First-party app
Zendesk Sell Zendesk Sell

Zendesk Sell

Manage contacts, leads, deals, notes and tasks in Zendesk Sell (formerly Base CRM), over the Sell API v2.

stable Customer Relationship ManagementMarketing

About

Zendesk Sell ships in the w6w first-party pack. It declares 31 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.zendesk-sell
Version
0.1.1
Author
w6w
Licence
MIT
Categories
Customer Relationship Management · Marketing

Overview

Zendesk Sell — the CRM product built from the acquired Base CRM (getbase.com), now sold as part of Zendesk but running on its own, entirely separate API surface from Zendesk Support. This app covers Sell’s core sales-pipeline objects: contacts (people and organizations), leads and their conversion into contacts/deals, deals, the notes and tasks attached to any of those three, and a read of the users and account behind a connection.

The Sell API is reached at api.getbase.com, not any zendesk.com host — the vendor’s old developers.getbase.com reference now redirects into Zendesk’s unified developer docs, but the wire endpoint itself never moved. Authentication is OAuth 2.0 (Authorization Code, the vendor’s own recommended “Multi-User Application” flow), with read/write/profile scopes.

Health checks track Zendesk’s own status dashboard — which does carry a dedicated Sales/Sell component (service id 63, slug “sell”), confirmed against its (undocumented) internal API rather than assumed from the page’s name — plus the derived credential check. The vendor exposes no readable per-token rate-limit headroom, so that quota is declared unavailable rather than guessed.

Build with Zendesk Sell

Three routes to the same 31 actions. The Workflow tab is generated from Zendesk Sell'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.

Get Account

account-get

Fetch the connected Sell account's details.

Create Contact

contact-create

Create a contact. Provide name for an organization, or lastName for an individual.

Delete Contact

contact-delete

Delete a contact. Cannot be undone.

Get Contact

contact-get

Retrieve a single contact by ID.

List Contacts

contact-list

List contacts, optionally filtered.

Update Contact

contact-update

Update an existing contact. Only the fields you set are changed.

Upsert Contact

contact-upsert

Find a contact by filter and update it, or create one if no filter matches. Prefer this over Create when a workflow might run more than once for the same contact.

Create Deal

deal-create

Create a deal against a primary contact.

Delete Deal

deal-delete

Delete a deal and remove all of its associated contacts in one call. Cannot be undone.

Get Deal

deal-get

Retrieve a single deal by ID.

List Deals

deal-list

List deals, optionally filtered.

Update Deal

deal-update

Update an existing deal. Tags are replaced wholesale — supply the entire set.

Upsert Deal

deal-upsert

Find a deal by filter and update it, or create one if no filter matches. Prefer this over Create when a workflow might run more than once for the same deal.

Convert Lead

lead-convert

Convert a lead into a contact (individual and/or organization) and, by default, a deal.

Create Lead

lead-create

Create a lead. Provide lastName for an individual, or organizationName.

Delete Lead

lead-delete

Delete a lead. Cannot be undone.

Get Lead

lead-get

Retrieve a single lead by ID.

List Leads

lead-list

List leads, optionally filtered.

Update Lead

lead-update

Update an existing lead. Tags are replaced wholesale — supply the entire set.

Upsert Lead

lead-upsert

Find a lead by filter and update it, or create one if no filter matches. Prefer this over Create when a workflow might run more than once for the same lead.

Create Note

note-create

Attach a note to a lead, contact or deal.

Delete Note

note-delete

Delete a note. Cannot be undone.

Get Note

note-get

Retrieve a single note by ID.

List Notes

note-list

List notes, optionally filtered.

Update Note

note-update

Update an existing note.

Create Task

task-create

Create a floating task, or a related task attached to a lead, contact or deal.

Delete Task

task-delete

Delete a task. Cannot be undone.

Get Task

task-get

Retrieve a single task by ID.

List Tasks

task-list

List tasks, optionally filtered. Returns both floating and related tasks unless narrowed.

Update Task

task-update

Update an existing task.

List Users

user-list

List the users on this Sell account. Read-only — Sell's Users API has no write.

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 Zendesk Sell's real ids.

{
  "manifestVersion": "2",
  "name": "zendesk-sell-example",
  "steps": [
    {
      "id": "contact-get",
      "uses": {
        "app": "io.w6w.zendesk-sell",
        "action": "contact-get",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "id": "<id>"
      }
    }
  ]
}

Here are some of the things you can do

  • Get Contact

    read
    contact-get
  • Get Account

    read
    account-get
  • Create Contact

    perform
    contact-create
  • List Contacts

    read
    contact-list
  • Update Contact

    perform
    contact-update

+26 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 Zendesk Sell, 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 Zendesk Sell. 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: "contact-get",
  payload: {
    id: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action contact-get --payload '{"id":"<value>"}'

Give an AI agent Zendesk Sell — without giving it Zendesk Sell'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.zendesk-sell#contact-get",
    "input": {
      "id": "<id>"
    }
  }
}

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 Zendesk Sell 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

Zendesk Sell'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. Zendesk Sell itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

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

service

Zendesk Sell platform status

Open incidents scoped to the Sales/Sell component (service id 63, slug "sell") of status.zendesk.com's incident log. See this file's module doc for why that host has no documented status API and how this check treats it defensively.

quota

API rate-limit headroom