Salesmate（销售伴侣）

Salesmate

Salesmate is a CRM software de签名ed to help sales teams manage leads, contacts, and deals. It's used by small to medium-sized businesses to 流line their sales processes and improve customer relationships.

Official docs: https://developers.salesmate.io/

Salesmate Overview Company Contact Deal Activity User EmAIl Sequence Product CampAIgn EmAIl Template SMS Template Call 记录 Note Working with Salesmate

This 技能 uses the Membrane 命令行工具 to interact with Salesmate. Membrane handles authentication and 凭证s refresh automatically — so you can focus on the integration 记录ic rather than auth plumbing.

安装 the 命令行工具

安装 the Membrane 命令行工具 so you can 运行 membrane from the terminal:

npm 安装 -g @membranehq/命令行工具@latest

Authentication membrane 记录in --tenant --命令行工具entName=<代理Type>

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is avAIlable.

Headless 环境s: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing 记录in, finish with:

membrane 记录in complete

添加 --json to any command for machine-readable JSON 输出.

代理 Types : claude, OpenClaw, codex, warp, windsurf, etc. Those will be used to adjust 工具ing to be used best with your harness

Connecting to Salesmate

Use membrane connection ensure to find or 创建 a connection by 应用 URL or domAIn:

membrane connection ensure "https://www.salesmate.io/" --json

The user completes authentication in the browser. The 输出 contAIns the new connection id.

This is the fastest way to 获取 a connection. The URL is normalized to a domAIn and matched agAInst known 应用s. If no 应用 is found, one is 创建d and a connector is built automatically.

If the returned connection has 状态: "READY", skip to Step 2.

1b. WAIt for the connection to be ready

If the connection is in BUILDING 状态, poll until it's ready:

npx @membranehq/命令行工具 connection 获取 --wAIt --json

The --wAIt flag long-polls (up to --timeout seconds, default 30) until the 状态 changes. Keep polling until 状态 is no longer BUILDING.

The 结果ing 状态 tells you what to do next:

READY — connection is fully 设置 up. Skip to Step 2.

命令行工具ENT_ACTION_REQUIRED — the user or 代理 needs to do something. The 命令行工具entAction object describes the required action:

命令行工具entAction.type — the kind of action needed: "connect" — user needs to 认证 (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections. "provide-输入" — more in格式化ion is needed (e.g. which 应用 to connect to). 命令行工具entAction.description — human-readable explanation of what's needed. 命令行工具entAction.uiUrl (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present. 命令行工具entAction.代理Instructions (optional) — instructions for the AI 代理 on how to proceed programmatically.

After the user completes the action (e.g. 认证s in the browser), poll agAIn with membrane connection 获取 --json to 检查 if the 状态 moved to READY.

CONFIGURATION_ERROR or 设置UP_FAILED — something went wrong. 检查 the error field for detAIls.

搜索ing for actions

搜索 using a natural language description of what you want to do:

membrane action 列出 --connectionId=CONNECTION_ID --intent "查询" --limit 10 --json

You should always 搜索 for actions in the 上下文 of a specific connection.

Each 结果 includes id, name, description, 输入模式 (what parameters the action accepts), and 输出模式 (what it returns).

Popular actions Name Key Description 列出 Users 列出-users Retrieve a 列出 of users from Salesmate with pagination support 列出 Products 列出-products Retrieve a 列出 of products from Salesmate with pagination support 列出 Activities 列出-activities Retrieve a 列出 of activities (tasks, calls, meetings) from Salesmate with pagination support 列出 Deals 列出-deals Retrieve a 列出 of deals from Salesmate with pagination support 列出 Companies 列出-companies Retrieve a 列出 of companies from Salesmate with pagination support 列出 Contacts 列出-contacts Retrieve a 列出 of contacts from Salesmate with pagination support 获取 User 获取-user Retrieve a single user by ID 获取 Current User 获取-current-user Retrieve the current 认证d user's 性能分析 获取 Product 获取-product Retrieve a single product by ID 获取 Activity 获取-activity Retrieve a single activity by ID 获取 Deal 获取-deal Retrieve a single deal by ID 获取 Company 获取-company Retrieve a single company by ID 获取 Contact 获取-contact Retrieve a single contact by ID 创建 Product 创建-product 创建 a new product in Salesmate 创建 Activity 创建-activity 创建 a new activity (task, call, meeting) in Salesmate 创建 Deal 创建-deal 创建 a new deal in Salesmate 创建 Company 创建-company 创建 a new company in Salesmate 创建 Contact 创建-contact 创建 a new contact in Salesmate