SalesLoft guMCP Server

Tools

• List Accounts

  List accounts with filtering and pagination support (returns basic account info and IDs only)

• Create Account

  Create a new account

• Get Account

  Fetch a specific account by ID with complete details including custom fields and all associated metadata

• Update Account

  Update an existing account

• Delete Account

  Delete an account (irreversible without contacting support)

• List People

  List people with comprehensive filtering and pagination support (returns basic contact info and IDs only)

• Create Person

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

• Get Person

  Fetch a specific person by ID with complete contact details, custom fields, and all associated metadata

• 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 (returns basic stage info and IDs only)

• Create Person Stage

  Create a new person stage

• Get Person Stage

  Fetch a specific person stage by ID with complete stage details and configuration

• Update Person Stage

  Update an existing person stage

• Delete Person Stage

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

• 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 (returns basic membership info and IDs only)

• 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

• List Call Data Records

  List call data records with filtering and pagination support (returns basic call metadata and IDs only). Records are from the past year only

• Get Call Data Record

  Fetch a specific call data record by ID with complete call details including duration, recordings, and all metadata

• List Call Dispositions

  List all available call dispositions with sorting and pagination support (returns basic disposition info and IDs only)

• Get Call Disposition

  Fetch a specific call disposition by ID

• List Call Instructions

  List call instructions with filtering and pagination support (returns basic instruction info and IDs only)

• Get Call Instruction

  Fetch a specific call instruction by ID

• List Call Sentiments

  List all available call sentiments with filtering and pagination support (returns basic sentiment info and IDs only)

• 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

  Fetches multiple call records. The records can be filtered, paged, and sorted according to the respective parameters.

• Get Call

  Fetch a specific call by ID with complete call details including sentiment, disposition, and all associated data

• List Conversations

  List conversations with comprehensive filtering and pagination support (returns basic conversation metadata and IDs only)

• Get Conversation

  Fetch a specific conversation by ID with basic conversation details and metadata

• 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 (returns email metadata, Not email content)

• Get Email

  Fetch a specific email by ID with complete details including subject, body, and all metadata

• 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

• 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 Meetings

  List meetings with comprehensive filtering and pagination support

• List Opportunities

  List opportunities with comprehensive filtering and pagination support (returns basic opportunity info and IDs only). Returns opportunities synced from CRM and created via API

• Get Opportunity

  Fetch a specific opportunity by ID. Returns opportunities synced from CRM and created via API

• Create Opportunity Person Association

  Associate a SalesLoft person with an opportunity. Use this to associate members of a buying group with opportunities

• List Opportunity People

  List associations between SalesLoft people and opportunities with filtering and pagination support

• Delete Opportunity Person Association

  Delete an association between a person and an opportunity

• Create Opportunity Stage

  Create a new opportunity stage. Opportunities cannot be created without valid stages

• List Opportunity Stages

  List opportunity stages with filtering and pagination support. Returns stages synced from CRM and created via API

• 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 Notes

  List notes with filtering and pagination support (returns basic note info including content and IDs)

• Create Note

  Create a new note

• Get Note

  Fetch a specific note by ID with complete note details and all associated relationships

• Update Note

  Update an existing note. Changes to the note or associated records will not reflect in your CRM

• Delete Note

  Delete a note by ID. This operation is not reversible without contacting support

• Create Task

  Create a new task

• List Tasks

  Fetches multiple task records. The records can be filtered, paged, and sorted according to the respective parameters. Tasks associated with cadence steps will not be returned in the response.

• 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 Groups

  List groups with filtering and sorting support (returns basic group info and IDs only)

• 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 Transcriptions

  List conversation transcriptions with filtering and pagination support

• Get Transcription

  Fetch a complete conversation transcription with all sentences assembled into readable text, Provide either transcription_id or conversation_id

• Get Transcription Artifact

  Fetch a conversation transcription artifact with signed URL for downloading

• 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

• List Users

  List users with filtering and pagination support. Non Admin: Lists only your user, or all on team depending on group visibility policy. Team Admin: Lists users associated with your team

• Get User

  Fetch a specific user by User ID or User GUID

• Get Current User

  Retrieve details about the currently authenticated user