Salesflare now has an MCP server in beta.
That means you can connect Salesflare to supported AI assistants and let them securely work with your CRM data and actions, such as looking up accounts, contacts, opportunities, and tasks, and in some cases creating or updating things too.
OpenAI and Anthropic both now support remote MCP connectors, though the setup flow and permissions differ between the two.
In short
Use this MCP server URL during setup:
https://mcp.salesflare.com/mcp
If the app asks for an icon while setting up the connector, use the official Salesflare icon here:
https://drive.google.com/file/d/1EzZ4kp4BeRoXaFkDLuNOW8UzORRA3Bni/view
What is MCP?
MCP stands for Model Context Protocol. It’s a standard for connecting AI assistants to external tools and data sources over a structured interface. OpenAI uses it for custom apps/connectors in ChatGPT, and Anthropic uses it for custom connectors in Claude.
In practice, this means you can ask your AI assistant things like:
Show me my biggest open opportunities
Find accounts I haven’t followed up with recently
List contacts at a certain company
Create a follow-up task
Update an opportunity
Because Salesflare’s MCP server is still in beta, some things may change over time.
Before you start
A few important things first:
Some features depend on your plan.
In team or company-managed environments, an admin may need to enable the feature before users can connect the server.
Connect Salesflare to ChatGPT
What you need
ChatGPT now supports custom MCP-based apps/connectors, but there are a few nuances.
OpenAI’s current docs say custom connectors are available for Plus and Pro users, as well as Business, Enterprise, and Edu workspaces. However, full MCP support, including write or modify actions, is currently rolling out in beta primarily for Business, Enterprise, and Edu, while Pro users can connect MCPs with read/fetch permissions in developer mode. OpenAI’s docs also say Plus and Pro users need to enable Developer mode, and the current setup is available on the web.
So the practical takeaway is:
ChatGPT web is the place to set this up
Developer mode may need to be turned on
Read/search access is easier to get than full write access
In company workspaces, an admin may need to publish or allow the connector first
How to add Salesflare in ChatGPT
Open ChatGPT on the web.
Go to Settings.
Open Apps.
Open Advanced settings and enable Developer mode if it isn’t already on.
Click Create app or the equivalent option to add a remote MCP app.
Paste this MCP server URL: https://mcp.salesflare.com/mcp
Name it: Salesflare
If ChatGPT asks for an icon, use this optional icon link: https://drive.google.com/file/d/1EzZ4kp4BeRoXaFkDLuNOW8UzORRA3Bni/view
Save the app.
If prompted, complete the authentication flow.
Start a new chat and select the Salesflare app from the tools or Developer Mode menu.
How to use it
Once connected, try prompts like:
Use Salesflare to show my open opportunities
Use Salesflare to find contacts at Acme
Use Salesflare to create a task to follow up tomorrow
Use Salesflare to show accounts with no recent activity
Be explicit at first. OpenAI’s docs recommend deliberately invoking the right app/tool in developer mode, and ChatGPT can have access to multiple apps at once.
A good example prompt is:
Use the Salesflare app to list my open opportunities in the larger prospects pipeline.
Troubleshooting in ChatGPT
If ChatGPT says the MCP server doesn’t match the required specification, that usually means the server is missing something ChatGPT expects from its MCP implementation. OpenAI specifically notes that required search/fetch tools are no longer mandatory, so that is less likely to be the issue now than it was earlier.
If you see an admin approval or permissions-related message:
on Business, Enterprise, or Edu, an admin may need to enable Developer mode or publish the connector first in "Workspace Settings"
on Enterprise/Edu, access can also be controlled with RBAC
If you can’t find the setup option at all:
make sure you’re on ChatGPT web
make sure Developer mode is enabled
check whether your plan supports custom connectors/apps
Connect Salesflare to Claude
What you need
Anthropic currently supports custom connectors using remote MCP on Claude and Claude Desktop for users on Pro, Max, Team, and Enterprise plans, and the feature is still in beta.
How to add Salesflare in Claude
Open Claude or Claude Desktop.
Go to Settings.
Open Connectors.
Click Add custom connector.
Enter the connector name: Salesflare
Paste the connector URL: https://mcp.salesflare.com/mcp
If Claude asks for an icon, you can optionally use: https://drive.google.com/file/d/1EzZ4kp4BeRoXaFkDLuNOW8UzORRA3Bni/view
Click Add.
Click Connect and complete authentication if prompted.
In chat, enable the connector from the tools or connector menu.
Team and Enterprise note
On Claude Team and Claude Enterprise, Anthropic says only Owners or Primary Owners can enable custom connectors for the organization first. After that, users still authenticate the connector individually, so Claude only accesses data the individual user already has permission to access.
How to use it
Once connected, try prompts like:
Using Salesflare, show me my biggest opportunities
Using Salesflare, find all contacts at [company]
Using Salesflare, create a follow-up task for tomorrow
Using Salesflare, show accounts that need attention
Claude also lets you enable only the specific tools you want to expose for a conversation or workflow. Anthropic explicitly recommends enabling only the tools that are relevant, especially before using broader research workflows.
Example prompts to get started
Once Salesflare is connected in ChatGPT or Claude, here are a few good prompts to try:
Show me my biggest open opportunities in Salesflare
Find accounts in Salesflare that have had no recent follow-up
List contacts at [company name] in Salesflare
Create a task in Salesflare to follow up next Tuesday
Show my opportunities in the larger prospects pipeline
Show opportunities in Salesflare sorted by value
My suggestion is to start with lookup and read-only prompts first. Once that feels solid, move on to create or update actions.
Troubleshooting
The connector won’t add
Check these first:
the URL is correct
your plan supports custom connectors
the feature is available on your current account type
any required admin enablement is done
the authentication flow can complete successfully
Authentication fails
That usually points to one of these:
your account doesn’t have access
the connector needs org-level enablement first
the authentication flow was blocked or not completed
the MCP server and client disagree on auth expectations
The assistant connects but doesn’t use Salesflare
Be more explicit.
Good:
Use Salesflare to show my open opportunities.
Better:
Use only the Salesflare connector. Show my open opportunities sorted by value.
That reduces ambiguity, especially when the assistant has access to multiple apps or tools. OpenAI explicitly notes ChatGPT can invoke multiple apps/connectors in one prompt, and Anthropic emphasizes controlling tool access deliberately.
I’m worried about write actions
You should be.
Custom MCP connectors can access or modify external systems, so only connect trusted services and review actions carefully.
ChatGPT also presents explicit confirmation modals before write/modify operations in supported flows.
That's all we have. If you have any further questions, let us know on the chat!