Ask which opportunities are open for an account, and add tasks and contacts in Salesflare.
Connect Salesflare with an API key and Memtro reads accounts, contacts, opportunities, tasks, pipelines and users, seeing what you can see in Salesflare. Phones, addresses and custom fields are never read. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can create and update accounts, contacts, opportunities, tasks and tags, add notes, and move a record in or out of a workflow, which can restart its emails to that person. Deleting a record is permanent and removes it for the whole team.
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Salesflare tool, reads what it needs, and answers with the source cited.
These tools change something in Salesflare. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
Once Salesflare is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Salesflare + MemtroWhich opportunities are open for Northwind, and at what stage?
What tasks do I have due this week?
Who are our contacts at Brightwave Ltd?
Create a task to call Priya Sharma at BigCo on Friday
Mark the Acme 2027 renewal as won
The account lead asks what is open with Northwind before a call. Memtro finds the account, lists its two open opportunities with stage and value, its contacts, and the tasks still open on it, including a reminder Dan Fletcher set for Thursday.
Priya Nair tells Memtro the BigCo meeting went well. Memtro logs the meeting on the contacts' timeline, moves the opportunity to the proposal stage and adds a task to send the revised proposal by Friday, assigned to Dan Fletcher, who may be notified by Salesflare.
The teams that lean on Salesflare most, a question each of them asks, and what they connect beside it.
A record in Salesflare is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Capsule CRM
Copper
Freshsales
Dialpad
folk
Insightly
Nutshell
Vitally
Nimble
OnePageCRM
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak
EspoCRM
Planhat
Bloomerang
Givebutter
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
KeapIn Salesflare open Settings → API keys, press the large orange + button at the bottom right and copy the key
The key acts as you: Memtro sees what you can see in Salesflare, and changes records as you
In Memtro open Connections → Salesflare, paste the API key and connect
Ask which opportunities are open for one of your accounts
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Salesflare tools are the same everywhere.
Only when you ask, and only what it has been granted: create a task, optionally on an account; create a contact; create an opportunity on an account; create a tag; create an account; update a task (description, due date, assignees, done) or delete it; update an opportunity (stage, value, probability, owner, won, lost or done) or delete it; update a contact (name, email, role, owner, account, archived, opted out) or delete it; update an account (name, domain, website, size, description) or delete it; delete a tag; add an internal note to an account, mentioning team members; log a call or a meeting with contacts; take a record out of a workflow, or put it back in (which can email them). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
API key. In Salesflare open Settings → API keys, press the large orange + button at the bottom right and copy the key.
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.
Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.
7-day free trial · card on file, nothing charged until it ends · cancel any time