Salesloft MCP server

Connect Salesloft to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Salesloft MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the update account tool in Salesloft
  • Use the log call tool in Salesloft
  • Use the get person tool in Salesloft
  • Use the get task tool in Salesloft
  • Use the list email activities tool in Salesloft
  • Use the list notes tool in Salesloft

Supported Tools

update_account

Update Account

Update an existing account (company) in SalesLoft. Provide the account ID and any fields to update.

log_call

Log Call

Log a completed external call in Salesloft without placing a phone call. This can create CRM activity and related workflow effects; verify those effects before use.

get_person

Get Person

Fetch a single person (contact) from SalesLoft by their ID. Returns full contact details including email, phone, job info, account association, tags, and custom fields.

get_task

Get Task

Fetch a single task from SalesLoft by ID. Returns task details including subject, type, status, due date, and assignments.

list_email_activities

List Email Activities

List email activities in SalesLoft. Returns sent emails with tracking data including opens, clicks, replies, and bounces. Filter by person to see all emails sent to a specific contact.

list_notes

List Notes

List notes in SalesLoft. Optionally filter by associated person to see all notes for a specific contact. Supports pagination and sorting.

get_current_user

Get Current User

Fetch the currently authenticated user's profile from SalesLoft. Returns the user's name, email, role, and active status.

remove_person_from_cadence

Remove Person from Cadence

Remove a person from a cadence by deleting the cadence membership. Historical membership and previously created activity can remain; independently verify queued work before removing related records.

list_email_templates

List Email Templates

List email templates in Salesloft. Title/subject prefix filters are applied to each provider search page; a filtered page may be empty while a next page exists. Returns content and engagement statistics.

list_cadences

List Cadences

List cadences in SalesLoft. Cadences are multi-step communication sequences (e.g., email + call sequences). Filter by team or personal cadences. Supports pagination and sorting.

add_person_to_cadence

Add Person to Cadence

Add a person to a cadence in SalesLoft, creating a cadence membership. The person will begin receiving touches defined by the cadence steps.

get_account

Get Account

Fetch a single account (company) from SalesLoft by ID. Returns full company details, address, industry, tags, and custom fields.

list_people

List People

List people (contacts) in SalesLoft with optional filtering by email, tag, cadence, account, or owner. Supports pagination and sorting.

list_tasks

List Tasks

List tasks in SalesLoft. Filter by person, account, task type, state, due interval, or current user assignment. Tasks created by cadence steps are not returned.

get_email_template

Get Email Template

Fetch a single email template from SalesLoft by ID. Returns template content, subject, and engagement statistics.

delete_person

Delete Person

Delete a person (contact) from Salesloft. Restoration requires contacting Salesloft support; this does not promise erasure of retained CRM or activity history.

list_accounts

List Accounts

List accounts (companies) in SalesLoft with optional filtering by domain or name. Supports pagination and sorting.

delete_account

Delete Account

Delete an account (company) from Salesloft and remove its connected people from that account. Restoration requires contacting Salesloft support; this does not promise erasure of retained CRM or activity history.

list_call_activities

List Call Activities

List call activities in SalesLoft. Returns call records with duration, sentiment, disposition, and notes. Filter by person to see all calls made to a specific contact.

create_person

Create Person

Create a new person (contact) in SalesLoft. Requires either an email address or both phone and last name. Supports setting contact details, job information, account association, tags, and custom fields.

get_cadence

Get Cadence

Fetch a single cadence from SalesLoft by ID. Returns cadence details including name, state, ownership, and people counts.

list_users

List Users

List team members/users in SalesLoft. Non-admin users see only their own profile; admins see all team members.

update_person

Update Person

Update an existing person (contact) in SalesLoft. Provide the person ID and any fields to update. Only provided fields will be changed.

update_note

Update Note

Update an existing note's content in SalesLoft.

create_note

Create Note

Create a new note in SalesLoft. Notes can be associated with a person or account and can optionally be linked to a call.

create_account

Create Account

Create a new account (company) in SalesLoft. Name and domain are required. Supports setting company details, address, industry, and custom fields.

delete_note

Delete Note

Delete an accessible note. This cannot be reversed without contacting Salesloft support.

list_cadence_memberships

List Cadence Memberships

List current and historical cadence memberships. Discover membership IDs before removing a person from a cadence.

get_note

Get Note

Fetch a note by its ID from list_notes.

create_task

Create Task

Create a call, email or general to-do task for a person in Salesloft, assigned to the authenticated user unless another user is given.

update_task

Update Task

Update a Salesloft task's subject, type, due date, reminder, assignee or description, or mark it completed. Completing a task cannot be undone through the API.

delete_task

Delete Task

Delete a Salesloft task. Restoration requires contacting Salesloft support.

Connect Salesloft to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Salesloft in Metorial. In your Metorial portal, enable the Salesloft MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Salesloft tools.

Run Salesloft through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Salesloft and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Salesloft tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Salesloft

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Salesloft

Manage people, accounts, notes and tasks; discover cadences and memberships; read email, call and template activity; and log completed external calls.

Frequently asked questions

Common questions about connecting Salesloft to AI agents with Metorial.

  1. How many tools does the Salesloft MCP server have?
    The Salesloft MCP server exposes 32 tools, including Update Account, Log Call, Get Person. Each one is governed and traced through Metorial.
  2. Salesloft exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Salesloft MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Salesloft and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Salesloft MCP server yourself or use the hosted gateway.

Connect Salesloft to production AI agents

See how Metorial gives your team governed access to Salesloft, with tracing and security controls built in.