Use Salesflare from Claude Code
Bring Salesflare context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationSalesflare
Salesflare integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Salesflare never means pasting credentials into a prompt.
CategorySales & CRM
Automate Salesflare with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the Salesflare integration exposes
Salesflare is a CRM platform that helps small and medium-sized B2B businesses track and manage their sales pipelines, contacts, and customer relationships with automated data entry and smart insights.
One connection, many teammates
Connect Salesflare once, then decide which teammates can use it for threads, automations, skills, and coding work.
Representative actions
- Add Account Contacts
Tool to add contacts to a specific account in Salesflare. Use when you need to link existing contacts to an account.
- Create Account
Tool to create a new account in Salesflare. Use when you need to add a new company or organization to your CRM. If update_if_exists is true and an account with matching domain exists, it will be updated instead of creating a duplicate.
- Create call
Tool to create one or more call records in Salesflare. Use when logging calls with contacts or accounts. Each call requires a date and participants list (can be empty for call log sync).
- Create Contact
Tool to create new contacts in Salesflare. Use when you need to add contact records to the system. Accepts single or multiple contacts. If creating one contact, response contains a single object; if multiple, an array is returned.
- Create Custom Field
Creates a new custom field for accounts, contacts, or opportunities in Salesflare. Use when you need to add custom data fields to track specific information.
Connection
API and auth details
Salesflare provides CRM APIs for accounts, contacts, opportunities, tasks, workflows, users, tags, custom fields, emails, meetings, and sales activity. Integrations can automate pipeline updates and contact enrichment using API-key authenticated requests.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API docs
- https://api.salesflare.com/docs
- Official site
- https://salesflare.com/
FAQ
Questions people ask before connecting Salesflare
Can Claude Code use Salesflare?
Yes. Type lets an AI teammate use connected Salesflare actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Salesflare through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Salesflare catalog entry includes public integration details and example capabilities where available.
Is this the same as a Salesflare MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
More sales & crm apps for AI teammates
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Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development
Attio is a fully customizable workspace for your team's relationships and workflows.
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations