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