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Connect Claude Code, Codex or Cursor (MCP)

Agent Access lets the AI agents you already use read your sales and reviews through SwiftSales on your Mac. Your keys stay in SwiftSales, and you decide what each agent can do.

Before you start

  • SwiftSales on a Mac with macOS 26 or later.
  • A connected team, or demo mode to try it first.
  • Agent Access is included in Lifetime Premium and in the 7-day free trial.

Turn on Agent Access

  1. Open SettingsIn SwiftSales on your Mac, choose SwiftSales › Settings, then Agent Access in the sidebar.
  2. Turn on Agent AccessRead which data agents can see, then choose Agree and Turn On. You can turn it off again at any time.
  3. Add SwiftSales to your agentUnder Connect, use the button next to your agent. Each one is described below.

Add SwiftSales to your agent

AgentWhat to do
Claude Code
Select Copy Install Command, paste it in Terminal and press Return.
Codex
Select Copy Install Command and paste it in Terminal. The path is shown too, for Codex's MCP settings.
Cursor
Select Add to Cursor, then Install in Cursor.
Claude
Select Save Extension…, then open the saved file and choose Install.
Xcode
Select Copy Configuration and paste it into Xcode's coding assistant configuration.

The command SwiftSales copies for Claude Code looks like this, with the path to SwiftSales on your Mac:

claude mcp add --scope user swiftsales -- <path to SwiftSales>/Contents/Helpers/SwiftSalesAgent.app/Contents/MacOS/SwiftSalesAgent

SwiftSales never changes another app’s settings files. Show Path, at the end of the Connect list, shows and copies the path for any other agent that supports MCP.

The first time an agent connects

When an agent uses SwiftSales for the first time, your Mac asks “Allow “Claude Code” to use SwiftSales?”. The agent starts with Read Only access to all your apps. You can choose fewer apps or a higher level right there, or later in Settings.

There’s no code to type and nothing to keep in the agent’s configuration. If you choose Don’t Allow, the agent can’t use SwiftSales until you change it in Settings.

Update the Claude Code plugin

Claude Code updates plugins from other marketplaces only when you turn it on. To get new versions automatically, open /plugin › Marketplaces › swiftsales-agent and choose Enable auto-update.

To update now, run:

claude plugin update swiftsales@swiftsales-agent

or choose Update now under /plugin › Installed. A session that is already open picks up the new version after /reload-plugins.

Try it in demo mode

In demo mode, Settings › Agent Access shows every part of the feature with sample data: the connect list, a sample conversation and a sample approval. No key and no agent are needed.

Next

Updated Oct 21, 2026