SalesSheet.ai — MCP Server Configuration

MCP Server

Connect AI agents to your CRM data via Model Context Protocol

Claude Desktop — claude_desktop_config.json
Copy
{
"mcpServers": {
"salessheet": {
"type": "http",
"url": "https://<ref>.supabase.co/functions/v1/mcp-server",
"headers": {
"Authorization": "Bearer ss_live_your_token"
}
}
}
}
Available Tools (22)
list_contacts Read
list_deals Read
create_contact Write
create_deal Write
get_pipeline_summary Read
work_my_pipeline Read
list_emails Read
create_task Write
enrich_contact Write
log_note Write
C

Claude Desktop

MCP Connected
What deals are closing this week? Summarize each one with the contact name and last email.
Tool Call
list_deals → filtered by close date this week
Tool Call
list_emails → Carlos Mendoza, Sofia Ramirez
Two deals are closing this week:

1. Grupo Meridian — $85,000 (Proposal)
Contact: Carlos Mendoza. His last email (6h ago) asked about implementation timeline for Q2. Needs a reply.

2. Nextera Digital — $62,000 (Negotiation)
Contact: Sofia Ramirez. Last email was 3 days ago — your outbound with the revised pricing. No response yet.

Want me to draft follow-up emails for both?
Yes, draft a follow-up for Carlos. Reference his Q2 timeline question.
Tool Call
get_contact → Carlos Mendoza details
Here is a draft reply for Carlos:

"Hi Carlos, thanks for reviewing the proposal. Our standard onboarding takes 2-3 weeks, so a Q2 start is very doable. I can have our implementation lead join a call this week to walk through the timeline. Would Thursday or Friday work?"

Should I send this via send_email_draft?