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Salesflare is a CRM software that automates data entry and offers tools for managing customer relationships to enhance sales processes. Use it to track leads, manage contact interactions, and improve customer outreach.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsDomain knowledge for Salesflare — workflow patterns, data models, and gotchas for your AI agent.
Salesflare is a CRM that automates data entry from email/calendar. Manage accounts, contacts, opportunities, and tasks.
account ID. Always find or create the account first.account ID.stages array with IDs needed for opportunity stage assignment.account field)account field, required)stage ID from pipeline)account field, optional)account field, required)["tag1", "tag2"] in upsert calls; they auto-create if newaccount IDstages array, not a separate endpointCreate an internal note on an account in Salesflare. Notes appear in the account's activity feed and are visible to all team members. Use for recordin...
Permanently delete an account from Salesflare. This removes the account and its associated data. Cannot be undone.
Permanently delete a contact from Salesflare. Cannot be undone.
Permanently delete an opportunity from Salesflare. Cannot be undone.
Permanently delete a tag from Salesflare. Removes it from all associated records.
Permanently delete a task from Salesflare. Cannot be undone.
Get accounts (companies) from Salesflare. Pass account_id for a single account with full details including social profiles, addresses, and interaction...
Get contacts (people) from Salesflare. Pass contact_id for a single contact with full details including positions, addresses, and social profiles. Omi...
Get custom field definitions from Salesflare. Pass entity ('accounts', 'contacts', or 'opportunities') to get custom fields for that type. Omit entity...
Get opportunities (deals) from Salesflare. Pass opportunity_id for a single deal with full details. Omit to list with optional search, account, stage,...
List all sales pipelines in Salesflare. Each pipeline contains a stages array with stage ID, name, probability, and order. Use stage IDs when creating...
Get tags from Salesflare. Tags categorize accounts, contacts, and opportunities. Pass tag_id for details on a single tag, omit to list all. Tags are c...
Get tasks from Salesflare. Tasks are to-do items that can be linked to accounts and assigned to team members. Returns id, description, reminder_date, ...
List all team members in your Salesflare workspace. Returns user IDs, names, and emails. Use user IDs for owner/assignee fields when creating accounts...
Get email workflows (automated sequences) from Salesflare. Pass workflow_id for details including steps and analytics. Omit to list all workflows with...
Create or update an account (company) in Salesflare. Pass account_id to update an existing account, omit to create a new one. Name is required for cre...
Create or update a contact (person) in Salesflare. Pass contact_id to update, omit to create. Link to an account via account param — contacts should b...
Create or update an opportunity (deal) in Salesflare. Pass opportunity_id to update, omit to create. Account is required for creation. Stage IDs come ...
Create or update a task in Salesflare. Pass task_id to update (e.g. mark completed), omit to create. Description is required for creation. Tasks can b...
Salesflare is a CRM software that automates data entry and offers tools for managing customer relationships to enhance sales processes. Use it to track leads, manage contact interactions, and improve customer outreach. It provides 19 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/salesflare. Authentication is handled automatically.
Salesflare provides 19 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Salesflare uses API Key. Salesflare requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect Salesflare to any MCP client in minutes
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.
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