> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alysio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesloft

> Connect Alysio to Salesloft using OAuth 2.0

## 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](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](mailto:support@alysio.ai)
