Connect Salesflare to Your AI Agent

Ask your AI assistant to work with Salesflare: review sales opportunities and update crm contacts.

Try a Salesflare Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Salesflare

Review sales opportunities

List opportunities and inspect a selected record.

/oo Salesflare: List Salesflare opportunities with [filters], then get opportunity [ID] and summarize returned sales context.

Update a CRM contact

Apply supported fields to a known contact.

/oo Salesflare: Update Salesflare contact_id [contact ID] with [supported field values].

Start Working with Salesflare

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect Salesflare

Connect using your Salesflare API Key.
Connect Salesflare →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

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An account with access to the Salesflare resources used in your task.

Salesflare Tools

Salesflare exposes accounts, contacts, opportunities, and tasks for an AI assistant to inspect and maintain customer records.

Review sales opportunities

List opportunities and inspect a selected record.

Update a CRM contact

Apply supported fields to a known contact.

16 tools

Get Current User

Retrieve the current Salesflare API user.

salesflare.get_current_user

List Accounts

List Salesflare accounts with optional search, pagination, and filters.

salesflare.list_accounts

Create Account

Create a Salesflare account.

salesflare.create_account

Get Account

Retrieve one Salesflare account by ID.

salesflare.get_account

Update Account

Update a Salesflare account by ID.

salesflare.update_account

List Contacts

List Salesflare contacts with optional search, pagination, and filters.

salesflare.list_contacts

Create Contact

Create a Salesflare contact.

salesflare.create_contact

Get Contact

Retrieve one Salesflare contact by ID.

salesflare.get_contact

Update Contact

Update a Salesflare contact by ID.

salesflare.update_contact

List Opportunities

List Salesflare opportunities with optional search, pagination, and filters.

salesflare.list_opportunities

Get Opportunity

Retrieve one Salesflare opportunity by ID.

salesflare.get_opportunity

Create Opportunity

Create a Salesflare opportunity.

salesflare.create_opportunity

Update Opportunity

Update a Salesflare opportunity by ID.

salesflare.update_opportunity

List Tasks

List Salesflare tasks with optional search, pagination, and filters.

salesflare.list_tasks

Create Task

Create a Salesflare task.

salesflare.create_task

Update Task

Update a Salesflare task by ID.

salesflare.update_task

Frequently Asked Questions

Can I search contacts?

list_contacts supports search, pagination, and filters.

Can I create a task?

create_task accepts supported task fields for a new CRM task.

Can I send an email here?

The current action set manages CRM records and does not expose email sending.