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Use Salesmsg via MCP

Salesmsg MCP Tools let you connect your Salesmsg account to Claude Web, Claude Desktop, or any MCP-compatible AI agent.

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Once connected, your agent can manage contacts, search conversations, apply tags, and send text messages using plain language commands, without opening the Salesmsg app.

What You Can Do

Once connected, your AI agent can:

  • Search, create, and update contacts by name, phone, or email

  • Pull full contact profiles including tags, custom fields, and opt-in status

  • Apply tags to contacts by label or ID

  • Search conversations by contact name, phone number, or message keyword

  • Retrieve full conversation details including assignee, inbox, status, and participants

  • Send SMS to any contact or phone number with automatic opt-out checking

Connect Your Salesmsg Account

New to Salesmsg?

  1. Go to salesmessage.com and create a free account

  2. Follow the steps below to connect via MCP

Already have a Salesmsg account?

  1. Open Claude Web or Claude Desktop

  2. Go to Settings and select Connectors

  3. Click the + icon to add a new connector

  4. Enter Salesmsg as the connector name

  5. Enter https://mcp.salesmsg.com as the Remote MCP Server URL

  6. Click Add

  7. Sign in with your existing Salesmsg credentials when prompted

  8. Authorize the connection

Your agent now has access to your Salesmsg contacts, conversations, and messaging tools.

Search, Create, and Update Contacts

Tell your agent what you need in plain language. Here are some examples of what you can ask:

  • "Find the contact John Smith"

  • "Create a new contact with phone number 555-123-4567"

  • "Update Sarah's email to [email protected]"

Your agent will search by name, phone, or email and return matching results. When creating a contact, only a phone number is required. Updates apply only to the fields you specify — nothing else in the profile is changed.

Pull Contact Profiles and Apply Tags

Ask your agent to pull a full contact profile before sending a message or planning follow-up. The profile includes:

  • Name, phone, and email

  • Tags and custom fields

  • Opt-in status

To apply a tag, tell your agent the tag name or ID. If the tag exists, it is applied immediately. Your agent can also create a new tag if the label does not match an existing one.

Search and Analyze Conversations

Ask your agent to find a conversation by contact name, phone number, or a keyword from the message thread. Once located, your agent can retrieve full conversation details including:

  • Assignee and inbox

  • Status (open, closed, etc.)

  • Participants

This gives your agent the context it needs before taking any next action.

Send SMS

Tell your agent who to message and what to send. You can reference a contact by name or use a phone number directly. If you have multiple Salesmsg inboxes, specify which one to send from.

Opt-out status is checked automatically on every send. If a contact has opted out, the message will not be sent.

Examples:

  • "Send a follow-up text to John Smith from my Sales inbox"

  • "Text 555-987-6543 to confirm their appointment tomorrow"

What to Expect

  • Your agent authenticates once using your Salesmsg credentials and stays connected

  • All actions run through your existing Salesmsg account and inboxes

  • Opt-out compliance is handled automatically on every SMS send

  • Contact updates apply only to the specific fields you mention — other fields are not affected

  • Existing Salesmsg users connect in minutes with no additional setup required

Available Tools

Once connected, your AI agent can use the Salesmsg tools below. You don't need to call these by name — just ask in plain language and your agent picks the right one. They're listed here for reference.

Contacts

  • Get Contact — salesmsg_get_contact

  • Get Contacts Data — salesmsg_get_contacts_data

  • Search Contacts — salesmsg_search_contacts

  • Create Contact — salesmsg_create_contact

  • Update Contact — salesmsg_update_contact

  • Delete Contact — salesmsg_delete_contact

Tags

  • Add Tag to Contact — salesmsg_add_tag_to_contact

  • Remove Tag from Contact — salesmsg_remove_tag_from_contact

  • Manage Tags — salesmsg_manage_tags

Conversations

  • Get All Conversations — salesmsg_get_all_conversations

  • Get Conversation — salesmsg_get_conversation

  • Get Contact Conversation — salesmsg_get_contact_conversation

  • Search Conversations — salesmsg_search_conversations

  • Get Conversation Messages — salesmsg_get_conversation_messages

  • Get Conversation History — salesmsg_get_conversation_history

  • Get Messages Data — salesmsg_get_messages_data

  • Assign Conversation — salesmsg_assign_conversation

Inboxes

  • Get All Inboxes — salesmsg_get_all_inboxes

  • Get Inbox — salesmsg_get_inbox

Messaging

  • Send Message — salesmsg_send_message

  • Send SMS — salesmsg_send_sms

  • Schedule Message — salesmsg_schedule_message

System

  • Server Info — salesmsg_server_info

Frequently Asked Questions

Do I need a separate login to use Salesmsg via MCP?

No. You authenticate using your existing Salesmsg username and password during the initial connection. No separate credentials are needed.

Does this work with AI agents other than Claude?

Yes. Salesmsg MCP Tools work with any MCP-compatible AI agent, not just Claude Web or Claude Desktop.

Can I send from any inbox?

Yes. When sending SMS, you can specify which Salesmsg inbox to send from. If you do not specify, your agent will use your default inbox.

What happens if a contact has opted out?

Your agent checks opt-out status automatically before sending. If the contact has opted out, the message will not be sent.

Need Help? ✋🏻

Contact us on live chat or send an email to us at [email protected].

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