salesmate

name

salesmate

description

Salesmate is an AI-powered CRM platform that helps businesses automate sales, marketing, and support workflows, enabling unified pipeline management, smart campaigns, and seamless customer engagement. Read and write Salesmate data through One: contacts, companynotes, notes, products, custommodulerecords, deals and more, 63 actions with real parameter documentation. Use whenever the user asks to look something up in Salesmate, create or update a record there, or build code against the Salesmate API.

Salesmate through One

Salesmate is an AI-powered CRM platform that helps businesses automate sales, marketing, and support workflows, enabling unified pipeline management, smart campaigns, and seamless customer engagement.

One exposes Salesmate through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform salesmate if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Salesmate is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Salesmate account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Contacts

Action	Method	Path	Action id
Get a Contact	GET	/apis/contact/v4/{{contactId}}	conn_mod_def::GJ6V6dSbJOg::jVZ_cac7SY22QbZiX3I4eQ
Add a Contact	POST	/apis/contact/v4	conn_mod_def::GJ6V5UXccBs::1YPhsFJGSjqUO_IuG13Cug
Delete a Contact	DELETE	/apis/contact/v4/{{contactId}}	conn_mod_def::GJ6V52mN2qk::Nd23EXPhQRujjkLIVkmskA
Pin a Note in a Contact	PATCH	/apis/contact/v4/modules/1/object/{{contactId}}/notes/{{noteId}}/pin-it	conn_mod_def::GJ6V65f4aC4::xNfiLdu4Rre1wv7muzNKRg
Search Contacts	POST	/apis/contact/v4/search	conn_mod_def::GJ6V7cQ73q0::WGvQu_LGQKe9KCd-yGPrOg
Update a Contact	PUT	/apis/contact/v4/{{contactId}}	conn_mod_def::GJ6V7mAGop4::6MFKm9fyQUeKo7NUL6yAOg
Update a Contact’s Note	PUT	/apis/contact/v4/modules/1/object/{{contactId}}/notes/{{noteId}}	conn_mod_def::GJ6V8DkZp3c::qZ2hcAPaR9iDhDEtZtPLcA

CompanyNotes

Action	Method	Path	Action id
Create a New Note for a Company	POST	/apis/company/v4/modules/5/object/{{companyId}}/notes	conn_mod_def::GJ6V5qWDvGI::g2YzXcI9SRKE03LCRQ4tpA
Delete a Company’s Note	DELETE	/apis/company/v4/modules/5/object/{{companyId}}/notes/{{noteId}}	conn_mod_def::GJ6V6QA1uKc::GfuJV1GOTT-yuTbU1NvRHg
Pin a Company's Note	PATCH	/apis/company/v4/modules/5/object/{{companyId}}/notes/{{noteId}}/pin-it	conn_mod_def::GJ6V68KvouU::Zz0VYdysSB6Wh2ibCB3WNA
Un-pin a Company's Note	PATCH	/apis/company/v4/modules/5/object/{{companyId}}/notes/{{noteId}}/unpin-it	conn_mod_def::GJ6V7ib_Zlc::ktJYMb95Sy6qOMzfHWakAw
Update a Company Note	PUT	/apis/company/v4/modules/5/object/{{companyId}}/notes/{{noteId}}	conn_mod_def::GJ6V7_IzDwI::2YT9fZuzRPG-QXC_dsSTrg

Notes

Action	Method	Path	Action id
Get a Note’s Details by ID (for a Module Object)	GET	/apis/module/v4/modules/{{moduleId}}/objects/{{objectId}}/notes/{{noteId}}	conn_mod_def::GJ6V6qGOTEs::Ttcb__kdT3K1oahVlkoDVg
List a Record’s Notes	GET	/apis/module/v4/modules/{{moduleId}}/objects/{{objectId}}/notes	conn_mod_def::GJ6V6dFJ7lQ::O63TN8viSTm_zPoAbqn7fA
Add a New Note to a Module Object	POST	/apis/module/v4/modules/{{moduleId}}/objects/{{objectId}}/notes	conn_mod_def::GJ6V5rU4NI0::mj-hskLpSvOS3bCK17jwXg
Delete a Note from a Module Object	DELETE	/apis/module/v4/modules/{{moduleId}}/objects/{{objectId}}/notes/{{noteId}}	conn_mod_def::GJ6V6HBf5Uw::_wWR56QGSCSVMg6_utnrCQ
Un-pin a Note for a Module Object	PATCH	/apis/module/v4/modules/{{moduleId}}/objects/{{objectId}}/notes/{{noteId}}/unpin	conn_mod_def::GJ6V7m9PUfI::W1Vzixt6Txec7Sh7aLFuZg

Products

Action	Method	Path	Action id
Add a Product	POST	/apis/v1/products	conn_mod_def::GJ6V5KaEHHc::0n4aEoGfQBKZRn5fTD_VqA
Delete a Product	DELETE	/apis/v1/products/{{productId}}	conn_mod_def::GJ6V5JXm5qI::9QUMqz2ZQ1u--W54lSGTCw
Delete Multiple Products in Bulk	PUT	/apis/v1/products/bulkDelete	conn_mod_def::GJ6V5JYQoeQ::N6U2C8XpRd6wS6IyEvSTbQ
Search Products	POST	/apis/v3/products/search	conn_mod_def::GJ6V5UXIfK8::fYk7xSDTToyG-3PmVwzLpg
Update a Product	PUT	/apis/v1/products/{{productId}}	conn_mod_def::GJ6V5XnSX3g::xGGIwN-HRtmuuEPDUgmdkw

CustomModuleRecords

Action	Method	Path	Action id
Get a Custom Module Record’s Details	GET	/apis/module/v4/{{moduleId}}/records/{{recordId}}	conn_mod_def::GJ6V6hPJqyw::RHSvBGLWTvKGD0TqJJmxPg
Create a Custom Module’s Record	POST	/apis/module/v4/{{moduleId}}/records	conn_mod_def::GJ6V5tnWD4M::NjlMgeeFRMCS6c8gXfaciQ
Delete a Custom Module Record	DELETE	/apis/module/v4/{{moduleId}}/records/{{recordId}}	conn_mod_def::GJ6V5-RfLUQ::IIbjrKEqRUCjn1I-JupqpA
Search Custom Module Records	POST	/apis/module/v4/records/search	conn_mod_def::GJ6V68p-lKs::YqIrbtwJRsWXkbeocolxXQ
Update a Custom Module Record	PUT	/apis/module/v4/{{moduleId}}/records/{{recordId}}	conn_mod_def::GJ6V7vHSkgM::AWjIJ7fATvG1Gf3HB1uIIA

Deals

Action	Method	Path	Action id
Get a Deal	GET	/apis/deal/v4/{{dealId}}	conn_mod_def::GJ6V6aoBjaE::19vkKnrJTR-pF41Y97HHig
Add a Deal	POST	/apis/deal/v4	conn_mod_def::GJ6V5f10XxQ::Y2aFXSQMSamNdSQ-_FlB7w
Delete a Deal	DELETE	/apis/deal/v4/{{dealId}}	conn_mod_def::GJ6V52NYkQc::S-TpQP1oTaS6XTWdfMDtzQ
Search Deals	POST	/apis/deal/v4/search	conn_mod_def::GJ6V7ZqSUF8::KxpBaRKqRPqVi9FYrmZO2w
Update a Deal	PUT	/apis/deal/v4/{{dealId}}	conn_mod_def::GJ6V7sqTQjw::xnHwGrz-RbGWmPCNPDtKPQ

DealNotes

Action	Method	Path	Action id
Add a New Note to a Deal	POST	/apis/deal/v4/modules/4/object/{{dealId}}/notes	conn_mod_def::GJ6V5gbTyDQ::v1cGUyMgQnC2BTlkO-nMGQ
Delete a Deal Note	DELETE	/apis/deal/v4/modules/4/object/{{dealId}}/notes/{{noteId}}	conn_mod_def::GJ6V51-eyM8::ppmnNgpFQ3mX1n6hB-Ze7g
Pin a Deal Note	PATCH	/apis/deal/v4/modules/4/object/{{dealId}}/notes/{{noteId}}/pin-it	conn_mod_def::GJ6V6n7VpHc::xn55C1WWRVSocVruARXj5w
Un-pin a Deal Note	PATCH	/apis/deal/v4/modules/4/object/{{dealId}}/notes/{{noteId}}/unpin-it	conn_mod_def::GJ6V7UxkQus::8hhRTUDWT9qap4v3OJ-4ww
Update a Deal Note	PUT	/apis/deal/v4/modules/4/object/{{dealId}}/notes/{{noteId}}	conn_mod_def::GJ6V7wlbjsM::UM_ugeq7T2ixLQ-bUf21ew

Company

Action	Method	Path	Action id
Get a Company	GET	/apis/company/v4/{{companyId}}	conn_mod_def::GJ6V6GjqVB8::gz6Q9FqYR7KnrXqlMWYFSQ
Add a Company	POST	/apis/company/v4	conn_mod_def::GJ6V5TRQXaw::PSJh75JpTlKXmQIs5kgjCw
Delete a Company	DELETE	/apis/company/v4/{{companyId}}	conn_mod_def::GJ6V5sWJXtY::pTpvnOqXQ1W-LKHN2lGH8A
Update a Company	PUT	/apis/company/v4/{{companyId}}	conn_mod_def::GJ6V7mN5KzE::ucAYw2yCSb6QrYpo62oV2g

Activity

Action	Method	Path	Action id
Get an Activity	GET	/apis/activity/v4/{{activityId}}	conn_mod_def::GJ6V6u0HnwA::VUag6BdsSTetibLtcoEjRQ
Add an Activity	POST	/apis/activity/v4	conn_mod_def::GJ6V5f1S7QI::xlsHqMaQQ2eWgwnJ2k2_IA
Delete an Activity	DELETE	/apis/activity/v4/{{taskId}}	conn_mod_def::GJ6V6ULyAJc::WrqWMu44QE2iyaMzbrOhCg
Update an Activity	PUT	/apis/activity/v4/{{taskId}}	conn_mod_def::GJ6V8CxB6yE::j7sRHMnAQ9SX2V4N4yXYbw

TaskNotes

Action	Method	Path	Action id
Add a New Note to a Task	POST	/apis/activity/v4/modules/2/object/{{taskId}}/notes	conn_mod_def::GJ6V5grTzXY::ffh-E2bORkCoPFWeAscT5g
Delete a Task’s Note	DELETE	/apis/activity/v4/modules/2/object/{{taskId}}/notes/{{noteId}}	conn_mod_def::GJ6V52T_oxA::lM5-IWl2T6yJ291jiHEukA
Pin a Task Note	PATCH	/apis/activity/v4/modules/2/object/{{taskId}}/notes/{{noteId}}/pin-it	conn_mod_def::GJ6V6xyAIAc::7ady_yADTxuW3GENsBPlsA
Un-pin a Task Note	PATCH	/apis/activity/v4/modules/2/object/{{taskId}}/notes/{{noteId}}/unpin-it	conn_mod_def::GJ6V7Vg1xuk::hdgYjMn8Q3uxUUE9jZo0TA

ContactNotes

Action	Method	Path	Action id
Add a New Note to a Contact	POST	/apis/contact/v4/modules/1/object/{{contactId}}/notes	conn_mod_def::GJ6V5gs6xDo::7VMYoEErSQiCUBybe_3UOA
Delete a Contact’s Note	DELETE	/apis/contact/v4/modules/1/object/{{contactId}}/notes/{{noteId}}	conn_mod_def::GJ6V6MPX3kI::Z49LJ4TnQUqEBJFfsjEtkA
Un-pin a Note in a Contact	PATCH	/apis/contact/v4/modules/1/object/{{objectId}}/notes/{{noteId}}/unpin-it	conn_mod_def::GJ6V7m87tjU::NyU4VeAvTxi8HLARvdYIlA

ModuleObjectNotes

Action	Method	Path	Action id
Pin a Note for a Module Object	PATCH	/apis/module/v4/modules/{{moduleId}}/objects/{{objectId}}/notes/{{noteId}}/pin-it	conn_mod_def::GJ6V6_rNb-Y::NC2OYPX9RaS-D3GjaZymhA
Update a Note for a Module Object	PUT	/apis/module/v4/modules/{{moduleId}}/objects/{{objectId}}/notes/{{noteId}}	conn_mod_def::GJ6V74L6f8A::nt_jXD0JSWSbT9UiPFBEYQ

Users

Action	Method	Path	Action id
Get Active Users	GET	/apis/core/v4/users	conn_mod_def::GJ6V6cwEHCA::JlfuEsH1R42DezBXKL9Cmg

NoteAttachments

Action	Method	Path	Action id
Get a Note Attachment (URL for a Specific Attachment)	GET	/apis/module/v4/modules/{{moduleId}}/objects/{{objectId}}/notes/{{noteId}}/attachments/{{attachmentId}}	conn_mod_def::GJ6V6qq5HxY::uGThMuYxS5e4-QU9UiwDSg

ProductVariations

Action	Method	Path	Action id
Add a Variant to a Product	POST	/apis/v1/products/{{productId}}/variations	conn_mod_def::GJ6V5KCnmxY::mytT99p-QJ-YOKVrvy8g4g

DealLookupFieldAssociatedRecords

Action	Method	Path	Action id
Fetch Details of a Deal Lookup Field’s Associated Records	GET	/apis/deal/v1/{{recordId}}/lookup-fields/{{fieldApiName}}/associated-records	conn_mod_def::GJ6V5UzJZtc::QsXSQ1MISHC9rcE-uCLwGQ

Records

Action	Method	Path	Action id
Add/Update a Record’s Lookup Field (Single or Multiple)	PUT	/apis/{{moduleName}}/v4/{{recordId}}	conn_mod_def::GJ6V5q_7HgU::nc8q8J7dQDeiFTOOY1mMxw

Companies

Action	Method	Path	Action id
Search Companies (v4)	POST	/apis/company/v4/search	conn_mod_def::GJ6V7KYH0QU::vdhk0xwWRmO_CzO9N1wgxA

Activities

Action	Method	Path	Action id
Search Activities (v4)	POST	/apis/activity/v4/search	conn_mod_def::GJ6V7RyvEGk::iv_bP30tR6u34suTI490tA

Modules

Action	Method	Path	Action id
Get Module IDs (by Internal Name)	GET	/apis/module/v4/modules/{{internalName}}	conn_mod_def::GJ6V5J-7-sY::o3T1BOJUSX-0Mo-8nLNQZA

Tasks

Action	Method	Path	Action id
Update a Task’s Note	PUT	/apis/activity/v4/modules/2/object/{{taskId}}/notes/{{noteId}}	conn_mod_def::GJ6V7y7Esv4::gR1VkEp5T7eGkRjlfy_2oQ

When a call fails

The error comes from Salesmate, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/salesmate

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.