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@iflow-mcp/jbalbu01-sales-intelligence-mcp-server

v1.0.0

Published

MCP server for unified sales intelligence — Gong call analytics, ZoomInfo enrichment, Clay data enrichment, and LinkedIn prospect research

Downloads

63

Readme

Sales Intelligence MCP Server

Gives Claude access to your sales tools — Gong, ZoomInfo, Clay, and LinkedIn — so you can research prospects, pull call transcripts, and enrich leads right from Claude.

Quick Install (1 command)

Open Terminal and run:

bash /path/to/mcp-server/install.sh

That's it. The script will:

  • Install the server to ~/sales-intelligence-mcp
  • Find your Claude Desktop config automatically
  • Ask for your API keys (skip any you don't have)
  • Add everything to Claude's config for you

Then just restart Claude Desktop and you're ready.


Manual Setup (if you prefer)

Step 1: Install & Build

cd /path/to/mcp-server
npm install
npm run build

Step 2: Find Your Claude Config File

The config file is at:

| OS | Location | |----|----------| | Mac | ~/Library/Application Support/Claude/claude_desktop_config.json | | Linux | ~/.config/Claude/claude_desktop_config.json | | Windows | %APPDATA%\Claude\claude_desktop_config.json |

Mac shortcut — open it in TextEdit:

open -a TextEdit ~/Library/Application\ Support/Claude/claude_desktop_config.json

Step 3: Add to Config

Add "sales-intelligence" inside the "mcpServers" section. If you already have other servers (like Docker), just add it alongside them with a comma:

{
  "mcpServers": {
    "YOUR_EXISTING_SERVER": { "..." : "..." },
    "sales-intelligence": {
      "command": "node",
      "args": ["/Users/YOURNAME/sales-intelligence-mcp/dist/index.js"],
      "env": {
        "GONG_ACCESS_KEY": "",
        "GONG_ACCESS_KEY_SECRET": "",
        "ZOOMINFO_CLIENT_ID": "",
        "ZOOMINFO_PRIVATE_KEY": "",
        "CLAY_API_KEY": "",
        "LINKEDIN_ACCESS_TOKEN": ""
      }
    }
  }
}

Important: Replace /Users/YOURNAME/ with your actual home folder path.

Step 4: Add Your API Keys

Fill in the keys for whichever services you use. Leave the rest blank — they'll just show as "Not Configured" and you can add them later.

Step 5: Restart Claude Desktop

Quit Claude completely and reopen it. Check Settings → Connectors — you should see "sales-intelligence" listed.


Getting API Keys

| Service | Where to Get It | |---------|----------------| | Gong | Gong → Settings → Integrations → API → Create Access Key | | ZoomInfo | ZoomInfo Developer Portal → Create App → Client ID + Private Key | | Clay | Clay → Settings → API → Generate Key | | LinkedIn | LinkedIn Developer Portal → Create App → OAuth 2.0 token (standard developer account works, no SNAP needed) |


What You Can Do

Once connected, just ask Claude things like:

  • "Search for VPs of Engineering at SaaS companies in San Francisco"
  • "Pull the transcript from my last call with Acme Corp"
  • "Enrich this lead: [email protected]"
  • "What's the tech stack at Stripe?"
  • "Check my sales intelligence status" (to see which services are connected)

All 16 Tools

| Service | Tool | What It Does | |---------|------|-------------| | Gong | gong_search_calls | Search calls by date range | | Gong | gong_get_transcript | Get full call transcript | | Gong | gong_get_call_details | Topics, trackers, action items | | Gong | gong_search_calls_by_participant | Find calls by person | | Gong | gong_get_call_stats | Call analytics & stats | | ZoomInfo | zoominfo_search_company | Company firmographics | | ZoomInfo | zoominfo_search_contact | Contact lookup | | ZoomInfo | zoominfo_get_org_chart | Org chart for a company | | ZoomInfo | zoominfo_get_tech_stack | Tech stack lookup | | Clay | clay_enrich_person | Person enrichment | | Clay | clay_enrich_company | Company enrichment | | Clay | clay_trigger_enrichment | Webhook enrichment | | LinkedIn | linkedin_search_leads | Search people on LinkedIn | | LinkedIn | linkedin_get_profile | Get a LinkedIn profile | | LinkedIn | linkedin_search_companies | Search companies on LinkedIn | | Utility | sales_intel_status | Check which services are connected |


Troubleshooting

"Module not found" error? → Run cd ~/sales-intelligence-mcp && npm install then restart Claude.

Server doesn't show in Claude? → Make sure the path in your config points to the actual dist/index.js file. Test it: node ~/sales-intelligence-mcp/dist/index.js

LinkedIn returns 401? → Your token may have expired. Generate a new one from the LinkedIn Developer Portal. Standard tokens (no SNAP) work fine.

Services show ✗ in status? → The API key for that service is missing or empty. Add it to your Claude config and restart.

Config file not found? → On Mac, open Terminal and run: ls ~/Library/Application\ Support/Claude/

License

MIT