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?"
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:
"Are any of my mailboxes having delivery issues right now?"
"How many emails bounced from mailbox [email protected] last month?"
"Send a quick email to [email protected] from our main mailbox: [message]"
"Is the email address [email protected] valid?"
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]"
