Use Salesmate from Claude Code
Bring Salesmate context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationSalesmate
Salesmate 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 Salesmate never means pasting credentials into a prompt.
CategorySales & CRM
Automate Salesmate 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 Salesmate integration exposes
Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.
One connection, many teammates
Connect Salesmate once, then decide which teammates can use it for threads, automations, skills, and coding work.
Representative actions
- Add Product
Tool to add a new product. Use when you need to create a new product in Salesmate before referencing it (e.g., in deals or orders). Example: "Add a product named 'Widget Pro' (SKU WPRO1) priced at 199.99 USD."
- Create Company
Tool to create a new company in the Salesmate CRM. Use when you need to register a new organization.
- Delete Product
Tool to delete a product by ProductId. Use when you need to remove a product from the catalog after confirming the correct ProductId.
- Get Active Users
Tool to retrieve all active users. Use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.
- Get Company
Tool to retrieve details of a specific company by ID. Use when you have a company ID and need its full record. Example: "Get company 42".
Connection
API and auth details
Salesmate provides CRM APIs for contacts, companies, deals, activities, products, notes, custom modules, pipelines, users, and engagement workflows. Integrations can automate sales operations, sync customer data, and trigger follow-up across Salesmate records.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API docs
- https://apidocs.salesmate.io/
- Official site
- https://www.salesmate.io/
FAQ
Questions people ask before connecting Salesmate
Can Claude Code use Salesmate?
Yes. Type lets an AI teammate use connected Salesmate 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 Salesmate through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Salesmate catalog entry includes public integration details and example capabilities where available.
Is this the same as a Salesmate 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.
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