What Is Salesgenie MCP?
Salesgenie MCP brings Salesgenie business and consumer data into ChatGPT and Claude. Describe the customers or prospects you want to reach in plain language, and Salesgenie translates your request into a search of real Salesgenie records. You can review the available audience, preview sample records, and purchase a list without rebuilding your criteria in another tool.
If you already have a customer or prospect file, paid Salesgenie subscribers can also use the integration to match and enrich those records. The result is a faster way to build and improve lists while staying in the AI workspace where you already plan, research, and work.
Key Benefits
- Work with data you can trust: Connect ChatGPT or Claude to Salesgenie business data compiled from thousands of sources and supported by ongoing human and AI verification or consumer data compiled from 100+ sources and updated monthly.
- Build lists faster: Describe your audience conversationally instead of translating it into a long series of search selections.
- Stay in your existing workflow: Define your audience, refine your criteria, review counts, and preview results in ChatGPT or Claude.
- Reach business or consumer audiences: Search for businesses using criteria such as industry, location, employee size, and sales volume, or find consumers using criteria such as location, age, and income.
- Improve the data you already own: Paid subscribers can fill gaps in existing business or consumer files and receive enriched records back through their AI workspace.
- Choose how you buy: Search is available on all Salesgenie plans. You can purchase individual lists at standard Salesgenie pricing without a paid subscription. Enrichment is available with paid Salesgenie plans.
What Can You Do With Salesgenie MCP?
Capability | What It Does | Example Request |
|---|---|---|
Business Search | Find companies by business name, address, city, state, industry, employee size, sales volume, or proximity to a geographic point. | Show me dentists in Austin, Texas, with fewer than 20 employees. |
Consumer Search | Find households by street, city, state, age, or income. | Find people aged 55 to 70 in Scottsdale, Arizona, with household income over $150,000. |
Business Enrichment | Match an existing business file and add available details such as verified address, phone, website, industry, employee size, sales volume, and contacts. | Enrich this lead list and tell me which companies have more than 50 employees. |
Consumer Enrichment | Match an existing consumer file and add available details such as standardized address, age range, income range, and email. | Enrich this customer list and group the matched records by age range. |
How It Works
Search for and purchase a list
1. Connect Salesgenie to ChatGPT or Claude
Use the Salesgenie MCP custom URL to add the connection to your preferred AI tool. A Salesgenie account is required.
Connection URL: https://mcp.data-axle.com/mcp
Set up Salesgenie MCP in ChatGPT
- Open ChatGPT and go to Plugins.
- Select Add a custom plugin.
- Name the plugin Salesgenie.
- Paste in your Salesgenie MCP link.
- Click Add.
- When prompted, sign in using your Salesgenie username and password.
- Approve the connection.
- For the Salesgenie search tools, select Always Allow for a smoother experience.
Set up Salesgenie MCP in Claude
- Open Claude and go to Customize.
- Select Connectors.
- Click Add custom connector.
- Name the plugin Salesgenie.
- Paste in your Salesgenie MCP link.
- Click Add, then Connect.
- Sign in using your Salesgenie username and password.
- For the Salesgenie search tools, select Always Allow for a smoother experience.
2. Describe the audience you want to reach
Tell ChatGPT or Claude who you are trying to find. You can start with a complete request or ask the AI assistant to help define an audience using the criteria Salesgenie supports.
3. Refine your search
Review the search criteria, audience count, and sample records. Continue the conversation to narrow or expand the audience. Customers on a free plan will see partially masked sample records.
4. Request a checkout link
When you are satisfied with the audience, ask for a Salesgenie checkout link. Review pricing and complete the list purchase in Salesgenie at standard list pricing.
5. Put your list to work
Download your purchased data and use it in your CRM, email platform, spreadsheet, or other approved sales and marketing workflows.
Enrich an existing file
Enrichment is available to paid Salesgenie subscribers and uses plan credits.
1. Upload your file
Upload or paste a business or consumer file in ChatGPT or Claude. Matching requires a name and full address. For the smoothest experience, process up to 100 records at a time to help prevent session timeouts.
2. Ask Salesgenie to enrich the records
Describe the information you want to add or how you want to organize the results. For example, ask Salesgenie to add industry and employee size, then group the matched businesses by industry.
3. Review the match and credit estimate
Before processing begins, Salesgenie shows how many records matched and how many credits the request will use. Nothing is deducted until you confirm.
4. Confirm and receive your enriched records
After you confirm, the enriched data is returned through your AI workspace. You are charged one credit for each matched record and one additional credit for each matched email. Unmatched records are not charged.
Getting Started
Before you connect, confirm that you have:
- A Salesgenie account. A free account supports search and one-time list purchases. A paid subscription is required for enrichment.
- Access to ChatGPT or Claude. Salesgenie MCP supports these two applications at launch.
- The Salesgenie MCP connection URL.: https://mcp.data-axle.com/mcp
- A clear starting audience or file. For search, know the general type of customer you want to reach. For enrichment, prepare records containing a name and full address.
Current Search Criteria
Salesgenie MCP can currently use the following criteria to narrow a search:
Business Search | Consumer Search |
|---|---|
Business name | Street address |
Additional selectors are available directly within the Salesgenie platform.
Example Prompts
- To get started, try copying one of these prompts and adapt it to your business:
- I sell [product or service]. Who should I target? Use only criteria you can search in Salesgenie, and tell me which criteria you used.
- Find law firms in California with 5 to 25 employees. Show me the available count and sample records.
- Find residents aged 35 to 65 in Phoenix, Arizona, with household income above $100,000.
- Enrich this business list, add industry and employee size where available, and rank the matched companies by employee count.
- Clean up the addresses in this customer file, add ZIP codes where available, and tell me how many records matched before I approve the enrichment.
Frequently Asked Questions
Which AI tools work with Salesgenie MCP?
Salesgenie MCP supports ChatGPT and Claude at launch. The integration is added through a custom URL rather than a public connector directory.
Do I need a Salesgenie account?
Yes. You need a Salesgenie account to connect and use the integration.
Do I need a paid Salesgenie subscription?
Not for search or one-time list purchases. Search is available on all plans, although free-plan users see partially masked sample records. Enrichment requires a paid Salesgenie subscription.
How does list pricing work?
After refining an audience, request a checkout link in ChatGPT or Claude. You will review pricing and complete the purchase in Salesgenie at standard list pricing.
How do enrichment credits work?
Salesgenie shows the total credit requirement and asks you to confirm before processing. You are charged one credit for each matched record and one additional credit for each matched email. You are not charged for records that do not match.
What information is required for enrichment?
Matching requires a name and full address. Business and consumer enrichment return all supported fields that are available for each matched record.
How many records can I enrich at once?
For the smoothest experience, upload or paste records in batches of up to 100. This helps prevent ChatGPT or Claude session timeouts.
Can I purchase a list without leaving ChatGPT or Claude?
You can define and refine the audience, review counts, and preview sample records in your AI workspace. The final purchase is completed through a Salesgenie checkout link.
Why use the integration if I already use the Salesgenie platform?
The MCP connector gives you another way to access the same Salesgenie data where you may already be planning and researching. You can describe and refine an audience conversationally, and paid subscribers can upload and enrich files without first rebuilding the task in another interface.
How does Salesgenie support data quality?
Salesgenie business data is compiled from more than 4,000 sources and supported by human and AI review, including more than 25 million verification calls each year. Consumer data is compiled from more than 100 sources, cross-validated, and updated monthly. Contact data is not modeled.
Why did my search not return the audience I expected?
Confirm that your request uses criteria supported in the current release. ZIP code, radius, job title, business email, homeowner status, and home value cannot currently be used as search filters. Try revising the request using supported criteria such as city, state, industry, employee size, age, or income.
What happens if I do not see an enrichment response?
First, check whether the AI platform reached a token, message, context, or tool-use limit. Also verify that the connector is still authenticated. Avoid immediately submitting the same records until you confirm whether the first call completed.
Why are Salesgenie tools missing after connection?
Refresh or reconnect the connector in the AI platform, then start a new conversation. If the tools remain unavailable, verify the endpoint, authentication status, account permissions, and platform support for remote MCP servers.
Can I mix business and consumer records in one AI call?
Use separate requests. Business enrichment requires business name plus full address; consumer enrichment requires consumer name plus full address.
Where can I get help?
Phone: 877.708.3844
Email: [email protected]
Or reach out to your dedicated Data Axle representative, if applicable.