SalesCopilots MCP

Your pipeline,
in your AI assistant.

SalesCopilots MCP plugs your SalesCopilots workspace into the AI assistant you already use — Claude, ChatGPT, or Gemini — so it can read your action items and work your day's queue in natural language.

Server endpoint

https://mcp.salescopilots.com/mcp

Connecting opens your browser — sign in with your normal SalesCopilots email and password. No API keys to copy.

View setup guides Learn more

What it does

Run your outreach day by talking to your assistant.

Connect once and your assistant can see the same action items you do — then help you clear them, one conversation at a time.

Work your day's queue

Ask for today's due items and let your assistant walk the worklist with you — due, overdue, upcoming — in plain language, no dashboard hopping.

list_action_items

Send LinkedIn requests

Your assistant loads the connection playbook, pulls today's queue, and drives your own browser to send each request — pacing like a human, using your note.

list_linkedin_connection_requestsget_linkedin_connection_instructions

Close the loop

Mark each item completed — or skipped with a reason — and it syncs straight back to your SalesCopilots workspace, so your queue stays honest.

complete_action_item

Installation

Connect your assistant in a minute.

Point your client at the endpoint below, then sign in through the browser. Pick your client to see the steps.

In your terminal, run:
```
claude mcp add --transport http salescopilot https://mcp.salescopilots.com/mcp
```
The add command triggers an OAuth flow. If you aren't prompted, run /mcp inside claude to authenticate manually.
Start claude and run /mcp, select salescopilot, and your browser opens to sign in with your SalesCopilots email and password.
That's it — the SalesCopilots tools now show up in every session. Try: “send my LinkedIn connection requests for the day”.

Open Settings → Connectors (on claude.ai: your profile → Settings → Connectors).
Click Add custom connector.
Name it SalesCopilot and paste https://mcp.salescopilots.com/mcp, then click Add.
Click Connect and sign in with your SalesCopilots email and password in the browser window that opens.
In a chat, enable the SalesCopilot connector from the search-and-tools menu. (Custom connectors require a paid Claude plan.)

Open Settings → Apps & Connectors and enable Developer mode (under Advanced settings; requires a plan with connector support).
Click Create (add a custom connector).
Name it SalesCopilot, set the MCP server URL to https://mcp.salescopilots.com/mcp, authentication OAuth, and save.
Sign in with your SalesCopilots email and password when the browser prompt opens.
In a new chat, add SalesCopilot from the composer's tools menu to use it.

In your terminal, run:

gemini mcp add --transport http salescopilot https://mcp.salescopilots.com/mcp

Or add it to ~/.gemini/settings.json:

{
  "mcpServers": {
    "salescopilot": {
      "httpUrl": "https://mcp.salescopilots.com/mcp"
    }
  }
}

Start gemini and run /mcp auth salescopilot if you aren't prompted automatically, then sign in with your SalesCopilots email and password.

Troubleshooting: if a client caches a dead connection, remove and re-add the server, then re-authenticate.