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Sales-And-Marketing

Salesflare Connector Risk

Assess and monitor the risk of the Salesflare connector in Anthropic Claude, OpenAI Codex, and Microsoft Copilot.

Manage and explore your CRM in Claude

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Connector Details

Salesflare connects Claude to your Salesflare CRM, so you can find, summarize, and update sales data without switching tools. Use it to look up accounts, contacts, opportunities, tasks, notes, meetings, and customer interactions; summarize relationship history; identify deals that need follow-up; create or update CRM records; and prepare better outreach based on real CRM context. Salesflare is a simple yet powerful CRM for small and medium-sized B2B businesses. It helps teams track leads automatically, follow up consistently, manage visual sales pipelines, collaborate on customer relationships, and reduce manual CRM admin. The connector brings that CRM context into Claude so sales teams can work faster while staying grounded in their actual Salesflare data. This connector can read and write CRM data according to the permissions of the connected Salesflare user.

Permissions
Salesflare lets Claude access the connected user’s Salesflare CRM data according to their Salesflare permissions. Claude can search and read CRM records such as accounts, contacts, opportunities, pipelines, tasks, notes, users, tags, calls, meetings, and customer interaction history. Claude can also create or update supported CRM records such as accounts, contacts, opportunities, tasks, and notes. Delete actions, where available, are treated as destructive actions.
Type
Remote
Works With
claude, claude-api, claude-code, claude-desktop
Categories
sales-and-marketing, productivity, data-analytics, communication
Transport
streamable-http
Visibility
commercial
Author
Salesflare
Added
7/9/2026

Tools the Salesflare Connector Exposes to Anthropic Claude

create_account
create_contact
create_opportunity
create_task
get_account_feed
list_accounts
list_contacts
list_opportunities
list_pipelines
list_tags
list_tasks
list_users
update_account
update_contact
update_opportunity
update_task

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