Salesflare MCP Server - Integrate your Agent with Salesflare in Minutes

Knit's Salesflare MCP Server gives your AI agents instant, code-free access to every Salesflare API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

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Installing

Salesflare CRM

MCP Server

Watch an agent automate workflows-all with knit's plug-and-play MCP Servers.

Key Features

All the power of AI-ready tools-serverless hosting, mix-and-match APIs, live updates, semantic search, and built-in auth-in a single, plug-and-play platform.

Serverless by Default

Spin up MCP Servers with zero infrastructure-Knit scales, patches, and monitors everything for you.

Plug-In Your Own APIs

Expose custom endpoints as AI-ready tools alongside knit's catalog, unifying proprietary logic and third-party apps in one place.

Hot-Swap Tools at Runtime

Add or remove tools without downtime; your agents see new capabilities instantly-no server restarts required.

Mix-and-Match Tool Bundles

Deploy only the API tools you need from any app in a single lightweight server-no bloat, no duplication.

Semantic Tool Search

Natural-language search surfaces the right tools for each use case, shrinking token costs and boosting LLM accuracy.

Auth Handled for You

OAuth, SAML, service accounts-Knit manages credentials and refreshes so your team never wrestles with tokens.

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Actions available via

Salesflare CRM

MCP Server

  • Unified Action

List CRM Fields

The List CRM Fields API allows users to retrieve a list of fields for a specified CRM object type. The API requires a query parameter 'object' to specify the CRM object type such as 'account', 'contact', 'deal', 'lead', or 'engagement'. An optional 'subType' parameter can be used for CRMs where the engagement object is made up of sub-objects. The response includes a success flag and data containing mapped and unmapped fields with their IDs and labels.

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  • Unified Action

Create Custom Object Field in CRM

This API endpoint allows the creation of a custom object field in the CRM system. It requires a POST request to the specified URL with headers 'accept' and 'content-type' set to 'application/json'. The request body must include 'schemaId', 'fieldId', 'title', and 'type' as required fields, with 'metadata' being optional. The response will indicate success with the 'success' field and return the 'schemaId' and 'fieldId' in the 'data' object. In case of an error, the 'success' field will be false, and an 'error' object will provide a descriptive message.

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  • Unified Action

Delete CRM Custom Object Field

This API endpoint is used to delete a field from a custom object in the CRM. It requires a POST request to the specified URL with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include 'schemaId' and 'fieldId' to identify the field to be deleted. On success, it returns a response with 'success' set to true and 'data' as null. If there is an error, 'success' is false and an 'error' object with a descriptive message is returned.

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  • Unified Action

Delete CRM Custom Object Record

This API endpoint deletes a record from a custom object in the CRM. It requires the schema ID and record ID as input in the request body. The response indicates whether the operation was successful. If successful, the response contains a success flag and null data. If unsuccessful, it contains an error message.

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  • Unified Action

Delete CRM Deal

The Delete CRM Deal API allows users to delete a specific deal from the CRM system. The request requires the 'dealId' in the request body to identify which deal to delete. The request headers must include 'accept' and 'content-type' set to 'application/json'. A successful response will return a 'success' boolean set to true and 'data' as null. If the operation fails, 'success' will be false and an 'error' object with a descriptive message will be provided.

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  • Unified Action

Get CRM Custom Object Fields

This API endpoint retrieves the fields of a custom object in a CRM system. It requires the schema ID as input in the request body. The response includes a success flag and a list of fields with details such as field ID, title, type, creation and update timestamps, description, and the IDs of the user who created and last updated the field. In case of an error, an error message is returned.

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The APIs are well documented and self explanatory. The proactive communication by the team has been helpful in resolving any issues quickly.

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MCP Server FAQ’s