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Overview

The Salesloft integration connects Alysio to a user’s Salesloft workspace so teams can retrieve engagement and pipeline activity directly through natural language. Through this integration, Alysio can query people, accounts, cadences, calls, tasks, and email activity stored in Salesloft. Users can ask questions such as Which contacts are currently in this stage
Who is enrolled in a cadence
What calls happened this week
Which emails were sent to this prospect
The integration is read-only. Alysio can list and analyze Salesloft records but does not create, update, or delete records inside Salesloft. Results can be paginated using page numbers and the per_page parameter, which supports up to 1000 records per request.

Supported Data and Capabilities

People

Retrieve people records and contact information stored in Salesloft. Supported operations include Listing people with filtering and pagination
Viewing person stages and engagement activity
Resolving stage IDs to names using the stage list tool
Person stage IDs and user IDs returned in results can be resolved through the stage and user list endpoints.

Accounts

Retrieve accounts associated with people in Salesloft. Supported operations include Listing accounts
Filtering accounts by name or domain
Viewing account stages

Users

Retrieve users within the Salesloft organization. Supported operations include Listing users
Resolving owner or creator IDs in other data sets

Cadences

Retrieve cadences and enrollment data. Supported operations include Listing cadences
Viewing cadence ownership and enrollment counts
Retrieving cadence memberships to see who is enrolled

Calls

Retrieve call activity recorded in Salesloft. Supported operations include Listing calls
Viewing call duration, sentiment, and disposition
Viewing associated contacts

Tasks

Retrieve tasks assigned to users or contacts. Supported operations include Listing tasks
Viewing subject, state, and due dates
Viewing related contacts

Emails

Retrieve email outreach activity. Supported operations include Listing emails sent or received
Filtering by sender or recipient
Filtering by cadence, date range, status, or direction
Sender filters typically use user_id, while recipient filters use person_id.

Authentication

Method

OAuth 2.0 with Salesloft

API Provider

Salesloft API v2

Base URL

https://api.salesloft.com/v2

Redirect URI

Configured during the Salesloft integration setup in Alysio.
The Salesloft OAuth application must allow this redirect URI.

Token Handling

OAuth tokens are securely stored and refreshed automatically. Each user connects their own Salesloft account, ensuring API requests remain scoped to the authorized workspace. If the integration is disconnected or authorization is revoked, Salesloft tools will stop working until the user reconnects the integration.

Required Scopes

Salesloft OAuth scopes typically include people.read
people.write
calls.read
calls.write
tasks.read
tasks.write
accounts.read
Although write scopes may be granted by the OAuth app, the Alysio integration currently performs read-only operations.

Filtering and Pagination

Salesloft results support flexible filtering and pagination. Pagination parameters include per_page with a maximum of 1000 records
page for additional result pages
Filtering examples Use user_id from salesloft_list_users when filtering emails by sender
Use person_id from salesloft_list_people when filtering emails by recipient

MCP Tools

The Salesloft MCP provides tools that allow users to retrieve Salesloft data using natural language.

salesloft_list_people

Lists people records with filtering, sorting, and pagination. Example prompts List contacts in Salesloft
Find people by stage
Show contacts created this month

salesloft_list_person_stages

Lists person stages including names and IDs. Example prompts What person stages do we have
List Salesloft person stages

salesloft_list_calls

Lists call activity. Example prompts Show call activity from last week
List calls by this user

salesloft_list_tasks

Lists tasks with filtering and pagination. Example prompts List my tasks
Show overdue tasks

salesloft_list_users

Lists users in the Salesloft organization. Example prompts List Salesloft users
Who are our users

salesloft_list_accounts

Lists accounts with optional domain or name filters. Example prompts Find accounts by domain example.com
List accounts alphabetically

salesloft_list_account_stages

Lists account or company stages. Example prompts What account stages exist
List company stages

salesloft_list_cadences

Lists cadences including enrollment statistics and ownership. Example prompts List our cadences
Show active cadences

salesloft_list_cadence_memberships

Lists cadence memberships showing which contacts are enrolled. Example prompts Who is enrolled in this cadence
Show cadence memberships

salesloft_list_emails

Lists email activity. Example prompts Show emails sent to this contact
List emails from last month
Show emails from this cadence

App Behavior

Salesloft data is retrieved on demand when a user asks a question about people, accounts, cadences, calls, tasks, or email activity. Alysio does not run background synchronization. Each request triggers the appropriate Salesloft API endpoint using the user’s OAuth credential. Some tools automatically resolve IDs to readable names by querying related endpoints.

Example Workflow

User asks Who is enrolled in our Q1 outreach cadence Alysio routes the request to the Salesloft MCP. The MCP retrieves cadence records using salesloft_list_cadences to identify the cadence ID. The MCP retrieves enrollment data using salesloft_list_cadence_memberships filtered by that cadence. IDs for people or users may be resolved using the people and user list tools. Salesloft returns the membership data. Alysio presents the list of enrolled contacts in chat.

Troubleshooting

Salesloft Not Connected

The integration has not been authorized. Solution
Reconnect Salesloft under Settings → Integrations and complete the OAuth flow.

401 Unauthorized

The OAuth token is invalid or expired. Solution
Reconnect the Salesloft integration to generate a new token.

403 Forbidden

The OAuth application may not have the required scopes. Solution
Confirm the OAuth app includes access to people, accounts, cadences, calls, tasks, emails, and users.

Empty or Partial Results

Filters or pagination parameters may limit results. Solution
Increase per_page up to the maximum of 1000 and query additional pages using page 2, 3, and so on.

IDs Appearing Instead of Names

Some endpoints return IDs for stages or users. Solution
Resolve these using
salesloft_list_person_stages
salesloft_list_account_stages
salesloft_list_users

Support

For help configuring or troubleshooting the Salesloft integration, contact support@alysio.ai