Salesloft MCP Server

Create a new person stage

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

Update an existing person stage

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

Export a cadence as JSON by ID

List cadence memberships (association between people and cadences) with filtering and pagination support (returns basic membership info and IDs only)

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

Fetch a specific cadence membership by ID

Remove a person from a cadence by deleting the membership

Fetch statistics for a specific cadence including performance metrics

List cadences with comprehensive filtering and pagination support

Fetch a specific cadence by ID

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

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

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

Fetch a specific call disposition by ID

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

Fetch a specific call instruction by ID

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

Fetch a specific call sentiment by ID

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

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

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

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

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

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

Fetch conversation recording media with signed URL

List emails with comprehensive filtering and pagination support (returns email metadata, Not email content)

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

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

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

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

List all generated audit reports with pagination support

Fetch a specific audit report by ID

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

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 with filtering and pagination support

List meetings with comprehensive filtering and pagination support

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

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

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

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

Delete an association between a person and an opportunity

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

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

Fetch a specific opportunity stage by ID

Update an existing opportunity stage

Delete an opportunity stage by ID

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

Create a new note

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

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

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

Create a new task

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.

Fetch a specific task by ID

Update an existing task

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

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

Create a new group

Fetch a specific group by ID

Update an existing group

Delete a group by ID

List conversation transcriptions with filtering and pagination support

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

Fetch a conversation transcription artifact with signed URL for downloading

List phone number assignments with filtering and pagination support

Fetch a specific phone number assignment by ID

List team tags with filtering and pagination support

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

Fetch a specific user by User ID or User GUID

Retrieve details about the currently authenticated user