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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.

Use Salesfinity directly from your terminal with Claude Code.

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Setup

Add the Salesfinity MCP server to your Claude Code configuration: 
claude mcp add salesfinity \
  --transport streamable-http \
  https://mcp.salesfinity.ai/mcp
The first time you use a Salesfinity tool, Claude Code will open the OAuth authorization page in your browser. Enter your API key to connect.

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Verify the connection

claude
> Can you get my team info from Salesfinity?

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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

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Configuration file

If you prefer to edit the config file directly, add this to your ~/.claude.json or project .claude.json: 
{
  "mcpServers": {
    "salesfinity": {
      "type": "streamable-http",
      "url": "https://mcp.salesfinity.ai/mcp"
    }
  }
}