SSalesCrew

MCP & API · 3 min · reviewed 2026-09-06

How do I add an MCP server to Claude and mint the token?

Generate a personal token under Settings → API access, then register the server in your assistant with the URL https://<your-workspace>/functions/v1/salesops-mcp and the token as a Bearer header. The assistant acts as you; every action is logged under your name.

What you will need

  • Any account in SalesCrew. Users get read-only tokens; managers and admins can allow writes.
  • Claude Code (terminal), Claude Desktop, or Cursor.

Steps

  1. 1

    Step 1

    Settings → API access (MCP). Enter a label such as my laptop. Tick Allow writes only if the assistant should create and update records. Click Generate.

  2. 2

    Step 2

    Copy the token. It is shown once.

  3. 3

    Step 3

    Claude Code: run the command shown on the page: claude mcp add salesops --transport http https://<your-workspace>/functions/v1/salesops-mcp --header "Authorization: Bearer <token>"

  4. 4

    Step 4

    Claude Desktop or Cursor: add a server named salesops with type HTTP, URL https://<your-workspace>/functions/v1/salesops-mcp and the header Authorization: Bearer <token>.

  5. 5

    Step 5

    Restart the assistant and ask: *"Which tools do you have from salesops?"*

Common errors

401
the token was revoked, or the header lost the word Bearer.
Writes fail with "read-only"
the token was minted without writes, or your role does not allow them.
Tools missing
a module is off for this workspace (Settings → Deployment) or your access scope excludes it.

How you know it worked

Settings → API access shows Last used updating, and Settings → Audit log attributes actions to your token.

Where this goes in SalesCrew

Ask Claude 'what can you do in SalesCrew?' and it lists the tools. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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