Query your Salesloft revenue data — people, accounts, opportunities, conversations, and team activity — in natural language.
Description
Connect Salesloft to your AI assistant using Salesloft's official hosted Model Context Protocol (MCP) server. Sign in and authorize through Salesloft using discovered OAuth 2.1; no API key needs to be pasted into Simtheory.
Use your Salesloft revenue data conversationally for research and analysis, including:
- People and prospect lookup, including contact detail and engagement context - Account research and account-level relationship history - Opportunity and pipeline analysis, including stage and value context - Conversation intelligence across recorded calls and meetings - Call and meeting recording retrieval for specific conversations - User and team data, including the currently authenticated user and team
This connection is strictly read-only. The Salesloft MCP server does not support creating, updating, or deleting any records, and it cannot send emails, log activity, or enrol anyone in a cadence. Cadences and cadence performance data are not available through this server at all.
Before users can connect, a Salesloft administrator must enable the MCP Server for the organisation under Settings > Artificial Intelligence Settings > Salesloft MCP. If that setting is disabled, connection attempts will fail for everyone on the team.
Data access respects each user's existing Salesloft permission model. If a user cannot view a record in Salesloft, the assistant will receive a permission error or an empty result for that record rather than the underlying data. The tools and datasets available to each connection are controlled by Salesloft and may vary according to the connected account's package, entitlements, and permissions.
Example prompts
Summarise our recent conversations with my top accounts
What opportunities are in my pipeline and what stage is each one at?
Find the people associated with accounts that have open opportunities
Analyse the recurring themes across my recent recorded calls
Look up this account and summarise our engagement history
Which people on my team have the most active opportunities right now?