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Salestrics MCP
About Salestrics MCP
Salestrics MCP is a hosted Model Context Protocol server deployed within an organization’s workspace. It exposes the same record graph used by teams in the browser—CRM, mail, finance, and support records—to agents such as Cursor, Claude Desktop, VS Code, and custom agents via org-scoped API keys. The system replaces manual CSV exports and brittle glue scripts by providing a single protocol surface for discovery, tools, resources, and workflow prompts. It supports 163 tools across 13 apps including CRM, mail, workspace, support, and finance, enabling operational workflows like pipeline review, lead qualification, case resolution, and multi-app revenue processes. The server runs as a streamable HTTP endpoint at /api/mcp with standard discovery, health, and OpenAPI 3.1 documentation. Admin controls include hashed, rate-limited API keys, audit logs, user management, and integration connector status. Client detection tracks connections from Cursor, Claude Desktop, VS Code, Windsurf, and others for administrative review.
Key features
- Hosted Model Context Protocol server on workspace
- Org-scoped API keys with rate limiting
- 163 tools across 13 apps
- Client detection and audit logging
- OpenAPI 3.1 documentation
- Static and dynamic resource access
- Workflow prompts for operational tasks
- External integrations via proxy
Use cases
- Pipeline review and lead qualification in CRM
- Case resolution and support workflows
- Multi-app revenue workflows across mail, finance, and workspace
Pros
- Hosted MCP server on organization workspace
- Org-scoped API keys with rate limiting and revocation
- 163 tools across 13 apps including CRM, mail, and finance
- Client detection and audit logging for admin review
- Supports Cursor, Claude Desktop, VS Code, and custom agents
Cons
- Requires hosted workspace deployment
- No free tier or open access mentioned
- Limited to Salestrics ecosystem apps
- Legacy stdio-only clients need additional bridge package
Frequently asked questions about Salestrics MCP
What is Salestrics MCP?
Salestrics MCP is a hosted Model Context Protocol server deployed within an organization’s workspace. It exposes the same record graph used by teams in the browser—CRM, mail, finance, and support records—to agents such as Cursor, Claude Desktop, VS Code, and custom agents via org-scoped API keys.
Who should use Salestrics MCP?
It is designed for mid-market operators who need to run operational workflows on live pipeline, mail, finance, and support records through agents like Cursor, Claude, and VS Code. Teams seeking to replace manual exports and brittle glue scripts with a single protocol surface will benefit.
How does Salestrics MCP work?
It provides a streamable HTTP endpoint at /api/mcp with standard discovery, health, and OpenAPI 3.1 documentation. Agents connect using org-scoped API keys, which are hashed at rest, rate-limited, and revocable. The system supports 163 tools across 13 apps for operational workflows.
What integrations does Salestrics MCP support?
It supports integrations with CRM, mail, workspace, support, and finance apps such as Momentum CRM, Salestrics Mail, Workspace, Resolve, Ledger, Connect, Flow, Orbit!, Insight, Automation, Support, Assistant, and Admin. External apps like Stripe, Slack, and Notion can also be proxied through the hosted server.
How do I get started with Salestrics MCP?
Sign in to your organization workspace at app.salestrics.com, open Admin, and create an MCP API key. Choose your client for a ready-made snippet, paste it into Cursor, Claude Desktop, VS Code, or your MCP client config, and run an operational workflow on live data.
Does Salestrics MCP provide audit and security controls?
Yes, it includes hashed, rate-limited API keys, audit logs, user management, and integration connector status. Client detection tracks connections from Cursor, Claude Desktop, VS Code, Windsurf, and others for administrative review.