Salesmate for AI agents
Salesmate is an AI-assisted CRM that helps sales and support teams manage companies, contacts, products, and deals in one place. 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.
What agents do in Salesmate.
Add a product to the catalog
Creates a new product record with pricing so it can be attached to deals going forward.
Look up a company record
Reads a company's details and active users before an agent updates or reports on it.
Delete a product only after approval
Removes a discontinued product from the catalog only once a manager confirms it should go.
6 Salesmate actions, graded by risk.
Every Salesmate action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.
read
3Look things up. Allowed by default.
- salesmate.get_companyGet Company
- salesmate.list_modulesList Modules
- salesmate.get_active_usersGet Active Users
write
2Create and change things. Allow, or ask the user first.
- salesmate.add_productAdd Product
- salesmate.create_companyCreate Company
destructive
1Delete, cancel or archive. Ask first, or deny outright.
- salesmate.delete_productDelete Product
Salesmate in three steps.
- 01Your users connect SalesmateThey add their Salesmate api key on Arc0 Connect, under your brand. It goes straight into the vault.
- 02You set the rulesReads run, writes like “create Company” can wait for the user, and “delete Product” can be denied outright.
- 03Any agent can actYour agent calls Salesmate through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
await arc0.policies.set('salesmate', { read: 'allow', write: 'ask', // create_company destructive: 'deny', // delete_product }) # Claude Code: the same connection, one URL $ claude mcp add --transport http arc0 \ https://mcp.arc0.ai/u/u_8f2
How Salesmate connects.
Users add their Salesmate 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 Salesmate 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
Use Salesmate from any agent.
ClaudeChatGPTCursor
Codex
VS CodeOpenAI Agents SDKClaude Agent SDK
Vercel AI SDK
Mastra
LangGraph
Salesmate and Arc0, answered.
Can I use Salesmate with Claude, ChatGPT or Cursor?
Yes. Connect Salesmate 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 Salesmate actions you allow.
How do users connect Salesmate?
Users add their Salesmate 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.
Which Salesmate actions can my agent take?
6 in total: 3 read, 2 write and 1 destructive, such as “create Company”. Your policies decide which of them each agent may call.
Can I stop my agent from deleting things in Salesmate?
Yes. Actions like “delete Product” 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.
Can my own backend call Salesmate too?
Yes. The same Salesmate connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.
Plug Salesmate into your agent.
Your users connect Salesmate once, under your brand. Your agent gets 6 actions behind your policies, with every call on the record.
Free to build · MCP + REST · Audit log on every plan