# Salesflare — Pipedream Connect

> Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

- API slug: `salesflare` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: CRM
- Website: https://salesflare.com
- This page (HTML): https://pipedream.com/apps/salesflare
- Tools: 21 actions · 5 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: salesflare`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "salesflare",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Add Contact To Account:
const result = await mcp.callTool({
  name: "salesflare-add-contact-to-account",
  arguments: {
    accountId: 10,
    contactIds: [10],
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Salesflare endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.salesflare.com/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuc2FsZXNmbGFyZS5jb20vbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "salesflare-add-contact-to-account",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    salesflare: { authProvisionId: "apn_xxxxxxx" },
    accountId: 10,
    contactIds: [10],
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (21)

### `salesflare-add-contact-to-account` — Add Contact To Account (Write)

Adds a contact to an account See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/add-contact-to-account.md

### `salesflare-add-user-to-account` — Add User To Account (Write)

Adds a user to an account See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/add-user-to-account.md

### `salesflare-create-account` — Create Account (Write)

Create an account. See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/create-account.md

### `salesflare-create-call` — Create Call (Write)

Create a call. See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/create-call.md

### `salesflare-create-contact` — Create Contact (Write)

Create a contact See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/create-contact.md

### `salesflare-create-internal-note` — Create Internal Note (Write)

Create an internal note. See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/create-internal-note.md

### `salesflare-create-meeting` — Create Meeting (Write)

Create a meeting See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/create-meeting.md

### `salesflare-create-opportunity` — Create Opprtunity (Write)

Create opportunity. See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/create-opportunity.md

### `salesflare-create-task` — Create Task (Write)

Create a task See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/create-task.md

### `salesflare-find-account` — Find Account (Read-only)

Finds accounts according to props configured, if no prop configured returns all accounts, See the docs

Full schema: https://pipedream.com/apps/salesflare/actions/find-account.md

### `salesflare-find-contact` — Find Contact (Read-only)

Finds contacts according to props configured, if no prop configured returns all contacts See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/find-contact.md

### `salesflare-find-opportunity` — Find Opportunity (Read-only)

Finds opportunities according to props configured, if no prop configured returns all opportunities See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/find-opportunity.md

### `salesflare-find-person` — Find Person (Read-only)

Finds people according to props configured, if no prop configured returns all people See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/find-person.md

### `salesflare-find-pipeline-stage` — Find Pipeline Stage (Read-only)

Finds pipeline stages according to props configured, if no prop configured returns all stages See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/find-pipeline-stage.md

### `salesflare-find-user` — Find Users (Read-only)

Finds users according to props configured, if no prop configured returns all users See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/find-user.md

### `salesflare-find-workflow` — Find Workflow (Read-only)

Finds workflows according to props configured, if no prop configured returns all workflows, See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/find-workflow.md

### `salesflare-list-currency-options` — List Currency Options (Read-only)

Retrieves available options for the Currency field.

Full schema: https://pipedream.com/apps/salesflare/actions/list-currency-options.md

### `salesflare-remove-contact-from-workflow` — Remove Contact From Workflow (Write)

Remove a contact from a workflow See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/remove-contact-from-workflow.md

### `salesflare-update-account` — Update Account (Write)

Update an account See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/update-account.md

### `salesflare-update-contact` — Update Contact (Write)

Updates a contact. See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/update-contact.md

### `salesflare-update-opportunity` — Update Opportunity (Write)

Update an Opportunity See the docs here

Full schema: https://pipedream.com/apps/salesflare/actions/update-opportunity.md

## Triggers (5)

### `salesflare-new-account` — New Account Event (Polling)

Emit new events when new accounts are created. See the docs

Full schema: https://pipedream.com/apps/salesflare/triggers/new-account.md

### `salesflare-new-contact` — New Contact Event (Polling)

Emit new events when new contacts are created. See the docs

Full schema: https://pipedream.com/apps/salesflare/triggers/new-contact.md

### `salesflare-new-opportunity` — New Opportunity Event (Polling)

Emit new events when new opportunities are created. See the docs

Full schema: https://pipedream.com/apps/salesflare/triggers/new-opportunity.md

### `salesflare-new-task` — New Task Event (Polling)

Emit new events when new tasks are created. See the docs

Full schema: https://pipedream.com/apps/salesflare/triggers/new-task.md

### `salesflare-new-workflow` — New Workflow Event (Polling)

Emit new events when new workflows are created. See the docs

Full schema: https://pipedream.com/apps/salesflare/triggers/new-workflow.md

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- Pipedream docs for agents: https://pipedream.com/docs/llms.txt