MCP Integration — Connect AI Assistants to Salesmotion — Help Center

What is MCP?

The Model Context Protocol (MCP) is an open standard that lets AI assistants connect directly to external data sources. Instead of copy-pasting data into your AI tool, MCP gives the assistant live access to your Salesmotion intelligence — accounts, signals, contacts, and company research — so it can pull exactly what it needs, when it needs it.

Salesmotion's MCP server is a hosted service at mcp.salesmotion.io. There's nothing to install or run — just connect your AI tool and start using it.

What your AI assistant can do

Once connected, your AI assistant has access to 13 tools:

Tool	What it does
account_insights	Complete AI-generated account brief in one call — profile, SWOT, value framework, research, talking points. Resolves by name, domain, or ID.
list_accounts	Browse accounts by score, priority, owner, or recent signal activity
search_accounts	Search accounts by company name, domain, or keyword
get_account	Full account record with all AI intelligence sections
get_company	Look up any company by domain, LinkedIn URL, or stock symbol
get_contacts	Ranked contacts at an account with role change info
get_contact	Full contact detail with person insights, talking points, and intro paths
search_contacts	Search contacts by name or title across all accounts
get_signals	Buying signals — earnings calls, news, hiring, M&A, funding, SEC filings, clinical trials
get_signal	Full signal content — transcript, AI analysis, audio, documents
get_signal_counts	Quick signal count breakdown by type
get_usage	API quota and request breakdown
submit_feedback	Report data issues or suggest improvements

The server also includes three guided workflows (prompts) that chain tools together automatically:

Account Research — Deep-dive on a company with signals and contacts
Meeting Prep — Prepare for a meeting with a specific person
Pipeline Signals — Scan all accounts for recent buying signals

Setup: Claude.ai

Open claude.ai and go to Settings
Click Connectors in the left sidebar
Click Add custom connector
Set the name to Salesmotion
Set the URL to https://mcp.salesmotion.io/mcp
Click Connect
You'll be redirected to a Salesmotion authorization page — enter your API key and click Authorize

That's it. Claude now has access to your Salesmotion data. Try asking it to "Research Acme Corp using Salesmotion" or "Show me accounts with recent earnings calls."

Setup: Claude Desktop

Add this to your Claude Desktop MCP configuration file:

{
  "mcpServers": {
    "salesmotion": {
      "type": "url",
      "url": "https://mcp.salesmotion.io/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Replace YOUR_API_KEY with your Salesmotion API key. Restart Claude Desktop to activate the connection.

Setup: Claude Code (CLI)

Add the same configuration to your ~/.claude.json file under the mcpServers key:

{
  "mcpServers": {
    "salesmotion": {
      "type": "url",
      "url": "https://mcp.salesmotion.io/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Setup: Microsoft Copilot and other MCP clients

Point your MCP client at:

MCP endpoint: https://mcp.salesmotion.io/mcp
Authentication: Bearer token in the Authorization header
OAuth discovery: https://mcp.salesmotion.io/.well-known/oauth-authorization-server

The server supports OAuth 2.0 with PKCE (S256) and dynamic client registration for clients that require it.

Getting your API key

Your Salesmotion API key is available in the Salesmotion app under Settings > API. If you don't see it, contact your account admin or email support@salesmotion.io.

Example conversations

Here are some things you can ask your AI assistant once connected:

"Research [Company Name] — give me the full account brief with recent signals"
"Find all my accounts with earnings calls in the last 30 days"
"Who are the top contacts at [Company Name]? Any recent role changes?"
"Prepare me for a meeting with [Person Name] at [Company Name]"
"Show me hiring signals across my priority 1 accounts this month"
"Look up Apple by domain — what's their latest earnings call about?"

Troubleshooting

"Authentication failed" error

Your API key may be invalid or expired. Check that you're using the correct key from Settings > API in the Salesmotion app.

"Not found" error

Verify the ID is correct. Account IDs are numbers (e.g. 4798), contact IDs are strings (e.g. cnt_abc123).

"Rate limit exceeded" error

You've used all available API requests for this billing period. Ask the assistant to run get_usage to check when your quota resets.

Tools not showing up in Claude.ai

Try disconnecting and reconnecting the connector in Settings > Connectors. Claude.ai caches the tool list — reconnecting forces a refresh.

Frequently asked questions

Is MCP access included in my plan?

MCP access uses the same API credentials and quota as the REST API. It's available on the Enterprise plan.

Is my data secure?

The MCP server doesn't store any data. Every request passes through to the Salesmotion API using your API key, and the response is returned directly to your AI assistant. The server is hosted on Vercel with TLS encryption.

Can I use MCP and the REST API at the same time?

Yes. They share the same API key and quota. The MCP server is a thin layer on top of the REST API — it provides the same data in a format AI assistants can work with directly.

Which AI tools support MCP?

Claude (claude.ai, Claude Desktop, Claude Code), Microsoft Copilot, and any tool that implements the Model Context Protocol. The ecosystem is growing — check with your AI tool vendor for MCP support.

MCP Integration — Connect AI Assistants to Salesmotion