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SalesCaptain exposes a remote Model Context Protocol (MCP) server that lets any compatible AI client manage your calls, contacts, messaging, website leads, payments, reviews, and pipeline stages. Connect to the SalesCaptain MCP server natively in Claude, Cursor, and other clients, or use mcp-remote for clients that don’t yet support remote MCP.
You’ll need a SalesCaptain API key. Get one from Account Settings > API Keys. The server handles OAuth automatically — you’ll be prompted to sign in and authorize access the first time you connect.

Setup

Claude

Navigate to Settings > Connectors and add a new MCP integration with the URL:

ChatGPT

  1. Open Settings > Connectors
  2. Click Create (or Add connector) and enter the server URL:
ChatGPT’s connectors require the server to support full OAuth 2.1 with dynamic client registration — a plain API key/bearer token is not accepted. Confirm this is supported before advertising ChatGPT compatibility.

Cursor

  1. Open Cursor Settings (Cmd/Ctrl + Shift + J)
  2. Go to MCP and click Add new MCP server
  3. Select Type: SSE and enter the server URL:

VS Code (GitHub Copilot)

Add the following to your .vscode/mcp.json:

Windsurf

  1. Open Windsurf settings (Cmd/Ctrl + ,)
  2. Scroll to Cascade > MCP servers
  3. Select Add Server > Add custom server
  4. Add:

Cline (VS Code extension)

  1. Open the Cline panel and click the MCP Servers icon
  2. Select Remote Servers > Add Server
  3. Enter a name (salescaptain) and the server URL:

Claude Code

Run:

Continue

Add the following to your config.yaml:
Client configuration formats change frequently if a client’s MCP settings look different from what’s shown here, check that client’s own docs for the current syntax.

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