Developers · MCP
Connect your Sales Daddy CRM to Claude, ChatGPT or any AI
Sales Daddy speaks the Model Context Protocol (MCP), the open standard AI assistants use to work with real tools. Point Claude, Claude Code, ChatGPT, Cursor or your own agent at your CRM and it can send WhatsApp messages, reply to customers, draft templates, work your leads and read your reports — as you, with your permissions, nothing more.
https://mcp.salesdaddy.in/mcpAuthBearer sdp_… (a token from Settings)What your AI can do once connected
- “Which customers are waiting for a reply right now? Summarise each chat in one line.”
- “Reply to Ramesh: the demo is confirmed for 4 pm tomorrow.”
- “Send the welcome template to 98765 43210 and tell me when they answer.”
- “Read my chat with Kavitha and tell me what she actually wants before I call.”
- “Send the brochure PDF to every chat that asked for pricing today.”
Templates
- “Draft a utility template that confirms a service appointment with date and technician name, then submit it to Meta.”
- “Which of my templates got rejected, and why?”
Leads & tasks
- “Show hot leads nobody has contacted since Monday.”
- “Log my call with Suresh: connected, 6 minutes, wants a quote by Friday — and set a follow-up for Thursday 11 am.”
- “Move every lead tagged ‘Diwali fair’ that replied this week to Contacted.”
Money & numbers
- “Send Priya a ₹4,999 booking link on WhatsApp.”
- “How did each rep do this month — leads, calls, conversions?”
Every action goes through the same rules as the app: the WhatsApp 24-hour window, approved templates, manager approval for custom payment amounts, who may close a deal. The AI cannot do anything you could not do yourself.
Connect in three steps
1 · Mint a token
In the CRM: Settings → Integrations → AI Assistants (MCP) → Create token. Choose read-only or read + write, and tick the areas it may reach — just WhatsApp, or the entire Sales Daddy. The token is shown once.
2 · Add it to your AI
Paste the one-line Claude Code command, or the endpoint plus token into Claude, ChatGPT, Cursor or any MCP client. The recipes are below and inside the token dialog.
3 · Ask, and let it work
The AI reads the built-in guide (the help tool), loads your statuses and users, then works your inbox, leads and reports. Every write lands on the lead timeline and in the audit log.
Set up your client
Replace sdp_… with the token from step 1. Any client that speaks MCP over HTTP with a bearer header works — these are the common ones.
claude mcp add --transport http sales-daddy https://mcp.salesdaddy.in/mcp # then inside Claude Code: /mcp → sales-daddy → Authenticate # (a Sales Daddy window opens — choose access, click Allow) > Which WhatsApp chats are waiting for a reply? # or with a token instead of sign-in: # --header "Authorization: Bearer sdp_…"
Settings → Connectors → Add → Add custom connector Name: Sales Daddy MCP server URL: https://mcp.salesdaddy.in/mcp Authentication: keep "Sign in now — Detected" → Add Click Connect → Sales Daddy window: choose access, workspaces and areas → Allow Claude Open a chat, enable Sales Daddy under tools and ask. (Token instead? Choose "No sign-in" and add the header authorization: Bearer sdp_…)
Settings → Security → Developer mode: ON Plugins → + → Create app → Create MCP App Name: Sales Daddy Server URL: https://mcp.salesdaddy.in/mcp Authentication: OAuth → tick "I understand" → Create Sales Daddy window → choose access, workspaces, areas → Allow ChatGPT New chat → type @Sales Daddy → ask Guide + video: salesdaddy.in/developers/mcp/connect-chatgpt
{
"mcpServers": {
"sales-daddy": {
"url": "https://mcp.salesdaddy.in/mcp",
"headers": { "Authorization": "Bearer sdp_…" }
}
}
}Any MCP client library:
transport = Streamable HTTP
url = https://mcp.salesdaddy.in/mcp
headers = { Authorization: "Bearer sdp_…" }
First calls: help → bootstrap_masterscurl -X POST https://mcp.salesdaddy.in/mcp \
-H "Authorization: Bearer sdp_…" \
-H "Content-Type: application/json" \
-d '{"jsonrpc":"2.0","method":"tools/list","id":1}'Give the AI only what it needs
Each token picks the areas it may reach. A WhatsApp-only token is enough for an assistant that sends messages, replies, analyses chats and drafts templates. Entire Sales Daddy adds everything else. Tools outside the token’s areas are not even listed to the AI, so a narrowed token cannot be talked into more.
Inbox, replies, media, templates, chat summaries
Leads
Search, create, update, notes, calls, pipeline stage
Tasks
Follow-ups and to-dos
Payments
Payment links and collection KPIs
Reports
Dashboards and reports
Catalog
Search, add and edit products on your WooCommerce or Shopify store
AI employee & chatbot
Train the AI: instructions, rules, learnings, the website chatbot
Quotations & invoices
Draft, send, invoice and collect — GST handled like the CRM
Campaigns, Team
Coming next — the token dialog already lets you tick them
How WhatsApp sending works (the rules Meta sets)
- • 24-hour window. Free text and files can be sent only while the customer has written in the last 24 hours. Outside it, the AI sends an approved template; a reply reopens the window.
- • Templates are reviewed by Meta. The AI can draft and submit one; Meta answers within minutes to a day. Utility (service) templates are approved fastest; marketing ones are subject to Meta’s per-customer delivery caps.
- • One number, one template set. Templates belong to a WhatsApp number. The AI is told which number a template is approved on.
- • No blue ticks from robots. Marking a chat read over MCP clears your badge only; read receipts are sent only when a person opens the chat in the CRM.
- • The AI employee steps aside. When the connected AI replies in a chat, Sales Daddy’s own AI employee is muted on that chat for 10 minutes, so two bots never talk over each other.
- • Opt-outs are final. A customer who opted out is never messaged again, whatever the AI asks.
Built to be trusted with your pipeline
- • The AI acts as you — your role, your workspaces, never more. Change your role and the token changes with it.
- • Read-only tokens cannot change anything, whatever the AI asks.
- • Revoke a token in one click — it dies on the very next request. Admins see every token in the company.
- • Every action is audited and appears on the lead’s timeline.
- • Per-token rate limits keep a runaway agent from flooding your CRM.
- • Unexpected failures are logged on our side automatically and fixed by our team — the AI is told to retry, never to silently give up.
Tool reference — 42 tools, the same rules as the app
You rarely need to name a tool: describe what you want and the AI picks. The list is here so you know exactly what it can and cannot reach.
Getting oriented
help- — The manual, in-band — how the tools fit together, WhatsApp rules, error meanings
workspaces_list- — The workspaces this token can reach — ids and names (tools default to the only one)
bootstrap_masters- — Statuses, sources, users, task types, tags, custom fields — names to ids
WhatsApp conversations
whatsapp_numbers_list- — Your WhatsApp numbers and which one is primary
conversations_list- — The team inbox — filter by unanswered (customer waiting), awaiting, unread, needs-human, assignee, tag; page with a cursor
conversation_read- — Read a thread, page back through its history
conversation_summary- — AI summary of a chat (uses your AI credits, like the Summarise button)
inbox_counts- — Unread and queue counts
whatsapp_send_to_phone- — Message any phone number — text inside the window, an approved template any time
conversation_open_for_lead- — Start (or find) the chat with a lead
conversation_send_text- — Reply inside the 24-hour window
conversation_send_template- — Send an approved template any time
conversation_media_upload_url- — Upload an image, audio, video or PDF…
conversation_send_media- — …and send it with a caption
conversation_mark_read- — Clear the unread badge (no blue tick is sent)
conversation_assign- — Hand a chat to a teammate
conversation_resolve- — Close a handled chat
conversation_reopen- — Put it back in the queue
conversation_set_ai- — Pause or resume the AI employee on one chat
lead_memory_get- — What the AI employee already remembers about the customer
Customer email
emails_list- — Customer email threads from your connected mailboxes — filter by unanswered to see who is waiting for a reply
email_read- — Read an email thread: who wrote, subject, the new text (quoted history removed), attachments
email_reply- — Reply from your own mailbox as "Re: …" in the same email thread — shows you a preview and sends only after you say yes
email_accounts_list- — Which mailboxes are connected, read into the Inbox, and working
WhatsApp templates
templates_list- — Approved, pending and draft templates per number
template_get- — One template with its review status and Meta’s reason
template_create- — Draft a template — same rules as the CRM builder
template_media_upload_url- — Upload a header image, video or PDF
template_submit- — Send a draft to Meta for review
template_sync- — Pull statuses and Business-Manager templates from Meta
tracknew_templates_status- — TrackNew alert templates: approval state of each on the alerts number, whether alerts are on
tracknew_templates_submit- — Create and submit the missing or rejected TrackNew alert templates to Meta
Leads
leads_search- — Search and filter leads with the same grid the CRM uses
lead_get- — Full lead detail with its recent timeline
lead_find_by_phone- — Look a lead up by mobile number
lead_counts- — Tab counts — all, mine, team, unassigned, converted
lead_create- — Create a lead (duplicates are detected, never doubled)
lead_update- — Edit lead fields
lead_add_note- — Add a note, optionally with a follow-up
lead_log_call- — Log a call outcome
tracknew_customer_history- — Repair shops on TrackNew: a customer’s open repairs, amount due and booking requests by phone
tracknew_book_service- — Book a repair on TrackNew — device, problem, bring-in or on-site; returns the request number
lead_change_status- — Move pipeline stage (closing needs the manager capability)
lead_assign_bulk- — Give many leads to a person, a team (its own rule), several people shared out, or open to all — by ids or everything matching a view
assignment_rules_list- — How new leads are routed per source and pipeline: round-robin, weighted, fewest leads, one person or a team’s own rule
assignment_rule_create- — Add a routing rule (e.g. IndiaMART leads round-robin across Sales)
assignment_rule_update- — Change or pause a routing rule
Tasks
task_list- — Overdue / today / upcoming buckets
task_create- — Create a task or follow-up
task_complete- — Mark done (recurring tasks respawn)
task_reassign- — Hand a task to a teammate
Payments
payment_link_create- — Create and deliver a payment link (manager approval applies to custom amounts)
payment_links_list- — Links and collection KPIs
Quotations, invoices & collections
quotations_list- — Quotations, proformas and invoices — by state (sent, accepted, expired, invoiced, paid…)
quotation_get- — One document with lines, GST split, payments and portal link
lead_ledger- — Everything billed and received for a lead, with the balance
quotation_create- — Draft a quotation, proforma or invoice — prices in rupees, GST split automatically
quotation_update- — Edit a draft before it goes out
quotation_send- — Send it on WhatsApp/email, optionally with a payment link
quotation_set_status- — Mark accepted or rejected
quotation_to_proforma- — Issue a proforma invoice from a quotation
quotation_to_invoice- — Issue the GST tax invoice
quotation_payment_link- — Razorpay link for the unpaid balance (or any amount)
quotation_mark_paid- — Record cash/UPI/bank received against a document
payment_record- — Record a payment from a lead (advance, instalment, full)
payment_link_approve- — Approve a custom-amount link waiting for a manager
payment_link_reject- — Reject a pending link
payment_link_remind- — Remind the customer about an unpaid link
Reports & dashboards
dashboard_widget- — Live dashboard widgets
report_run- — Run any built-in report
my_day_get- — A rep’s ranked action list for today (My Day, AI plan)
team_today_get- — Planned vs done for every rep, with alerts (Team Today, AI plan)
Train the AI employee & chatbot
ai_agent_get- — Read what the AI employee knows: instructions, rules, tone, languages, channels, hours
ai_agent_update- — Teach it — add business knowledge, ALWAYS/NEVER rules, tone, languages, hours, channels
ai_learnings_list- — Facts the AI picked up from real chats, waiting for your yes or no
ai_learning_decide- — Approve (joins its instructions) or reject a learning
chatbot_get- — The website chat widget and its embed snippet
chatbot_update- — Switch the website chatbot on, set its name, greeting, colour and lead capture
daily_rates_get- — Today’s gold / silver rate setup, last fetch and the WhatsApp reply customers get
daily_rates_configure- — City, morning hour, karats, per-gram margin — the rate lands in your product list every day
daily_rates_refresh- — Fetch today’s rate now and update the products
Products (Sales Daddy, WooCommerce & Shopify)
products_list- — Sales Daddy products — the list leads, quotes and invoices pick from
product_create- — Add a product, service or combo (e.g. an assembled PC with its parts) to Sales Daddy
product_update- — Change a product’s price, GST %, unit, name or hide it
products_bulk_create- — Load a whole price list at once — combos with configuration, add-ons and warranty
product_image_upload_url- — Upload a product photo (up to 10 per product)
product_image_attach- — Attach it to the product — optionally as the featured image
store_products_search- — Search the products mirrored from your store
store_product_get- — Open a store product with every colour / size variation, price and stock
store_variations_update- — Change price, sale price or stock for all or some variations (e.g. every colour ₹1,199)
store_product_create_variable- — Add a product with sizes / colours — every combination becomes a variation
store_categories_list- — Store categories with product counts
store_category_create- — Add a store category
store_attributes_list- — Global attributes (Size, Colour…) with their terms, and tags
store_reviews_list- — Customer reviews with rating and status
store_review_update- — Approve, hold or mark a review as spam
store_orders_list- — Store orders by status, period or search — paid or not, payment method, items
store_order_get- — One order in full: items, address, payment, notes, refunds, the matching lead and chat
store_order_update- — Change order status, add a tracking link or a note (delivered needs tracking)
store_order_refund- — Record a refund (gateway refund only when you say so)
store_customer_get- — A shopper’s orders and total spent, by phone or email
store_coupons_list- — Discount coupons with usage and expiry
store_coupon_create- — Create a percent or flat discount code
store_coupon_update- — Change or disable a coupon
store_sales_report- — Revenue, paid orders, average order, per day and best sellers
abandoned_carts_list- — Unpaid orders being chased, with reminders sent and value at stake
abandoned_cart_stop- — Stop the payment reminders for one customer
store_automation_settings- — Which store automations are on
store_automation_update- — Turn cart recovery, order messages, win-back and more on or off
razorpay_summary- — Razorpay money today / this week: captured, failed and why, fees, by method
razorpay_payments- — Every Razorpay payment — search by phone, UPI id or store order number
razorpay_payment_get- — One payment in full: UPI id / card, bank reference (RRN), fee, refunds, order
razorpay_settlements- — Payouts to your bank with fees and UTR
inbox_dashboard- — Chat numbers for 7 / 30 / 90 days: new chats, reply speed, AI share, outcomes, team
chats_attention- — Open chats that need someone now — waiting too long, asked for a person, window closing
team_chat_performance- — Each employee: chats, replies, reply speed, slow replies, waiting now, complaints, orders
chats_best- — Best chats of the period — paid orders, fast replies, resolved
chats_worst- — Worst chats — long waits, unanswered, window missed, complaints
chat_flows_list- — Your WhatsApp chat flows (menus, buttons, questions)
chat_flow_get- — Open a chat flow with every step
chat_flow_create- — Build a WhatsApp chat flow from a description — saved off until you approve
chat_flow_update- — Edit texts, buttons and steps, change the trigger, switch a flow on or off
lead_statuses_list- — The lead status pipeline with its rules
lead_status_create- — Add a lead status (stage, colour, note / task required, SLA)
lead_status_update- — Rename, recolour, reorder or change the rules of a status
teams_list- — Teams with leaders, members and how each shares leads (in turn, least busy, leader, open to all)
team_create- — Create a team with a leader, members and how it shares leads
team_update- — Rename a team, change the leader or how it shares leads, add or remove members
lead_flows_list- — Lead hand-off chains, e.g. Telecalling → Demo → Sales
lead_flow_create- — Create a lead flow with its stages and owning teams
lead_flow_update- — Edit, reorder or archive a lead flow
pipelines_list- — Pipelines with their stages, tags, teams, AI mode and the rules between them
pipeline_flow_create- — Add a rule that moves leads on by itself, e.g. Qualified · Yes → Demo
stage_actions_list- — What happens automatically at each stage — steps, on / off, last 30 days
stage_actions_create- — Add stage actions: WhatsApp / SMS / email, team alerts, tasks, waits, AI calls, feedback — saved off
stage_actions_update- — Switch stage actions on or off, rename them or change their steps
pipeline_templates_list- — Ready sales processes by industry — demos, site visits, admissions, loans, retail, clinics, B2B
pipeline_template_apply- — Add a ready sales process next to your pipelines (its stage actions start off)
targets_get- — Monthly targets and progress — revenue, conversions, new leads
target_set- — Set a monthly goal for the workspace, a team or a person
google_ads_campaigns- — Google Ads campaigns with spend, clicks, conversions and cost per conversion
google_ads_keyword_ideas- — Keyword Planner ideas with monthly searches and bid ranges
google_ads_campaign_create- — Create a Google Search campaign — always paused until you approve
google_ads_app_campaign_create- — Create a Play Store app-install campaign — paused
google_ads_campaign_status- — Start or pause a Google campaign
google_ads_budget_update- — Change a Google campaign’s daily budget
meta_ads_list- — Facebook / Instagram ads with 7-day spend, leads and cost per lead, plus AI suggestions
meta_ad_draft- — AI drafts a full Facebook / Instagram ad from a one-line brief — paused
meta_ad_redraft- — Redo an ad draft with your feedback
meta_ad_targeting- — Change an ad’s cities, interests and ages
meta_ad_activate- — Start an approved ad
meta_ad_pause- — Pause a running ad
meta_ad_suggestion_decide- — Approve or dismiss an AI optimisation suggestion
social_accounts- — The Facebook page and Instagram account posts go to
social_posts_list- — Drafts, scheduled, published and failed posts
social_post_create- — Create or schedule a Facebook / Instagram post (image from a link)
social_post_update- — Edit, reschedule or unschedule a post
social_post_publish_now- — Publish a post right now
social_caption_ideas- — Three caption options in your brand voice
social_poster_generate- — AI-designed poster with your logo and colours
social_calendar_plan- — Plan a month of posts (festivals included) as drafts
social_calendar_get- — See the month’s content calendar
social_calendar_approve- — Schedule the whole month in one go
files_import- — Save the photos and videos you attach in ChatGPT, ready for products, colours and posts
catalog_media_add- — Add product videos and photos from a WhatsApp chat or a link — the AI sends them to customers
store_product_create- — Add a product to your WooCommerce or Shopify store — price, sale price, SKU, categories, features, up to 8 photos (draft unless you say publish)
store_product_update- — Change price, sale price, stock, SKU, categories, features, photos or draft/publish
store_product_image_upload_url- — Upload a product photo you have as a file
store_products_bulk_update- — Change prices, sale prices and stock for up to 50 products at once
catalog_product_create- — Add a product to the Sales Daddy catalog (no online store needed)
catalog_product_update- — Edit a Sales Daddy catalog product
catalog_media_upload_url- — Upload a photo or video the AI sends in chat
catalog_media_attach- — Attach the uploaded photo or video to the product
Not exposed over MCP by design: deleting records, bulk operations, billing and settings.
When the AI says it could not do something
Tools answer with a short code the AI understands and explains. The common ones:
| window_expired | The customer has not written in 24 hours. The AI must send an approved template instead of free text. |
| opted_out | The customer opted out of messages. Nothing more will be sent. |
| template_wrong_number | That template is approved on a different WhatsApp number. Pick one for this number. |
| duplicate_lead | The phone number already has a lead. The response carries the existing lead id. |
| status_requires_manager | Closing a deal as won or lost needs the manager capability on the user’s role. |
| pending_approval | The payment link was created but waits for a manager — nothing was sent to the customer yet. |
| read_only_token | The token is read-only. Mint a read + write token for actions. |
| workspace_denied | The token does not reach that workspace. |
| ai_not_enabled / wallet_empty | The AI chat summary, My Day and Team Today need the AI plan (and credits for AI text). |
| rate_limited | 120 calls a minute, 5,000 a day per token. |
Questions, answered
Which AI tools work?
Anything that speaks MCP over HTTP and can send a bearer header: Claude on claude.ai and the desktop app (custom connector with one-click sign-in, or "No sign-in" + an authorization header), Claude Code, Cursor, VS Code, and agent frameworks such as the Anthropic and OpenAI SDKs, LangChain or n8n. ChatGPT connects with OAuth sign-in (Developer mode on) — see the ChatGPT guide.
One workspace or the whole company?
Your choice, per token. When you mint it, pick "Every workspace I can see" (for an owner or admin that is the entire company) or tick only the workspaces the assistant may reach. Tools never see anything outside that list.
How do I change what Claude can see?
Signed in: revoke "Claude (sign-in)" in Settings → Integrations → AI Assistants, then click Connect in Claude again and choose the new access. Using a token: claude.ai cannot edit a connector’s header, so remove the Sales Daddy connector (its ⋮ menu → Remove), add it again with the new "Bearer sdp_…" value and revoke the old token.
Will the AI ask me for a workspace id?
No. Every tool treats the workspace as optional: a token that reaches one workspace uses it automatically, and a token that reaches several gets the list back with names, so the assistant asks "Jobs7 or Track New?" — never for an id. If it still asks for an id, it is an older client cache; say the workspace name and carry on.
Is my data safe?
A token only ever sees what its owner can see in the CRM. Nothing is shared between companies, and Sales Daddy never trains models on your data.
Can I limit it to WhatsApp?
Yes. When you mint the token, tick only WhatsApp. The assistant then sees the inbox, template and messaging tools and nothing else — leads, payments and reports are invisible to it.
Does it read my chats to the AI?
Only when you ask. conversation_read hands the thread to your own assistant, under your account. The optional conversation_summary uses your AI credits, exactly like the Summarise button in the CRM.
Will it spam my customers?
It cannot. Free text works only inside the 24-hour window, everything else needs a Meta-approved template, opt-outs are enforced, and every send is rate-limited and audited.
What can the AI actually change?
Only what you allow: read-only tokens change nothing; read + write tokens can create leads, notes, tasks, messages and template drafts under the same guardrails as the app — including manager approval for custom payment amounts and Meta review for templates.
How do I revoke access?
Settings → Integrations → AI Assistants (MCP) → the bin icon. It takes effect on the very next request. Company admins can revoke anyone’s token.
Does it cost extra?
No — MCP access is part of your Sales Daddy plan. Only the optional AI chat summary uses your AI credits.
Something failed. Who do I tell?
Nobody. Unexpected failures are logged on our side automatically with the tool and the workspace, and our team fixes them. If it persists, write to support from the CRM.
Your CRM, one prompt away.
Start free, mint a token, and let Claude, ChatGPT or your own AI work your WhatsApp and pipeline with you.
Team plans: every user mints their own token, admins see them all.