MCP Quick Guide

This guide will help you connect the Salescaling MCP server with your favorite client in less than 5 minutes.

Step 1: Get your API Key

1. Log in to app.salescaling.com

2. Go to Settings > API Keys

3. Click on "Create New API Key"

4. Give it a name (e.g., "MCP Claude Desktop")

5. Copy the key

⚠️ Important: Save the key in a safe place, it is only shown once.

Step 2: Configure your Client

Claude Desktop (Recommended)

macOS:

1. Open Terminal

2. Run:

nano ~/Library/Application\ Support/Claude/claude_desktop_config.json

1. Paste this configuration (replace YOUR_API_KEY):

{
  "mcpServers": {
    "salescaling": {
      "url": "https://api.salescaling.com/api/v1/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

1. Save (Ctrl+O, Enter, Ctrl+X)

2. Restart Claude Desktop

Windows:

1. Open File Explorer

2. Navigate to: %APPDATA%\Claude\

3. Open claude_desktop_config.json with Notepad

4. Paste the configuration (replace YOUR_API_KEY)

5. Save and restart Claude Desktop

Claude or other clients with OAuth (no API Key in the file)

If your client uses OAuth Clients instead of an API key (for example Claude with browser login):

1. In Salescaling: Settings → OAuth Clients and create a client.

2. Add as Redirect URI the Claude URL: https://claude.ai/api/mcp/auth_callback

3. Configure the oauth block of the MCP client with authorizationUrl, tokenUrl, clientId and scopes.

The detailed guide, URL table, and JSON example are in MCP Server → MCP Connection via OAuth Clients.

Cursor IDE

1. Open Cursor

2. Go to Settings (Cmd/Ctrl + ,)

3. Search for "MCP"

4. Add:

{
  "mcp.servers": {
    "salescaling": {
      "url": "https://api.salescaling.com/api/v1/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

1. Restart Cursor

Step 3: Verify the Connection

In Claude Desktop

1. Open Claude Desktop

2. Look for the tools icon (🔧) in the sidebar

3. You should see "salescaling" listed

4. Click to see the 11 available tools

In Cursor

1. Open the Cursor chat

2. Type: @salescaling

3. You should see the server available

Step 4: Test a Search

Try this prompt in Claude or Cursor:

Search my meetings from the last week

Claude/Cursor should:

1. Automatically use the tool list_meetings

2. Show your recent meetings

3. Allow you to ask follow-up questions

Prompt Examples

Once connected, try these prompts:

Basic Search

Search for meetings about "pricing" from the last month

Meeting Analysis

Give me the summary of the meeting with ID abc-123

Aggregate Analysis

Analyze all my meetings from December and give me insights on:
- Most discussed topics
- Common objections
- Identified opportunities

Full Transcript

Show me the full transcript of the latest meeting with client XYZ

Advanced Search

Search for meetings where "implementation" or "timeline" was mentioned 
in the transcripts from the last 3 months

Troubleshooting

❌ "I can't find the salescaling server"

Solution:

1. Check that the configuration file is in the correct location

2. Confirm that the JSON is valid (no extra commas)

3. Fully restart the client

4. Check the client logs for errors

❌ "Unauthorized - missing or invalid API key"

Solution:

1. Verify that you copied the full API key

2. Confirm that the key has not expired

3. Check that there are no extra spaces at the beginning or end

4. Generate a new key if necessary

❌ "I can't find the configuration file"

macOS:

# Create the directory if it does not exist
mkdir -p ~/Library/Application\ Support/Claude/

# Create the file
touch ~/Library/Application\ Support/Claude/claude_desktop_config.json

Windows:

# Create the directory if it does not exist
New-Item -ItemType Directory -Force -Path "$env:APPDATA\Claude"

# Create the file
New-Item -ItemType File -Force -Path "$env:APPDATA\Claude\claude_desktop_config.json"

❌ "The responses are too long"

Solution: Explicitly ask for smaller limits:

Search for meetings about pricing (maximum 5 results)

Or for transcripts:

Give me the first 50 sentences of the transcript of meeting abc-123

Next Steps

• 📖 Read the full MCP server documentation

• 🔧 Explore the 11 available tools

• 💡 Learn about advanced use cases

• 🔐 Review the security best practices

Need Help?

• Email: [e-mail]

• API Documentation: https://api.salescaling.com/api/docs

• Slack: Join the community

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Estimated time: 5 minutes ⏱️ Difficulty: Beginner 🟢