Customer Relation

Salesflare MCP Server

Connect your account, then chat with AI to run tools.

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.

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Managed
19 tools
Agent guide included

Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.

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AI Skill
SKILL.md

Domain knowledge for Salesflare — workflow patterns, data models, and gotchas for your AI agent.

Salesflare

Salesflare is a CRM that automates data entry from email/calendar. Manage accounts, contacts, opportunities, and tasks.

Data Model

  • Accounts — companies; the anchor entity. Create accounts before contacts or opportunities.
  • Contacts — people tied to accounts via account ID. Always find or create the account first.
  • Opportunities — pipeline deals with value, stage, and close date. Require an account ID.
  • Tasks — to-do items optionally linked to accounts. Have description, reminder_date, completed status.
  • Tags — labels applied to accounts, contacts, or opportunities. Auto-created when passed in upsert calls.
  • Pipelines — sales process stages. Read-only via API. Each pipeline has a stages array with IDs needed for opportunity stage assignment.
  • Workflows — automated email sequences. Read-only listing.
  • Internal notes — free-text notes attached to an account, visible in the activity feed.
  • Custom fields — workspace-specific schema extensions for accounts, contacts, or opportunities.

Key Relationships

  • Contacts → Account (via account field)
  • Opportunities → Account (via account field, required)
  • Opportunities → Stage (via stage ID from pipeline)
  • Tasks → Account (via account field, optional)
  • Notes → Account (via account field, required)

Workflow

  1. List pipelines to get stage IDs for opportunities
  2. Create or find accounts first (companies)
  3. Add contacts linked to accounts
  4. Create opportunities on accounts with appropriate stage
  5. Add tasks for follow-ups
  6. Use notes for call/meeting summaries

Gotchas

  • Contacts API expects an array body on create (single object returns single object)
  • Tasks API expects an array body on create
  • Tags are strings — pass ["tag1", "tag2"] in upsert calls; they auto-create if new
  • Opportunity creation requires account ID
  • Stage IDs come from the pipeline's stages array, not a separate endpoint

Tools in this Server (19)

Salesflare Create Note

Create 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...

Salesflare Delete Account

Permanently delete an account from Salesflare. This removes the account and its associated data. Cannot be undone.

Salesflare Delete Contact

Permanently delete a contact from Salesflare. Cannot be undone.

Salesflare Delete Opportunity

Permanently delete an opportunity from Salesflare. Cannot be undone.

Salesflare Delete Tag

Permanently delete a tag from Salesflare. Removes it from all associated records.

Salesflare Delete Task

Permanently delete a task from Salesflare. Cannot be undone.

Salesflare Get Accounts

Get accounts (companies) from Salesflare. Pass account_id for a single account with full details including social profiles, addresses, and interaction...

Salesflare Get Contacts

Get contacts (people) from Salesflare. Pass contact_id for a single contact with full details including positions, addresses, and social profiles. Omi...

Salesflare Get Custom Fields

Get custom field definitions from Salesflare. Pass entity ('accounts', 'contacts', or 'opportunities') to get custom fields for that type. Omit entity...

Salesflare Get Opportunities

Get opportunities (deals) from Salesflare. Pass opportunity_id for a single deal with full details. Omit to list with optional search, account, stage,...

Salesflare Get Pipelines

List all sales pipelines in Salesflare. Each pipeline contains a stages array with stage ID, name, probability, and order. Use stage IDs when creating...

Salesflare Get Tags

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...

Salesflare Get Tasks

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, ...

Salesflare Get Users

List all team members in your Salesflare workspace. Returns user IDs, names, and emails. Use user IDs for owner/assignee fields when creating accounts...

Salesflare Get Workflows

Get email workflows (automated sequences) from Salesflare. Pass workflow_id for details including steps and analytics. Omit to list all workflows with...

Salesflare Upsert Account

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...

Salesflare Upsert Contact

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...

Salesflare Upsert Opportunity

Create or update an opportunity (deal) in Salesflare. Pass opportunity_id to update, omit to create. Account is required for creation. Stage IDs come ...

Salesflare Upsert Task

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...

Frequently Asked Questions

What is the Salesflare MCP server?

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).

How do I connect Salesflare to my AI agent?

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.

How many tools does Salesflare provide?

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.

What authentication does Salesflare require?

Salesflare uses API Key. Salesflare requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Salesflare to any MCP client in minutes

MCP URLhttps://mcp.mcpbundles.com/bundle/salesflare
Claude.aiCursorVS CodeVS Code InsidersGooseLM StudioCherry StudioChatGPT

One-click install:

Install on Claude.aiInstall for organization (admins)

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Salesflare and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Salesflare will appear under Not connected — select it and click Connect to complete OAuth.
Name: Salesflare
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/salesflare
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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Salesflare MCP Server & Skill — 19 Tools