Salesforce Sales Cloud MCP. Manage leads, accounts, and opportunities in conversation.

Yo, listen up. This setup hooks your AI client right into Salesforce Sales Cloud, giving you direct access to your CRM data without making you jump through hoops or switching tabs. You manage your whole sales pipeline just talking to your agent. Here's what the tools do.

Finding People and Companies:
You gotta start somewhere, right? Need info on a company? Use sf_search_accounts to pull up detailed records using just the account name—you get revenue figures, industry classifications, and even employee counts. If you know who's at that place, sf_search_contacts finds specific people by their name or email address within those accounts.

Need to check on a potential client? You can run sf_search_leads, searching the pipeline by name, company, or email just to see where they stand. If you need details on an active deal, sf_search_opportunities pulls up specific opportunity records using the deal name so you can review its current stage, monetary amount, and planned close date.

Building and Tweaking Records:
If you find a solid lead but don't have one yet, run sf_create_lead. You feed it the name, company, and email, and boom—a new prospect record pops into Salesforce. When that lead gets some updates, remember you can use sf_update_lead to change its details, like setting a new status or rating it as Hot, Warm, or Cold.
Dealing with an existing opportunity? Don't sweat it.

You use sf_update_opportunity. This tool lets you advance a deal’s stage, adjust the monetary amount associated with it, or push out that close date if things slip. It handles all those adjustments to active deals.

Analyzing the Pipeline and Tracking Work:
Want a bird's-eye view? Call sf_pipeline_summary. That gives you an immediate, aggregate snapshot of your entire sales pipeline, showing deal counts and the total value broken down by every stage. If you want to deep dive into just one section—say, all deals that are stuck in 'Negotiation'—you use sf_opportunities_by_stage to pull a list of only those open opportunities for review and analysis.

For specific activities, if you need to log a call or meeting linked to any contact, lead, account, or opportunity, just run sf_log_activity. It creates and links that activity record right where it needs to go.

Putting it All Together:
Your agent lets you manage the whole flow conversationally. You can search for accounts using sf_search_accounts, then use those details to find contacts via sf_search_contacts. If a deal is ready, you run sf_update_opportunity to advance its stage and maybe bump up that amount. After the meeting, you hit it with sf_log_activity to record the call against that account.

You can always check in on where everything stands by running sf_pipeline_summary, or narrow your focus using sf_opportunities_by_stage. It keeps all those moving parts linked up and gives you instant visibility into every prospect, deal, and activity recorded.