Frequently Asked Questions (FAQ) about SalesHandy MCP Server

Q: What is an MCP Server? A: MCP (Model Context Protocol) is an open protocol that standardizes how applications provide context to LLMs. An MCP server acts as a bridge, allowing AI models to access and interact with external data sources and tools.

Q: What is the SalesHandy MCP Server? A: The SalesHandy MCP Server is a specific implementation of the MCP protocol designed to facilitate integration with the SalesHandy API. It provides tools for managing campaigns, templates, contacts, and more, enabling AI agents to automate and enhance sales processes.

Q: What is UBOS? A: UBOS is a full-stack AI Agent Development Platform focused on bringing AI Agents to every business department. It helps you orchestrate AI Agents, connect them with your enterprise data, build custom AI Agents with your LLM model, and create Multi-Agent Systems.

Q: What features does the SalesHandy MCP Server offer? A: The server offers a range of features, including user profile management, campaign management (listing, creation, updating status), template management (listing, creation), and contact management (listing, creation, updating).

Q: How do I install the SalesHandy MCP Server? A: The installation process involves cloning the repository, installing dependencies using npm install, and building the project with npm run build.

Q: What configuration is required for the SalesHandy MCP Server? A: The server requires your SalesHandy API key, which you can obtain from your SalesHandy account settings. Optionally, you can override the default base URL.

Q: How do I start the SalesHandy MCP Server? A: After installation and configuration, you can start the server using the command npm start.

Q: How do I connect to the server using an MCP client? A: You can connect to the server using an MCP client library (e.g., in TypeScript) by providing the necessary configuration, including your API key.

Q: What are the parameters for listing campaigns? A: The listCampaigns tool accepts parameters such as status (draft, scheduled, running, paused, completed), page, limit, and search.

Q: What parameters are required to create a new campaign? A: To create a campaign, you need to provide parameters such as name, subject, templateId, scheduleTime (ISO format), and contacts (list of contact IDs).

Q: How do I update the status of a campaign? A: Use the updateCampaignStatus tool, providing the campaignId and the new status.

Q: What parameters are available for listing contacts? A: The listContacts tool accepts parameters like page, limit, and search.

Q: What information is needed to create a new contact? A: When creating a contact, you should provide email, firstName, lastName, company, and tags.

Q: How can I update an existing contact’s information? A: Use the updateContact tool and provide the contactId along with any fields you want to update (e.g., email, firstName, lastName, company, tags).

Q: Can I deploy the SalesHandy MCP Server using Smithery? A: Yes, the server can be deployed using Smithery. Ensure your smithery.yaml is properly configured and provide the required configuration (API key) during deployment.

Q: Where can I get my SalesHandy API key? A: You can find your SalesHandy API key in your SalesHandy account settings.

Q: Is the SalesHandy MCP Server open source? A: The provided information indicates the project is licensed under the MIT License, suggesting it’s open source.

Q: How does the SalesHandy MCP Server integrate with the UBOS platform? A: The SalesHandy MCP Server acts as a connector within the UBOS ecosystem, allowing AI Agents built on UBOS to interact with and manage SalesHandy resources. UBOS provides the platform for orchestrating these agents and integrating them with other data sources and systems.