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GetSales MCP — Complete Functions Reference

Everything your AI assistant can do inside GetSales — a full reference of every MCP capability organized by area, with example prompts you can use or adapt.

Written by Nadia Martynova

Once you've connected the GetSales MCP to Claude (see the setup guide), your AI assistant has direct access to your workspace. This article is a full reference of every capability — organized by area, with example prompts you can use or adapt.

CRM — Contacts & Companies

Contacts

What you can do:

  • Search and filter contacts with any combination of criteria

  • Look up a single contact by UUID, email address, or LinkedIn profile

  • Create or upsert contacts in bulk (up to 50 at a time)

  • Update any contact field (partial update — only what you specify changes)

  • Delete contacts permanently

  • View a contact's full activity timeline: emails, LinkedIn messages, pipeline moves, notes

  • Add, edit, and delete free-text notes on a contact

  • Send a reply via LinkedIn or email, and optionally mark the thread read, cancel automations, tag the lead, or move them in pipeline — all in one action

  • Mark contacts as read or unread in the inbox

  • Preview how a message template will render for a specific contact before sending

Example prompts:

  • "Find all contacts at companies in the SaaS industry with a work email"

  • "Look up John Smith from Acme Corp and show me his activity timeline"

  • "Add a note to Maria's profile: 'Interested in the Scale plan, follow up in 2 weeks'"

  • "Reply to David's last LinkedIn message: 'Thanks, happy to jump on a call Thursday'"

  • "Show me all unread conversations from the last 7 days"

Companies

What you can do:

  • Search and filter companies

  • Look up a single company by UUID, domain, or LinkedIn

  • Create company records in bulk (up to 50)

  • Update company fields

  • Delete companies permanently

Example prompts:

  • "Find all companies in the fintech industry with more than 50 employees"

  • "Look up the company record for stripe.com"

  • "Update the deal size for Acme Corp to $25,000"

Pipeline, Tags & Lists

What you can do:

  • Create, update, and delete pipeline stages

  • Move contacts between pipeline stages in bulk

  • Create, update, delete tags; add or remove tags from contacts in bulk

  • Create, update, delete contact lists; move contacts between lists

  • Add contacts to or remove them from the stop list (DNC list)

Example prompts:

  • "Move all leads tagged 'hot' into the 'Demo Booked' pipeline stage"

  • "Create a tag called 'Q3 Target' and apply it to everyone in my enterprise list"

  • "Who is currently in my stop list?"

Analytics & Reporting

What you can do:

  • Get aggregated engagement metrics (sends, opens, replies, connections, bounces) for any period

  • Get a per-sender or per-flow funnel breakdown

  • Get a client activity report with per-sender breakdown

Example prompts:

  • "Show me reply rates by sender for last week"

  • "Give me a LinkedIn conversion funnel for this month — connects sent through to replies"

  • "Which flow had the best acceptance rate last month?"

  • "Build me a client activity report for April"

Data Sources & Imports

What you can do:

  • Import leads from a CSV file

  • Import companies from a CSV file

  • Bulk-import leads directly into a flow from CSV (no row cap)

  • Bulk-update existing leads from a CSV (matches by LinkedIn ID, email, or UUID)

  • Create a LinkedIn basic search import

  • Create a Sales Navigator search import (inline filters, saved searches, lead lists)

  • Import leads from LinkedIn post engagement (likers, commenters, reposters)

  • Import a sender's 1st-degree LinkedIn connections

  • Import contacts from a sender's past LinkedIn conversations

  • Expand a list of target companies into contacts via Sales Navigator

  • Check the status of a running import job

  • Export contacts or companies to CSV and download the file

Example prompts:

  • "Import my connections from Petr's LinkedIn account into a new list called 'Network Q2'"

  • "Start a Sales Navigator import from this URL: [paste URL]"

  • "Import leads from the comments on this LinkedIn post: [paste URL]"

  • "Export all leads tagged 'Interested' to a CSV and give me the download"

  • "How's my import from yesterday doing? How many leads came in so far?"

Automations (Flows & Campaigns)

Flows

What you can do:

  • List, create, duplicate, update, and delete flows

  • Start, stop, archive, and unarchive flows

  • Get full flow configuration including the step graph and per-step stats

  • Browse 7 ready-made flow templates and use them as a starting point

  • View a flow's version history

  • Create and manage flow workspaces (folders)

Example prompts:

  • "Create a new LinkedIn outreach flow for my SaaS ICP list — connect request, wait 3 days, then 2 follow-ups"

  • "Duplicate the 'Warm Outreach' flow and rename it 'Warm Outreach — June'"

  • "Show me the node graph and stats for my top-performing flow"

  • "Stop all running flows and archive the ones with zero activity in 30 days"

Steps & Nodes

What you can do:

  • Add, update, and delete steps (nodes) in any flow

  • Configure A/B test node weights

  • List all available node types (LinkedIn, email, timers, filters, webhooks, etc.)

  • Add filter gates (e.g. "only send InMail to open profiles")

Example prompts:

  • "Add a 5-day wait between step 2 and step 3 of my flow"

  • "Add a filter gate before the InMail step — only send to leads with an open profile"

  • "Set up an A/B test on message 1: version A gets 60%, version B gets 40%"

Leads in Flows

What you can do:

  • Enroll, cancel, or remove individual leads from flows

  • Bulk-enroll leads into a flow (up to 500 inline, or unlimited via CSV)

  • Check per-lead execution status within a flow (stuck, in progress, finished)

  • Restart failed leads from the top of a flow, optionally with a different sender

Example prompts:

  • "Enroll all leads tagged 'Hot Lead' into my Cold Outreach flow"

  • "Which leads are stuck or failed in the Enterprise Auto?"

  • "Restart all failed leads in this flow using Edgar's account instead"

Tasks

What you can do:

  • List outreach tasks filtered by type, status, flow, sender, or time period

  • Reschedule, complete, or cancel individual tasks

  • Count tasks by type and period (send volume report)

  • Diagnose failed tasks — breakdown by error code, per-sender counts, sample records

  • Bulk-retry or bulk-skip failed tasks

Example prompts:

  • "How many connection request tasks does each sender have right now?"

  • "Show me all failed tasks from the last 7 days and what went wrong"

  • "Retry all failed tasks that aren't caused by a reply"

  • "How many LinkedIn messages did we send last week in total?"

LinkedIn Accounts (Seats)

What you can do:

  • List all LinkedIn sending accounts and see their health status

  • Create, start, stop, update, or delete a LinkedIn seat

  • Generate a Smart Login URL (7-day public link) to connect a LinkedIn account

  • Replace the proxy on a seat

  • Check send limits and health for one seat or the whole fleet

  • Get fleet-wide health snapshots in one call

  • View browser automation logs (filter by error level or browser)

  • Get daily cap history per sender — strikes, limits hit, acceptance rate

  • Send a one-off LinkedIn DM or InMail

Example prompts:

  • "Show me the health status of all my LinkedIn accounts"

  • "Generate a login link for the new seat so I can connect my LinkedIn account"

  • "Which senders hit their weekly connection limit in the last 7 days?"

  • "Show me error logs for browser #1234 from the last 24 hours"

  • "How many connection requests has each sender sent this month?"

Email

What you can do:

  • List all connected mailboxes and their health status

  • Connect, update, remove, or force-sync a mailbox

  • Diagnose a mailbox (health, send/sync status, errors, warmup state)

  • Send a one-off email from any connected mailbox

  • Read a full email thread

  • Count emails sent or received, filtered by period, mailbox, flow, or status

  • Verify whether an email address is valid and deliverable

Example prompts:

Enrichment

What you can do:

  • Enrich a single contact's LinkedIn profile (updates name, position, company, skills, location)

  • Bulk-enrich multiple contacts at once

  • Check enrichment status for a contact

  • Enrich a company's firmographic data (industry, headcount, HQ, revenue range)

  • Verify an email address for deliverability

⚠️ Enrichment uses advanced_enrichment credits — 1 credit per contact or company enriched. Check your balance in the GetSales billing UI before running bulk enrichments.

Example prompts:

  • "Enrich the profile for Maria at Acme Corp — her LinkedIn data looks outdated"

  • "Enrich all contacts in my 'Target Accounts' list that haven't been refreshed in 90 days"

  • "Enrich company data for stripe.com"

AI Templates

What you can do:

  • List and inspect your AI message templates

  • Add or remove attachments on a template

  • Ask a connected LLM a free-form question (generate text, analyze, rewrite)

Example prompts:

  • "List all my AI templates and show me the content of the 'Cold Outreach v2' one"

  • "Rewrite this message to be more concise: [paste message]"

Integrations & Webhooks

What you can do:

  • List, create, update, and delete outbound webhooks

  • Test a webhook and view its delivery history

  • List, create, update, and delete LLM provider connections (OpenAI, Anthropic, etc.)

  • Test an LLM connection to check the key is valid

  • Make one-off HTTP calls to external APIs through the GetSales gateway

Example prompts:

  • "Show me all my webhooks and check which ones had delivery failures this week"

  • "Test my OpenAI connection — is the API key still working?"

  • "Create a webhook to POST to https://hooks.zapier.com/... on every new reply"

Account & Teams

What you can do:

  • List all teams you have access to and switch between them

  • Create, rename, and recolor teams

  • View your current user profile and session info

  • Check team plan limits (max senders, contacts, users)

  • View subscriptions and check seat usage

  • Create and revoke API keys

Example prompts:

  • "List my teams and switch to the Acme workspace"

  • "How many sender profile slots do I have left on this plan?"

  • "Create a new API key for my Zapier integration"

Troubleshooter

What you can do:

  • Diagnose failed tasks across a flow or sender — error breakdown, samples, and patterns

  • Bulk-retry failed tasks (skips leads that replied — those are never re-sent)

  • Bulk-skip failed tasks so leads move to the next step without re-executing the failed one

  • Restart failed leads from the top of a flow, with optional sender reassignment

  • Run a full workspace health check — active flows, sender health, mailbox health, today's activity, failed task counts

  • Get a send volume report grouped by task type, sender, or flow

Example prompts:

  • "Run a workspace health check — I want to see what's broken before the week starts"

  • "Diagnose failed tasks in the Enterprise flow — what's going wrong?"

  • "Retry all failed tasks in the last 7 days that aren't 'replied'"

  • "Restart leads that failed on Edgar's account and reassign them to Julia"

Known Limitations

A few things are not yet fully functional via MCP as of this writing:

  • AI template creation and editing — create and edit templates in the GetSales UI; use the MCP to list, inspect, and run them

  • Standalone email finder — use a one-node automation with an email search node as a workaround

  • Template rendering preview — use the preview button in the GetSales UI

These limitations are being actively fixed. Use the built-in report tool to flag anything else that doesn't behave as expected — just tell Claude "send a report: [what happened]" and it goes straight to the GetSales team.

Tips for Getting the Best Results

  • Be specific about which team you want to work in if you have multiple — say "in the Acme team" or ask Claude to switch first

  • For bulk operations, always confirm the scope before running — ask Claude to show you a preview first

  • Combine actions in a single prompt — for example: "reply to this lead, mark the thread read, and add the tag Interested"

  • For analytics, specify the period — "last week", "last month", "this year" all work

  • Use the built-in feedback tool liberally: if a tool returns unexpected results, just say "send a report: [what happened]"

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