Skip to main content

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.

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.