Salesforge MCP Server - Connect with Claude

What is the Salesforge MCP Server?

The Salesforge MCP Server lets you connect your Salesforge account to Claude AI using the Model Context Protocol (MCP). Once connected, you can manage your entire outreach workflow through natural conversation — list workspaces, create contacts, launch sequences, check analytics, and more — without switching between tools.

MCP is an open standard developed by Anthropic that allows AI assistants to interact with external services securely. Your API key stays on your machine and is only used to authenticate requests to the Salesforge API.

What You Can Do

With the Salesforge MCP Server connected to Claude, you can:

• Workspaces — List, create, and view workspace details

• Contacts — Create individual or bulk contacts, search and filter by tags or validation status

• Sequences — Create, launch, pause, and manage multichannel sequences (email + LinkedIn)

• Sequence Nodes — Build workflow steps with action nodes, condition nodes, and branching logic

• Mailboxes — View connected mailboxes and their status

• Sender Profiles — Manage and assign sender profiles to sequences

• Enrollments — Enroll or remove contacts from sequences using filters

• Email Validation — Start validation runs and review results

• Webhooks — Create and manage event webhooks

• Do-Not-Contact — Add emails or domains to your DNC list

Prerequisites

• A Salesforge account with API access

• Claude Desktop (macOS or Windows) or Claude Code

Step 1: Get Your API Key

1. Log in to your Salesforge account

2. Go to Settings > API

3. Click Generate API Key

4. Copy the key and store it somewhere safe — you will need it in the next step

Step 2: Configure Claude Desktop

1. Open Claude Desktop

2. Go to Settings > Developer > Edit Config

3. This opens the claude_desktop_config.json file. Add the following configuration:

{
  "mcpServers": {
    "salesforge": {
      "url": "https://mcp.salesforge.ai/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY_HERE"
      }
    }
  }
}

Replace YOUR_API_KEY_HERE with the API key you copied in Step 1.

4. Save the file and restart Claude Desktop.

Step 2 (Alternative): Configure Claude Code

If you use Claude Code (the CLI tool), add the server to your project or global settings:

claude mcp add salesforge --transport streamable-http --url https://mcp.salesforge.ai/mcp --header "Authorization: Bearer YOUR_API_KEY_HERE"

Step 3: Verify the Connection

After restarting Claude, try asking:

• "List my Salesforge workspaces"

• "Show me the sequences in my Salesforge One workspace"

• "Create a new contact in workspace X"

If the connection is working, Claude will use the Salesforge MCP tools to fetch data from your account and respond with real results.

Troubleshooting

Claude does not show Salesforge tools

Make sure you saved the config file correctly and restarted Claude Desktop. Check that the JSON is valid (no trailing commas or missing brackets).

Getting "Unauthorized" errors

Double-check your API key. You can regenerate a new one from Settings > API in Salesforge if needed.

Connection timeout

Verify that you can reach https://mcp.salesforge.ai/health from your browser. If it returns {"status":"ok"}, the server is running correctly.

FAQ

Is my API key stored securely?

Yes. Your API key is stored locally in the Claude Desktop config file on your machine. It is sent directly to the Salesforge API over HTTPS and is never shared with third parties.

Do I need to install anything?

No. The Salesforge MCP Server is hosted for you at mcp.salesforge.ai. You just need to add the configuration to Claude Desktop or Claude Code.

Which Salesforge plan do I need?

Any plan that includes API access.

Can I use this with other AI tools?

The MCP Server works with any client that supports the Model Context Protocol. Currently, Claude Desktop and Claude Code have built-in MCP support.