Connect MCP with Claude
One-click setup — opens Claude.ai with the Salesfinity connector pre-filled.
Video walkthrough
Prerequisites
- A Claude Pro, Team, or Enterprise subscription (MCP integrations require a paid plan)
- A Salesfinity API key — generate one in Settings → Connections & API
Step-by-step setup
1
Open Claude.ai settings
Go to claude.ai and click on your profile icon in the bottom-left corner, then select Settings.
2
Navigate to Integrations
In the settings panel, click Integrations in the sidebar. You’ll see a section for MCP integrations.
3
Add the Salesfinity integration
Click Add more integrations, then enter the MCP server URL:
4
Authorize with your API key
You’ll be redirected to the Salesfinity authorization page. Enter your API key and click Connect.
Your API key is securely exchanged for an OAuth token. Salesfinity never stores your key on the MCP server.
5
Start using it
Return to Claude and start a new conversation. The Salesfinity tools are now available. Try asking:“Show me all my contact lists”
Verifying the connection
After setup, you can verify the integration is working by looking for the Salesfinity icon in the tools section at the bottom of the Claude chat input. You can also ask Claude: “Can you check my Salesfinity connection by getting my team info?” Claude will call theget_team tool and display your team details.
Troubleshooting
Need help? Email us at [email protected] or visit the Help Center.