Skip to main content
The Salesfinity MCP server works with any client that supports the Model Context Protocol. Below are setup instructions for popular clients.

Server details

FieldValue
Server URLhttps://mcp.salesfinity.ai/mcp
TransportStreamable HTTP
AuthenticationOAuth 2.0 (Authorization Code flow)
Authorization URLhttps://mcp.salesfinity.ai/oauth/authorize
Token URLhttps://mcp.salesfinity.ai/oauth/token

Cursor

Add to your Cursor MCP settings (.cursor/mcp.json in your project or global config):
{
  "mcpServers": {
    "salesfinity": {
      "url": "https://mcp.salesfinity.ai/mcp"
    }
  }
}
Open the Cursor settings UI, navigate to MCP, and verify the Salesfinity server shows as connected.

Windsurf

Add to your Windsurf MCP configuration (~/.codeium/windsurf/mcp_config.json):
{
  "mcpServers": {
    "salesfinity": {
      "serverUrl": "https://mcp.salesfinity.ai/mcp"
    }
  }
}

Generic MCP client

For any MCP-compatible client, use these connection details:
  • Transport type: Streamable HTTP
  • Endpoint: https://mcp.salesfinity.ai/mcp
  • Auth: The server supports OAuth 2.0 discovery via /.well-known/oauth-authorization-server
The OAuth flow will prompt you to enter your Salesfinity API key on first connection.
Client configuration varies — check your specific client’s documentation for the exact format. The server URL and transport type are the same across all clients.