# Zendesk Sell MCP connector The Zendesk Sell connector brings your leads, contacts, notes, tasks, and pipeline stages into Claude, ChatGPT, Cursor, and the Elaichi Agent, so each salesperson can ask about and update their own Zendesk Sell records under their own login. Source: https://elaichi.ai/connectors/zendesksell/ ## Facts | | | | --- | --- | | Application | Zendesk Sell | | Category | CRM | | AI tools | 101 | | Authentication | OAuth or API key | | Needs your own OAuth app | Yes | | MCP endpoint | https://api.elaichi.ai/mcp | | Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent | | Tools advertised by name | No. 101 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` | ## What you can ask once Zendesk Sell is connected - List deals that moved stage this week - Summarize open tasks for my Zendesk Sell contacts - Which contacts have notes but no next task ## Connect Zendesk Sell in Elaichi This happens once for the organization, before any client is involved. 1. Open Connections, choose Add connection, and pick Zendesk Sell. 2. Optionally set Share with, then press Connect. 3. Supply your own Zendesk Sell app, then approve. Zendesk Sell needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization. Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Zendesk Sell tools are exposed, rename them, or freeze arguments before anyone points a client at it. ## Connect Zendesk Sell to Claude Endpoint: https://api.elaichi.ai/mcp 1. Open Customize, then Connectors. 2. Press Add. 3. Name it, paste the MCP server URL, then Continue. 4. Sign in and approve. On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves. ## Connect Zendesk Sell to ChatGPT Endpoint: https://api.elaichi.ai/mcp 1. Open Plugins, then press the + button. 2. Name it and paste the endpoint into Server URL. 3. Leave Authentication on OAuth, then tick the risk acknowledgement. 4. Press Create, then sign in and approve. Works on the web today. The plugin directory lives at chatgpt.com/plugins. ## Connect Zendesk Sell to Cursor Endpoint: https://api.elaichi.ai/mcp 1. Open `~/.cursor/mcp.json`. 2. Add the endpoint under `mcpServers`. 3. Reload Cursor, then sign in and approve. Set up per machine, so repeat it on each computer you work from. ## Connect Zendesk Sell to any MCP client Endpoint: https://api.elaichi.ai/mcp 1. Add the endpoint as a remote MCP server. 2. Sign in and approve. The Elaichi Agent already has these tools, with nothing to set up. ## What the consent screen decides Only Read is granted by default, which is not enough to call a Zendesk Sell tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone. ## What teams do with Zendesk Sell through Elaichi ### Catch a contact up after a call Sales. Tell the agent what was said and it adds a note to the right Zendesk Sell contact and fixes the phone number or title that changed. The record is current before the next meeting starts. ### Turn a conference badge scan into a lead Sales. Paste the name, company, and email from a business card and a new lead lands in Zendesk Sell with the right lead source attached. No form to fill in on the phone. ### See what is due before the day starts Sales. Ask which Zendesk Sell tasks are overdue or due today and which leads each one belongs to, then push the ones that slipped to tomorrow in the same conversation. ### Clean up duplicate and stale leads Sales operations. Pull every lead from a given source, spot the ones that duplicate an existing contact, and update or remove them so reps stop calling the same person twice. ### Check which lead sources convert Marketing. List the lead sources set up in Zendesk Sell and the leads that came from each, then compare them against the pipeline stages to see where webinar and paid leads actually end up. ### Review rep activity without opening the CRM Sales leadership. Ask for the notes and tasks a rep logged this week and get a plain summary of who they spoke to and what is still open, drawn from live Zendesk Sell records. ## Frequently asked questions ### How do I connect Zendesk Sell to Claude? In Elaichi, choose Zendesk Sell from the connector list. Zendesk Sell asks you to register an OAuth application in its settings once, so whoever connects it pastes in that application's client ID and secret and then signs in to Zendesk Sell in the browser; after that first setup, everyone else just signs in with their own Zendesk Sell login. Then in Claude open Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Your Zendesk Sell leads, contacts, notes, and tasks are available in Claude from the next conversation. ### Does Zendesk Sell work with ChatGPT and Cursor as well as Claude? Yes. Once Zendesk Sell is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client, and the Elaichi Agent. You connect Zendesk Sell once and every client you use picks it up. ### What can an AI agent actually do with my Zendesk Sell data? An agent can look up any lead or contact in Zendesk Sell, create new ones, and update them when details change. It can read and write notes, create and reschedule tasks, and list your users, pipeline stages, and lead sources so it can answer questions like who owns a lead or where a source's leads tend to stall. Because Zendesk Sell exposes a lot of actions, short concrete asks such as "add a note to Priya Shah saying she wants a demo Tuesday" work better than long paragraphs. ### Does connecting Zendesk Sell give the AI access to everyone's leads and contacts? No. Every request to Zendesk Sell runs as the person who signed in, so a rep who can only see their own leads and contacts in Zendesk Sell sees exactly the same through Claude or ChatGPT. Elaichi can narrow that further, for example to read only, but it can never grant anything the person's Zendesk Sell account does not already allow. ### Can my team share one Zendesk Sell connection? Yes. One person connects Zendesk Sell in Elaichi, brings the client ID and secret once, and shares the connection with a team, so nobody else ever handles a credential. Each teammate still signs in to Zendesk Sell as themselves, so a note or lead created through the connection is recorded under that person's name in the audit log. ### Can I stop an agent from deleting or changing things in Zendesk Sell? Yes. In Elaichi you can block individual actions on Zendesk Sell, such as deleting contacts, leads, notes, or tasks, while leaving reading and creating open. A blocked action is never shown to Claude, ChatGPT, or Cursor at all, so no prompt, accidental or otherwise, can reach it. ### What happens to a Zendesk Sell connection when someone leaves? When you offboard someone in Elaichi, their access to Zendesk Sell through every AI client ends immediately, and their past actions stay in the audit log under their name. A shared Zendesk Sell connection keeps working for everyone else on the team. If you ever want Zendesk Sell out entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, and the Elaichi Agent at the same time. ## All 101 Zendesk Sell tools Every tool below is callable through https://api.elaichi.ai/mcp once Zendesk Sell is connected, subject to the toolbox it is in and the restrictions on the caller. - **List all Zendesk Sell contacts** (List). List all contacts in Zendesk Sell. Returns fields such as id, name, first_name, last_name, email, phone, owner_id, and created_at in the response. - **Get single Zendesk Sell contact by ID** (Get). Get a specific contact in Zendesk Sell using the required id. Returns key contact fields such as name, organization, contact details, and owner information. - **Create a Zendesk Sell contact** (Create). Create a new contact in Zendesk Sell. Requires name if contact is an organization or last_name if individual. Returns id, name, is_organization, owner_id, customer_status, and prospect_status in the response. - **Update a Zendesk Sell contact by ID** (Update). Update a contact in Zendesk Sell using id. If the contact does not exist, an error is returned. The response includes key fields such as id, name, and updated contact details. - **Delete a Zendesk Sell contact by ID** (Delete). Delete an existing contact in Zendesk Sell using id. This operation permanently removes the contact and cannot be undone. - **List all Zendesk Sell users** (List). List all users in Zendesk Sell. Returns user details including id, name, email, role, status, and created_at for each user. - **Get single Zendesk Sell user by ID** (Get). Get a specific user in Zendesk Sell using id. Returns fields such as id, name, email, and role for the user. - **List all Zendesk Sell notes** (List). List all notes in Zendesk Sell. Returns key fields such as id, content, resource_type, resource_id, creator_id, created_at, and updated_at for each note available to the user. - **Get single Zendesk Sell note by ID** (Get). Get a specific note in Zendesk Sell by id. Returns fields such as content, resource_type, resource_id, and created_at for the note. - **Delete a Zendesk Sell note by ID** (Delete). Delete a specific note in Zendesk Sell using id. If the note does not exist, an error is returned. This operation cannot be undone. - **Update a Zendesk Sell note by ID** (Update). Update a specific note in Zendesk Sell using id. Returns updated note fields such as id, content, tags, type, and is_important. - **Create a Zendesk Sell note** (Create). Create a new note in Zendesk Sell using resource_type, resource_id, and content. Returns id, content, resource_type, resource_id, and created_at fields in the response. - **List all Zendesk Sell stages** (List). List all stages in Zendesk Sell. Returns key fields including id, name, pipeline_id, category, position, likelihood, and active status for each stage. - **List all Zendesk Sell tasks** (List). List all tasks in Zendesk Sell. Returns task details including id, content, completed status, due_date, and owner information. No required parameters. - **Get single Zendesk Sell task by ID** (Get). Get a single task in Zendesk Sell using id. Returns task details such as title, owner_id, due_date, and status. If the task does not exist, an error is returned. - **Delete a Zendesk Sell task by ID** (Delete). Delete a task in Zendesk Sell using id. If the specified task does not exist, an error is returned. This operation cannot be undone. - **Update a Zendesk Sell task by ID** (Update). Update a task in Zendesk Sell using id. Returns task fields such as content, due_date, owner_id, resource_type, resource_id, completed, and remind_at in the response. - **Create a Zendesk Sell task** (Create). Create a new task in Zendesk Sell. Requires content. The response returns key fields such as id, content, due_date, remind_at, and resource_type for the created task. The remind_at date must be earlier than due_date. - **List all Zendesk Sell leads** (List). List all leads in Zendesk Sell. Returns lead details including id, name, organization_name, status, email, phone, and other key fields. - **Get single Zendesk Sell lead by ID** (Get). Get a specific lead in Zendesk Sell using id. Returns key fields such as name, organization, contact details, and creation info. - **Delete a Zendesk Sell lead by ID** (Delete). Delete a lead in Zendesk Sell using id. This permanently removes the lead and cannot be undone. Returns an error if the specified lead does not exist. - **Create a Zendesk Sell lead** (Create). Create a new lead in Zendesk Sell. Requires either last_name for an individual or organization_name for an organization. Returns lead details including id, name, status, and owner information. - **Update a Zendesk Sell lead by ID** (Update). Update a lead in Zendesk Sell using id. If the lead does not exist, an error is returned. The response includes updated lead fields such as id, first_name, last_name, organization_name, status, and tags. - **List all Zendesk Sell lead sources** (List). List all lead-sources in Zendesk Sell. Returns fields like id, name, created_at, and updated_at for each source. - **Get single Zendesk Sell lead source by ID** (Get). Get a specific lead source in Zendesk Sell by id. Returns key fields such as name, creator_id, and created_at for the identified lead source. - **Create a Zendesk Sell lead source** (Create). Create a new lead source in Zendesk Sell. Requires name, which must be unique. Returns id, creator_id, name, resource_type, created_at, and updated_at in the response. - **Update a Zendesk Sell lead source by ID** (Update). Update a specific lead source in Zendesk Sell. Requires id. Returns fields such as id, name, and resource_type reflecting the updated source details. The name must be unique. - **Delete a Zendesk Sell lead source by ID** (Delete). Delete a specific lead-sources in Zendesk Sell using id. This operation removes the resource permanently and cannot be undone. Returns error if lead-source does not exist. - **List all Zendesk Sell deals** (List). List all deals in Zendesk Sell. Returns deal fields such as id, name, value, stage_id, and owner_id for each deal available to the user. - **Get single Zendesk Sell deal by ID** (Get). Get details of a specific deal in Zendesk Sell using id. Returns key deal fields including name, value, stage, and owner. - **Create a Zendesk Sell deal** (Create). Create a new deal in Zendesk Sell. Requires name and contact_id. Returns the deal id, name, contact_id, value, currency, stage_id, and creation timestamps. - **Delete a Zendesk Sell deal by ID** (Delete). Delete a deal in Zendesk Sell using id. Removes all associated contacts in a single call. If the deal does not exist, an error is returned. This operation cannot be undone. - **Update a Zendesk Sell deal by ID** (Update). Update a deal in Zendesk Sell using id. Returns updated deal information including name, value, currency, stage_id, owner_id, and tags. Note: the tags field replaces the existing set each time it is updated. - **List all Zendesk Sell calls** (List). List all calls in Zendesk Sell. Returns call details such as made_at, direction, duration, and associated resource information in the response. - **Get single Zendesk Sell call by ID** (Get). Get details of a specific call in Zendesk Sell using id. Returns key fields such as call duration, direction, phone_number, outcome, and recorded_at for call tracking and history. - **Create a Zendesk Sell call** (Create). Create a call in Zendesk Sell. Requires phone_number. Returns id, phone_number, duration, and recording_url fields representing the created call’s details. - **Delete a Zendesk Sell call by ID** (Delete). Delete an existing call in Zendesk Sell using id. This operation permanently removes the call and cannot be undone. Returns error if the specified call does not exist. - **Update a Zendesk Sell call by ID** (Update). Update a specific call in Zendesk Sell using id. Returns updated fields such as summary, outcome_id, duration, phone_number, incoming, missed, made_at, and external_id in the response. - **List all Zendesk Sell lead conversions** (List). List all lead conversions in Zendesk Sell. Returns details including lead_id, individual_id, organization_id, deal_id, and creator_id for each conversion. Records are sorted in descending order by lead conversion ID. - **Create a Zendesk Sell lead conversion** (Create). Create a lead conversion in Zendesk Sell using lead_id. Converts a lead into an individual, organization, and optionally a deal. Returns the created lead conversion record with details of newly created entities. - **List all Zendesk Sell me** (List). Get details of the authenticating user in Zendesk Sell. Returns user information such as id, name, email, and role based on the provided authentication credentials. - **List all Zendesk Sell pipelines** (List). List all pipelines in Zendesk Sell. Returns details for each pipeline including id, name, and whether it's enabled. - **List all Zendesk Sell accounts** (List). Get details of the authenticated account in Zendesk Sell. Returns key fields including account id, name, email, and role information. - **List all Zendesk Sell custom fields** (List). List all custom fields for a specific resource type in Zendesk Sell. Requires resource_type. Returns fields including name, key, and data type for the specified resource. - **List all Zendesk Sell associated contacts** (List). List associated contacts for a specific deal in Zendesk Sell. Requires deal_id. Returns contact_id, role, and created_at for each associated contact. - **Create a Zendesk Sell associated contact** (Create). Create an associated contact in Zendesk Sell for a specific deal using deal_id and contact_id. Returns contact_id, created_at, and updated_at in the response. - **Delete a Zendesk Sell associated contact by ID** (Delete). Delete an associated contact in Zendesk Sell. Requires deal_id and id. Removes the contact link from the deal. This operation cannot be undone and returns an error if the deal does not exist. - **List all Zendesk Sell call outcomes** (List). List all call-outcomes in Zendesk Sell. Returns a list of call outcomes sorted by id in ascending order with key fields describing each outcome. - **Get single Zendesk Sell call recording by ID** (Get). Retrieve a call recording in Zendesk Sell using id. Returns the call's audio recording file in MP3 format. - **List all Zendesk Sell collaborations** (List). List all collaborations in Zendesk Sell available to the authenticated user. Returns fields such as id, creator_id, resource_id, and resource_type for each collaboration. - **Get single Zendesk Sell collaboration by ID** (Get). Get a specific collaboration in Zendesk Sell using id. Returns collaboration details such as type, related resource references, and timestamps. - **Create a Zendesk Sell collaboration** (Create). Create a new collaboration in Zendesk Sell by providing collaborator_id, resource_id, and resource_type. Returns the created collaboration details including assigned collaborator and associated resource information. - **Delete a Zendesk Sell collaboration by ID** (Delete). Delete a collaboration in Zendesk Sell using id. Permanently removes the collaboration. Returns error if id does not exist. - **List all Zendesk Sell deal sources** (List). List all deal sources in Zendesk Sell. Returns key fields including id, name, created_at, and updated_at for each deal source. - **Get single Zendesk Sell deal source by ID** (Get). Get a specific deal source in Zendesk Sell using id. Returns deal source details including id, name, and creation metadata. If the source does not exist, an error is returned. - **Create a Zendesk Sell deal source** (Create). Create a new deal source in Zendesk Sell. Requires name, which must be unique. Returns the created source's id and name in the response. - **Update a Zendesk Sell deal source by ID** (Update). Update a deal source in Zendesk Sell using id. The source name must be unique. Returns updated fields including name and resource_type in the response. - **Delete a Zendesk Sell deal source by ID** (Delete). Delete an existing deal source in Zendesk Sell using id. Returns an error if the specified source does not exist. This operation cannot be undone. - **List all Zendesk Sell deal unqualified reasons** (List). List all deal unqualified reasons in Zendesk Sell. Returns id, name, created_at, and updated_at fields for each reason. - **Get single Zendesk Sell deal unqualified reason by ID** (Get). Get a specific deal unqualified reason in Zendesk Sell using id. Returns fields such as id, creator_id, name, created_at, and updated_at in the response. - **Create a Zendesk Sell deal unqualified reason** (Create). Create a deal unqualified reason in Zendesk Sell. Requires name. The name must be unique. Returns the created reason object with its id, name, and creation details. - **Update a Zendesk Sell deal unqualified reason by ID** (Update). Update a deal unqualified reason in Zendesk Sell by id. Requires id. The name field must be unique. Returns updated unqualified reason data including id, creator_id, and name. - **Delete a Zendesk Sell deal unqualified reason by ID** (Delete). Delete a specific deal-unqualified-reason in Zendesk Sell using id. This action permanently removes the unqualified reason and cannot be undone. Returns an error if the id does not exist. - **List all Zendesk Sell documents** (List). List documents attached to a specific resource in Zendesk Sell. Requires resource_type and resource_id. Returns document id, name, created_at, updated_at, and associated resource details. - **Get single Zendesk Sell document by ID** (Get). Get a specific document in Zendesk Sell using id. Returns id, resource_type, name, and download_url for file retrieval. Requires id. - **List all Zendesk Sell lead unqualified reasons** (List). List all lead unqualified reasons in Zendesk Sell. Returns each reason's id, name, and availability details. - **List all Zendesk Sell line items** (List). List line-items for an order in Zendesk Sell. Requires order_id. Returns each line item's id, name, sku, description, value, currency, quantity, created_at, and updated_at. - **Get single Zendesk Sell line item by ID** (Get). Get a specific line item in Zendesk Sell using order_id and id. Returns details about the line item such as quantity, price, and product information. - **Create a Zendesk Sell line item** (Create). Create a line item in Zendesk Sell for a given order_id. Requires order_id, product_id, and currency. Returns line item id, product details, value, variation, and currency used in the response. - **Update a Zendesk Sell line item by ID** (Update). Update a specific line item in Zendesk Sell for the given order_id and id. Returns updated fields such as value, variation, currency, and quantity for the line item. - **Delete a Zendesk Sell line item by ID** (Delete). Delete a specific line-item from an order in Zendesk Sell using order_id and id. This operation permanently removes the line item and cannot be undone. Returns confirmation of deletion in the response. - **List all Zendesk Sell loss reasons** (List). List all loss reasons in Zendesk Sell. Returns fields such as id, name, created_at, and updated_at for each loss reason. - **Get single Zendesk Sell loss reason by ID** (Get). Get a specific loss reason in Zendesk Sell using id. Returns key fields such as id, name, and active status in the response. - **Create a Zendesk Sell loss reason** (Create). Create a new loss reason in Zendesk Sell. Requires unique name. Returns id and name of the created loss reason in the response. - **Update a Zendesk Sell loss reason by ID** (Update). Update a loss reason in Zendesk Sell using id. The name must be unique. Returns data including id and name of the updated loss reason. - **Delete a Zendesk Sell loss reason by ID** (Delete). Delete a specific loss reason in Zendesk Sell using id. This permanently removes the record and cannot be undone. Returns an error if the reason with the provided id does not exist. - **List all Zendesk Sell orders** (List). List all orders in Zendesk Sell. Returns key fields including id, deal_id, value, and status for each order. - **Get single Zendesk Sell order by ID** (Get). Get a specific order in Zendesk Sell using id. Returns key fields including deal_id, discount, and updated_at in the response. - **Create a Zendesk Sell order** (Create). Create an order in Zendesk Sell using deal_id. Returns details such as order id, deal_id, and discount applied. - **Update a Zendesk Sell order by ID** (Update). Update an order in Zendesk Sell using id. Returns updated order fields including id and deal_id to confirm changes were applied. - **Delete a Zendesk Sell order by ID** (Delete). Delete an existing order in Zendesk Sell by id. Removes the order and all associated line items in a single call. This operation cannot be undone. - **List all Zendesk Sell products** (List). List all products in Zendesk Sell. Returns id, name, description, sku, active, cost, cost_currency, prices, created_at, and updated_at fields for each product. - **Get single Zendesk Sell product by ID** (Get). Get details of a specific product in Zendesk Sell using id. Returns product fields such as name, description, price, and currency in the response. - **Create a Zendesk Sell product** (Create). Create a product in Zendesk Sell. Requires 'name' and 'prices'. Returns fields such as id, name, sku, description, cost, and prices in the response. - **Update a Zendesk Sell product by ID** (Update). Update a product in Zendesk Sell using id. Returns updated product details including name, description, sku, active status, pricing information, and cost settings. Entire prices array must be provided if included. - **Delete a Zendesk Sell product by ID** (Delete). Delete a product in Zendesk Sell by id. This permanently removes the product from the catalog but does not affect existing orders or line items. Returns confirmation of deletion or an error if the product does not exist. - **List all Zendesk Sell sequence enrollments** (List). List all sequence enrollments in Zendesk Sell. Returns key details about each enrollment such as id, resource_type, resource_id, and status. - **Get single Zendesk Sell sequence enrollment by ID** (Get). Get details about a specific sequence-enrollment in Zendesk Sell using id. Returns key fields such as enrollment status, sequence_id, user_id, and timestamps in the response. If the enrollment does not exist, an error is returned. - **Create a Zendesk Sell sequence enrollment** (Create). Create a sequence enrollment in Zendesk Sell using sequence_id, resource_type, and resource_id. Returns details of the created enrollment including its id, sequence_id, and resource information. - **Update a Zendesk Sell sequence enrollment by ID** (Update). Update a sequence enrollment in Zendesk Sell using id. Allows changing the state of the enrollment between 'active' and 'finished'. Returns updated enrollment fields including id, sequence_id, and state. - **Zendesk Sell sequence enrollments finish** (Action). Finish ongoing sequence enrollments for a given resource in Zendesk Sell. Optionally specify resource_id, resource_type, and sequence_ids to restrict which sequences are finished. Returns confirmation of completed operations. - **List all Zendesk Sell sequences** (List). List all sequences in Zendesk Sell. Returns key fields such as id, name, and steps for each sequence. - **List all Zendesk Sell tags** (List). List all tags in Zendesk Sell. Returns key fields such as tag id, name, and resource type for each tag available to the user. - **Get single Zendesk Sell tag by ID** (Get). Get details of a specific tag in Zendesk Sell using the required id. Returns fields such as id and name representing the tag’s identifier and label. - **Create a Zendesk Sell tag** (Create). Create a tag in Zendesk Sell with required parameters name and resource_type. The name must be unique within the resource_type. Returns the created tag's details in the response. - **Update a Zendesk Sell tag by ID** (Update). Update a tag in Zendesk Sell using id. Requires id. Returns updated tag details including id, name, and resource_type. - **Delete a Zendesk Sell tag by ID** (Delete). Delete a tag in Zendesk Sell by id. Removes the tag from all associated resources. Returns an error if the tag does not exist. This action cannot be undone. - **List all Zendesk Sell text messages** (List). List all text messages in Zendesk Sell. Returns fields such as id, body, direction, and created_at for each text message. - **Get single Zendesk Sell text message by ID** (Get). Get a specific text message in Zendesk Sell using id. Returns details such as message content, direction, status, and timestamps. If the id does not exist, an error is returned. - **List all Zendesk Sell visits** (List). List all visits in Zendesk Sell. Returns fields such as id, visited_at, creator_id, resource_type, and outcome_id for each visit. - **List all Zendesk Sell visit outcomes** (List). List all visit outcomes in Zendesk Sell. Returns fields like id, name, and active status for each visit outcome available to the user.