ai-setup 5 min read

Salestrics Open MCP Server – CRM MCP with 163 Tools

Salestrics is an open MCP server and unified CRM that gives AI agents live access to pipeline, mail, Stripe, Slack, and 13 apps through 163 tools.

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Salestrics MCP server and CRM for AI-native revenue teams

TL;DR

TL;DR: Salestrics is an open MCP server with an integrated CRM that exposes 163 tools across 13 apps (CRM, mail, Stripe, Slack, HubSpot, etc.) as MCP resources — letting AI agents work on live pipeline data instead of stale exports.

Source and Accuracy Notes

⚠️ This section is MANDATORY. All links must be verified from actual source, not guessed.

What Is Salestrics?

Most mid-market revenue teams connect AI agents to their data through exports, copy-paste, and brittle Zapier workflows. Agents work on stale snapshots. Sensitive deal context ends up in prompts with no org audit trail. Engineering builds one-off integrations that break on the next CRM field rename.

Salestrics replaces this stack with a unified context layer that agents can execute on directly. The MCP execution spine sits on top of Salestrics’ record graph — covering CRM, Mail, Stripe, Slack, HubSpot, and more — and exposes them as MCP tools, resources, and prompts. The 163 tools are organized into 13 app categories: CRM, Mail, Workspace, Resolve, Ledger, Connect, Flow, Orbit, Insight, Automation, Support, and Assistant.

The MCP server runs as a streamable HTTP endpoint at /api/mcp on the Salestrics workspace, with org-scoped API keys for access control. Every agent action is logged for client detection and audit.

“Most mid-market operators connect agents to revenue data with exports, copy-paste, and brittle glue. Agents work on stale snapshots — not live pipeline or mail threads.”salestrics.com/mcp

Supported AI Clients

Salestrics MCP officially connects to: Cursor, Claude Desktop, VS Code, Windsurf, and any other MCP-compatible client. The connections are logged for admin review.

Tools and App Coverage

The MCP server exposes 163 tools across 13 connected apps:

  • CRM — deal records, contacts, pipeline stages, activity logs
  • Mail — email threads, attachments, sent mail
  • Stripe — subscription data, invoices, payment events
  • Slack — channels, messages, notifications
  • HubSpot — contacts, deals,engagement data
  • Workspace — docs, files, shared records
  • Resolve — support tickets, customer issues
  • Ledger — financial records, revenue data
  • Connect — integrations, webhooks
  • Flow — automation workflows
  • Orbit — customer health, engagement scoring
  • Insight — analytics, reporting queries
  • Automation — trigger-based actions
  • Assistant — Salestrics built-in assistant tools

Getting Started

To connect an AI agent to Salestrics MCP, you need an active Salestrics workspace. The MCP endpoint is at https://salestrics.com/api/mcp and the server advertises its capabilities via /.well-known/mcp.

Authentication

The server uses org-scoped API keys. Admin-level access is required to provision keys for agent use. All agent sessions are attributed to the key used and logged for audit.

Connecting Claude Desktop

In your Claude Desktop config file (~/Library/Application Support/Claude/claude_desktop_config.json), add the Salestrics MCP server:

{
  "mcpServers": {
    "salestrics": {
      "command": "smcp_live",
      "env": {
        "SALESTRICS_API_KEY": "your-org-scoped-key"
      }
    }
  }
}

Connecting Cursor

Cursor supports MCP servers natively. Use the MCP connection panel in Cursor settings to add https://salestrics.com/api/mcp as a remote server with your API key.

Using with VS Code

VS Code’s Copilot Chat can be extended via MCP. The Salestrics MCP server provides these tool categories ready for agentic use: ask_insight, /api/mcp/info, /api/mcp/auth.

MCP Protocol Details

Salestrics MCP implements the full MCP specification including:

  • Tools — 163 organized by app (CRM, Mail, Stripe, etc.)
  • Resources — Record graph with live pipeline and contact data
  • Prompts — Pre-built workflow prompts for common sales motions
  • Transport — Streamable HTTP with JSON-RPC 2.0
  • Auth — Org-scoped bearer tokens with audit logging

The server is stateless and rebuilt for the July 2026 MCP spec, making it compatible with agents built on current MCP client libraries.

FAQ

Q: Is Salestrics open source? A: The product is closed-source / proprietary. There is no public source repository. The MCP protocol and API surface are documented at salestrics.com/mcp.

Q: Does it work with self-hosted CRM systems? A: The 13 app integrations cover cloud-based services. Specific self-hosted CRM support is not documented on the product site — contact the Salestrics team for enterprise connector needs.

Q: How is access secured? A: Org-scoped API keys control agent access. All tool calls are logged with client attribution and timestamp. This gives ops teams an audit trail of every agent action on revenue data.

Q: What LLM models work with it? A: Any agent that supports the MCP client protocol can connect. Tested with Claude, Cursor (Code), VS Code Copilot, and Windsurf. The protocol is model-agnostic.

Q: Is there a free tier? A: Pricing is not publicly listed on the site. Visit salestrics.com for current plans.

Conclusion

Salestrics solves the integration problem that every revenue team hits when trying to deploy AI agents in a real sales environment. Instead of duct-taping exports and Zapier steps together, agents get live, org-scoped access to the full record graph through the MCP protocol. If you’re building AI-powered sales tooling and want agents that work on current pipeline data rather than yesterday’s CSV export, this is worth a look.

The MCP-first approach also means it slots into any MCP-compatible agent stack without custom integration code — which is increasingly the default path for agentic tooling.