Salesmate integrations

Connect Salesmate to any other app, or use it from your AI client over MCP. Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Connects with an API keysalesmate.io

2 triggers 10 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Salesmate?

Ask the assistant

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client

Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide

Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide

Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide

Popular

Salesmate with the apps people pair it with most

Pair it

Connect Salesmate with another app

What your agent can do with Salesmate

Triggers and actions 2 triggers · 10 actions

Trigger
New De-Activated User
Triggers when a user in Salesmate is de-activated.
Trigger
New User
Triggers when a new user is added to your Salesmate account.
Action
Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
Action
Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
Action
Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update Note
Updates an existing note on a contact in Salesmate.

Related apps

What our customers say

Questions

Salesmate, answered

Is there a Salesmate MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Salesmate. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Salesmate. Nothing to install.

What can start an automation from Salesmate?

Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Salesmate?

Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Salesmate connect to?

Any app in the catalog; the list on this page pairs Salesmate with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.