Unified access to cadences, people, accounts, calls, emails, and AI conversation insights - all with rich filters and pagination via simple natural language prompts.
What is Salesloft MCP?
Salesloft MCP creates a custom node that understands the Salesloft platform and its data model. Describe what you need in natural language, and the node performs the matching Salesloft action, returning structured data ready for downstream steps. Build once, save, and reuse your custom node anywhere.What Can It Do for You?
- Find and manage people and accounts with flexible filters, then return clean structured data
- Add or remove people from cadences and report on cadence performance
- Retrieve calls, emails, meetings, and activity history to power reporting and follow-ups
- Access Salesloft Conversations insights like AI summaries, action items, and recordings for coaching and handoffs
Available Tools
| Tool | What It Does | Example Use |
|---|---|---|
| List Accounts | List accounts with filtering and pagination support | ”Search accounts matching company name and return id, name, and domain” |
| Create Account | Create a new account | ”Create an account named company name with domain website domain, return id and name” |
| Get Account | Fetch a specific account by ID | ”Using account id, fetch the account and return name, domain, and owner_id” |
| Update Account | Update an existing account | ”Update account account id name to updated name, return id and name” |
| Delete Account | Delete an account | ”Delete account account id and return structured data confirming deletion” |
| List Actions | List actions that are in progress, with filters and pagination | ”List in progress actions for owner user id and return id, action_type, and status” |
| Get Action | Fetch a specific action by ID | ”Using action id, return id, status, and due_at” |
| List Activity Histories | List past activities from the Activity Feed with filters and pagination | ”List activity histories for date range and return id, activity_type, person_id, and occurred_at” |
| List Audit Reports | List all generated audit reports with pagination | ”List audit reports and return id, created_at, and status” |
| Get Audit Report | Fetch a specific audit report by ID | ”Using audit report id, return id, status, and download_url” |
| Create Activity | Create an activity to mark an associated action as completed | ”Create an activity for action action id with outcome outcome, return id and status” |
| Export Cadence | Export a cadence definition by ID and return structured data | ”Using cadence id, export the cadence configuration and return steps, settings, and owner_id” |
| List Cadence Memberships | List memberships that associate people with cadences | ”List memberships for cadence cadence id and return membership_id, cadence_id, and person_id” |
| Create Cadence Membership | Add a person to a cadence | ”Add person person id to cadence cadence id, return membership_id” |
| Get Cadence Membership | Fetch a specific cadence membership by ID | ”Using membership id, return cadence_id and person_id” |
| Delete Cadence Membership | Remove a person from a cadence | ”Delete cadence membership membership id and return structured data confirming removal” |
| Get Cadence Stats | Fetch performance stats for a specific cadence | ”Using cadence id, return stats including emails_sent, replies, and meetings_booked” |
| List Cadences | List cadences with rich filtering and pagination | ”Search cadences matching search term and return id, name, and status” |
| Get Cadence | Fetch a specific cadence by ID | ”Using cadence id, return name, owner_id, and step_count” |
| Upsert Calendar Event | Create or update a calendar event | ”Upsert a calendar event in calendar calendar id with title event title, start start time, end end time, return event id” |
| List Calendar Events | List calendar events with filters and pagination | ”List events for calendar calendar id within date range and return id, title, and start_time” |
| List Call Data Records | List call data records from the past year with filters and pagination | ”List call data records for date range and return id, disposition, and duration_seconds” |
| Get Call Data Record | Fetch a specific call data record by ID | ”Using call data record id, return disposition, duration_seconds, and recording_url” |
| List Call Dispositions | List available call dispositions with sorting and pagination | ”List call dispositions and return id and name” |
| Get Call Disposition | Fetch a specific call disposition by ID | ”Using disposition id, return id, name, and success” |
| List Call Instructions | List call instructions with filters and pagination | ”List call instructions for team id and return id, title, and content” |
| Get Call Instruction | Fetch a specific call instruction by ID | ”Using instruction id, return title and content” |
| List Call Sentiments | List available call sentiments with filters and pagination | ”List call sentiments and return id and label” |
| Get Call Sentiment | Fetch a specific call sentiment by ID | ”Using sentiment id, return id and label” |
| List Caller Ids | Get possible caller ID matches for a phone number | ”Given phone number dialed phone, return potential people and person_ids” |
| List Calls | List calls with comprehensive filters and pagination | ”List calls for date range and return id, person_id, disposition, and created_at” |
| Get Call | Fetch a specific call by ID | ”Using call id, return person_id, disposition, and recording_url” |
| List Conversations | List conversations with filters and pagination | ”List conversations for date range and return id, title, and owner_id” |
| Get Conversation | Fetch a specific conversation by ID | ”Using conversation id, return title, call_id, and participants” |
| Get Conversation Extensive | Fetch an extended conversation with AI features | ”Using conversation id, return summary, action_items, and key_moments as structured data” |
| Get Conversation Recording | Get signed URL to download conversation recording media | ”Using conversation id, return signed recording_url and expiration” |
| List Emails | List emails with filters and pagination | ”List emails to recipient email within date range and return id, subject, and status” |
| Get Email | Fetch a specific email by ID | ”Using email id, return subject, sender, recipient, and status” |
| List Groups | List groups with filtering and sorting | ”List groups matching search term and return id and name” |
| Create Group | Create a new group | ”Create a group named group name, return id and name” |
| Get Group | Fetch a specific group by ID | ”Using group id, return name and member_count” |
| Update Group | Update an existing group | ”Update group group id name to new name, return id and name” |
| Delete Group | Delete a group by ID | ”Delete group group id and return structured data confirming deletion” |
| List Meetings | List meetings with filters and pagination | ”List meetings for date range and return id, title, and start_time” |
| List Notes | List notes with filters and pagination | ”List notes for person person id and return id, title, and created_at” |
| Create Note | Create a new note | ”Create a note for person person id with title note title and body note body, return note id” |
| Get Note | Fetch a specific note by ID | ”Using note id, return title, body, and person_id” |
| Update Note | Update an existing note | ”Update note note id body to updated body, return id and updated_at” |
| Delete Note | Delete a note by ID | ”Delete note note id and return structured data confirming deletion” |
| List Opportunities | List opportunities with filters and pagination | ”List opportunities matching search term and return id, name, and stage_id” |
| Get Opportunity | Fetch a specific opportunity by ID | ”Using opportunity id, return name, stage_id, and amount” |
| Create Opportunity Person Association | Associate a Salesloft person with an opportunity | ”Associate person person id with opportunity opportunity id, return association id” |
| List Opportunity People | List associations between people and opportunities | ”List people for opportunity opportunity id and return association_id and person_id” |
| Delete Opportunity Person Association | Remove a person-opportunity association | ”Delete opportunity-person association association id and return structured data confirming removal” |
| Create Opportunity Stage | Create a new opportunity stage | ”Create opportunity stage named stage name with order stage order, return id and name” |
| List Opportunity Stages | List opportunity stages with filters and pagination | ”List opportunity stages and return id, name, and order” |
| Get Opportunity Stage | Fetch a specific opportunity stage by ID | ”Using stage id, return id, name, and order” |
| Update Opportunity Stage | Update an existing opportunity stage | ”Update opportunity stage stage id name to new stage name, return id and name” |
| Delete Opportunity Stage | Delete an opportunity stage by ID | ”Delete opportunity stage stage id and return structured data confirming deletion” |
| List People | List people with filters and pagination | ”Search people by name or email and return id, first_name, last_name, and email” |
| Create Person | Create a new person | ”Create a person with first name first name, last name last name, email email address, return person id” |
| Get Person | Fetch a specific person by ID | ”Using person id, return first_name, last_name, email, and account_id” |
| Update Person | Update an existing person | ”Update person person id title to job title, return id and title” |
| Delete Person | Delete a person | ”Delete person person id and return structured data confirming deletion” |
| Upsert Person | Create or update a person based on an upsert key | ”Upsert person using email address as upsert key with first name first name and last name last name, return person id” |
| List Person Stages | List person stages with filters and pagination | ”List person stages and return id and name” |
| Create Person Stage | Create a new person stage | ”Create person stage named stage name, return id and name” |
| Get Person Stage | Fetch a specific person stage by ID | ”Using person stage id, return id and name” |
| Update Person Stage | Update an existing person stage | ”Update person stage stage id name to new name, return id and name” |
| Delete Person Stage | Delete a person stage | ”Delete person stage stage id and return structured data confirming deletion” |
| List Phone Number Assignments | List phone number assignments with filters and pagination | ”List phone number assignments for user user id and return id and phone_number” |
| Get Phone Number Assignment | Fetch a specific phone number assignment by ID | ”Using assignment id, return id, phone_number, and user_id” |
| List Tags | List team tags with filters and pagination | ”List tags matching search term and return id and name” |
| Create Task | Create a new task | ”Create a task titled task title for person person id due on due date, return task id” |
| List Tasks | List tasks with filters and pagination | ”List tasks for owner user id with status status, return id, title, and due_date” |
| Get Task | Fetch a specific task by ID | ”Using task id, return title, status, and due_date” |
| Update Task | Update an existing task | ”Update task task id status to completed or open, return id and status” |
| Delete Task | Delete a task | ”Delete task task id and return structured data confirming deletion” |
| List Transcriptions | List conversation transcriptions with filters and pagination | ”List transcriptions for date range and return id, conversation_id, and status” |
| Get Transcription | Fetch a specific conversation transcription by ID | ”Using transcription id, return conversation_id, status, and transcript_url” |
| Get Transcription Artifact | Get signed URL for a transcription artifact | ”Using transcription id, return signed artifact_url and expiration” |
How to Use
1
Create Your Salesloft MCP Node
Go to your node library, search for Salesloft, and click “Create a node with AI”
2
Add Your Prompt
Drag the Salesloft MCP node to your canvas and add your prompt in the text box.
3
Test Your Node
Run the node to see the results. If it works as expected, you’re all set. If you run into issues, check the troubleshooting tips below.
4
Save and Reuse
Once your Salesloft MCP node is working, save it to your library. You can now use this customized node in any workflow.
Example Prompts
Here are some prompts that work well with Salesloft MCP: With tons of available tools, these examples showcase common use cases. Experiment with different prompts to discover more possibilities.- People lookup
- Add to cadence
- Cadence performance
- Calls reporting
- Conversation insights
- Create account
- Notes for a person
- Upsert a person
Start with list or get prompts to retrieve IDs, then pass those IDs to create or update actions. Keep each node focused on a single action, save it, and reuse it across workflows for reliability and speed.
Troubleshooting
If your Salesloft MCP node isn’t working as expected, try these best practices:Keep Prompts Simple and Specific
- Good: “Search for
company nameand return id and domain” - Less Efficient: “Find
company name, create a new contact forfull name, add them tocadence name, and send a first-touch email”
While the broader prompt might work, it’s more efficient to break it into separate nodes. Salesloft MCP works best with focused, single-action prompts.
Match What Salesloft Can Do
- Good: “Add person
person idto cadencecadence idand return membership_id” - Less Efficient: “Find LinkedIn profiles for
job titleinindustry, then add them to Salesloft and send connection messages”
Salesloft MCP excels at Salesloft data and actions. For prospect research or external data collection, combine it with AI Web Research or Website Scraper, then use Salesloft actions in your workflow.
Break Complex Tasks Into Steps
Instead of trying to do everything in one prompt (which can cause timeouts and errors):1
Step 1: Get Accounts
Search accounts matching
industry type and return account names and IDs2
Step 2: Find People
Using
account ids, list people with job title and return person IDs3
Step 3: Add to Cadence
Using
person ids and cadence id, create cadence memberships and return membership IDsIn your workflow, connect these nodes sequentially. The account IDs output from Step 1 become the input for Step 2, and the person IDs from Step 2 feed into Step 3.
Focus on Data Retrieval
Salesloft MCP is great at getting information from Salesloft. For analysis or content creation, connect it to other nodes. Example:- Good prompt: “List emails to
recipient emailwithindate rangeand return id, subject, and status” - Less Efficient: “List emails to
recipient email, analyze reply sentiment, and draft a follow-up”
Use Ask AI for analysis and summarization, and Gmail Sender/Reader to send emails. Keep Salesloft prompts focused on retrieving or updating Salesloft data.
Troubleshooting Node Creation
Empty Outputs
Empty Outputs
In the node creation window, click “Request changes” and ask the AI to add debug logs and verify the API response.
Incorrect Results
Incorrect Results
In the node creation window, click “Request changes” and describe what you expected versus what you received.
Errors
Errors
First click “Fix with Gummie”. If multiple attempts fail, simplify your prompt or contact support.
Iterate with Request Changes
Iterate with Request Changes
MCP node creation often requires a few tweaks. Use “Request changes” (in the node creation window) to refine filters, output fields, or pagination.
Need More Help?
- Watch What are MCP Nodes video tutorial
- Check out MCP Best Practices in Gumloop University
- Join the Gumloop Community for support
- View the Salesloft MCP setup guide for Claude and Cursor
- Contact support at support@gumloop.com