How do I use sales-intelligence?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@sales-intelligence Find my last 3 calls with Acme Corp and summarize the key objections." That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

sales-intelligence

by jbalbu01

Overview Schema Related Servers Score Discussions

TypeScript

Remote

Sales Intelligence MCP Server

Gives Claude direct access to your sales tools — Gong, ZoomInfo, Clay, and LinkedIn Sales Navigator — so you can research prospects, pull call transcripts, and enrich leads without leaving the conversation.

16 tools. One server. Works with Claude Desktop.

Quick Start

# One-command install
bash install.sh

The script installs the server, finds your Claude Desktop config, prompts for API keys, and wires everything up. Restart Claude Desktop and you're live.

Manual Setup

# 1. Install and build
npm install && npm run build

# 2. Add to your Claude Desktop config
#    Mac:     ~/Library/Application Support/Claude/claude_desktop_config.json
#    Linux:   ~/.config/Claude/claude_desktop_config.json
#    Windows: %APPDATA%\Claude\claude_desktop_config.json

Add this to your mcpServers section:

{
  "sales-intelligence": {
    "command": "node",
    "args": ["/path/to/dist/index.js"],
    "env": {
      "GONG_ACCESS_KEY": "your-key",
      "GONG_ACCESS_KEY_SECRET": "your-secret",
      "ZOOMINFO_CLIENT_ID": "your-id",
      "ZOOMINFO_PRIVATE_KEY": "your-key",
      "CLAY_API_KEY": "your-key",
      "LINKEDIN_ACCESS_TOKEN": "your-token"
    }
  }
}

Restart Claude Desktop. Only configure the platforms you use — unused ones are skipped gracefully.

16 Tools

Gong (5 tools)

Tool	What It Does
`search_calls`	Find calls by keyword, date, or deal
`get_transcript`	Pull full call transcript
`get_call_details`	Call metadata, participants, duration
`search_calls_by_participant`	Find all calls with a specific person
`get_call_stats`	Talk ratio, longest monologue, questions asked

ZoomInfo (4 tools)

Tool	What It Does
`search_company`	Firmographic data, revenue, headcount
`search_contact`	Find contacts by title, company, location
`get_org_chart`	Reporting structure and hierarchy
`get_tech_stack`	Technologies a company uses

Clay (3 tools)

Tool	What It Does
`enrich_person`	Full contact enrichment from email or LinkedIn
`enrich_company`	Company enrichment from domain
`trigger_enrichment`	Kick off a Clay enrichment workflow

LinkedIn Sales Navigator (3 tools)

Tool	What It Does
`search_leads`	Advanced lead search with filters
`get_profile`	Full profile data for a prospect
`search_companies`	Company search with firmographic filters

Utility (1 tool)

Tool	What It Does
`sales_intel_status`	Check which platforms are connected and healthy

Usage Examples

Once installed, just talk to Claude naturally:

Prospect Research

"What do we know about Acme Corp? Pull their tech stack and find the VP of Sales."

Call Review

"Find my last 3 calls with Acme Corp and summarize the key objections."

Lead Enrichment

"Enrich sarah.chen@acme.com and find her reporting chain."

Pipeline Prep

"For my calls tomorrow, pull company info and recent call history for each account."

Where to Get API Keys

Platform	Where
Gong	Settings > Integrations > API
ZoomInfo	Developer Portal > Create App
Clay	Settings > API
LinkedIn	Developer Portal > OAuth 2.0 token

Troubleshooting

Problem	Fix
Module not found	Run `npm install && npm run build` again
Server not showing in Claude	Verify `dist/index.js` path in config
LinkedIn 401 errors	Regenerate token from Developer Portal
Missing tools for a platform	Add that platform's API keys to config
Config file not found	Check path with `ls ~/Library/Application\ Support/Claude/` (Mac)

Tech Stack

TypeScript (86.8%), Shell (8.3%), JavaScript (4.9%)

Built with the Model Context Protocol (MCP) SDK.

License

MIT — see LICENSE.

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Resources

GitHub Repository

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