Use Salesflare from Claude
Add the Salesflare connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorSalesflare
Salesflare integration for Claude and Codex
Create a Salesflare connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Salesflare from Codex
Add the Salesflare connection to a Space that runs Codex, then use it from every channel in that Space.
Use Salesflare from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Salesflare connector can do
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 Spaces
Connect Salesflare once, then decide which Spaces can use it in threads, skills, automations, 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 use Salesflare?
Yes. Add a Salesflare connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Salesflare through Type?
Yes. Add a Salesflare connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Salesflare MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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