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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
  • 34+ 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

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Users
4055
Tools
34
Last Updated
12h ago

Category

CRM

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33USERS

Tools

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Create Salesforce Account

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

Create Campaign Record

Creates a new campaign record in salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an active user.

Create Lead

Creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.

Create A Note Record

Creates a new note record in salesforce, associated with an existing salesforce object via `parentid`, automatically including a `content-type: application/json` header.

Execute Soql Query

Executes the provided soql query against salesforce; the query must begin with 'select'.

Fetch Modified Or Unmodified Sobjects

Fetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodified since a date, or 412 status if modified) http headers.