Salesmate is a CRM software designed to help sales teams manage leads, contacts, and deals. It's used by small to medium-sized businesses to streamline their sales processes and improve customer relationships.
Official docs: https://developers.salesmate.io/
This skill uses the Membrane CLI to interact with Salesmate. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.
Install the Membrane CLI so you can run membrane from the terminal:
npm install -g @membranehq/cli@latest
membrane login --tenant --clientName=<agentType>
This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.
Headless environments: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:
membrane login complete <code>
Add --json to any command for machine-readable JSON output.
Agent Types : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness
Use membrane connection ensure to find or create a connection by app URL or domain:
membrane connection ensure "https://www.salesmate.io/" --json
The user completes authentication in the browser. The output contains the new connection id.
This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.
If the returned connection has state: "READY", skip to Step 2.
If the connection is in BUILDING state, poll until it's ready:
npx @membranehq/cli connection get <id> --wait --json
The --wait flag long-polls (up to --timeout seconds, default 30) until the state changes. Keep polling until state is no longer BUILDING.
The resulting state tells you what to do next:
READY — connection is fully set up. Skip to Step 2.CLIENT_ACTION_REQUIRED — the user or agent needs to do something. The clientAction object describes the required action:clientAction.type — the kind of action needed:"connect" — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections."provide-input" — more information is needed (e.g. which app to connect to).clientAction.description — human-readable explanation of what's needed.clientAction.uiUrl (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present.clientAction.agentInstructions (optional) — instructions for the AI agent on how to proceed programmatically. After the user completes the action (e.g. authenticates in the browser), poll again with membrane connection get to check if the state moved to READY.
CONFIGURATION_ERROR or SETUP_FAILED — something went wrong. Check the error field for details.Search using a natural language description of what you want to do:
membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --json
You should always search for actions in the context of a specific connection.
Each result includes id, name, description, inputSchema (what parameters the action accepts), and outputSchema (what it returns).
| Name | Key | Description |
|---|---|---|
| --- | --- | --- |
| List Users | list-users | Retrieve a list of users from Salesmate with pagination support |
| List Products | list-products | Retrieve a list of products from Salesmate with pagination support |
| List Activities | list-activities | Retrieve a list of activities (tasks, calls, meetings) from Salesmate with pagination support |
| List Deals | list-deals | Retrieve a list of deals from Salesmate with pagination support |
| List Companies | list-companies | Retrieve a list of companies from Salesmate with pagination support |
| List Contacts | list-contacts | Retrieve a list of contacts from Salesmate with pagination support |
| Get User | get-user | Retrieve a single user by ID |
| Get Current User | get-current-user | Retrieve the current authenticated user's profile |
| Get Product | get-product | Retrieve a single product by ID |
| Get Activity | get-activity | Retrieve a single activity by ID |
| Get Deal | get-deal | Retrieve a single deal by ID |
| Get Company | get-company | Retrieve a single company by ID |
| Get Contact | get-contact | Retrieve a single contact by ID |
| Create Product | create-product | Create a new product in Salesmate |
| Create Activity | create-activity | Create a new activity (task, call, meeting) in Salesmate |
| Create Deal | create-deal | Create a new deal in Salesmate |
| Create Company | create-company | Create a new company in Salesmate |
| Create Contact | create-contact | Create a new contact in Salesmate |
| Update Product | update-product | Update an existing product in Salesmate |
| Update Contact | update-contact | Update an existing contact in Salesmate |
membrane action run <actionId> --connectionId=CONNECTION_ID --json
To pass JSON parameters:
membrane action run <actionId> --connectionId=CONNECTION_ID --input '{"key": "value"}' --json
The result is in the output field of the response.
When the available actions don't cover your use case, you can send requests directly to the Salesmate API through Membrane's proxy. Membrane automatically appends the base URL to the path you provide and injects the correct authentication headers — including transparent credential refresh if they expire.
membrane request CONNECTION_ID /path/to/endpoint
Common options:
| Flag | Description |
|---|---|
| ------ | ------------- |
-X, --method | HTTP method (GET, POST, PUT, PATCH, DELETE). Defaults to GET |
-H, --header | Add a request header (repeatable), e.g. -H "Accept: application/json" |
-d, --data | Request body (string) |
--json | Shorthand to send a JSON body and set Content-Type: application/json |
--rawData | Send the body as-is without any processing |
--query | Query-string parameter (repeatable), e.g. --query "limit=10" |
--pathParam | Path parameter (repeatable), e.g. --pathParam "id=123" |
membrane action list --intent=QUERY (replace QUERY with your intent) to find existing actions before writing custom API calls. Pre-built actions handle pagination, field mapping, and edge cases that raw API calls miss.共 2 个版本