Connect Salesfinity to Claude Code

Use Salesfinity from your terminal with Claude Code.

Setup

Add the Salesfinity server as a remote HTTP server:

claude mcp add --transport http salesfinity https://mcp.salesfinity.ai/mcp

Then sign in. Start Claude Code, run /mcp, select salesfinity and authenticate. Your browser opens the Salesfinity authorization page: paste your API key, from Settings → Connections → API & Webhooks, and click Connect. Claude Code stores the resulting access token and refreshes it on its own.

Verify the connection

claude
> Can you get my team info from Salesfinity?

Claude calls get_team and lists your team’s members. Tell it which one you are, so it can pass your user ID to tools that create or change things on your behalf.

Example usage

# Ask about your contact lists
> Show me all my contact lists sorted by name

# Create a list
> Create a contact list called "Demo Prospects" with user_id 680edc0d1504192884a148e0

# Check analytics
> What's my team's call performance for the last 7 days?

# Search call logs
> Show me all answered calls from this week with recordings

Configuration file

To share the server with everyone working in a repository, add it to .mcp.json at the project root. Servers added with claude mcp add for yourself are stored in ~/.claude.json.

{
  "mcpServers": {
    "salesfinity": {
      "type": "http",
      "url": "https://mcp.salesfinity.ai/mcp"
    }
  }
}

Each person signs in through /mcp with an API key, so no key goes in the file.

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Connect Salesfinity to Claude Code

Setup

Verify the connection

Example usage

Configuration file

Next steps

Browse use cases

See every tool

​Setup

​Verify the connection

​Example usage

​Configuration file

​Next steps

Browse use cases

See every tool

Setup

Verify the connection

Example usage

Configuration file

Next steps