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Connect Salesfinity to Claude.ai to manage your sales data through natural conversation. Setup takes under a minute.

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Video walkthrough

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Prerequisites

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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:
https://mcp.salesfinity.ai/mcp
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”

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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 the get_team tool and display your team details.

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Troubleshooting

IssueSolution
”Unauthorized” errorYour API key may be invalid or expired. Generate a new one in Settings and re-authorize.
Tools not appearingMake sure the integration shows as “Connected” in Claude Settings → Integrations. Try removing and re-adding it.
”Invalid API Key” on auth pageDouble-check you’re using an API key from the Connections & API section, not another credential.
Need help? Email us at [email protected] or visit the Help Center.