Integrations
How to Use the MCP Server
✓ Quick Answer
SMB Sales Boost provides an MCP (Model Context Protocol) server that lets AI assistants like Claude search leads, export data, manage filter presets, and more on your behalf. Connect it to Claude Desktop, Claude Code, or any MCP-compatible client using your API key.
How to Use the SMB Sales Boost MCP Server
The MCP (Model Context Protocol) server lets you use AI assistants to interact with your SMB Sales Boost account through natural language. Ask Claude to search for leads, export data, manage keyword lists, set up email schedules, and purchase credits - all through conversation.
What Is MCP?
MCP is an open protocol that allows AI assistants to connect to external tools and data sources. SMB Sales Boost's MCP server exposes all of our API functionality as tools that AI assistants can call on your behalf.
Setting Up with Claude Desktop
- Get your API key - Go to Account Settings > API tab and generate or copy your API key
- Open Claude Desktop settings - Go to Settings > Developer > Edit Config
- Add the SMB Sales Boost MCP server to your configuration:
{
"mcpServers": {
"smb-sales-boost": {
"command": "npx",
"args": ["-y", "@anthropic-ai/mcp-remote", "https://smbsalesboost.com/mcp"],
"env": {
"API_KEY": "your_api_key_here"
}
}
}
}
- Restart Claude Desktop to load the new server
- Start asking questions - "Search for plumbing companies in Texas" or "Export my filtered leads to CSV"
Setting Up with Claude Code
For Claude Code (the CLI tool), add the MCP server to your project:
claude mcp add smb-sales-boost -- npx -y @anthropic-ai/mcp-remote https://smbsalesboost.com/mcp --header "Authorization:Bearer your_api_key_here"
Available MCP Tools
The MCP server provides access to all the same functionality as the REST API:
Lead Search and Export
- search_leads - Search and filter leads with keywords, location, date ranges, and more
- export_leads - Export leads to CSV, JSON, or XLSX
- list_schema_types - List available website schema types for filtering
Filter Presets and Keywords
- list_filter_presets / create_filter_preset / delete_filter_preset - Manage saved search filters
- list_keyword_lists / create_keyword_list / update_keyword_list / delete_keyword_list - Manage keyword lists
Email Schedules
- list_email_schedules / create_email_schedule / update_email_schedule / delete_email_schedule - Manage automated email exports
- trigger_email_schedule - Manually trigger an active schedule
Export Formats
- list_export_formats / create_export_format / update_export_format / delete_export_format - Custom export column configurations
- set_default_export_format - Set your default export format
Export Blacklist
- list_export_blacklist / add_export_blacklist / delete_export_blacklist - Manage domains excluded from exports
Credits and Billing
- purchase_credits - Buy additional permanent credits
- get_auto_top_up / update_auto_top_up - Configure automatic credit replenishment
- cancel_subscription - Cancel your subscription
- change_plan - Upgrade or downgrade your plan
AI Features
- ai_suggest_categories - Get AI-powered category suggestions
- ai_generate_keywords / ai_keyword_status - AI keyword generation
- ai_auto_refine_enable / ai_auto_refine_disable / ai_auto_refine_status - AI keyword auto-refinement
Account
- get_profile / update_profile - View and edit your profile
- get_database_settings / switch_database - Manage database selection
- list_export_history / download_export - Access past exports
Purchasing (No Authentication Required)
- purchase - Start a new subscription and get an API key
- claim_key - Retrieve your API key after completing payment
Example Conversations
Finding leads: "Find newly registered plumbing companies in Florida and Texas"
Exporting data: "Export all restaurant leads in California to a CSV file"
Managing schedules: "Set up a daily email export of new construction companies in New York, and send it to team@mycompany.com"
Credit management: "How many credits do I have left? Purchase 500 more."
Requirements
- An active paid subscription (Starter, Growth, Scale, Platinum, or Enterprise)
- Your SMB Sales Boost API key
- Claude Desktop, Claude Code, or another MCP-compatible client
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