# Salesfinity Docs

> Product guides, REST API reference, and MCP server documentation for the Salesfinity parallel dialer.

- [Salesfinity Documentation](https://docs.salesfinity.ai/index.md): Product guides, REST API reference, and MCP server docs for the Salesfinity parallel dialer: integrations, Boss Mode, enrichment, and the AI Companion.
- [Developer Portal](https://docs.salesfinity.ai/developers.md): API keys, quickstarts, testing guidance, SDK-free client patterns, and machine-readable resources for building on Salesfinity.
- [Integrations Overview](https://docs.salesfinity.ai/integrations/overview.md): How Salesfinity connects to your CRM and sales engagement platform, what a connection can do, and how to set one up.
- [HubSpot](https://docs.salesfinity.ai/integrations/hubspot.md): Permissions Salesfinity needs in HubSpot, what it imports, what it writes back, and how to configure the integration.
- [Salesforce](https://docs.salesfinity.ai/integrations/salesforce.md): Permissions Salesfinity needs in Salesforce, what it imports, what it writes back, and how to configure production and sandbox orgs.
- [Outreach](https://docs.salesfinity.ai/integrations/outreach.md): Permissions Salesfinity needs in Outreach, what it imports, what it writes back, and how to configure call purposes and dispositions.
- [Gong](https://docs.salesfinity.ai/integrations/gong.md): How Salesfinity sends calls to Gong, works Gong Engage call tasks, what permissions the Gong app needs, and how to configure user and outcome mapping.
- [How Data Moves Between Platforms](https://docs.salesfinity.ai/integrations/data-flow.md): The path a contact takes into Salesfinity and the path a call takes back out, including sync states, retries, and what else flows between systems.
- [Troubleshooting Integrations](https://docs.salesfinity.ai/integrations/troubleshooting.md): What to do when an integration asks you to reconnect, reports a missing permission, imports nothing, or fails to sync a call.
- [Boss Mode](https://docs.salesfinity.ai/dialer/boss-mode.md): What Boss Mode is, how phone validation scores every mobile number on a list, and how the dialer uses those scores to reach more people.
- [Enrichment Overview](https://docs.salesfinity.ai/enrichment/overview.md): How Salesfinity fills in missing phone numbers and email addresses, where enrichment runs, and how credits work.
- [How Contact Enrichment Works](https://docs.salesfinity.ai/enrichment/contacts.md): How Salesfinity finds mobile numbers for contacts, what it does with the result, and what to expect while a run is in progress.
- [How Email Enrichment Works](https://docs.salesfinity.ai/enrichment/emails.md): How Salesfinity finds work and personal email addresses, where it runs, and how results and credits are handled.
- [AI Companion](https://docs.salesfinity.ai/ai-companion/overview.md): What the AI Companion is, what it can do across Salesfinity and your connected platforms, and how it plans, acts, and asks for approval.
- [Skills](https://docs.salesfinity.ai/ai-companion/skills.md): What a skill is, where skills come from, how the AI Companion decides to use one, and the limits that apply.
- [Creating Skills](https://docs.salesfinity.ai/ai-companion/creating-skills.md): Three ways to create a skill, the structure that makes one reliable, and the guided Skill Creator flow the AI Companion follows.
- [Importing Agent Skills](https://docs.salesfinity.ai/ai-companion/agent-skills.md): Bring skills written in the open Agent Skills format into Salesfinity from a GitHub link or an uploaded file.
- [Memory](https://docs.salesfinity.ai/ai-companion/memory.md): How the AI Companion remembers durable facts about you across conversations, what it will and will not save, and how to see and control what it knows.
- [Tutorials](https://docs.salesfinity.ai/tutorials/overview.md): Step-by-step tutorials for building, scoring, verifying, and working account and contact lists with the AI Companion, with prompts you can paste as they are.
- [Build an Account List](https://docs.salesfinity.ai/tutorials/build-account-list.md): Describe your ideal company in plain language and get a reviewed table of accounts on the canvas, then grow, trim, and enrich it.
- [Accounts from Signals](https://docs.salesfinity.ai/tutorials/accounts-from-signals.md): Build account lists from what companies are doing right now: hiring for a role, running or missing a technology, showing buying intent, or matching a size and department profile.
- [Score Your Accounts](https://docs.salesfinity.ai/tutorials/score-accounts.md): Rank a company list with the transparent Account Score, build a Scoring Profile that captures what a great account looks like for your team, and tune the weights.
- [Check Who Is Already in Your CRM](https://docs.salesfinity.ai/tutorials/verify-crm.md): Match every row on a list against HubSpot or Salesforce, then bring the owner, last activity, open deals, and any CRM field alongside so nobody calls an account a teammate owns.
- [Re-engage Closed-Lost Accounts](https://docs.salesfinity.ai/tutorials/reengage-closed-lost.md): Load closed-lost deals from HubSpot or Salesforce with their loss reasons, find the decision makers at each account, and turn them into a dialable list.
- [Track Job Changes](https://docs.salesfinity.ai/tutorials/track-job-changes.md): Find people who are new in seat, re-check whether your existing contacts have moved, and set up a routine that watches a list for job changes on a schedule.
- [Find Contacts at Target Accounts](https://docs.salesfinity.ai/tutorials/find-contacts.md): Turn a company table into a people table with three to five threads per account, pick the buying committee, enrich phone numbers with approval, and export a dialable list.
- [Build a Look-Alike Account List](https://docs.salesfinity.ai/tutorials/lookalike-accounts.md): Seed a search with your best customers, a pasted set of companies, or a single competitor, and get a list of companies that look like them.
- [Winning Skills](https://docs.salesfinity.ai/tutorials/winning-skills.md): Ready-made skills for the list-building plays that work, written in the format the Skills tab accepts, with the prompt that triggers each one.
- [API Reference](https://docs.salesfinity.ai/api-reference/introduction.md): The Salesfinity REST API: authentication, conventions, errors, and a complete index of every operation, generated from the OpenAPI description.
- [Errors](https://docs.salesfinity.ai/api-reference/errors.md): The JSON error envelope returned by every Salesfinity API endpoint, what each status code means, and how to recover from it.
- [Get All Lists](https://docs.salesfinity.ai/api-reference/endpoint/get-contact-lists-csv.md): Returns all CSV contact lists for the team with filtering, sorting, and pagination.
- [Get a List by ID](https://docs.salesfinity.ai/api-reference/endpoint/get-contact-list-by-id.md): Returns a single CSV contact list with all its contacts. Supports searching, sorting, and paginating contacts.
- [Create a List](https://docs.salesfinity.ai/api-reference/endpoint/create-list.md): Creates a new contact list
- [Add a Contact to a List](https://docs.salesfinity.ai/api-reference/endpoint/add-contact.md): Add a contact to an existing list
- [Remove a Contact from a List](https://docs.salesfinity.ai/api-reference/endpoint/remove-contact.md): Remove a contact from a contact list
- [Merge Lists](https://docs.salesfinity.ai/api-reference/endpoint/merge-lists.md): Merges contacts from one or more source lists into the target list. Optionally deletes the source lists after merging.
- [Delete a List](https://docs.salesfinity.ai/api-reference/endpoint/delete-contact-list.md): Delete a contact list
- [Add the List to Dialing Queue](https://docs.salesfinity.ai/api-reference/endpoint/reimport-contacts.md): Reimport contacts from CSV
- [Create a Note](https://docs.salesfinity.ai/api-reference/endpoint/create-note.md): Creates a note attached to a person (Contact) or company (Company), identified by domain identifiers rather than by list/contact IDs. For a person, supply at least one of linkedin_url, email, crm_id, or phone. For a company, supply at least one of website_url or name. If no matching record exists ye…
- [List Notes](https://docs.salesfinity.ai/api-reference/endpoint/list-notes.md): Looks up the person or company by the provided identifiers and returns the notes attached to it. Resolve-only: returns 404 if no matching record exists (nothing is created on read). Notes are sorted pinned first, then by createdAt descending. For a person, supply at least one of linkedin_url, email,…
- [Update a Note](https://docs.salesfinity.ai/api-reference/endpoint/update-note.md): Updates the content of an existing note. Only the original author may edit a note.
- [Delete a Note](https://docs.salesfinity.ai/api-reference/endpoint/delete-note.md): Deletes an existing note. Only the original author may delete a note.
- [Pin or Unpin a Note](https://docs.salesfinity.ai/api-reference/endpoint/pin-note.md): Toggles whether a note is pinned. Any team member may toggle a pin (not just the author). Pinned notes sort to the top.
- [Request an Email Enrichment](https://docs.salesfinity.ai/api-reference/endpoint/enrich-email.md): Starts an asynchronous lookup of a work or personal email address for a LinkedIn profile. Returns immediately with a request `_id` and a `status` of `pending`; the result is delivered later either by polling `GET /v1/api/enrichment/email/{id}` or via the optional `callback_url` webhook. Each complet…
- [Poll an Email Enrichment](https://docs.salesfinity.ai/api-reference/endpoint/get-email-enrichment.md): Returns the current state of an email enrichment request. While the lookup is in progress `status` is `pending` or `processing`. When finished `status` is `completed` (with the found `email`) or `not-found` (no email available). Polling is a fallback for the callback and is safe to call repeatedly —…
- [Request a Phone Enrichment](https://docs.salesfinity.ai/api-reference/endpoint/enrich-phone.md): Starts an asynchronous lookup of mobile and direct-dial phone numbers for a LinkedIn profile. Returns immediately with a request `_id` and a `status` of `pending`; a provider waterfall then runs in the background, validating each candidate number and completing on the first one that clears validatio…
- [Poll a Phone Enrichment](https://docs.salesfinity.ai/api-reference/endpoint/get-phone-enrichment.md): Returns the current state of a phone enrichment request. While the waterfall is running `status` is `pending` or `processing`. When finished `status` is `completed` (with the numbers in `phone_numbers`) or `not-found` (every eligible provider was exhausted without a number that passed validation). `…
- [Get Enrichment Credits](https://docs.salesfinity.ai/api-reference/endpoint/get-enrichment-credits.md): Returns the current enrichment credit balance for the team that owns the API key. Phone and email enrichment draw on the same pool: each completed lookup costs 1 credit.
- [Get All Users](https://docs.salesfinity.ai/api-reference/endpoint/get-team.md): Returns team information
- [Retrieve Call Logs](https://docs.salesfinity.ai/api-reference/endpoint/call-log.md): Retrieves a paginated list of call logs with filtering and sorting support.
- [Get Call Log by ID](https://docs.salesfinity.ai/api-reference/endpoint/get-call-log-by-id.md): Get a call log by ID
- [Retrieve Scored Calls](https://docs.salesfinity.ai/api-reference/endpoint/scored-calls.md): Retrieves a paginated list of AI-scored calls with detailed insights, scoring facets, lead qualification, and coaching recommendations.
- [Get Scored Call by ID](https://docs.salesfinity.ai/api-reference/endpoint/get-scored-call-by-id.md): Retrieves a single scored call by its ID with full AI-generated insight.
- [Get Dispositions](https://docs.salesfinity.ai/api-reference/endpoint/get-dispositions.md): Returns all dispositions available for the team, including default and custom dispositions
- [Get Disposition by ID](https://docs.salesfinity.ai/api-reference/endpoint/get-disposition-by-id.md): Get a specific disposition by its internal ID
- [Get Sequences](https://docs.salesfinity.ai/api-reference/endpoint/get-sequences.md): Returns all sequences used in call logs for the team
- [Get Sequence by ID](https://docs.salesfinity.ai/api-reference/endpoint/get-sequence-by-id.md): Get a specific sequence by ID
- [Get Snoozed Contacts](https://docs.salesfinity.ai/api-reference/endpoint/get-snoozed-contacts.md): Returns all snoozed contacts for the team with pagination and filtering
- [Get Snoozed Contact by ID](https://docs.salesfinity.ai/api-reference/endpoint/get-snoozed-contact-by-id.md): Get a snoozed contact by ID
- [Get Snoozed Contact by LinkedIn](https://docs.salesfinity.ai/api-reference/endpoint/get-snoozed-contact-by-linkedin.md): Get a snoozed contact by LinkedIn username
- [Update Snoozed Contact](https://docs.salesfinity.ai/api-reference/endpoint/update-snoozed-contact.md): Update a snoozed contact
- [Delete Snoozed Contact](https://docs.salesfinity.ai/api-reference/endpoint/delete-snoozed-contact.md): Delete a snoozed contact
- [Get Follow-up Tasks](https://docs.salesfinity.ai/api-reference/endpoint/get-follow-ups.md): Returns all follow-up tasks for the team with pagination
- [Get Custom Fields](https://docs.salesfinity.ai/api-reference/endpoint/get-custom-fields.md): Returns all custom field mappings configured for the team. Custom fields represent field mappings between Salesfinity and integrated CRM platforms.
- [Get Analytics Overview](https://docs.salesfinity.ai/api-reference/endpoint/analytics-overview.md): Returns aggregated analytics metrics with growth rates compared to the previous period
- [Get List Performance](https://docs.salesfinity.ai/api-reference/endpoint/analytics-list-performance.md): Returns call metrics grouped by contact list with pagination
- [Get SDR Performance](https://docs.salesfinity.ai/api-reference/endpoint/analytics-sdr-performance.md): Returns call metrics grouped by SDR (user) with pagination
- [MCP Overview](https://docs.salesfinity.ai/mcp/overview.md): Connect Salesfinity to Claude AI and other MCP-compatible clients
- [Connect to Claude.ai](https://docs.salesfinity.ai/mcp/claude-ai.md): Set up Salesfinity MCP on Claude.ai desktop and web apps
- [Connect to Claude Code](https://docs.salesfinity.ai/mcp/claude-code.md): Set up Salesfinity MCP in the Claude Code CLI
- [Other MCP Clients](https://docs.salesfinity.ai/mcp/other-clients.md): Connect Salesfinity to Cursor, Windsurf, and other MCP-compatible clients
- [Tool Reference](https://docs.salesfinity.ai/mcp/tools.md): Detailed documentation for every Salesfinity MCP tool
- [Use Cases](https://docs.salesfinity.ai/mcp/use-cases/overview.md): Practical ways to use Claude x Salesfinity MCP to automate workflows and boost sales performance
- [For Managers & Leaders](https://docs.salesfinity.ai/mcp/use-cases/managers.md): Use cases for VP of Sales, SDR Managers, and team leads using Claude x Salesfinity MCP
- [For Sales Reps & SDRs](https://docs.salesfinity.ai/mcp/use-cases/reps.md): Use cases for individual sales reps and SDRs using Claude x Salesfinity MCP
- [For Everyone](https://docs.salesfinity.ai/mcp/use-cases/shared.md): Reporting, analytics, and advanced use cases for the entire sales team

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)

## Optional

- [Help Center](https://support.salesfinity.ai)
- [Blog](https://salesfinity.ai/blog)