> ## 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 Code

> Set up Salesfinity MCP in the Claude Code CLI

Use Salesfinity directly from your terminal with [Claude Code](https://docs.anthropic.com/en/docs/claude-code).

## Setup

Add the Salesfinity MCP server to your Claude Code configuration:

```bash theme={null}
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.

## Verify the connection

```bash theme={null}
claude
> Can you get my team info from Salesfinity?
```

## Example usage

```bash theme={null}
# 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

If you prefer to edit the config file directly, add this to your `~/.claude.json` or project `.claude.json`:

```json theme={null}
{
  "mcpServers": {
    "salesfinity": {
      "type": "streamable-http",
      "url": "https://mcp.salesfinity.ai/mcp"
    }
  }
}
```