First-party app
Salesmate

Salesmate

Manage Salesmate contacts, companies, deals, activities and notes (API v4).

stable Customer Relationship Management

About

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.

App id
io.w6w.salesmate
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Salesmate 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.

Build with Salesmate

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.

Create Activity

activity-create

Create a activity.

Delete Activity

activity-delete

Delete a activity by id. Salesmate reports an unknown id as an ObjectNotFound error.

Get Activity

activity-get

Fetch a activity by id.

Search Activities

activity-search

Search activities with filter rules. With no rules it returns every activity, up to `rows` per request.

Update Activity

activity-update

Update a activity. Salesmate's update takes the full required field set, not just the changes.

Create Company

company-create

Create a company.

Delete Company

company-delete

Delete a company by id. Salesmate reports an unknown id as an ObjectNotFound error.

Get Company

company-get

Fetch a company by id.

Search Companies

company-search

Search companies with filter rules. With no rules it returns every company, up to `rows` per request.

Update Company

company-update

Update a company. Salesmate's update takes the full required field set, not just the changes.

Create Contact

contact-create

Create a contact.

Delete Contact

contact-delete

Delete a contact by id. Salesmate reports an unknown id as an ObjectNotFound error.

Get Contact

contact-get

Fetch a contact by id.

Search Contacts

contact-search

Search contacts with filter rules. With no rules it returns every contact, up to `rows` per request.

Update Contact

contact-update

Update a contact. Salesmate's update takes the full required field set, not just the changes.

Create Deal

deal-create

Create a deal.

Delete Deal

deal-delete

Delete a deal by id. Salesmate reports an unknown id as an ObjectNotFound error.

Get Deal

deal-get

Fetch a deal by id.

Search Deals

deal-search

Search deals with filter rules. With no rules it returns every deal, up to `rows` per request.

Update Deal

deal-update

Update a deal. Salesmate's update takes the full required field set, not just the changes.

Create Note

note-create

Add a note to a contact, company, deal or activity.

Delete Note

note-delete

Delete a note from a record.

Get Note

note-get

Fetch one note of a record by id.

List Notes

note-get-many

List all notes of a record.

Pin Note

note-pin

Pin a note to the top of its record.

Unpin Note

note-unpin

Unpin a previously pinned note.

Update Note

note-update

Replace the text of an existing note.

List Active Users

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>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Activity

    perform
    activity-create
  • Get Activity

    read
    activity-get
  • Search Activities

    search
    activity-search
  • Update Activity

    perform
    activity-update
  • Create Company

    perform
    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.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { 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);
Install the CLI
npm install -g @w6w/cli
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.

What the agent gets

Credentials it can't read

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.

A tool surface scoped to the caller

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.

A durable workflow in one call

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.

Health-aware discovery

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).

Request MCP access

Health checks

Salesmate declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Salesmate platform status

quota

API quota headroom

dependency

Account host reachable

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.