How it works
You ask
“Research Acme”, “what's up?”, “process the meeting”. Any language your profile lists.
The server returns a brief
The playbook for that job with your profile filled in: the steps, which of your agent's tools to use, what to record and the next allowed step.
Your agent does it
With its own connectors: mail, calendar, Drive, Slack, your recorder, your CRM, or the local database.
You approve
Drafts wait in your mailbox or in the chat. A send happens when you say so.
That split is the point. Your agent already has your Google or Microsoft account, your files and your CRM. We do not need a copy of any of it to tell it how to run a proper sales process.
Install
One line per host. The endpoint speaks MCP over streamable HTTP and needs no key: the first call opens a sign-in page, you type your email and click the link we send.
claude mcp add --transport http salesagents https://mcp.salesagents.si/mcp --scope user
Drop --scope user to add it to the current project only. Then say: set me up.
{"mcpServers":{"salesagents":{"type":"http","url":"https://mcp.salesagents.si/mcp"}}}
Put it in .mcp.json at the root of a shared folder or repository and every teammate's Claude Code picks it up. Each person still signs in with their own email.
codex mcp add salesagents --url https://mcp.salesagents.si/mcp
Or in ~/.codex/config.toml: [mcp_servers.salesagents] then url = "https://mcp.salesagents.si/mcp".
{"mcpServers":{"salesagents":{"url":"https://mcp.salesagents.si/mcp"}}}{"mcpServers":{"salesagents":{"serverUrl":"https://mcp.salesagents.si/mcp"}}}
Windsurf names the key serverUrl for remote servers.
{"mcpServers":{"salesagents":{"type":"streamableHttp","url":"https://mcp.salesagents.si/mcp"}}}Settings → Connectors → Add custom connector, name it salesagents, paste https://mcp.salesagents.si/mcp. In a chat, switch it on in the tools menu. On Team and Enterprise plans an admin can add it once for everyone.
npx -y mcp-remote https://mcp.salesagents.si/mcpYou never call the tools by name. Talk to your agent and it picks the right one.
What it touches, and what it never does
On your side
- Your agent's own connectors: Gmail or Outlook, Calendar, Drive or OneDrive, Slack, meeting recorders.
- Your CRM through your agent's connector, or a local database at
.salesagents/crm.dbthat your agent creates. - LinkedIn through your own Unipile key.
- Report pages (for example the research brief) open only with the access code your agent prints.
Never
- We never ask for or keep your Google, Microsoft or LinkedIn password or token.
- No CRM rows, emails, transcripts or files are stored on our servers.
- Tool arguments are not logged; request logging is off.
- Nothing is sent from our side to your contacts.
On our side we keep your sign-in email, the access token issued to your agent, and your profile: company and brands, people and roles, voice rules, ideal customer, pipeline stages, links and which tools you use. That is configuration, and you can export or delete it. See the privacy notice.
The tools, briefly
| Tool | What it is for |
|---|---|
sa_help | Turns what you said into the right module and the next step. Free. |
sa_setup | The setup interview that writes your profile. |
sa_profile | Read or change one part of the profile, such as a signature or a pipeline stage. |
| Module tools | One per job: briefing, pipeline report, research, meeting prep and processing, proposal, SoW, inbox review, outreach, LinkedIn, content, partners, project handover. Listed in the docs. |
What it cannot do
- It cannot use a tool your agent does not have. No calendar connector, no meeting prep from the calendar; it will say what is missing.
- The local database needs an agent that can run commands (Claude Code, Codex, Cursor). On claude.ai and Claude Desktop, connect a CRM.
- It does not send. Sends happen in your agent, on your say-so.
Install it, then say “what's up?”
Sign-in is by email. Start free with one sentence; the plans are on the pricing page.