Salesflare for AI agents

Salesflare is a CRM built for small and midsize B2B teams, automatically logging contacts, meetings, and emails to keep sales pipelines current with minimal manual entry. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Salesflare See the 63 actions ↓

CRMAPI keyMCP + RESTsalesflare.com

AUDIT LOG · SALESFLAREPOLICY: acme-support

09:41:07 · claude · u_8f2read

salesflare.list_tags

List tags✓ allowed · 212ms

09:41:08 · claude · u_8f2read

salesflare.get_user

Get User✓ allowed · 164ms

09:41:09 · claude · u_8f2write

salesflare.create_tag

Create Tag✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

salesflare.delete_tag

Delete Tag✕ blocked · policy: deny

EVERY SALESFLARE CALL, ON THE RECORD

01 · USE CASES

What agents do in Salesflare.

Log a new opportunity in the pipeline

Creates an opportunity record with the account, contact, and deal stage right after a sales call.

Add a note to an account

Attaches a call summary as an internal note against the right account and contact.

Delete a contact only with approval

Removes a duplicate or outdated contact record only after a rep confirms it should be deleted.

02 · ACTIONS

63 Salesflare actions, graded by risk.

Every Salesflare action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

salesflare.get_user
Get User
salesflare.get_stage
Get Stage
salesflare.list_tags
List tags
salesflare.list_tasks
List Tasks
salesflare.list_users
List Users
salesflare.get_account
Get Account
salesflare.get_contact
Get Contact by ID
salesflare.get_meeting
Get Meeting Details
salesflare.list_groups
List Groups
salesflare.list_stages
List Stages
salesflare.get_workflow
Get Workflow
salesflare.list_persons
List Persons
salesflare.get_tag_usage
Get Tag Usage
salesflare.list_accounts
List accounts
salesflare.list_contacts
List Contacts
salesflare.list_pipelines
List Pipelines

+ 14 MORE

write

Create and change things. Allow, or ask the user first.

salesflare.create_tag
Create Tag
salesflare.update_tag
Update Tag
salesflare.create_call
Create call
salesflare.create_task
Create Task
salesflare.update_task
Update Task
salesflare.create_account
Create Account
salesflare.create_contact
Create Contact
salesflare.create_meeting
Create Meeting
salesflare.update_account
Update Account
salesflare.update_contact
Update Contact
salesflare.create_workflow
Create Workflow
salesflare.update_workflow
Update Workflow
salesflare.create_opportunity
Create Opportunity
salesflare.update_ai_settings
Update AI Settings
salesflare.update_opportunity
Update Opportunity
salesflare.create_custom_field
Create Custom Field

+ 8 MORE

destructive

Delete, cancel or archive. Ask first, or deny outright.

salesflare.delete_tag
Delete Tag
salesflare.delete_task
Delete Task
salesflare.delete_account
Delete Account
salesflare.delete_contact
Delete Contact
salesflare.delete_meeting
Delete Meeting
salesflare.delete_opportunity
Delete Opportunity
salesflare.delete_custom_field
Delete Custom Field
salesflare.delete_internal_note
Delete Internal Note
salesflare.get_workflow_merge_fields
Get Workflow Merge Fields

03 · HOW IT WORKS

Salesflare in three steps.

01Your users connect SalesflareThey add their Salesflare api key on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create Tag” can wait for the user, and “delete Tag” can be denied outright.
03Any agent can actYour agent calls Salesflare through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('salesflare', {
  read: 'allow',
  write: 'ask',        // create_tag
  destructive: 'deny',  // delete_tag
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Salesflare connects.

Users add their Salesflare api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Salesflare connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: API key
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Salesflare from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

Salesflare and Arc0, answered.

Q01

Can I use Salesflare with Claude, ChatGPT or Cursor?

Yes. Connect Salesflare to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Salesflare actions you allow.

Q02

How do users connect Salesflare?

Users add their Salesflare api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Salesflare actions can my agent take?

63 in total: 30 read, 24 write and 9 destructive, such as “create Tag”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Salesflare?

Yes. Actions like “delete Tag” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Salesflare too?

Yes. The same Salesflare connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Salesflare into your agent.

Your users connect Salesflare once, under your brand. Your agent gets 63 actions behind your policies, with every call on the record.

Connect Salesflare Browse all apps →

Free to build · MCP + REST · Audit log on every plan