Quick Start Guide: MCP Server

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. Execute:

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

3. Paste this configuration (replace TU_API_KEY):

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

4. Save (Ctrl+O, Enter, Ctrl+X)
5. 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 TU_API_KEY)
5. Save and restart Claude Desktop

Claude or other clients with OAuth (without 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 Claude's URL as Redirect URI: 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": "TU_API_KEY"
      }
    }
  }
}

5. 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:

Busca mis reuniones de la última semana

Claude/Cursor should:

1. Automatically use the list_meetings tool
2. Show your recent meetings
3. Allow you to ask follow-up questions

Prompt Examples

Once connected, try these prompts:

Basic Search

Busca reuniones sobre "pricing" del último mes

Meeting Analysis

Dame el resumen de la reunión con ID abc-123

Aggregate Analysis

Analiza todas mis reuniones de diciembre y dame insights sobre:
- Temas más discutidos
- Objeciones comunes
- Oportunidades identificadas

Full Transcript

Muéstrame la transcripción completa de la última reunión con el cliente XYZ

Advanced Search

Busca reuniones donde se mencionó "implementación" o "timeline" 
en las transcripciones de los últimos 3 meses

Troubleshooting

❌ "Cannot find salescaling server"

Solution:

1. Verify that the configuration file is in the correct location
2. Confirm that the JSON is valid (no extra commas)
3. Completely restart the client
4. Check the client logs for errors

❌ "Unauthorized - missing or invalid API key"

Solution:

1. Verify that you copied the complete API key
2. Confirm that the key has not expired
3. Check for no extra spaces at the beginning or end
4. Generate a new key if necessary

❌ "Cannot find the configuration file"

macOS:

# Crea el directorio si no existe
mkdir -p ~/Library/Application\ Support/Claude/

# Crea el archivo
touch ~/Library/Application\ Support/Claude/claude_desktop_config.json

Windows:

# Crea el directorio si no existe
New-Item -ItemType Directory -Force -Path "$env:APPDATA\Claude"

# Crea el archivo
New-Item -ItemType File -Force -Path "$env:APPDATA\Claude\claude_desktop_config.json"

❌ "Responses are too long"

Solution: Explicitly ask for smaller limits:

Busca reuniones sobre pricing (máximo 5 resultados)

Or for transcripts:

Dame las primeras 50 oraciones de la transcripción de la reunión abc-123

Next Steps

• 📖 Read the complete MCP server documentation
• 🔧 Explore the 11 available tools
• 💡 Learn about advanced use cases
• 🔐 Review security best practices

Need Help?

• Email: support@salescaling.com
• API Documentation: https://api.salescaling.com/api/docs
• Slack: Join the community

Estimated time: 5 minutes ⏱️
Difficulty: Beginner 🟢