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Salesmate

Salesmate MCP integration

Adds and removes catalogue products, registers new companies, and reads company records and the list of currently active users.

Connect SalesmateSee all integrations

6actions available

  1. Home/
  2. Integrations/
  3. Salesmate

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create company

    Lyro creates a new company record in your Salesmate CRM. Your team adds prospects and accounts without typing in CRM forms.

  • Get company

    Lyro retrieves detailed information about a company by ID. Your team reviews company data and history instantly.

  • Add product

    Lyro adds a new product to your Salesmate catalog. Your team expands your product database without leaving the conversation.

See all 6 actions

How businesses use Salesmate + Lyro

Each card is one request a support team gets, and the Salesmate actions Lyro runs to close it.

  • inventory_2

    Keep the product catalogue current

    Lyro adds a product with its name, SKU, and price so it can be referenced on deals and orders, and deletes one by its ProductId when a line is discontinued.

    Add ProductDelete Product
  • contacts

    Register a company and read its record back

    Lyro creates the company record for a new organisation as soon as the details are confirmed, and retrieves a company by ID when someone needs the full record rather than a summary.

    Create CompanyGet Company
  • dashboard

    Check who and what is available in the CRM

    Lyro returns only the users currently marked active, which is what routing and user audits need, and lists the CRM modules an account exposes before anything tries to write to one.

    Get Active UsersList Modules

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Salesmate actions it has and picks the ones a request needs.

  1. 01

    Connect Salesmate

    Authorize the Salesmate account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Salesmate actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Salesmate · Lyro

What can you do in Salesmate without me setting anything up?

These, right away:

  • Add product
  • Get active users
  • Delete product

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Salesmate

Setup, permissions, and the limits of what Lyro can do inside Salesmate.

  • Not through this toolkit. List Modules confirms the account has Contacts, Deals, Activities, and Tickets, but the only writes exposed here are Add Product, Delete Product, and Create Company, so deal and contact work stays with your reps in Salesmate.

  • No, and it matters. There is no search action for products or companies - Get Company takes a company ID and Delete Product takes a ProductId - so an identifier has to come from the conversation or another system, and deduplication is a human check.

  • Get Active Users returns only users currently marked active, which keeps a routing suggestion or a user audit from naming someone who has been deactivated. It is a read of the account's users, not a way to assign work to them.

  • A Zap runs a fixed action when a trigger fires. Lyro decides mid-conversation which Salesmate call is needed and chains them - creating the company and then reading the record back, or checking the active user list before it suggests an owner - inside the exchange that raised the question.

Every action available in Salesmate

All 6 actions your agent can call on Salesmate, straight from the live MCP connection.

  • Add product

    Add a new product.

  • Create company

    Create a new company in the Salesmate CRM.

  • Delete product

    Delete a product by ProductId.

  • Get active users

    Retrieve all active users.

  • Get company

    Retrieve details of a specific company by ID.

  • List modules

    List all available Salesmate modules.

The tools Salesmate sits next to

Same connection, same setup. Pick the next one your team already uses.

  • Bettercontactarrow_outward

    Bettercontact

    Runs Lead Finder searches, submits enrichment batches, polls for the results and checks credits before spending them.

  • Dynamics365arrow_outward

    Dynamics365

    Opens cases with the contact attached, reads invoice and lead records, qualifies leads into opportunities, and raises sales orders.

  • Helloleadsarrow_outward

    Helloleads

    Helloleads is a smart lead management solution built for small businesses.

  • Nocrm.ioarrow_outward

    Nocrm.io

    Creates leads from live conversations, assigns them to an owner, logs what was said, and moves stalled records to standby or cancelled.

  • Salesflarearrow_outward

    Salesflare

    Looks up live Salesflare pipeline and account data and triggers updates directly from the conversation.

  • Zoho biginarrow_outward

    Zoho bigin

    Finds and upserts customer records without duplicating them, files notes and attachments, and reads deal stage straight off the team pipeline.

Browse every integration
Support agent working at a laptop next to the Lyro mascot

Ready to connect Salesmate?

Authorize the account and your agent has all 6 actions from the first conversation.

Connect SalesmateTalk to sales
Connect SalesmateTalk to sales
Support agent working at a laptop next to the Lyro mascot