Salesmate

Learn how to use Salesmate with Composio

Overview

SLUG: SALESMATE

Description

Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.

Authentication Details

subdomain
stringRequired
bearer_token
stringRequired
generic_api_key
stringRequired

Connecting to Salesmate

Create an auth config

Use the dashboard to create an auth config for the Salesmate toolkit. This allows you to connect multiple Salesmate accounts to Composio for agents to use.

1

Select App

Navigate to Salesmate.

2

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

3

Create and Get auth config ID

Click “Create Salesmate Auth Config”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using API Key

1from composio import Composio
2
3# Replace these with your actual values
4salesmate_auth_config_id = "ac_YOUR_SALESMATE_CONFIG_ID" # Auth config ID created above
5user_id = "0000-0000-0000" # UUID from database/app
6
7composio = Composio()
8
9def authenticate_toolkit(user_id: str, auth_config_id: str):
10 # Replace this with a method to retrieve an API key from the user.
11 # Or supply your own.
12 user_api_key = input("[!] Enter API key")
13
14 connection_request = composio.connected_accounts.initiate(
15 user_id=user_id,
16 auth_config_id=auth_config_id,
17 config={"auth_scheme": "API_KEY", "val": user_api_key}
18 )
19
20 # API Key authentication is immediate - no redirect needed
21 print(f"Successfully connected Salesmate for user {user_id}")
22 print(f"Connection status: {connection_request.status}")
23
24 return connection_request.id
25
26
27connection_id = authenticate_toolkit(user_id, salesmate_auth_config_id)
28
29# You can verify the connection using:
30connected_account = composio.connected_accounts.get(connection_id)
31print(f"Connected account: {connected_account}")

Tools

Executing tools

To prototype you can execute some tools to see the responses and working on the Salesmate toolkit’s playground

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000" # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["SALESMATE"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def invoke_llm(task = "What can you do?"):
17 completion = openai.chat.completions.create(
18 model="gpt-4o",
19 messages=[
20 {
21 "role": "user",
22 "content": task, # Your task here!
23 },
24 ],
25 tools=tools,
26 )
27
28 # Handle Result from tool call
29 result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30 print(f"[!] Completion: {completion}")
31 print(f"[!] Tool call result: {result}")
32
33invoke_llm()

Tool List

Tool Name: Add Product

Description

Tool to add a new product. use when you need to create a new product in salesmate before referencing it (e.g., in deals or orders). example: "add a product named 'widget pro' (sku wpro1) priced at 199.99 usd."

Action Parameters

costPerUnit
number
currency
stringRequired
description
string
directCost
number
isActive
booleanDefaults to True
name
stringRequired
owner
integer
sku
string
tags
string
unitPrice
numberRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Create Company

Description

Tool to create a new company in the salesmate crm. use when you need to register a new organization.

Action Parameters

billingAddressLine1
string
billingAddressLine2
string
billingCity
string
billingCountry
string
billingState
string
billingZipCode
string
currency
string
description
string
facebookHandle
string
googlePlusHandle
string
linkedInHandle
string
name
stringRequired
otherPhone
string
owner
integerRequired
phone
string
skypeId
string
tags
string
twitterHandle
string
website
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Delete Product

Description

Tool to delete a product by productid. use when you need to remove a product from the catalog after confirming the correct productid.

Action Parameters

product_id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Active Users

Description

Tool to retrieve all active users. use when you need to fetch only users currently marked active for tasks, assignments, or user management audits.

Action Parameters

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Company

Description

Tool to retrieve details of a specific company by id. use when you have a company id and need its full record. example: "get company 42".

Action Parameters

company_id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Modules

Description

Tool to list all modules. use after authentication to retrieve available module ids and names.

Action Parameters

Action Response

data
objectRequired
error
string
successful
booleanRequired