Developers · MCP

Connect any AI to Sales Daddy

Sales Daddy speaks the Model Context Protocol. Point Claude, ChatGPT, Cursor or your own agents at your CRM and ask real questions — “show hot leads not contacted today”, “log my call with Ramesh”, “send the pricing template” — with your own login’s permissions, nothing more.

Endpoint: https://mcp.salesdaddy.in/mcp

1 · Mint a token

In the CRM: Settings → Integrations → MCP access tokens. Choose read-only or read-write. The token is shown once.

2 · Add the connector

Paste the endpoint URL and your token into your AI tool — Claude, ChatGPT, Cursor, or any MCP client.

3 · Ask and act

The AI works as you: your leads, your workspaces, your role. Every write lands on the lead timeline.

Built to be trusted with your pipeline

• The AI acts as you — your role, your workspaces, never more.
• Read-only tokens cannot change anything, whatever the AI asks.
• Custom payment amounts still go to a manager for approval; WhatsApp rules (24-hour window, approved templates) still apply.
• Revoke a token in one click — it dies instantly. Admins see every token in the company.
• Every action is audited and appears on the lead’s timeline.
• Per-token rate limits keep a runaway agent from flooding your CRM.

Set up your client

Claude — custom connector

Settings → Connectors → Add custom connector
URL:    https://mcp.salesdaddy.in/mcp
Token:  sdp_…  (paste as the bearer token)

ChatGPT — connector

Settings → Connectors → Add MCP server
URL:    https://mcp.salesdaddy.in/mcp
Auth:   Bearer sdp_…

Cursor — .cursor/mcp.json

{
  "mcpServers": {
    "sales-daddy": {
      "url": "https://mcp.salesdaddy.in/mcp",
      "headers": { "Authorization": "Bearer sdp_…" }
    }
  }
}

Any client — raw JSON-RPC

curl -X POST https://mcp.salesdaddy.in/mcp \
  -H "Authorization: Bearer sdp_…" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","method":"tools/list","id":1}'

25 tools, the same rules as the app

Leads

leads_search: — Search and filter leads with the same grid the CRM uses
lead_get: — Full lead detail with its recent timeline
lead_find_by_phone: — Look a lead up by mobile number
lead_counts: — Tab counts — all, mine, team, unassigned, converted
lead_create: — Create a lead (duplicates are detected, never doubled)
lead_update: — Edit lead fields
lead_add_note: — Add a note, optionally with a follow-up
lead_log_call: — Log a call outcome
lead_change_status: — Move pipeline stage (closing needs the manager capability)

Tasks

task_list: — Overdue / today / upcoming buckets
task_create: — Create a task or follow-up
task_complete: — Mark done (recurring tasks respawn)
task_reassign: — Hand a task to a teammate

WhatsApp conversations

conversations_list: — The team inbox, filterable by number
conversation_read: — Read a thread
inbox_counts: — Unread and queue counts
conversation_open_for_lead: — Start (or find) the chat with a lead
conversation_send_text: — Reply inside the 24-hour window
conversation_send_template: — Send an approved template any time
templates_list: — Approved templates per number

Payments & insight

payment_link_create: — Create a payment link (manager approval applies to custom amounts)
payment_links_list: — Links and collection KPIs
dashboard_widget: — Live dashboard widgets
report_run: — Run any built-in report
bootstrap_masters: — Statuses, sources, users, task types

Not exposed over MCP by design: deleting records, bulk operations, billing and settings.

Questions, answered

Is my data safe?

Yes — a token only ever sees what its owner can see in the CRM. Nothing is shared between companies, and Sales Daddy never trains models on your data.

What can the AI actually change?

Only what you allow: read-only tokens change nothing; read-write tokens can create leads, notes, tasks and messages under the same guardrails as the app — including manager approval for custom payment amounts.

How do I revoke access?

Settings → Integrations → MCP access tokens → Revoke. It takes effect on the very next request. Company admins can revoke anyone’s token.

Does it cost extra?

No — MCP access is part of your Sales Daddy plan.

Which AI tools work?

Anything that speaks MCP over HTTP with a bearer token: Claude (custom connectors), ChatGPT (connectors), Cursor, and agent frameworks like the OpenAI and Anthropic SDKs.

Your CRM, one prompt away.

Start free, mint a token, and let your AI work your pipeline with you.

Start Free Book a Demo