Salesmate contact.
delete_contactDelete contactDELETEDeletes a Salesmate contact.
get_contactGet contactGETRetrieves a single Salesmate contact.
search_contactsSearch contactsPOSTSearches Salesmate contacts and returns only the requested fields.
update_contactUpdate contactPUTUpdates a Salesmate contact.

Activity, 4 operations

create_activityCreate activityPOSTCreates a Salesmate activity.
get_activityGet activityGETRetrieves a single Salesmate activity.
search_activitiesSearch activitiesPOSTSearches Salesmate activities and returns only the requested fields.
update_activityUpdate activityPUTUpdates a Salesmate activity.

Company, 4 operations

create_companyCreate companyPOSTCreates a Salesmate company.
get_companyGet companyGETRetrieves a single Salesmate company.
search_companiesSearch companiesPOSTSearches Salesmate companies and returns only the requested fields.
update_companyUpdate companyPUTUpdates a Salesmate company.

Deal, 4 operations

create_dealCreate dealPOSTCreates a Salesmate deal.
get_dealGet dealGETRetrieves a single Salesmate deal.
search_dealsSearch dealsPOSTSearches Salesmate deals and returns only the requested fields.
update_dealUpdate dealPUTUpdates a Salesmate deal.

User, 1 operation

list_active_usersList active usersGETLists Salesmate users usable as record owners.

Use Salesmate from Claude Code, Cursor or Codex

Connect Salesmate in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Salesmate 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 Salesmate

Create your workspace
Sign up free. Nothing to install.
Connect Salesmate once
Add your Salesmate 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.

Salesmate integration FAQ

What can you do with the Salesmate integration?

LiveContext exposes 18 operations on Salesmate, covering contact, activity, company and deal. Common uses include honouring an erasure request, logging a call right after it ends and building the day plan of a sales rep.