LinkedIn MCP Server (Salesbot)

Create or update CRM company records from stored prospect companies. Returns crm_company_id values. The company can exist in CRM before any contact is known; later pass prospect_company_id to upsert_linkedin_contact to link a found employee.

Add saved contacts by contact_id to an existing campaign. Applies tenant-scoped blacklist and duplicate checks, but does NOT send or schedule outreach. For campaigns with a message step, contacts who already received a message from ANOTHER campaign of the same LinkedIn account within the last 30 days are NOT added; they are listed in recently_messaged_details with the reason (error code duplicate_cross_campaign). The response includes scheduled:false and next_tool: prepare_campaign_messages when drafts need approval, otherwise start_campaign. Use list_campaign_queue to inspect progress.

Add saved contacts to the CRM as leads without putting them in a campaign (stage prospect). Each lead is linked to its CRM company automatically by company name. Idempotent: contacts already in the CRM are reported, not duplicated.

Move existing contacts into an existing lead list (get list_id from list_lead_lists). Each contact belongs to exactly ONE list, so this REASSIGNS list_id (a move, not a copy). Use it to organize contacts — e.g. move leads out of the default 'CRM Imports' into your own named list — before add_contacts_to_campaign. Returns how many were moved.

Add a custom field to CRM leads (e.g. 'Budget' of type number). type: text | number | date | url (default text). A key is generated from the label.

Add a new pipeline stage. Provide a label (e.g. 'Negotiation'); a key is generated from it. Optional hex color (e.g. '#22c55e'). Appended to the end of the pipeline.

Approve a draft and hand it to the campaign executor for sending (respecting daily limits and allowed hours). Optionally pass edited_messages to overwrite specific drafts before approval. By default each draft is verified by a second-pass quality check (Czech vocative, hallucinations, prompt adherence) — set skip_gpt_check=true to bypass. If the quality check rejects the message, the draft is automatically sent back for a rewrite based on the feedback.

Withdraw an e-mail that has not gone out yet: pending_approval, approved or failed, and own-mailbox e-mails still queued. E-mails already queued in Smartlead/Instantly must be paused there.

Check whether a saved contact, company name or domain matches the authenticated user's company-wide blacklist. Read-only and safe to call before adding a lead to a campaign.

Mark a CRM task done (or reopen/cancel it). Pass the task_id; status defaults to 'done'. Use after a follow-up is handled.

Generate a secure LinkedIn connect (or reconnect) link the user opens in their browser to authenticate. Use when get_linkedin_status shows not connected/blocked, or after an ACCOUNT_NOT_CONNECTED/ACCOUNT_BLOCKED error. Returns a white-labeled https://auth.salesbot.cz link valid ~2 hours; the user just opens it and finishes LinkedIn login — nothing else is needed. profile_id optional (defaults to active/first profile). Set reconnect=true to reconnect an existing blocked/expired account.

Create a NEW campaign (saved as 'draft' — it does NOT start sending until the user activates it in the app). Provide a name, the profile_id to send from, and an ordered list of steps. Each step has an action ('connect', 'message' or 'visit'), an optional delay_hours (wait before this step), and AI/template settings for messages. Returns the new campaign_id. Use add_contacts_to_campaign next to add leads. MESSAGE PLACEHOLDERS (for ai_template / when use_ai is false, also cleaned up after AI): - {oslovení} or [Oslovení]/[Jméno] → Czech vocative greeting (e.g. 'pane Nováku' / first-name vocative like 'Petře') - {{first_name}} or {jméno}/{jmeno} or [Name]/[first_name] → contact first name - {{company}} or {firma} or [Firma]/[Company] → company name ({firma} = sender company from sender_context; {{company}}/[Firma] = lead's company) - Also: {{last_name}}, {{full_name}}, {{position}}, {{location}}, {{headline}} Prefer {{first_name}} / {{company}} / {oslovení} in new templates; square brackets like [Jméno] and [Firma] are supported aliases.

Create a named contact list owned by the authenticated user. If a list with the same name already exists, returns its list_id instead of creating a duplicate.

Create a follow-up task, optionally linked to a lead (e.g. 'Send pricing PDF to Jane on Thursday'). Pro plan only.

PERMANENTLY delete saved contacts (LinkedIn profiles) including their campaign memberships, scheduled actions and campaign history. Contacts with pending or in-progress campaign steps are refused unless force: true (prefer exclude_contacts_from_campaign when the goal is just to stop outreach). Linked CRM leads are kept (unlinked) unless delete_crm_leads: true. Cannot be undone: only on the user's explicit request, show them the contacts first and pass confirm: true after they agree.

PERMANENTLY delete one CRM company (account record with its notes and details). Its people stay in the CRM without a company link, unless delete_leads: true deletes them too. For duplicates use merge_crm_companies instead. Note: a lead whose company name is edited later can be auto-linked to a newly created company of that name again. Cannot be undone: only on the user's explicit request, show the company first (get_crm_company) and pass confirm: true after they agree.

Remove a custom field definition by key. Values already stored on leads stay in place but are no longer shown.

PERMANENTLY delete CRM leads together with their notes, tasks, stage history and logged messages. The underlying contact (LinkedIn profile, campaign history) is kept — use delete_contacts to remove that too. Cannot be undone: only on the user's explicit request, list the leads to them first (search_crm_leads) and pass confirm: true after they agree.

Delete a pipeline stage by key. Leads currently in it are moved to reassign_to (or the first remaining stage). You can't delete the last remaining stage.

Enrich existing contacts with their full LinkedIn profile data via the connected LinkedIn account (Unipile) — headline, location, current company & position, full experience, education and skills are scraped from each contact's profile URL and saved onto the contact (and merged into profile_data). Use after search_google_xray to flesh out lightly-saved leads. Each contact is a real LinkedIn profile view, so keep batches small; max 8 per call. Returns per-contact enrichment status.

Soft-exclude saved contacts from one campaign. Their campaign history is preserved, but future scheduled or claimed actions are cancelled and no further campaign outreach is sent. Use this instead of deleting campaign history.

Export the user's CRM (leads with pipeline stage and key fields) as CSV text to save to a file or spreadsheet. Returns up to `limit` rows; for very large databases use the in-app 'Download CRM Backup (CSV)' button.

Generate (or regenerate) an AI personalized message draft for a specific campaign_contact and step, using the template and lead profile. The message is NOT sent — it is stored as a draft with status 'pending_approval' and waits for review (via this MCP or manually). Use list_pending_approvals + approve_message to release it to the campaign executor.

Read the messages of a single LinkedIn conversation in real time (newest last). Use the chat_id from list_inbox_chats. `is_sender=true` marks messages sent by the account owner (you). Use this to understand context before composing a reply with reply_to_chat. Inbox operations are capped at 3 MCP calls per minute; request only the needed thread/page.

Return the saved contact record from the database, including available name/vocative fields, headline, company, role, location, language and LinkedIn profile data. Use get_lead_context for CRM notes and interaction history, and list_campaign_queue for campaign state.

Account view of one CRM company: details, account notes, web research, and every person at the company with crm_lead_id, contact_id, role, pipeline stage and campaign. Use before account-level decisions (who else to contact, who already replied) and before merging duplicates.

Check action limits and protected LinkedIn-search usage for a profile, including hourly/daily/monthly remaining quota, account product and cooldown. profile_id is optional and defaults to the active profile. Call before outbound or provider searches.

Refresh one e-mail's status from Smartlead/Instantly (sent, replied, bounced, unsubscribed…) and return it. A detected reply also moves the CRM lead to the 'replied' stage. Reply text itself is not fetched. Statuses: pending_approval (waits for the user in Salesbot → CRM → E-maily), approved (approved, not yet in the provider — usually a temporary provider error; retry by approving again), queued (in the provider campaign, or waiting for its slot in the user's own mailbox), sending, sent, replied, bounced, unsubscribed, paused, completed, failed (see error), rejected.

Get full details of a LinkedIn job posting, including the hiring team — the recruiter or hiring manager who posted it. Use this after search_job_postings to find the exact person to reach out to at a company that is hiring. Also returns applicant and view counts, which indicate how urgently the role needs filling. Uses the connected LinkedIn account (Classic, no Recruiter needed). Capped at 4 calls per minute; do not loop over every job result.

Fetch the full CRM context for a lead before writing a pitch or follow-up: profile, current pipeline stage, custom fields, saved outreach messages (email/LI drafts & follow-ups), recent conversation summaries (with pain points), open tasks, recent LinkedIn interactions and stage history. Call this first for highly personalized outreach.

Check whether the user's LinkedIn account is connected and active. Returns the connection state and, if not connected/blocked, how to fix it. Call this first when another tool returns code ACCOUNT_NOT_CONNECTED or ACCOUNT_BLOCKED. profile_id is optional — defaults to the active/first profile.

Import and persist companies from a LinkedIn company search URL or Sales Navigator account-search/list URL. This is for COMPANY/ACCOUNT results, not people. Creates or updates a durable Salesbot company list and returns prospect_company_id for every company. Optionally also creates company records in the CRM. After import, call list_companies, research each company with search_web, save the findings with update_company_research, then find current employees with search_linkedin_people and pass prospect_company_id to upsert_linkedin_contact.

List the authenticated user's company-wide blacklist. Read-only: returns blocked domains/company names and match rules, but cannot add or remove entries.

Inspect campaign readiness and invitation state contact by contact. scheduled_action contains only active scheduled/claimed work; last_scheduled_action contains recent history. Excluded contacts return state='excluded' and no next_tool. Also returns invitation_status (not_sent/pending/accepted), counts and the exact next tool for active contacts.

List your campaigns with ID, name, status (draft/running/paused), description and lead counts. Use this to obtain campaign_id when adding leads, generating messages or approving drafts.

List stored companies from one Salesbot company list. Returns prospect_company_id, LinkedIn company ID/URL, website, industry, location, size, saved web research and crm_company_id. Use these exact IDs; do not guess them.

List durable company/account lists imported into Salesbot, including exact company_list_id, source URL, provider product and company count.

List saved contacts in a specific lead list with ID, name, headline, company, profile URL, gender, email and location. For invitation, connection or reply state use list_campaign_queue.

List companies (accounts) in the CRM with people_count and the furthest pipeline stage reached by anyone at the company. Companies are created automatically from lead company names (matched ignoring case, diacritics and legal suffixes) and from LinkedIn company imports. Optional query searches name, industry and location. Returns crm_company_id for get_crm_company, update_crm_company and merge_crm_companies.

List the custom fields defined on CRM leads (key, label, type). Set their values per lead with set_lead_fields.

List the CRM pipeline stages (key, label, order, color) and how many leads are in each. Stages are user-configurable — rename/add/delete them with the other crm_stage tools.

List campaigns in the connected Smartlead or Instantly account (id, name, status, active). Pass the id as provider_campaign_id to send_email. The provider campaign's sequence must use {{email_subject}}, {{email_body}} (and optionally {{email_1follow_up_body}}) so the text written in Salesbot is what gets sent.

Which e-mail channels are connected: sequencers (Smartlead, Instantly) and the user's own mailboxes (Outlook / IMAP — use their mailbox_id as provider_campaign_id with provider 'mailbox' in send_email), plus whether e-mails need manual approval. Connecting happens in the app (Settings → E-mail); API keys are never returned.

List e-mails created through Salesbot (newest first), optionally filtered by status, crm_lead_id or contact_id. Statuses are as last known — call get_email_status to refresh one from the provider. Statuses: pending_approval (waits for the user in Salesbot → CRM → E-maily), approved (approved, not yet in the provider — usually a temporary provider error; retry by approving again), queued (in the provider campaign, or waiting for its slot in the user's own mailbox), sending, sent, replied, bounced, unsubscribed, paused, completed, failed (see error), rejected.

List recent LinkedIn inbox conversations (chats) in real time. Returns chat_id (used by get_chat_messages / reply_to_chat), the other attendee's provider id, unread count and last-message timestamp. Message preview text is not always provided by LinkedIn in the list — call get_chat_messages with the chat_id to read the actual messages. profile_id is optional — defaults to the active profile. Inbox operations are capped at 3 MCP calls per minute; do not poll or walk every cursor page.

List the authenticated user's contact groups (lead lists) with their list_id, name, description and contact count. Use list_id with list_contacts to retrieve the contacts in a specific group.

List the stored outreach messages saved on a CRM lead (email/LI drafts and follow-ups), newest first. Use to pull the copy back out of the CRM before sending it via the right channel. Optionally filter by channel or kind.

List this workspace's one-off MCP messages and connection requests currently waiting for human approval. Each action includes approval_url, which opens that exact item in the app. This tool is read-only: it cannot approve or execute an action. Campaign message drafts use list_pending_approvals instead.

Return all AI drafts waiting for approval (messages_approved=false). Each draft includes the contact name, headline, company and generated text. Used as input for bulk review by an AI assistant which can iterate through drafts and approve/reject them. Optionally filter by campaign_id.

List your CRM tasks. Filter by status (open/done/cancelled, default open) and/or a specific contact. Returns task id, title, due date, status and the linked lead's name. Use to see what follow-ups are outstanding.