Mavlonbek MuratovFeb 3, 2026
Claude x Salesfinity
136views
Claude x Salesfinity
Mavlonbek Muratov
Learn how to connect your cloud account with Salesfinity MCP. This involves adding a custom connector in your cloud account settings and generating an API key from Salesfinity.
Claude x Salesfinity
Mavlonbek Muratov
Learn how to connect your cloud account with Salesfinity MCP. This involves adding a custom connector in your cloud account settings and generating an API key from Salesfinity.
Chapters
00:00
Connecting Cloud Account
Learn how to connect your cloud account with Salesfinity MCP.
00:07
Add Custom Connector
00:19
Connector Details
00:41
Salesfinity API Key
00:51
Completion
Transcript
00:00
hi there.
00:01
In this video I'll show you how to connect your cloud account with salesfinity mcp.
00:06
Here's how to get started.
00:07
First go to your cloud account and click Settings and from here go to Connectors.
00:13
On the Connections page just click Add Custom Connector and type in salesfinity.
00:19
For the MCP Server URL, type in MCP salesfinity AI MCP for the client id, put salesfinity and this one is going to be salesfinity as well.
00:32
And then click Add That's it.
00:35
After that you will be able to connect and all you need is your salesfinity API key.
00:41
To do that go to your Settings connections and click Create New API Key.
00:46
Copy your API key and then add in on the next step and you are all set.
00:51
It's that simple.
00:52
If you have any questions, let me know.
00:54
Otherwise, have a wonderful day.
1 Comment
1 Comment
A
AnonymousFeb 3, 2026
Hi Mav, we've followed the steps but after adding the connector we get an error when we click connect and paste our API key. We get an error from Claude saying we are not authorized, even if the person doing that is an admin.