Use Salesmate from Claude
Add the Salesmate connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorSalesmate
Salesmate integration for Claude and Codex
Create a Salesmate connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Salesmate from Codex
Add the Salesmate connection to a Space that runs Codex, then use it from every channel in that Space.
Use Salesmate from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Salesmate connector can do
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 Spaces
Connect Salesmate once, then decide which Spaces can use it in threads, skills, automations, 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 use Salesmate?
Yes. Add a Salesmate connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Salesmate through Type?
Yes. Add a Salesmate 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 Salesmate 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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