Salesforce MCP, Ready to Go
Connect your Salesforce CRM to Claude or Cursor to manage leads, query records, and run reports using AI agents.
No credit card required. Experience the power of this integration risk-free.
Manage your CRM records and sales pipeline through natural conversation.
Works with every AI agent you already use
…and any MCP-compatible client
How fast is the Salesforce Connector?
Average time for the server to become ready for requests over the last 14 days, measured until the initialize / tools/list handshake completes. Metrics are updated daily between 00:00 and 04:00 UTC. Create a free account, use this Connector on Vinkius Cloud, and connect it to your AI agent in seconds.
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What AI agents can do with Salesforce 12-Tool CRM Data Integration
Query records, manage accounts, and run reports with your CRM using these tools.
List contacts
View a list of all contacts in your Salesforce instance. This helps you quickly see who your current leads are.
List opportunities
See all current sales opportunities in your pipeline. It provides a quick overview of your active deals.
Get record
Fetch a specific record by its ID and SObject type. Use this to pull details for a single account or lead.
Soql query
Run custom SOQL queries to pull filtered data from any object. This is the best way to get very specific data sets.
Describe object
Pull metadata to understand the structure of a specific Salesforce object. It helps the agent know what fields are available.
List reports
See a list of all available reports in your Salesforce org. Use this to find the ID of a report you want to run.
Run report
Execute a specific report by its ID to get the latest results. This lets you see your latest sales numbers instantly.
Global search
Search across all objects like Accounts and Leads at the same time. It is the fastest way to find a specific piece of information.
List accounts
View a list of all accounts in your CRM. This provides a high-level look at your client base.
Create record
Add a new record to Salesforce using a JSON string of fields. You can use this to create new leads or accounts.
Update record
Modify an existing record by providing its ID and the new fields. This is how you update deal stages or contact info.
Delete record
Remove a record from your Salesforce instance permanently. Use this with caution to clean up old or incorrect data.
A Connector is a URL. Vinkius runs it: hosting, security, governance, observability.
You're looking at one of 5,800+ managed Connectors. The real value isn't the catalog. It's the control plane that secures, governs, audits, and manages every interaction between your agents and the tools they use.
No Shadow AI
Every agent action is visible, approved, and auditable. Nothing runs outside your governance.
Absolute agent control
Fine-grained permissions for every agent, MCP, and tool. Instantly revoke access and audit every execution.
Cost control per token
Spend broken down to the token, tool, and agent. Budgets and hard limits. No surprise invoices.
Managed & monitored infra
We operate the runtime, authentication, scaling, retries, and monitoring. Your team manages AI, not infrastructure.
Data protection, DLP by design
Sensitive data is filtered before reaching the model. Access is governed so agents receive only the information they're allowed to use.
Token optimization, real savings
Lower AI costs by delivering the right context instead of unnecessary tools. Better accuracy, faster responses, and fewer wasted tokens.
Salesforce CRM AI Integration: Stop the Manual Data Entry Grind
This is for the sales ops lead who is tired of manual data entry and the account executive who needs to find client info in seconds without switching tabs.
Sales Ops Manager
They use this to run reports and perform bulk updates to keep the sales pipeline clean.
Account Executive
They use this to quickly look up client history and update deal stages during calls.
Business Analyst
They use this to pull specific data sets using custom queries for weekly reporting.
CRM Administrator
They use this to check object metadata and manage records across the entire org.
Frequently Asked Questions
Can the Salesforce MCP create new leads? +
Yes, it can create new records like Leads and Accounts directly. You just need to provide the details in plain English.
Does it support custom objects in Salesforce? +
Yes, it supports full CRUD operations on SObject types, meaning it can work with your custom business objects.
Can I run my existing Salesforce reports? +
Yes, you can list and run reports by their IDs. The agent can pull the latest results and show them to you instantly.
Is my Salesforce data safe with this Connector? +
The Connector operates using your existing Salesforce permissions. It only accesses the data your user account is authorized to see.
How do I find a specific record if I don't have the ID? +
You can use the global search tool. It scans your entire CRM to find the right account, contact, or lead for you.
Can it update existing deals or records? +
Yes, it can update any record by providing its ID and the new information. This is perfect for changing deal stages or contact details.
Can I run custom SOQL queries? +
Yes! The soql_query tool accepts any valid SOQL string. Example: SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Closed Won' LIMIT 20.
Can I create records in any object? +
Yes! Use create_record with the SObject type (Account, Contact, Lead, etc.) and a JSON string of fields.
How do I search across all Salesforce data? +
Use global_search with your search text. It uses SOSL to find matches across Accounts, Contacts, Leads, and all other objects simultaneously.
Your AI, connected to everything.
No credit card required · Free tier available
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