Connect Salesmate to Your AI Agent

Create company records, read a known company, create products, and inspect active users or module identifiers. Ask your connected AI assistant to explain the results or carry out the specified operation.

6 tools API key

Try a Salesmate Task

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

oo Skill Salesmate

Create a Company Record

Save supplied company details and read the returned company.

/oo Salesmate: Create Salesmate company [name] with website [website] and description [description], then read its company ID.

Create a Product

Save an explicitly priced product in the catalog.

/oo Salesmate: Create Salesmate product name [name], currency [currency], unitPrice [price], and SKU [SKU].

Start Working with Salesmate

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Salesmate

    Provide a Salesmate access token and workspace link name.

    Connect Salesmate →
  3. 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

  • A Salesmate access token and workspace link name.
  • Product creation requires name, currency, and unit price. This action set does not search company records or manage sales deals.

Salesmate Tools

Salesmate connects supported service operations to your AI assistant. Create company records, read a known company, create products, and inspect active users or module identifiers.

Companies

Create a company and retrieve known company records.

Product and Workspace Setup

Create products and read active users or module identifiers.

6 tools

Create Company

Create a company record in Salesmate CRM.

salesmate.create_company

Get Company

Get a Salesmate company record by company ID.

salesmate.get_company

Create Product

Create a product in Salesmate.

salesmate.create_product

Delete Product

Delete a Salesmate product by product ID.

salesmate.delete_product

List Modules

List Salesmate internal module identifiers.

salesmate.list_modules

Get Active Users

List active Salesmate users.

salesmate.get_active_users

Frequently Asked Questions

What link name should I use?

Provide the workspace name or its salesmate.io hostname.

What does product creation require?

Provide name, currency, and unitPrice, with other explicit fields as needed.

Can I choose a company owner?

Read active users and pass the intended owner value during company creation.

Connect Salesmate

About Salesmate ↗