Documentation Index
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Create and update Salesloft people and accounts, manage cadence enrollment, and log notes, tasks, and calls.
| Action | Needs |
|---|---|
create_person | properties with email_address, or phone + last_name |
update_person | id, properties |
create_account | properties.name, properties.domain (a URL is reduced to its host) |
update_account | id, properties |
add_to_cadence | person_id, cadence_id; optional user_id, step_id |
remove_from_cadence | membership_id, or person_id + cadence_id |
create_note | content, and person_id or account_id |
create_task | person_id, subject, task_type (call/email/general), due_date (YYYY-MM-DD); user_id defaults to the key’s user |
log_call | person_id; properties may include to, duration, disposition, sentiment, notes |
add_to_cadence returns the existing membership, without re-enrolling, when the person is already active on that cadence. create_task sends an idempotency key derived from the tool call, so retries don’t duplicate tasks. Setting do_not_contact: true removes the person or account from every cadence. Deletes are not available here; use Call Salesloft API deliberately.