MCP For Claude Marketplace
Salesforce

Salesforce MCP Connector for Claude

A+

Connect your Salesforce CRM to any AI agent — query records with SOQL, manage accounts, contacts, opportunities, run reports, and perform CRUD operations.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Salesforce CRM to any AI agent and manage your entire sales pipeline through natural conversation.

What you can do

  • SOQL Queries — Execute any SOQL query to retrieve data across all objects
  • Account Management — List, view, create, and update accounts
  • Contact & Lead Management — Browse contacts, search across all objects
  • Opportunity Tracking — Monitor pipeline, create and update deals
  • Reports — List and execute Salesforce reports
  • Full CRUD — Create, read, update, and delete any SObject type
  • Global Search — Full-text search across all Salesforce data
soql-queriesaccount-managementlead-managementopportunity-trackingcrud-operationscrm-data

12 tools expose this connector's capabilities to your AI agent.

list_contacts

List Salesforce contacts

list_opportunities

List sales opportunities

get_record

Specify the SObject type (Account, Contact, Opportunity, Case, Lead) and the record ID. Get a specific Salesforce record by type and ID

soql_query

Example: SELECT Id, Name FROM Account WHERE Industry = 'Technology' LIMIT 10 Execute a SOQL query against Salesforce

describe_object

Useful for understanding data structure. Get metadata about a Salesforce object

list_reports

List available Salesforce reports

run_report

Use list_reports first to find the report ID. Execute a Salesforce report and get results

global_search

Returns matches across Accounts, Contacts, Leads, and other objects simultaneously. Search across all Salesforce objects

list_accounts

List Salesforce accounts

create_record

Provide JSON fields as a string. Create a new Salesforce record

update_record

Provide the SObject type, ID, and JSON fields to update. Update an existing Salesforce record

delete_record

This action is irreversible. Delete a Salesforce record

See how to talk to your AI agent using Salesforce.

Show me all open opportunities worth over $50,000.

Found 7 open opportunities over $50,000: 1. **Acme Corp - Enterprise License** — $120,000 (Stage: Negotiation) 2. **TechStart - Platform Migration** — $85,000 (Stage: Proposal) 3. **GlobalRetail - API Integration** — $67,500 (Stage: Discovery) ... Total pipeline value: $487,500

Create a new lead for John Smith from TechCo, email john@techco.com.

✅ Lead created successfully! - **Name**: John Smith - **Company**: TechCo - **Email**: john@techco.com - **ID**: 00Q8Z00001kL2mN - **Status**: Open - Not Contacted

Run the Monthly Sales Report.

📊 Monthly Sales Report (March 2026): | Metric | Value | |--------|-------| | Total Revenue | $2.4M | | Deals Closed | 34 | | Avg Deal Size | $70,588 | | Win Rate | 28% | | Pipeline Growth | +15% | Top performer: Sarah Chen ($485K closed)

Yes! The `soql_query` tool accepts any valid SOQL string. Example: SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Closed Won' LIMIT 20.

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