Connectors · MSP & PSA

Salesbuildr MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Salesbuildr and the rest of your systems. It gives your agent 74 Salesbuildr actions (31 reads, 36 writes and 7 that wait for a confirmation) and holds the Salesbuildr credential itself, so the agent never does. It paces Salesbuildr's limits and records every call.

Connect Salesbuildr free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

74actionsin one signed file
31readlook, never change
36writecreate and update
7wait for a yesdestructive, confirmed first

Set up

Connect Salesbuildr in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Salesbuildr.
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keySalesbuildr API key
- hostWhere your Salesbuildr lives: your host
```
account { op: "connections.requirements", service: "salesbuildr" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "salesbuildr.contacts.list" }# search contacts · read · 1 upstream callcheck { action: "salesbuildr.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Salesbuildr at a glance

Sign-in: API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Setup fields: host
Limits we pace to: 500 calls per 10 minutes, per connection
API covered: Salesbuildr Public API 1.0.0 (OpenAPI 3.0.0)portal.salesbuildr.com
Built from: Salesbuildr's documentation, read 23 October 2026portal.salesbuildr.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 29 of 31 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 5, so ask can line Salesbuildr up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Salesbuildr.

74 actions in 15 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

31readlook, never change
36writecreate and update
7destructivewait for a confirmation

Contacts
11
3 read · 6 write · 2 destructive
Search contacts · Create a contact · Get a contact · Update a contact
Products
11
3 read · 6 write · 2 destructive
Search products · Create a product · Get a product · Update a product
Companies
8
3 read · 3 write · 2 destructive
Search companies · Create a company · Get a company · Update a company
Opportunities
8
3 read · 5 write · 0 destructive
Search opportunities · Create an opportunity · Get an opportunity · Update an opportunity
Quotes
7
3 read · 4 write · 0 destructive
Search quotes · Create a draft quote · Get a quote · Update a draft quote's header
Quote widget templates
6
3 read · 2 write · 1 destructive
Create a quote widget template · List quote widget templates · Validate quote widget template data · Get a quote widget template
Discount groups
5
2 read · 3 write · 0 destructive
Create a quote discount group · List quote discount groups · Get a quote discount group · Assign a discount group to companies
Quote templates
5
3 read · 2 write · 0 destructive
Create a quote template · List quote templates · Validate quote template data · Get a quote template

7 more areas · 13 actions

Pricing books 4
Categories 2
Fields 2
Product labels 2
Contract items 1
Product inventories 1
Sync states 1

Top actions

The Salesbuildr API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 28 of Salesbuildr's 28 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`salesbuildr.contacts.list`Search contacts	Search contacts.	read	`crm.contact.list`177 connectors
`salesbuildr.companies.list`Search companies	Search companies.	read	`crm.company.list`162 connectors
`salesbuildr.opportunities.list`Search opportunities	Search opportunities.	read	`crm.deal.list`43 connectors
`salesbuildr.products.list`Search products	Search products.	read	`commerce.product.list`112 connectors
`salesbuildr.contacts.create`Create a contact	Create a contact.	write	`crm.contact.create`161 connectors
`salesbuildr.companies.create`Create a company	Create a company.	write	`crm.company.create`142 connectors
`salesbuildr.opportunities.create`Create an opportunity	Create an opportunity.	write	`crm.deal.create`43 connectors
`salesbuildr.contacts.delete`Delete a contact	Delete a contact.	destructive	`crm.contact.delete`147 connectors
`salesbuildr.products.create`Create a product	Create a product.	write	`commerce.product.create`92 connectors
`salesbuildr.quotes.list`Search quotes	Search quotes.	read	`finance.quote.list`52 connectors
`salesbuildr.quotes.create`Create a draft quote	Create a draft quote.	write	`finance.quote.create`52 connectors
`salesbuildr.categories.list`List categories	List categories.	read	this connector

Try it

Prompts to paste into Claude.

Each one names the Salesbuildr actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Salesbuildr deals are due to close this month, and what are they worth in total?
callssalesbuildr.opportunities.list
Writewrite
Create a contact in Salesbuildr. Show me exactly what you will send before you save it.
callssalesbuildr.contacts.create
Across systemsread
Which Salesbuildr companies have invoices in NetSuite, and how many each?
callssalesbuildr.companies.listnetsuite.views.invoices

Across your systems

Salesbuildr, joined to the rest of your business.

One ask fetches from Salesbuildr and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which Salesbuildr companies have invoices in NetSuite, and how many each?
salesbuildr.companies.list + netsuite.views.invoices, on crm.company · NetSuite
Which Salesbuildr companies have tickets in HubSpot CRM, and how many each?
salesbuildr.companies.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorscrm.company 227crm.contact 192commerce.product 109finance.quote 45crm.deal 43

ask

ask {  intent: "which Salesbuildr companies have invoices in NetSuite, and how many each",  steps: [    { action: "salesbuildr.companies.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "netsuite.views.invoices", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Salesbuildr

Destructive actions wait for a yes.

7 Salesbuildr actions are destructive. These are all of them:

Delete a contactsalesbuildr.contacts.delete
Delete a companysalesbuildr.companies.delete
Delete a productsalesbuildr.products.delete
Delete a quote widget templatesalesbuildr.quote_widget_templates.delete
Delete a contact by external identifiersalesbuildr.contacts.delete_by_external_id
Delete a product by external identifiersalesbuildr.products.delete_by_external_id
Delete a company by external identifiersalesbuildr.companies.delete_by_external_id

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dosalesbuildr.contacts.deleteconfirm_policy: human

Delete a contact?

intent: the user asked me to delete a contact

run suspended · waiting for a named person · key salesbuildr-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "salesbuildr-agent",  allowed_actions: ["salesbuildr.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "salesbuildr.contacts.delete", approver: "[email protected]" },    { match: "salesbuildr.companies.delete", approver: "[email protected]" },    { match: "salesbuildr.products.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Salesbuildr only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Salesbuildr costs on actionlake.

Every Salesbuildr action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Salesbuildr refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 74 Salesbuildr actions
74actions pageeach page of a long list is one call
29reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Salesbuildr action.

74 actions by area: the id your agent calls, what it does, and its effect.

Contacts11

salesbuildr.contacts.createCreate a contactwrite
salesbuildr.contacts.deleteDelete a contactdestructive
salesbuildr.contacts.delete_by_external_idDelete a contact by external identifierdestructive
salesbuildr.contacts.getGet a contactread
salesbuildr.contacts.get_by_external_idGet a contact by external identifierread
salesbuildr.contacts.listSearch contactsread
salesbuildr.contacts.undeleteRestore a deleted contactwrite
salesbuildr.contacts.undelete_by_external_idRestore a deleted contact by external identifierwrite
salesbuildr.contacts.updateUpdate a contactwrite
salesbuildr.contacts.upsert_by_emailCreate or update a contact by email addresswrite
salesbuildr.contacts.upsert_by_external_idCreate or update a contact by external identifierwrite

Products11

salesbuildr.products.assign_labelsAssign labels to a productwrite
salesbuildr.products.createCreate a productwrite
salesbuildr.products.create_batchCreate products in batch (up to 100)write
salesbuildr.products.deleteDelete a productdestructive
salesbuildr.products.delete_by_external_idDelete a product by external identifierdestructive
salesbuildr.products.getGet a productread
salesbuildr.products.get_by_external_idGet a product by external identifierread
salesbuildr.products.listSearch productsread
salesbuildr.products.unassign_labelsUnassign labels from a productwrite
salesbuildr.products.updateUpdate a productwrite
salesbuildr.products.upsert_by_external_idCreate or update a product by external identifierwrite

Companies8

salesbuildr.companies.createCreate a companywrite
salesbuildr.companies.deleteDelete a companydestructive
salesbuildr.companies.delete_by_external_idDelete a company by external identifierdestructive
salesbuildr.companies.getGet a companyread
salesbuildr.companies.get_by_external_idGet a company by external identifierread
salesbuildr.companies.listSearch companiesread
salesbuildr.companies.updateUpdate a companywrite
salesbuildr.companies.upsert_by_external_idCreate or update a company by external identifierwrite

Opportunities8

salesbuildr.opportunities.createCreate an opportunitywrite
salesbuildr.opportunities.getGet an opportunityread
salesbuildr.opportunities.get_by_external_idGet an opportunity by external identifierread
salesbuildr.opportunities.listSearch opportunitiesread
salesbuildr.opportunities.loseMark an opportunity lostwrite
salesbuildr.opportunities.updateUpdate an opportunitywrite
salesbuildr.opportunities.upsert_by_external_idCreate or update an opportunity by external identifierwrite
salesbuildr.opportunities.winMark an opportunity wonwrite

Quotes7

salesbuildr.quotes.createCreate a draft quotewrite
salesbuildr.quotes.create_approvedCreate an approved quotewrite
salesbuildr.quotes.getGet a quoteread
salesbuildr.quotes.listSearch quotesread
salesbuildr.quotes.list_approvedList approved quotesread
salesbuildr.quotes.update_headerUpdate a draft quote's headerwrite
salesbuildr.quotes.update_header_by_external_idUpdate a draft quote's header by external identifierwrite

Quote widget templates6

salesbuildr.quote_widget_templates.createCreate a quote widget templatewrite
salesbuildr.quote_widget_templates.deleteDelete a quote widget templatedestructive
salesbuildr.quote_widget_templates.getGet a quote widget templateread
salesbuildr.quote_widget_templates.listList quote widget templatesread
salesbuildr.quote_widget_templates.updateUpdate a quote widget templatewrite
salesbuildr.quote_widget_templates.validateValidate quote widget template dataread

Discount groups5

salesbuildr.discount_groups.createCreate a quote discount groupwrite
salesbuildr.discount_groups.getGet a quote discount groupread
salesbuildr.discount_groups.listList quote discount groupsread
salesbuildr.discount_groups.set_companiesAssign a discount group to companieswrite
salesbuildr.discount_groups.updateUpdate a quote discount groupwrite

Quote templates5

salesbuildr.quote_templates.createCreate a quote templatewrite
salesbuildr.quote_templates.getGet a quote templateread
salesbuildr.quote_templates.listList quote templatesread
salesbuildr.quote_templates.updateUpdate a quote templatewrite
salesbuildr.quote_templates.validateValidate quote template dataread

Pricing books4

salesbuildr.pricing_books.createCreate a pricing bookwrite
salesbuildr.pricing_books.getGet a pricing bookread
salesbuildr.pricing_books.listList pricing booksread
salesbuildr.pricing_books.updateUpdate a pricing bookwrite

Categories2

salesbuildr.categories.listList categoriesread
salesbuildr.categories.treeGet the category treeread

Fields2

salesbuildr.fields.getGet a field and its valuesread
salesbuildr.fields.upsertCreate or update a field's valueswrite

Product labels2

salesbuildr.product_labels.getGet a product labelread
salesbuildr.product_labels.listList product labelsread

Contract items1

salesbuildr.contract_items.listList contract items (beta)read

Product inventories1

salesbuildr.product_inventories.replaceReplace a product's inventorieswrite

Sync states1

salesbuildr.sync_states.updateReport the sync status of a quote or productwrite

Questions

The Salesbuildr MCP server, answered.

Is there a Salesbuildr MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 74 Salesbuildr actions across contacts, products, companies and opportunities, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Salesbuildr.

What do I need to connect Salesbuildr?

Salesbuildr API key. Plus your host. The free call account { op: "connections.requirements", service: "salesbuildr" } lists exactly what to paste.

Can an AI agent delete or change things in Salesbuildr?

Only if its key allows it, and only with an explicit confirmation. 7 Salesbuildr actions are destructive, including delete a contact, delete a company and delete a product. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Salesbuildr API limit?

actionlake paces every call to the limits in the Salesbuildr service file: 500 calls per 10 minutes per connection. Repeated reads are answered from cache (29 Salesbuildr actions can be), which never reaches Salesbuildr.

What does a Salesbuildr action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (74 Salesbuildr actions page). Cache hits, searches, dry runs and calls Salesbuildr refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Salesbuildr API does it cover?

The Salesbuildr Public API 1.0.0 (OpenAPI 3.0.0) at portal.salesbuildr.com by default, or the base URL set when you connect. It is built from Salesbuildr's documentation as read on 23 October 2026. 74 actions in 15 areas, each one in the signed service file (version 1.0.0).

Can I combine Salesbuildr with my other systems?

Yes. ask joins Salesbuildr to NetSuite or HubSpot CRM on the same customer and returns the answer rather than every row. Salesbuildr maps crm.company, which 227 other connectors also map.

Does actionlake keep my Salesbuildr data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Salesbuildr credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Salesbuildr today.

Connect Salesbuildr free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Salesbuildr MCP server for AI agents.

Connect Salesbuildr in three steps.

Add actionlake to Claude.

Connect Salesbuildr.

Make the first call. Check before a write.

What an AI agent can do in Salesbuildr.

Contacts

Products

Companies

Opportunities

Quotes

Quote widget templates

Discount groups

Quote templates