Salesflare MCP Server | Pipedream

Salesflare MCP Server

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

CRM

Getting started

Configure and install the MCP server for your preferred client

Configuration

Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 20 actions as tools in your MCP client

Add Contact To Account

Adds a contact to an account See the docs here

Add User To Account

Adds a user to an account See the docs here

Create Account

Create an account. See the docs here

Create Contact

Create a contact See the docs here

Create Internal Note

Create an internal note. See the docs here

Find Account

Finds accounts according to props configured, if no prop configured returns all accounts, See the docs

Find Contact

Finds contacts according to props configured, if no prop configured returns all contacts See the docs here

Find Opportunity

Finds opportunities according to props configured, if no prop configured returns all opportunities See the docs here

Find Pipeline Stage

Finds pipeline stages according to props configured, if no prop configured returns all stages See the docs here

Find Users

Finds users according to props configured, if no prop configured returns all users See the docs here

Find Workflow

Finds workflows according to props configured, if no prop configured returns all workflows, See the docs here

Update Account

Update an account See the docs here

Update Contact

Updates a contact. See the docs here

Update Opportunity

Update an Opportunity See the docs here

Create Meeting

Create a meeting See the docs here

Create Opprtunity

Create opportunity. See the docs here

Create Task

Create a task See the docs here

Create Call

Create a call. See the docs here

Find Person

Finds people according to props configured, if no prop configured returns all people See the docs here

Remove Contact From Workflow

Remove a contact from a workflow See the docs here

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