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Salesforce MCP Integration - AI Agent Tools

Connect Salesforce with AI agents using Model Context Protocol (MCP). Seamlessly integrate Salesforce tools and actions into Claude, Cursor, Windsurf, and other AI applications for enhanced workflow automation.

Features

  • Easy MCP setup with one command
  • Compatible with Claude, Cursor, Windsurf
  • 97+ available tools and actions
  • Built-in authentication and security
  • Real-time synchronization
  • No coding required

Category

CRM tools for AI automation

Setup Instructions

Install Salesforce MCP server in minutes. Choose your AI platform: Cursor, Claude Desktop, Windsurf, or use HTTP endpoint for custom integrations. Follow our step-by-step guide to connect Salesforce with your AI agent.

Benefits

  • Automate Salesforce workflows with AI
  • Increase productivity with AI-powered Salesforce operations
  • Seamless integration with popular AI platforms
  • Enterprise-grade security and reliability
  • 24/7 support and documentation

Related Integrations

Explore other MCP integrations: Gmail MCP, Notion MCP, GitHub MCP, Linear MCP, Slack MCP, Google Sheets MCP, and 100+ more AI agent tools.

Salesforce
Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Completely Secure
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Users
87552
Tools
97
Last Updated
12h ago

Category

CRM

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33USERS

Tools

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Create Salesforce Account

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

Add Contact To Campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Add Lead To Campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Add Product To Opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply Lead Assignment Rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Associate Contact To Account

Associates a contact with an account by updating the contact's accountid field.