MCP server for AI: CRUD operations on deals, companies,

This automation template enables secure integration between external AI systems and Salesmate CRM via the MCP protocol. It provides structured CRUD access — create, read, update, and delete — to deals, companies, and activities upon requests from an AI agent. Designed for technical teams building AI-powered sales workflows.

## Who it´s for
- Developers integrating AI agents with Salesmate CRM.
- Companies using AI to automate routine CRM tasks.
- Technical leads designing AI-driven business architectures.
- Automation specialists needing a reliable AI-to-CRM interface.

## What the automation does
- Receives requests from an AI agent via MCP trigger.
- Executes CRUD operations on deals, companies, and activities.
- Uses Salesmate API to interact with CRM data.
- Returns operation results back to the AI system.
- Ensures isolated, controlled access to CRM without direct AI connections.

## What´s included
- Ready-to-use n8n workflow.
- Logic for handling MCP requests.
- Integrations exclusively with Salesmate CRM and MCP server.
- Basic textual guide for setup and adaptation.

## Requirements for setup
- n8n account with execution environment access.
- Salesmate CRM account with API access enabled.
- Configured MCP server to receive and forward AI requests.
- Valid Salesmate API keys with required permissions.

## Benefits and outcomes
- Accelerates AI-to-CRM integration without coding from scratch.
- Reduces risk of errors in manual data management.
- Provides standardized interface for all AI interactions.
- Enables scaling AI agents across sales processes.
- Centralizes CRM access, minimizing direct integrations.
- Supports flexible data logic through n8n’s visual workflow engine.

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via в чате.