salesflare

name

salesflare

description

Salesflare is an intelligent CRM platform designed for B2B sales teams that automates data entry, tracks customer interactions, and manages pipelines by pulling data from email, calendar, and social sources, enabling teams to streamline workflows and focus on closing deals. Read and write Salesflare data through One: accounts, contacts, tags, customfields, opportunities, workflows and more, 72 actions with real parameter documentation. Use whenever the user asks to look something up in Salesflare, create or update a record there, or build code against the Salesflare API.

Salesflare through One

Salesflare is an intelligent CRM platform designed for B2B sales teams that automates data entry, tracks customer interactions, and manages pipelines by pulling data from email, calendar, and social sources, enabling teams to streamline workflows and focus on closing deals.

One exposes Salesflare 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 salesflare 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 Salesflare 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 Salesflare 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

Accounts

Action	Method	Path	Action id
Get Account Details	GET	/accounts/{{accountId}}	conn_mod_def::GKhRRf09xhA::INZ3laWESrer2f8LXCf3Rg
List Accounts	GET	/accounts	conn_mod_def::GKhRRlgws8A::wjDFYYpmSSq7asEtnSJ1KQ
Create an Account	POST	/accounts	conn_mod_def::GKhRRgigxFg::PxSgSdYARwCIcPi_25MqLQ
Delete an Account	DELETE	/accounts/{{accountId}}	conn_mod_def::GKhRRgdakIg::cIQ_jMRcSgmTKMJcs5Z6dA
Update an Account	PUT	/accounts/{{accountId}}	conn_mod_def::GKhRRtkGYFg::Q91_ejKvTKCjI82mfjEoXg
Update an Account's Contacts	POST	/accounts/{{accountId}}/contacts	conn_mod_def::GKhRRtda6qg::XfHE4xWnTqyiIbOmpxxebA
Update an Account's Contacts	PUT	/accounts/{{accountId}}/contacts	conn_mod_def::GKhRRt2oq8A::sDYdceoZTd2opznLqKicew

Contacts

Action	Method	Path	Action id
Get Contact Details	GET	/contacts/{{contactId}}	conn_mod_def::GKhRSJ4NMwg::G0rBB1IcTxm_BE9bwk7VgQ
List Contacts	GET	/contacts	conn_mod_def::GKhRSaEfkmA::6xIedsvCRZG2COfvPyl10A
List Current User's Contacts	GET	/me/contacts	conn_mod_def::GKhRTyUyaqA::cyoS0689Q0WWArPn21ElEg
Create a Contact	POST	/contacts	conn_mod_def::GKhRSNG93Yg::jp_A3pBSQD-TWhIIGu1w5w
Delete a Contact	DELETE	/contacts/{{contactId}}	conn_mod_def::GKhRSJZvIEg::1p3QhiKrT5yiiv3YpliAIA
Update a Contact	PUT	/contacts/{{contactId}}	conn_mod_def::GKhRSVjCQeg::PR78z5SHTRu1lqLihgKVDQ

Tags

Action	Method	Path	Action id
Get a Tag's Usage Details	GET	/tags/{{tagId}}/usage	conn_mod_def::GKhRThcT_tA::iPybFLgWTYqDIMJxSW3ctQ
Get Tag Details	GET	/tags/{{tagId}}	conn_mod_def::GKhRTZY__-g::OJ0wEJhtTWuCGqPc0mJSBw
List Tags	GET	/tags	conn_mod_def::GKhRTjCRrQg::KHECZt8WS_y1i8KQKZpkVA
Create a Tag	POST	/tags	conn_mod_def::GKhRTYErqvg::SiLEmhz9SSWYqAYQ3GA6jg
Delete a Tag	DELETE	/tags/{{tagId}}	conn_mod_def::GKhRTX7VnWg::OfU7_b7vRniRpfoqAcrtCw
Update a Tag	PUT	/tags/{{tagId}}	conn_mod_def::GKhRTh1NPeg::1EKbVmszR4yr4v6UaE__yQ

CustomFields

Action	Method	Path	Action id
Get Custom Field Details	GET	/customfields/{{itemClass}}/{{id}}	conn_mod_def::GKhRSVsVjHA::mEV7jIj5Q_C3DdbhKRE1fQ
List Custom Fields of a Type	GET	/customfields/{{itemClass}}	conn_mod_def::GKhRSih-uSA::ejiKROLMTeusLt6DgdVbHQ
Create a Custom Field of a Type	POST	/customfields/{{itemClass}}	conn_mod_def::GKhRSVuwEwg::5hNFE4lmQ1iQcjG9iKkExg
Delete a Custom Field	DELETE	/customfields/{{itemClass}}/{{id}}	conn_mod_def::GKhRSU0Y94g::0TOEZ2TGTp-srDbFcLgvBQ
Update a Custom Field	PUT	/customfields/{{itemClass}}/{{id}}	conn_mod_def::GKhRSiGXoiA::ZRCcTFEgTEKyQDmvb-30fg

Opportunities

Action	Method	Path	Action id
Get an Opportunity's Details	GET	/opportunities/{{id}}	conn_mod_def::GKhRS-KgDnA::n6wuueEwSTOG0zBtYGbS5Q
List Opportunities	GET	/opportunities	conn_mod_def::GKhRTP4o_KA::abe5Ga3aTP28BadG5t6Z4g
Create an Opportunity	POST	/opportunities	conn_mod_def::GKhRS94xlKg::Qdh295-6Ty6DdmLO8SgTCQ
Delete an Opportunity	DELETE	/opportunities/{{id}}	conn_mod_def::GKhRS_VsvVA::Za_GZheURhCHLYVQdM98SQ
Update an Opportunity	PUT	/opportunities/{{id}}	conn_mod_def::GKhRTIX_7Jg::ku8vD2BHT5ywBgpPng6dhA

Workflows

Action	Method	Path	Action id
Get Workflow Details	GET	/workflows/{{id}}	conn_mod_def::GKhRT6pyclA::qZ0TvB2ZTDyqLx7uXapc0g
List Workflows	GET	/workflows	conn_mod_def::GKhRT8spCNg::q9APJmZjS7Cf822ZLfE4Gw
Create a Workflow	POST	/workflows	conn_mod_def::GKhRT7GM-Ug::sahklAv8SBOcdyQHCkp2vA
Re-enter or Exit an Entity from a Workflow	PUT	/workflows/{{id}}/audience/{{recordId}}	conn_mod_def::GKhRUFqON6A::-2QpLiatScC0O_noeVWsQw
Update a Workflow	PUT	/workflows/{{id}}	conn_mod_def::GKhRUG6ZI0A::XnDo1K8TQfG_A838w0VDQA

Messages

Action	Method	Path	Action id
List an Account's Messages	GET	/accounts/{{accountId}}/messages	conn_mod_def::GKhRRuZ6xfg::SzBiBCluR02sPA-vq0BznQ
Create an Internal Note	POST	/messages	conn_mod_def::GKhRSq3Aejg::YJtpRPWLQyubZEdHWl_tQA
Create an Internal Note for a Message	POST	/messages/{{messageId}}/feedback	conn_mod_def::GKhRR4EYl0g::lvi3fZi7SguZ8djNURp3eA
Delete an Internal Note	DELETE	/messages/{{messageId}}	conn_mod_def::GKhRS07yf8g::hzTUC98oQ7qQOYJCaL9yyQ

Meetings

Action	Method	Path	Action id
Get Meeting Details	GET	/meetings/{{meetingId}}	conn_mod_def::GKhRS1gRJ6g::av6l9EurTYWJ7dLu4IW7Uw
Create a Meeting	POST	/meetings	conn_mod_def::GKhRS1w4Yyg::f81-pE2tT5ulca_YUZycSg
Delete a Meeting	DELETE	/meetings/{{meetingId}}	conn_mod_def::GKhRS1wySKg::CvArfVqjTeig_0YX86XuiA
Update a Meeting	PUT	/meetings/{{meetingId}}	conn_mod_def::GKhRS_VxDsg::om_zz6ibSya4iL7BSWFYBQ

Tasks

Action	Method	Path	Action id
List Tasks	GET	/tasks	conn_mod_def::GKhRTs26PDA::vSv73dYcTmSWkIbiObFkYA
Create a Task	POST	/tasks	conn_mod_def::GKhRThwv6vA::MIkBORO_QSSf4rHc5Zgk8g
Delete a Task	DELETE	/tasks/{{id}}	conn_mod_def::GKhRTiSsjkA::L1XebFA_Qd-8Hh38o9deQQ
Update a Task	PUT	/tasks/{{id}}	conn_mod_def::GKhRTqp3xsA::18-sCy3rRpWh_h4MIe9neA

AccountUsers

Action	Method	Path	Action id
Update an Account's Users	POST	/accounts/{{accountId}}/users	conn_mod_def::GKhRRuJ-LIg::lDIGuGPrQz2JhctFARszLw
Update an Account's Users	PUT	/accounts/{{accountId}}/users	conn_mod_def::GKhRR3Zf5qg::Mxwz4jekR8WBRHjDpKxF-A

AiSettings

Action	Method	Path	Action id
Get AI Settings	GET	/settings/ai	conn_mod_def::GKhRR2_lg8g::LJeomK3HRa-TWBIDzy1h-g
Update AI Settings	PUT	/settings/ai	conn_mod_def::GKhRR3QUe8A::QOwj3NvtTcm-3XftwBnaKA

Calls

Action	Method	Path	Action id
Create Calls	POST	/calls	conn_mod_def::GKhRSJJUqlA::rqFBRYp9SVaxJnnDfNfmGQ
Update a Call	PUT	/calls/{{meetingId}}	conn_mod_def::GKhRSJoRCuA::y8XuhdKeRpSlLv4iEV-PTA

Groups

Action	Method	Path	Action id
Get a Group	GET	/groups/{{id}}	conn_mod_def::GKhRSrfzeEg::SGWayJciTqiSF5K2knCyew
List Groups	GET	/groups	conn_mod_def::GKhRSq3mQhg::ZOqPSy2ASpKF6QVq9eYg1A

Stages

Action	Method	Path	Action id
Get Stage Details	GET	/stages/{{stageId}}	conn_mod_def::GKhRTIPCCog::aE-6mTcIRVO--oRd9Tch0Q
List Stages	GET	/stages	conn_mod_def::GKhRTZZNB9g::fU3nZimYRq2Mm79keycKTA

Users

Action	Method	Path	Action id
Get User Details	GET	/users/{{id}}	conn_mod_def::GKhRTqQ9R1g::yVE_CfDtRIWO1ZKrjxTqhw
List Users	GET	/users	conn_mod_def::GKhRT8c9JMA::Q91nwqkbSWWq68Zq-RDlTA

AccountsFeed

Action	Method	Path	Action id
Get an Account's Feed	GET	/accounts/{{accountId}}/feed	conn_mod_def::GKhRRgjMwhA::KqdZzLToQ828AQTj1gFIZA

MessageFeedback

Action	Method	Path	Action id
Create Feedback for a Message	POST	/message/{{messageId}}/feedback	conn_mod_def::GKhRSCGG08A::CClJyag6Qi-nKN79SoPQFg

CustomFieldTypes

Action	Method	Path	Action id
List Custom Field Types	GET	/customfields/types	conn_mod_def::GKhRSiGRnxA::ysw7zEivQ_6rPsqIIyXdyQ

EmailDataSources

Action	Method	Path	Action id
List Email Data Sources	GET	/datasources/email	conn_mod_def::GKhRSicy2DA::CMH_F7x5Q2GWTDd0Wx2QjA

CustomFieldsOptions

Action	Method	Path	Action id
List a Custom Field's Options	GET	/customfields/{{itemClass}}/{{customFieldApiField}}/options	conn_mod_def::GKhRSjG0QHg::Ff_3_z3ARqq4vK3B7xs-2Q

EmailDataSource

Action	Method	Path	Action id
Update an Email Data Source	PUT	/datasources/email/{{id}}	conn_mod_def::GKhRSrRkv8A::4VA8ZUz2SkKvqRaQ1LYw5g

FilterFields

Action	Method	Path	Action id
List Filter Fields for an Entity	GET	/filterfields/{{entity}}	conn_mod_def::GKhRStKFp6g::mxbpJ3QxRaGXyDBhdHlUFg

InternalNotes

Action	Method	Path	Action id
Update an Internal Note	PUT	/messages/{{messageId}}	conn_mod_def::GKhRS1aAbbg::VYqfvLV3QuGMLxEOyDX7iQ

Conferences

Action	Method	Path	Action id
Get Meeting Details by Conference ID	GET	/conferences/{{conferenceId}}	conn_mod_def::GKhRS_j5VuA::VB4Q6fHsSByxl6csKATENw

Persons

Action	Method	Path	Action id
List Persons	GET	/persons	conn_mod_def::GKhRTIQoTjg::TkZrIuv4TbO-h-Q1WoV4Ag

Pipelines

Action	Method	Path	Action id
List Pipelines	GET	/pipelines	conn_mod_def::GKhRTJIGWrg::dvv5qjYwSKakTSpCfXFdLA

Currencies

Action	Method	Path	Action id
List Supported Currencies	GET	/currencies	conn_mod_def::GKhRTYEoyLA::WcyCM7TzQ56YP5eSvfeysQ

Me

Action	Method	Path	Action id
Get Current User's Details	GET	/me	conn_mod_def::GKhRTqp9h2g::jjqQzQnQSTqrutfvpV0i6g

WorkflowMergeFields

Action	Method	Path	Action id
Get Workflow Merge Fields	GET	/campaigns/mergefields	conn_mod_def::GKhRT6biH6A::Qlmxlb0bQLyelCg7faRbLg

When a call fails

The error comes from Salesflare, 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/salesflare

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