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AI assistants

Connect your AI assistant

Connect an AI assistant to Salesteam, like Claude or ChatGPT. It finds, changes and organizes your leads, lists and campaigns with the same rules as the app, and reads your inbox.

Nothing goes out on LinkedIn without your OK. When the assistant wants to launch or resume a campaign, add people to a running one, or post, it shows you a preview first, and nothing happens until you approve it (see Approving outreach below).

When you connect, Salesteam asks which workspace the assistant may use and whether it gets Full access or Read only. Only a workspace’s owner or an admin can connect one.

Claude (claude.ai and the desktop app)

  1. In Claude, open Customize → Connectors, click Add, then Add custom connector.
  2. Name it Salesteam, enter https://app.salesteam.dev/api/mcp and click Continue. Keep the settings Claude detects, then click Add.
  3. Click Connect. Salesteam opens: sign in, pick the workspace and the access, and click Allow.

On Claude Team and Enterprise, an owner adds the connector under Organization settings → Connectors, then each person clicks Connect.

ChatGPT

  1. Go to Plugins in ChatGPT, click + and choose Add custom MCP server.
  2. Name it Salesteam. Under Connection, enter the server URL https://app.salesteam.dev/api/mcp, and choose OAuth for authentication.
  3. Read the warning, click I understand and want to continue, then Create as a plugin, and install it.
  4. In a chat, type @ and pick Salesteam. Salesteam opens: sign in, pick the workspace and the access, and click Allow.

ChatGPT asks you before each action that changes something. Custom servers depend on your ChatGPT plan and workspace settings.

Claude Code

Run this, then type /mcp in Claude Code, pick salesteam and choose Authenticate. Your browser opens Salesteam; click Allow.

cURL
claude mcp add --transport http --scope user salesteam https://app.salesteam.dev/api/mcp

Or use an API key instead of signing in: create one in Settings → API keys (named after the assistant, like “Claude Code”) and add it as a header:

cURL
claude mcp add --transport http --scope user salesteam https://app.salesteam.dev/api/mcp --header "Authorization: Bearer YOUR_API_KEY"

--scope user makes Salesteam available in all your projects. Leave it out to add it to the current project only.

Other AI assistants

Any assistant that connects to a remote MCP server can use https://app.salesteam.dev/api/mcp, either by signing in with Salesteam (OAuth) or with the header Authorization: Bearer YOUR_API_KEY.

Read only

To let an assistant look at everything and change nothing, choose Read only when you connect, or create a Read only API key, or use https://app.salesteam.dev/api/mcp/readonly. Either way it only sees the tools that read.

Approving outreach

Launching or resuming a campaign, adding people to a running campaign (or to a list one takes from), resuming someone in one, and posting on LinkedIn all wait for your OK. The assistant first shows you a preview: what goes out, to how many people, from which LinkedIn accounts, when, and the text. Then you approve it in one of three ways:

  1. Approve in Salesteam. The preview has a link. It opens a Salesteam page with the whole preview, and it runs when you click Approve (or nothing happens if you click Decline). The link works for 24 hours. Only the workspace’s owner or an admin can approve.
  2. In your AI app. Apps that support MCP forms, like Claude Code, show the preview with an Approve box, and it runs when you tick it.
  3. By saying yes. Tell the assistant to go ahead, and it confirms with a code from the preview. A code works once, for 10 minutes.

It runs only if nothing changed since the preview: new people on the list, an edited message or another account means a new preview. Each LinkedIn account keeps its daily limits and working hours, and campaigns keep their skip rules. The activity log says who approved it: “via MCP (Claude) · approved in Salesteam by Dawson”.

What it can do

Its tools are the REST API’s operations, such as find_leads, update_lead, update_leads, remove_leads_from_list, pause_campaign and list_conversations. search and fetch look things up across leads, campaigns and lists (ChatGPT uses them for deep research), and get_help explains how Salesteam works. It sets things up as the app’s screens do: save_campaign_draft (a campaign’s list, accounts, steps, waits, A/B versions and skip rules, read back with get_campaign_draft), set_lead_stage, save_tag, save_custom_field and save_post_draft. With your OK, launch_campaign, resume_campaign and publish_post start outreach and post, and get_approval tells the assistant what you decided. Every change shows in the activity as made “via MCP”, with the app’s or the key’s name.

To disconnect an assistant, open Settings → API keys and click Revoke next to it under Connected apps, or revoke its key.