SalesLoft guMCP Server

Tools

• List Accounts

  List accounts with filtering and pagination support

• Create Account

  Create a new account

• Get Account

  Fetch a specific account by ID

• Update Account

  Update an existing account

• Delete Account

  Delete an account (irreversible without contacting support)

• List Actions

  List actions with filtering and pagination support. Only returns actions that are currently in_progress

• Get Action

  Fetch a specific action by ID. Only returns actions that are in_progress or pending_activity

• List Activity Histories

  List past activities from the SalesLoft Activity Feed with filtering and pagination support

• List Audit Reports

  List all generated audit reports with pagination support

• Get Audit Report

  Fetch a specific audit report by ID

• Create Activity

  Create an activity to mark an associated action as completed. Only certain action types (integration) can have activities created

• Export Cadence

  Export a cadence as JSON by ID

• List Cadence Memberships

  List cadence memberships (association between people and cadences) with filtering and pagination support

• Create Cadence Membership

  Add a person to a cadence. Creates the association between a person and cadence

• Get Cadence Membership

  Fetch a specific cadence membership by ID

• Delete Cadence Membership

  Remove a person from a cadence by deleting the membership

• Get Cadence Stats

  Fetch statistics for a specific cadence including performance metrics

• List Cadences

  List cadences with comprehensive filtering and pagination support

• Get Cadence

  Fetch a specific cadence by ID

• Upsert Calendar Event

  Create or update a calendar event. Upsert key is a combination of id and i_cal_uid scoped to the given calendar_id

• List Calendar Events

  List calendar events with filtering and pagination support

• List Call Data Records

  List call data records with filtering and pagination support. Records are from the past year only

• Get Call Data Record

  Fetch a specific call data record by ID

• List Call Dispositions

  List all available call dispositions with sorting and pagination support

• Get Call Disposition

  Fetch a specific call disposition by ID

• List Call Instructions

  List call instructions with filtering and pagination support

• Get Call Instruction

  Fetch a specific call instruction by ID

• List Call Sentiments

  List all available call sentiments with filtering and pagination support

• Get Call Sentiment

  Fetch a specific call sentiment by ID

• List Caller Ids

  Get possible caller ID matches for a phone number. Returns multiple entries if number is present on multiple people

• List Calls

  List calls with comprehensive filtering and pagination support

• Get Call

  Fetch a specific call by ID

• List Conversations

  List conversations with comprehensive filtering and pagination support

• Get Conversation

  Fetch a specific conversation by ID

• Get Conversation Extensive

  Fetch an extended version of a conversation with AI-generated features like summary, action items, and key moments

• Get Conversation Recording

  Fetch conversation recording media with signed URL

• List Emails

  List emails with comprehensive filtering and pagination support

• Get Email

  Fetch a specific email by ID

• List Groups

  List groups with filtering and sorting support

• Create Group

  Create a new group

• Get Group

  Fetch a specific group by ID

• Update Group

  Update an existing group

• Delete Group

  Delete a group by ID

• List Meetings

  List meetings with comprehensive filtering and pagination support

• List Notes

  List notes with filtering and pagination support

• Create Note

  Create a new note

• Get Note

  Fetch a specific note by ID

• Update Note

  Update an existing note

• Delete Note

  Delete a note by ID

• List Opportunities

  List opportunities with comprehensive filtering and pagination support

• Get Opportunity

  Fetch a specific opportunity by ID

• Create Opportunity Person Association

  Associate a SalesLoft person with an opportunity

• List Opportunity People

  List associations between SalesLoft people and opportunities

• Delete Opportunity Person Association

  Delete an association between a person and an opportunity

• Create Opportunity Stage

  Create a new opportunity stage

• List Opportunity Stages

  List opportunity stages with filtering and pagination support

• Get Opportunity Stage

  Fetch a specific opportunity stage by ID

• Update Opportunity Stage

  Update an existing opportunity stage

• Delete Opportunity Stage

  Delete an opportunity stage by ID

• List People

  List people with comprehensive filtering and pagination support

• Create Person

  Create a new person. Either email_address or phone/last_name must be provided

• Get Person

  Fetch a specific person by ID

• Update Person

  Update an existing person

• Delete Person

  Delete a person. This operation is not reversible without contacting support

• Upsert Person

  Upsert a person (create or update based on upsert_key). The upsert_key determines how the upsert is performed

• List Person Stages

  List person stages with filtering and pagination support

• Create Person Stage

  Create a new person stage

• Get Person Stage

  Fetch a specific person stage by ID

• Update Person Stage

  Update an existing person stage

• Delete Person Stage

  Delete a person stage. This operation is not reversible without contacting support

• List Phone Number Assignments

  List phone number assignments with filtering and pagination support

• Get Phone Number Assignment

  Fetch a specific phone number assignment by ID

• List Tags

  List team tags with filtering and pagination support

• Create Task

  Create a new task

• List Tasks

  List tasks with comprehensive filtering and pagination support

• Get Task

  Fetch a specific task by ID

• Update Task

  Update an existing task

• Delete Task

  Delete a task. This operation is not reversible without contacting support

• List Transcriptions

  List conversation transcriptions with filtering and pagination support

• Get Transcription

  Fetch a specific conversation transcription by ID

• Get Transcription Artifact

  Fetch a conversation transcription artifact with signed URL for downloading

• List Users

  List all users in a workspace

• Get User

  Get a specific user by their ID

• Get Current User

  Retrieve details about the currently authenticated user