Setup

Get your API key

Before setting up the MCP server, you need a SalesByte API key.

1. Go to Settings → API Keys
2. Click Create API Key → give it a name like "Claude"
3. Select the WhatsApp connection it should use for sending
4. Copy the key

Option 1 — Claude.ai (Remote, no setup)

The easiest way. Works directly in Claude.ai on the Growth plan.

1. Go to Settings → MCP Server in SalesByte
2. Copy the Remote MCP URL (it includes your API key)
3. Open Claude.ai → Settings → Connected Apps → Add MCP Server
4. Paste the URL → click Add

You're done. Start a new conversation in Claude.ai and SalesByte tools will be available.

Option 2 — Claude Desktop (Local)

For Claude Desktop on your Mac or Windows PC.

Install the MCP server

npm install -g @salesbyte/mcp

Configure Claude Desktop

Open your Claude Desktop config file:

• Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

Add SalesByte to the mcpServers section:

{
  "mcpServers": {
    "salesbyte": {
      "command": "salesbyte-mcp",
      "env": {
        "SALESBYTE_API_KEY": "YOUR_API_KEY",
        "SALESBYTE_BASE_URL": "https://app.salesbyte.in"
      }
    }
  }
}

Restart Claude Desktop. You'll see SalesByte listed in the tools panel.

Option 3 — Cursor, Windsurf, Cline, or Zed

These editors support MCP servers too. The config format is similar to Claude Desktop.

In your editor's MCP settings, add:

{
  "name": "salesbyte",
  "command": "salesbyte-mcp",
  "env": {
    "SALESBYTE_API_KEY": "YOUR_API_KEY",
    "SALESBYTE_BASE_URL": "https://app.salesbyte.in"
  }
}

Test it

Once set up, try asking your AI assistant:

"List my last 5 contacts in SalesByte"

If it returns contact data, you're connected.