salesmate-automation

Automate Salesmate CRM operations through the Rube MCP gateway for structured data management.

74.2k|8.5k|Updated Oct 17, 2025

Search Tags:#sales #mcp #CRM #Automation #Rube #salesmate

One-click install

npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill salesmate-automation

Or copy as Structured Prompt for Agent▼

Please help me install this Agent Skill.
Skill: salesmate-automation
Source: https://github.com/ComposioHQ/awesome-claude-skills/tree/main/composio-skills/salesmate-automation
Command: npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill salesmate-automation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the manual overhead of interacting with Salesmate CRM by providing a standardized, agent-driven interface for executing CRM tasks directly through the Rube MCP gateway.

Core Features & Use Cases

Tool Discovery: Dynamically fetch current Salesmate schemas to ensure compatibility with the latest API changes.
Connection Management: Verify and maintain active authentication states for Salesmate within the MCP session.
Workflow Execution: Perform multi-step CRM operations like lead updates or record retrieval using structured tool execution.

Quick Start

Ask the agent to search for available Salesmate tools and then execute a lead update using the discovered schema.

Frequently Asked Questions about salesmate-automation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I connect Salesmate to my agent?▼

Connect Salesmate by calling the RUBE_MANAGE_CONNECTIONS tool with the 'salesmate' toolkit argument. Ensure the returned authentication link is completed to set the connection status to ACTIVE.

Why must I call RUBE_SEARCH_TOOLS before executing tasks?▼

Tool schemas and available endpoints in Salesmate change frequently. Calling RUBE_SEARCH_TOOLS ensures your agent uses the most current input parameters and avoids execution errors caused by outdated schemas.

Can I automate bulk updates in Salesmate?▼

Yes, use the RUBE_REMOTE_WORKBENCH tool to run bulk operations via the run_composio_tool() function. This allows for efficient processing of multiple records within a single session.

What should I do if my Salesmate connection fails?▼

Verify the connection status by running RUBE_MANAGE_CONNECTIONS. If the status is not ACTIVE, re-authenticate using the provided link to refresh your session credentials.