What Can It Do?
- Find and manage people and accounts
- Add prospects to cadences and track performance
- Retrieve calls and emails for reporting
- Access AI conversation insights and recordings
Where to Use It
In Agents (Recommended)
Add Salesloft as a tool to any agent. The agent can then manage your sales engagement conversationally, choosing the right actions based on context. To add an MCP tool to your agent:- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your account
In Workflows (Via Agent Node)
For automated pipelines, use an Agent Node with Salesloft tools. This gives you the flexibility of an agent within a deterministic workflow.As a Custom MCP Node
You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.- Go to your node library and search for the integration
- Click Create a node with AI
- Describe the specific action you want (e.g., “Add person to outbound cadence”)
- Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.
Available Tools
| Tool | Description |
|---|---|
| List People | List people with filters |
| Create Person | Create a new person |
| Get Person | Get person details |
| Update Person | Update person properties |
| List Accounts | List accounts |
| Create Account | Create an account |
| Get Account | Get account details |
| List Cadences | List cadences |
| Get Cadence Stats | Get cadence performance |
| Create Cadence Membership | Add person to cadence |
| List Calls | List calls with filters |
| Get Conversation | Get conversation details |
| Get Conversation Extensive | Get AI insights |
| List Emails | List emails |
| Create Note | Create a note |
| Create Task | Create a task |
Example Prompts
Use these with your agent or in the Agent Node: Find people:Troubleshooting
| Issue | Solution |
|---|---|
| Agent not finding the right data | Use specific emails or person IDs |
| Action not completing | Check that you’ve authenticated with Salesloft |
| Unexpected results | The agent may chain multiple tools (e.g., finding a person first, then adding to cadence). Review the agent’s reasoning to understand its approach. |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Need Help?
- Agents documentation for setup and best practices
- Agent Node guide for workflow integration
- Gumloop Community for questions and examples
- Contact [email protected] for assistance
Use this integration directly in Claude or Cursor. Connect remotely via the Salesloft MCP server using your Gumloop credentials.