Connect Claude
Add Salesly to Claude as a custom connector in a few clicks.
This guide connects Claude (web or desktop app) to your Salesly account. It takes about two minutes and only needs one URL — no keys, no technical setup.
Before you start
- You need a paid Claude plan that supports custom connectors.
- Have your MCP server URL ready: in Salesly, go to Settings → Integrations, find the MCP / AI assistants card, and copy the URL. See the overview if you can't find it.
Connect Salesly to Claude
Open Claude's connector settings
In Claude, click your initials (bottom-left) and open Settings, then go to the Connectors section.
Add a custom connector
Click Add custom connector (you may need to scroll past the built-in connectors to find it).
Paste your Salesly URL
Give the connector a name like Salesly, paste your MCP server URL into
the URL field, and click Add. You don't need to fill in anything else —
leave any advanced or optional fields empty.
Sign in to Salesly and approve
Click Connect. Your browser opens a Salesly page: sign in with your normal Salesly email and password, review the list of permissions, and press Approve. You're then sent back to Claude.
Enable it in a chat
In a new chat, open the tools menu (the sliders icon in the message box) and make sure the Salesly connector is turned on. Then just ask something — for example: "List my opportunities that are still in process."
Disconnecting
You can disconnect from either side:
- In Salesly: Settings → Integrations → MCP / AI assistants → Revoke next to Claude. This cuts off access immediately.
- In Claude: Settings → Connectors → remove the Salesly connector.
Having trouble?
See the troubleshooting tips in the overview, or contact Salesly support.