Claude Code
Run this command in your terminal, with your key in place of sb_live_…
claude mcp add --transport http salesbriefai https://api.salesbriefai.com/api/mcp --header "Authorization: Bearer sb_live_…"Use SalesBriefAI in Claude, Copilot and Cursor
Ask your AI assistant to look up your briefings, check your credits and order a new briefing, using your SalesBriefAI API key.
Private pilot
MCP access is in a private pilot. Ask us to add your account.
Before you start
- Create an API key in Settings, under API keys.
- Read-only keys can look things up. Ordering keys can also place orders.
- Keep your key secret, the way you would a password.
- Never put your key in a URL. Send it in a header: a key in a URL is refused.
Two ways to send your key
Your assistant sends the key in one of these two headers. Use whichever one your client supports.
Authorization: Bearer sb_live_…X-API-Key: sb_live_…Server address
https://api.salesbriefai.com/api/mcpConnect your assistant
Cursor
Add this to your mcp.json file, with your key in place of sb_live_…
{
"mcpServers": {
"salesbriefai": {
"url": "https://api.salesbriefai.com/api/mcp",
"headers": {
"Authorization": "Bearer sb_live_…"
}
}
}
}Copilot Studio
- In your agent, add an existing MCP server and choose Streamable HTTP.
- Enter the server address above.
- For authentication, choose API key, sent in a header named X-API-Key. Choose the header, never the query: a key in a URL is refused.
- Enter your key when you connect.
claude.ai for organizations with request-header access
Some claude.ai organizations can add request headers to a custom connector. In those organizations an Owner adds SalesBriefAI once as a custom connector, with no sign-in and a request header named authorization whose value is Bearer followed by your key.
Every member then uses that one key, so the briefings they see and order belong to that key's user.
Sign in instead of using a key
ChatGPT and Claude can connect by signing in to your SalesBriefAI account. You need no API key: you approve the connection on a SalesBriefAI page and choose whether the app can place orders.
ChatGPT
- In ChatGPT settings, turn on developer mode, then add a new connector.
- Enter the server address above.
- For authentication, choose Sign in.
- Sign in to SalesBriefAI and approve the connection on the SalesBriefAI page.
Tools that place orders need a ChatGPT Business, Enterprise or Edu plan.
claude.ai (sign in)
- In claude.ai, add a custom connector.
- Enter the server address above.
- For authentication, choose Sign in now.
- Sign in to SalesBriefAI and approve the connection on the SalesBriefAI page. No request header is needed.
You can see and remove connected apps under Settings. If you allow Place orders there later, reconnect the app from your AI assistant to pick it up.
What your assistant can do
- Look up your account, your credit balance and credit history, and your briefings: list them, open one as a PDF, JSON or CSV, or export many at once.
- Check whether a briefing is still processing, completed or failed.
- Get the order template and check an order for errors before you place it.
- Preview the price of an order in credits.
- Place one order for one prospect. This needs an ordering key.
Safety rails
- You can preview the price of any order before you place it.
- Every order carries your own maximum in credits. If the price is higher, nothing is ordered.
- Every order carries an idempotency key. Sending it again with the same key returns the first order instead of placing a second one.
- Each key has a daily credit limit.
- A read-only key cannot place orders: the ordering tool is hidden from it.