Salesforce MCP Connector

Available tools

Every tool is accessible from Claude, ChatGPT, Gemini, Cursor, or any MCP-compatible AI client.

get_opportunities

View opportunities by stage, amount, owner, or close date

search_accounts

Find accounts by name, industry, size, or any field

search_contacts

Look up contacts by name, title, email, or account

update_opportunity_stage

Move opportunities through your sales process

log_meeting_notes

Record meeting notes and link to accounts/contacts

create_task

Create follow-up tasks assigned to any user

get_dashboard_data

Pull data from Salesforce dashboards and reports

get_account_overview

Full account brief: contacts, opportunities, activity, notes

create_opportunity

Create new opportunities with all required fields

pull_aum_summary

Aggregate AUM across financial accounts (FSC)

get_upcoming_reviews

List upcoming client reviews and meetings

run_report

Execute any Salesforce report and return results

update_contact

Update contact fields like status, phone, or address

search_cases

Find support cases by status, priority, or account

See it in action

Real conversation examples using this connector.

You

Pull up everything on the Henderson household — accounts, AUM, last meeting notes, and open opportunities.

Claude (via SaasTap)

Henderson household overview: 3 financial accounts totaling $2.4M AUM. Last meeting was March 12 — discussed rebalancing after the rate cut. One open opportunity: Roth conversion ($180K, closing May). Sarah Henderson's annual review is due in 6 weeks.

You

Move the Roth conversion opportunity to 'Proposal Sent' and create a task to follow up next Friday.

Claude (via SaasTap)

Done. Henderson Roth Conversion moved to 'Proposal Sent.' Follow-up task created for Friday, April 18th assigned to you: 'Follow up on Henderson Roth conversion proposal.'

Use cases

Client meeting prep in seconds: 'Brief me on the Henderson household'
Pipeline management: 'Show me all opportunities closing this quarter over $100K'
Activity logging: describe your meeting and it's recorded with the right associations
AUM tracking: 'What's our total AUM? How has it changed this quarter?' (FSC)
Report access: 'Run the Q1 new business report' without navigating Salesforce
Case management: 'What support cases are open for Acme Corp?'

How to set up

Purchase the connector

We build and deploy it for you within 7–10 days.

Connect your Salesforce account

Click our OAuth link and authorize with your Salesforce login. Takes 30 seconds.

Add to your AI tool

Copy one URL into your Claude Desktop, ChatGPT, or Cursor config. Done.

Connect your AI to Salesforce