> ## 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.

# MCP Overview

> Connect Salesfinity to Claude AI and other MCP-compatible clients

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.

<Card title="Connect MCP with Claude" icon="bolt" href="https://claude.ai/settings/connectors?modal=add-custom-connector&connectorName=Salesfinity&connectorUrl=https://mcp.salesfinity.ai/mcp">
  One-click setup — opens Claude.ai with the Salesfinity connector pre-filled. Requires a Claude Pro, Team, or Enterprise plan.
</Card>

## What is MCP?

[Model Context Protocol (MCP)](https://modelcontextprotocol.io) 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?

<CardGroup cols={2}>
  <Card title="Manage Contact Lists" icon="address-book">
    Create lists, add or remove contacts, search and filter across all your lists
  </Card>

  <Card title="Analyze Call Performance" icon="chart-line">
    Get analytics overviews, SDR performance breakdowns, and list-level metrics
  </Card>

  <Card title="Review Call Logs" icon="phone">
    Search and filter call logs, view AI-scored calls with coaching recommendations
  </Card>

  <Card title="Manage Webhooks" icon="webhook">
    Create, update, and monitor webhook subscriptions and delivery logs
  </Card>
</CardGroup>

### 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

<CardGroup cols={2}>
  <Card title="Connect to Claude.ai" icon="bolt" href="/mcp/claude-ai">
    Step-by-step setup for Claude.ai (Desktop & Web)
  </Card>

  <Card title="Connect to Claude Code" icon="terminal" href="/mcp/claude-code">
    Setup for Claude Code CLI
  </Card>

  <Card title="Connect other clients" icon="plug" href="/mcp/other-clients">
    Cursor, Windsurf, and other MCP-compatible clients
  </Card>

  <Card title="Tool reference" icon="book" href="/mcp/tools">
    Detailed documentation for every MCP tool
  </Card>
</CardGroup>