Claude Salesflare connectorWhat Claude can do in your Salesflare account.
The Claude Salesflare connector exposes 16 tools. 4 read your accounts, contacts, deals and tasks, 8 create or update them, and 4 are documented nowhere. Below: what Claude reads, what it changes, and what depends on your permissions.
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What changes once Claude can reach your Salesflare CRM
Salesflare is a CRM for small and mid-sized B2B teams, and the connector lets Claude read and write in it with the rights of the user who connected. You ask a question about your accounts or deals, and Claude answers from the real records; you ask for a task or an update, and it makes the change in the CRM. The publisher suggests starting with read-only questions.
Know where to spend your day. With list_opportunities and list_accounts, Claude finds your biggest open deals and the accounts that have gone without follow-up.
Log things while they are fresh. create_contact, create_account and create_opportunity turn what you tell Claude after a meeting into CRM records.
Keep the pipeline honest. update_opportunity corrects a deal, and create_task or update_task set or adjust a follow-up.
What the connector does not do: no documented tool deletes a record, and four listed tools have no description at all. Nothing happens on its own either: Claude acts when you ask, not when an email arrives. If you want new leads flowing into Salesflare from a form, that is a job for an automation tool, a different trade, covered on our Salesflare Make integration page. Salesflare itself recommends starting with read-only questions before letting Claude change anything.
Five words before you connect
The vocabulary Claude uses around this connector, in one minute.
- Connector
- A link you set up once between Claude and an account you already have, so Claude can work in it while it answers you.
- Tool
- One named thing the connector lets Claude do. Claude chooses the tools it needs by itself, and the directory lists them by name.
- Authorization
- The Salesflare sign-in screen where you hand Claude the access it will use. Given once per person, and it can be taken back.
- Approval
- The confirmation Claude waits for before it does something that changes your account, shown in the chat at the right moment.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Salesflare.
Connect Salesflare to Claude in three steps
- 01
Find Salesflare in Claude
Open Claude's settings, go to Customize then Connectors, and look for Salesflare in the list. On a Team or Enterprise workspace, an Owner or Primary Owner enables the connector first; each member then signs in on their own.
- 02
Start the connection
Click Connect on the Salesflare row, then sign in to Salesflare in the window the service opens itself, not inside Claude. If the link breaks later, use Disconnect and connect again.
- 03
Read the authorization screen
Check what the screen lists before you accept. It belongs to Salesflare, not to Claude, and it sets what the access covers. You can also withdraw that access later from your Salesflare account.
The 16 tools, split by what they do
Salesflare gives Claude 16 tools: 4 that read your account, 8 that change something in it, and 4 no official source describes.
Three groups: what Claude reads, what it changes, and what no official source describes. Tool names stay as Claude shows them.
- 4 read
- 8 write
- 4 not documented
What Claude can read in Salesflare
4 toolsFour lookups across accounts, contacts, deals and tasks.
list_accounts
Looks up the companies in your Salesflare CRM, so Claude can find an account and work from what the CRM actually holds about it.
list_contacts
Pulls up the people stored in Salesflare, which lets Claude answer who you know at a company and how to reach them.
list_opportunities
Reads your deals in Salesflare so Claude can sort them, spot the biggest open ones or flag those that have stalled.
list_tasks
Shows the tasks recorded in Salesflare, which helps Claude tell you what is due and what has slipped.
What Claude can change in Salesflare
8 toolsEight tools that create or update CRM records. None has a documented confirmation of its own.
create_account
Approval: see the ruleAdds a new company to Salesflare from what you tell Claude, so a prospect met at an event gets its own record.
create_contact
Approval: see the ruleRecords a new person in your CRM, with the details you give Claude, and attaches them to the right place in Salesflare.
create_opportunity
Approval: see the ruleOpens a new deal in Salesflare, so a promising conversation lands in your pipeline instead of staying in your head.
create_task
Approval: see the ruleCreates a task in Salesflare, such as a follow-up on a given day, so the reminder lives in the CRM rather than in the chat.
update_account
Approval: see the ruleChanges the details of a company already in Salesflare, keeping its record in line with what you learned.
update_contact
Approval: see the ruleEdits an existing person's record in Salesflare, for example a new role or phone number you mention to Claude.
update_opportunity
Approval: see the ruleAdjusts a deal that already exists in Salesflare, keeping your pipeline accurate after a conversation with the buyer.
update_task
Approval: see the ruleModifies a task in Salesflare, for instance a follow-up whose plan has changed.
Not documented
4 toolsFour names the directory publishes without any description. No official text says what they do.
get_account_feed
This name appears in the directory's tool list and nowhere else. Neither Salesflare's documentation nor any Claude page describes it, so this page says nothing more about it. Treat any answer that leans on it with care until a source documents it.
list_pipelines
Listed by name on the directory sheet, with no official sentence behind it. We do not guess its role from its name, even when the name looks obvious, because that is how wrong pages get written.
list_tags
No official text, from Salesflare or from Anthropic, explains this entry. The directory publishes the name and stops there, with no example, no field and no side effect described.
list_users
Only the name is public. The documentation we read does not mention it, and reading a purpose into a name would be guessing, which this page refuses to do for any tool.
What Claude checks with you first
By default, Claude stops and asks before each action it takes on an account for someone. Salesflare adds its own advice: read first, then review every proposed change.
On Team and Enterprise workspaces, owners decide whether a member may let some actions through without being asked each time. They can also limit what a connector may do for the whole organization, for example leaving reads open and closing writes. Nobody overrides that from a personal account. Claude also works with the rights of the person who connected, nothing more: the sheet says the connector reads and writes according to the connected Salesflare user's permissions.
Which plans include it
None of the 819 sheets in the official directory shows plan availability. The answer per connector is published nowhere.
The published rule is general: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner opens a connector for the organization before members can each connect. For the live state of this one, check the Salesflare sheet in the official directory.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you, so nothing starts when a deal changes stage or an email lands.
Everything here comes from the directory sheet and Salesflare's help article: no Claude help page covers this connector. The badge in the directory is not a security audit, and Anthropic says on each sheet that it neither picks a publisher's tools nor guarantees their behavior. Connect it because you already trust Salesflare with your pipeline, and remember that it writes with the connected user's permissions. Other CRMs and apps are in our Integrations hub.
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