Manage Salesmate contacts, companies, deals, activities and notes (API v4).
Salesmate ships in the w6w first-party pack. It declares 28 actions, 3 health checks, and the host runs its code in a sandbox that never sees the credential.
io.w6w.salesmateSalesmate is a sales CRM, and this app covers the objects a sales workflow actually moves between on its v4 API: contacts, companies, deals and activities can each be created, fetched, searched, updated and deleted, notes can be added to, edited, pinned and removed from any of them, and the active users of the account can be listed to find an owner id.
Every account lives on its own host (yourname.salesmate.io), so the connection collects the account’s link name and the user’s access token once; the link name is validated so it can only ever resolve to a host under salesmate.io.
A fit for routing an external event — a form submission, a support escalation, a signup — into a new contact or deal, moving a deal through its pipeline, logging a call or follow-up task against a record, or syncing contact and company data between Salesmate and another system. Products, custom modules and lookup-field updates are not covered; see the README.
Three routes to the same 28 actions. The Workflow tab is generated from Salesmate's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.
activity-delete Delete a activity by id. Salesmate reports an unknown id as an ObjectNotFound error.
activity-search Search activities with filter rules. With no rules it returns every activity, up to `rows` per request.
activity-update Update a activity. Salesmate's update takes the full required field set, not just the changes.
company-delete Delete a company by id. Salesmate reports an unknown id as an ObjectNotFound error.
company-search Search companies with filter rules. With no rules it returns every company, up to `rows` per request.
company-update Update a company. Salesmate's update takes the full required field set, not just the changes.
contact-delete Delete a contact by id. Salesmate reports an unknown id as an ObjectNotFound error.
contact-search Search contacts with filter rules. With no rules it returns every contact, up to `rows` per request.
contact-update Update a contact. Salesmate's update takes the full required field set, not just the changes.
deal-delete Delete a deal by id. Salesmate reports an unknown id as an ObjectNotFound error.
deal-search Search deals with filter rules. With no rules it returns every deal, up to `rows` per request.
deal-update Update a deal. Salesmate's update takes the full required field set, not just the changes.
user-get-many List the active users of the account — use it to find an owner id for other actions.
A workflow step names the app and the action, and the editor fills in the
connection when you pick one. This is the Step shape from the
workflow spec, carrying Salesmate's real ids.
{
"manifestVersion": "2",
"name": "salesmate-example",
"steps": [
{
"id": "activity-create",
"uses": {
"app": "io.w6w.salesmate",
"action": "activity-create",
"connection": "conn_YOUR_CONNECTION_ID"
},
"with": {
"title": "<title>",
"owner": "<owner>"
}
}
]
}activity-create activity-get activity-search activity-update company-create +23 more actions available
Every app-specific value here is a blank you have to fill in. An
app action is reached through the connection that authenticates it, so the
address is a connection id, not the app id — and connections belong to your account,
so a public page cannot know yours. Create one for Salesmate, then fill in
the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the
parameters that action declares. The call itself is real — the shape is transcribed
from the studio's own snippet builder, which prints the same kind of blanks — but
nothing in it is specific to Salesmate. The Workflow tab is where this app's
real ids are.
npm install @w6w/sdkyarn add @w6w/sdkpnpm add @w6w/sdkdeno add npm:@w6w/sdkimport { W6wClient, isActionRun } from "@w6w/sdk";
// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();
const envelope = await client.run({
urn: "conn_YOUR_CONNECTION_ID",
action: "activity-create",
payload: {
title: "<value>",
// type: "<value>",
// primaryContact: "<value>",
// primaryCompany: "<value>",
// relatedTo: "<value>",
// description: "<value>",
// dueDate: "<value>",
// duration: "<value>",
// followers: "<value>",
// isCalendarInvite: "<value>",
// isCompleted: "<value>",
owner: "<value>",
// tags: "<value>",
// customFields: "<value>",
},
});
if (isActionRun(envelope)) console.log(envelope.value); npm install -g @w6w/cli w6w run conn_YOUR_CONNECTION_ID --action activity-create --payload '{"title":"<value>","owner":"<value>"}' Give an AI agent Salesmate — without giving it Salesmate's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.
One tool call{
"name": "w6w_invoke",
"arguments": {
"ref": "app:io.w6w.salesmate#activity-create",
"input": {
"title": "<title>",
"owner": "<owner>"
}
}
}
Every tool names its target with a single ref. The
app: form above doesn't name a connection at all — the
host resolves which of the caller's Salesmate connections to sign
with, and refuses rather than guesses when the answer is ambiguous.
The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.
Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.
Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.
Salesmate's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.
The MCP surface is part of the hosted platform. Salesmate itself is MIT, and the runtime that executes it is source-available (FSL).
Salesmate declares its own checks, so its health is a property of the app rather than something the host guesses at.
Unauthenticated request to this connection's Salesmate host. An `AuthorizationFailed` answer passes — it proves the account is serving; credential validity is the `auth:*` check's job.