Claude × Salesfinity

TL;DR
Sales leaders don’t lack data.
They lack fast answers.

Ask Claude questions in plain English and get real, structured answers from your Salesfinity data in seconds.

No dashboards, exports or manual analysis.
Just insight to action, instantly.

🧠 What the integration does

Once connected, Claude securely queries your Salesfinity workspace via MCP (Model Context Protocol).

This means Claude can:

• Pull real analytics and performance data

• Compare time periods, reps, or teams

• Analyze call activity, connects, conversations, and meetings

• Generate structured reports and summaries

• Create and push lists directly into Salesfinity

This is not a static export or copied data. Claude works on live Salesfinity data and responds in real time.

🎥 A real example from the field

A sales leader is running late to a meeting and types into Claude:

“Make a report on how the Salesfinity SDR team did last month versus the previous month, including top performers and what they did differently.”

Claude immediately:

• Pulls last month and previous month performance data

• Compares key metrics

• Identifies top performers

• Highlights what changed in their activity and conversations

• Generates a professional, shareable report

What used to require dashboards, filters, and manual work now happens in a single prompt.

🚀 How teams are using this today

Sales teams use Claude × Salesfinity to:

• Generate team and rep performance reports

• Identify top performers and what drives their results

• Understand changes in connects, conversations, and meetings

• Answer leadership questions instantly, without preparation

• Turn insights into action by creating and pushing lists

In short, faster insight, clearer coaching, and quicker decisions.

🔌 How to enable the integration

Enabling the Claude × Salesfinity integration only needs to be done once.

Here is a step-by-step how-to video

The setup covers:

• Adding Salesfinity as a custom connector in Claude

• Generating a Salesfinity API key

• Authenticating the connection securely

Once enabled, Claude becomes a real-time interface to your Salesfinity data.
You ask the question. Claude pulls the data and gives you the answer.

Start using it today.

If you liked this article, check this one out:

[Salesfinity Shipped - Our january product updates]