Platform
Platform Overview Maps Memory Shadow Mode Widget Governance Actions Integrations
Developers
Overview Catalog Guardrails Dry Run Idempotency Credentials Audit Trail API Reference
Company
About Blog Contact Book a Demo
MCP Integrations Salesmate
MCP & AI Agent Integration

Salesmate
automation.

21 AI agent actions for Salesmate — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Salesmate to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

Connect Salesmate free Browse all integrations →
No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
21
actions
100%
governed
<200ms
latency
21
AI agent actions
9
Read operations
12
Write operations
3
High-risk actions (approval gated)
CRM Salesmate is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Salesmate.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Get Company
salesmate:get_company
Fetch a single company by ID with all details.
Read Low risk
Get Contact
salesmate:get_contact
Fetch a single contact by ID with all details including custom fields.
Read Low risk
Get Deal
salesmate:get_deal
Fetch a single deal by ID with all details including pipeline and stage info.
Read Low risk
List Activities
salesmate:list_activities
List activities with optional filtering and pagination.
Read Low risk
List Companies
salesmate:list_companies
List companies with optional filtering and pagination.
Read Low risk
List Contacts
salesmate:list_contacts
List contacts with optional filtering and pagination.
Read Low risk
List Deals
salesmate:list_deals
List deals with optional filtering and pagination.
Read Low risk
List Pipelines
salesmate:list_pipelines
List all sales pipelines with their stages.
Read Low risk
List Users
salesmate:list_users
List all users in the Salesmate account.
Read Low risk
Complete Activity
salesmate:complete_activity
Mark an activity as completed in Salesmate.
Write Medium risk
Create Activity
salesmate:create_activity
Create a new activity in Salesmate.
Write Medium risk
Create Company
salesmate:create_company
Create a new company in Salesmate.
Write Medium risk
Create Contact
salesmate:create_contact
Create a new contact in Salesmate.
Write Medium risk
Create Deal
salesmate:create_deal
Create a new deal in Salesmate.
Write Medium risk
Delete Company
salesmate:delete_company
Delete a company from Salesmate. This action cannot be undone.
Write High risk
Delete Contact
salesmate:delete_contact
Delete a contact from Salesmate. This action cannot be undone.
Write High risk
Delete Deal
salesmate:delete_deal
Delete a deal from Salesmate. This action cannot be undone.
Write High risk
Send Email
salesmate:send_email
Send an email through Salesmate with optional CRM associations.
Write Medium risk
Update Company
salesmate:update_company
Update an existing company in Salesmate.
Write Medium risk
Update Contact
salesmate:update_contact
Update an existing contact in Salesmate.
Write Medium risk
Update Deal
salesmate:update_deal
Update an existing deal in Salesmate.
Write Medium risk
MCP & Runtime API

Call Salesmate
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Salesmate actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

salesmate:get_company READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "salesmate:get_company",
    "args": {},
    "execution_id": "agent-001"
  }'
salesmate:complete_activity WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "salesmate:complete_activity",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Salesmate.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Salesmate data
Call salesmate:get_company via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Salesmate
Dry-run validates salesmate:complete_activity before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Salesmate action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Salesmate — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Salesmate action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Salesmate action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Salesmate works best
alongside these.

Build multi-step workflows that connect Salesmate to the rest of your stack. All governed. All audited.

Hubspot Salesforce Pipedrive Gmail Slack
Salesmate integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Salesmate in minutes, dry-run every action before it touches production, full audit trail on everything.

Start free — 1,000 runs Browse all integrations →