> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect to Claude.ai

> Set up Salesfinity MCP on Claude.ai desktop and web apps

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

<Card title="Connect MCP with Claude" icon="bolt" href="https://claude.ai/settings/connectors?modal=add-custom-connector&connectorName=Salesfinity&connectorUrl=https://mcp.salesfinity.ai/mcp">
  One-click setup — opens Claude.ai with the Salesfinity connector pre-filled.
</Card>

## Video walkthrough

<iframe src="https://www.tella.tv/video/claude-x-salesfinity-dmks/embed?b=0&title=0&a=1&loop=0&autoPlay=false&t=0&muted=0&wt=0" width="100%" style={{ aspectRatio: '16/9', borderRadius: '8px' }} allowFullScreen allow="autoplay; encrypted-media" />

## Prerequisites

* A [Claude Pro, Team, or Enterprise](https://claude.ai/upgrade) subscription (MCP integrations require a paid plan)
* A Salesfinity API key — generate one in [Settings → Connections & API](https://preview.salesfinity.co/dashboard/settings)

## Step-by-step setup

<Steps>
  <Step title="Open Claude.ai settings">
    Go to [claude.ai](https://claude.ai) and click on your profile icon in the bottom-left corner, then select **Settings**.
  </Step>

  <Step title="Navigate to Integrations">
    In the settings panel, click **Integrations** in the sidebar. You'll see a section for MCP integrations.
  </Step>

  <Step title="Add the Salesfinity integration">
    Click **Add more integrations**, then enter the MCP server URL:

    ```
    https://mcp.salesfinity.ai/mcp
    ```
  </Step>

  <Step title="Authorize with your API key">
    You'll be redirected to the Salesfinity authorization page. Enter your API key and click **Connect**.

    <Note>
      Your API key is securely exchanged for an OAuth token. Salesfinity never stores your key on the MCP server.
    </Note>
  </Step>

  <Step title="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"*
  </Step>
</Steps>

## 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.

## Troubleshooting

| Issue                          | Solution                                                                                                                                      |
| ------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------- |
| "Unauthorized" error           | Your API key may be invalid or expired. Generate a new one in [Settings](https://preview.salesfinity.co/dashboard/settings) and re-authorize. |
| Tools not appearing            | Make sure the integration shows as "Connected" in Claude Settings → Integrations. Try removing and re-adding it.                              |
| "Invalid API Key" on auth page | Double-check you're using an API key from the Connections & API section, not another credential.                                              |

<Note>
  Need help? Email us at [hello@salesfinity.co](mailto:hello@salesfinity.co) or visit the [Help Center](https://support.salesfinity.ai).
</Note>