MCP Overview - Salesfinity API Docs

The Salesfinity MCP (Model Context Protocol) server lets AI assistants like Claude interact directly with your Salesfinity account — managing contact lists, reviewing call logs, analyzing performance, and more — all through natural language.

Connect MCP with Claude

One-click setup — opens Claude.ai with the Salesfinity connector pre-filled. Requires a Claude Pro, Team, or Enterprise plan.

What is MCP?

Model Context Protocol (MCP) is an open standard that lets AI applications securely connect to external tools and data sources. Instead of copy-pasting data between Salesfinity and your AI assistant, MCP gives the assistant direct access to your Salesfinity data.

What can you do with Salesfinity MCP?

Manage Contact Lists

Create lists, add or remove contacts, search and filter across all your lists

Analyze Call Performance

Get analytics overviews, SDR performance breakdowns, and list-level metrics

Review Call Logs

Search and filter call logs, view AI-scored calls with coaching recommendations

Manage Webhooks

Create, update, and monitor webhook subscriptions and delivery logs

Example prompts

Once connected, you can ask Claude things like:

“Show me all my contact lists”
“Create a new list called Q2 Outbound with these 5 contacts…”
“How many calls did my team make last week? What was the connect rate?”
“Show me the top-performing SDRs this month”
“Which contact lists have the highest answer rates?”
“Show me all AI-scored calls below 50 from last week”
“Set up a webhook to notify me on Slack when a call is logged”

Available tools

The MCP server exposes the following tools to AI assistants:

Tool	Description
`get_contact_lists`	List all contact lists with search, filtering, and sorting
`get_contact_list_by_id`	Get a single list with all contacts, search, sort, and pagination
`create_contact_list`	Create a new contact list with contacts
`add_contact_to_list`	Add a contact to an existing list
`remove_contact_from_list`	Remove a contact from a list
`delete_contact_list`	Permanently delete a contact list
`reimport_contacts`	Reimport contacts to the dialing queue
`get_team`	Get team info and members
`get_call_logs`	Search and filter call logs
`get_call_log_by_id`	Get a specific call log
`get_scored_calls`	List AI-scored calls with filters
`get_scored_call_by_id`	Get a scored call with full AI analysis
`get_dispositions`	List all call dispositions
`get_disposition_by_id`	Get a specific disposition
`get_sequences`	List all sequences
`get_sequence_by_id`	Get a specific sequence
`get_snoozed_contacts`	List snoozed contacts with filters
`get_snoozed_contact_by_id`	Get a snoozed contact
`get_snoozed_contact_by_linkedin`	Look up snoozed contact by LinkedIn
`update_snoozed_contact`	Update a snoozed contact
`delete_snoozed_contact`	Remove a contact from the snooze list
`get_follow_ups`	List follow-up tasks
`get_custom_fields`	Get custom field definitions
`get_analytics_overview`	Aggregated metrics with growth rates
`get_list_performance`	Performance metrics by contact list
`get_sdr_performance`	Performance metrics by SDR
`create_webhook`	Create a webhook subscription
`get_webhooks`	List all webhooks
`get_webhook_by_id`	Get a specific webhook
`update_webhook`	Update a webhook
`delete_webhook`	Delete a webhook
`get_webhook_events`	List available webhook event types
`get_webhook_logs`	Get delivery logs for a webhook

Next steps

Connect to Claude.ai

Step-by-step setup for Claude.ai (Desktop & Web)

Connect to Claude Code

Setup for Claude Code CLI

Connect other clients

Cursor, Windsurf, and other MCP-compatible clients

Tool reference

Detailed documentation for every MCP tool