Server details
An unauthenticated request to
/mcp gets 401 with a WWW-Authenticate header pointing at the
protected-resource metadata, so a client that supports MCP authorization discovers the rest by itself. The
sign-in page asks for a Salesfinity API key, which you create under
Settings → Connections → API & Webhooks.
The server closes a session after 30 minutes without a request. A request on a closed session fails with
Bad Request: Server not initialized; reconnect the server in your client to start a new session.
Cursor
Add the server to.cursor/mcp.json in your project, or to ~/.cursor/mcp.json to use it in every project:
Windsurf
Add the server to Windsurf’s MCP configuration file,mcp_config.json, using serverUrl for the address.
Windsurf’s MCP documentation gives the file’s location on your system.
Generic MCP client
For any other MCP client, use these connection details:- Transport type: Streamable HTTP
- Endpoint:
https://mcp.salesfinity.ai/mcp - Auth: OAuth 2.0, discovered from
/.well-known/oauth-authorization-server. On first connection the sign-in page asks for your Salesfinity API key.
Client configuration varies, so check your client’s documentation for the exact format. The server URL and
transport are the same for every client.
Header authentication
A client that cannot run a browser sign-in, such as a script or a hosted agent, can send the API key itself in anx-api-key header on every request to /mcp. In a client that takes a headers map, such as Cursor:
Authorization: Bearer header is authenticated by that header alone, and x-api-key is ignored.
Next steps
Browse use cases
Ready-to-paste prompts for managers, reps and everyone else.
See every tool
What each tool reads or changes, and the API operation behind it.