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Connect Salesfinity to Claude to work with your sales data in conversation. Setup takes about a minute.

Connect MCP with Claude

One-click setup: opens Claude with the Salesfinity connector pre-filled.

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Video walkthrough

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Prerequisites

  • A Claude account. Custom connectors are available on every Claude plan, and the Free plan allows one. On Team and Enterprise plans, an Owner first adds the connector under Organization settings → Connectors; each member then connects it with an API key. See Anthropic’s custom connector guide.
  • A Salesfinity API key. Create one in the Salesfinity dashboard under Settings → Connections → API & Webhooks with Create New API Key.

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Step-by-step setup

1

Open Claude's connector settings

In Claude, go to Customize → Connectors, choose + Add, then Add custom connector. The one-click card above opens this form already filled in.
2

Add the Salesfinity server

Name the connector Salesfinity and enter the server URL:
Leave the OAuth client ID and secret empty. Claude registers itself with the Salesfinity server automatically.
3

Sign in with your API key

When Claude asks you to sign in, it opens the Salesfinity authorization page: paste your API key and click Connect. Salesfinity checks the key by reading your team, then sends you back to Claude.
Claude stores an access token rather than the key you typed, and sends it with every request. The token carries your key in signed form, so it is as sensitive as the key until it expires. The MCP server keeps no copy of the key: the one-time authorization code that carries it during sign-in expires after 5 minutes and is deleted as soon as Claude uses it.
4

Turn it on in a conversation

In a chat, open the + menu at the lower left, choose Connectors, and switch on Salesfinity. Then try:

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Verifying the connection

Ask Claude: Claude calls the get_team tool and shows your team name and members. Tell Claude which member you are, so it can use your user ID for anything it creates or changes on your behalf.

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Troubleshooting

Need help? Email us at [email protected] or visit the Help Center.

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Next steps

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