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Connect Salesfinity once, then ask Claude about your team’s calls, reps, lists and sequences in plain language. Claude reads your live data and can make changes for you, such as building a list or working your task queue. No code is needed. If you can add a connector in Claude, you can set this up in about a minute.

Connect MCP with Claude

One-click setup: opens Claude with the Salesfinity connector pre-filled. Custom connectors work on every Claude plan; the Free plan allows one.

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Get started in a minute

1

Create an API key

In Salesfinity, go to Settings → Connections → API & Webhooks and click Create New API Key. You paste it once, when Claude asks you to sign in.
2

Add the connector

Use the one-click card above, or follow the guide for Claude, Claude Code or another client. The server URL is https://mcp.salesfinity.ai/mcp.
3

Tell Claude who you are

The connection belongs to your team, so start with your name. Claude looks up your user ID and uses it for anything it creates for you.
4

Ask a real question

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What is MCP?

Model Context Protocol (MCP) is an open standard that lets AI applications connect to external tools and data sources. Instead of copying data between Salesfinity and your AI assistant, MCP lets the assistant read and change your Salesfinity data itself.

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What can you do with Salesfinity MCP?

Manage contact lists

Create, merge and clean up lists, and refill a list’s dialing queue

Run the Sequencer

Build sequences, enroll contacts, and work the task queue. Sequencer is in early access.

Analyze call performance

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

Review call logs

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

Enrich contacts

Find a mobile number or an email address for a LinkedIn profile

Keep notes

Read and write notes on people and companies

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Example prompts

Once connected, try prompts like these. Copy one and change the names to fit. More ideas, by role:
  • “Show me the top-performing SDRs this month”
  • “Which call tasks are due for me today?”
  • “Create a new list called Q2 Outbound with these 5 contacts…”
  • “Find a work email for linkedin.com/in/janedoe”
  • “Add a note on Acme: renewal moved to Q3”
See Use cases for a full library for managers, reps and everyone else.

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How the connection works

Keep these in mind before letting an assistant act on your account:
  • The connection is your team, not you. An API key identifies a team, so the assistant cannot tell which team member is asking. Tell it your name or email; it looks up your user ID with get_team. Tools that write on behalf of someone, such as creating a list or completing a task, take that ID as user_id.
  • Some tools reach people or spend credits. Enabling a sequence with an email step lets it send, completing a manual_email task sends that email, and enrich_email and enrich_phone spend an enrichment credit when they find something. delete_contact_list and delete_sequencer_sequence cannot be undone.
  • Usage counts against your team’s rate limits. The MCP server draws on the same per-team budget as every API key on the team, and waits out short limits for the assistant. How tools behave covers errors, timeouts and retries.

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Available tools

The server has 114 tools, one for each operation in the REST API, grouped the same way. Each tool’s section in the reference links the operation it calls.

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Next steps

Connect to Claude

Setup for Claude on the web, desktop and mobile.

Connect other clients

Claude Code, Cursor, Windsurf and any other MCP client.

Browse use cases

Ready-to-paste prompts for managers, reps and everyone else.

See every tool

What each tool reads or changes, including the Sequencer tools.