Salesforce Sales Cloud MCP Server for AutoGen 10 tools — connect in under 2 minutes
Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Salesforce Sales Cloud as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
async with McpWorkbench(
server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
transport="streamable_http",
) as workbench:
tools = await workbench.list_tools()
agent = AssistantAgent(
name="salesforce_sales_cloud_agent",
tools=tools,
system_message=(
"You help users with Salesforce Sales Cloud. "
"10 tools available."
),
)
print(f"Agent ready with {len(tools)} tools")
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Salesforce Sales Cloud MCP Server
Connect Salesforce Sales Cloud to any AI agent — instant access to your CRM data without switching tabs.
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Salesforce Sales Cloud tools. Connect 10 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
What you can do
- Leads — Search, create, update, and qualify leads by name, email, or company
- Opportunities — Track deals, update stages, amounts, and close dates
- Accounts — Look up company details including revenue, industry, and employees
- Contacts — Find contacts by name or email with account associations
- Activities — Log calls, meetings, and emails as Tasks linked to records
- Pipeline — Get an instant summary of your open pipeline by stage
The Salesforce Sales Cloud MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Salesforce Sales Cloud to AutoGen via MCP
Follow these steps to integrate the Salesforce Sales Cloud MCP Server with AutoGen.
Install AutoGen
Run pip install "autogen-ext[mcp]"
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Integrate into workflow
Use the agent in your AutoGen multi-agent orchestration
Explore tools
The workbench discovers 10 tools from Salesforce Sales Cloud automatically
Why Use AutoGen with the Salesforce Sales Cloud MCP Server
AutoGen provides unique advantages when paired with Salesforce Sales Cloud through the Model Context Protocol.
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Salesforce Sales Cloud tools to solve complex tasks
Role-based architecture lets you assign Salesforce Sales Cloud tool access to specific agents — a data analyst queries while a reviewer validates
Human-in-the-loop support: agents can pause for human approval before executing sensitive Salesforce Sales Cloud tool calls
Code execution sandbox: AutoGen agents can write and run code that processes Salesforce Sales Cloud tool responses in an isolated environment
Salesforce Sales Cloud + AutoGen Use Cases
Practical scenarios where AutoGen combined with the Salesforce Sales Cloud MCP Server delivers measurable value.
Collaborative analysis: one agent queries Salesforce Sales Cloud while another validates results and a third generates the final report
Automated review pipelines: a researcher agent fetches data from Salesforce Sales Cloud, a critic agent evaluates quality, and a writer produces the output
Interactive planning: agents negotiate task allocation using Salesforce Sales Cloud data to make informed decisions about resource distribution
Code generation with live data: an AutoGen coder agent writes scripts that process Salesforce Sales Cloud responses in a sandboxed execution environment
Salesforce Sales Cloud MCP Tools for AutoGen (10)
These 10 tools become available when you connect Salesforce Sales Cloud to AutoGen via MCP:
sf_create_lead
lastName and company are required fields in Salesforce. Status defaults to "Open - Not Contacted". Once qualified, leads can be converted to Contact + Account + Opportunity in the Salesforce UI. Returns the created lead with its 18-character Salesforce ID. Create a new lead in Salesforce Sales Cloud with name, company, email, phone, title, and initial status
sf_log_activity
Link to a person via whoId (Contact or Lead ID) and/or to a record via whatId (Account or Opportunity ID). Status defaults to "Completed". Priority: High, Normal, Low. Use to log completed calls, meetings, or emails for activity tracking and reporting. Log a call, meeting, or email as a completed Task in Salesforce linked to a contact, lead, account, or opportunity
sf_opportunities_by_stage
Returns deals sorted by amount descending. Standard stages: Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost. Use for questions like "what deals are in Negotiation?" or "total value of Closed Won this quarter." Get all Salesforce opportunities at a specific pipeline stage for bottleneck analysis, forecasting, or stage review
sf_pipeline_summary
Returns the number of deals and total monetary value at each stage. Perfect for pipeline health checks, forecasting conversations, and identifying bottleneck stages. Use when the user asks "how is the pipeline?", "what is our total pipeline value?", or "which stage has the most deals?" Get an aggregate snapshot of the open sales pipeline — deal count and total value per stage for a quick health check
sf_search_accounts
Returns account name, industry, annual revenue, number of employees, phone, website, billing city/state/country, and owner. Accounts are the company-level records that contacts and opportunities are linked to. Use when the user asks about a company or needs account-level data. Search Salesforce accounts (companies) by name to find organizations with industry, revenue, employee count, and location
sf_search_contacts
Returns contact name, email, phone, account name, title, department, and mailing address. Contacts are qualified individuals linked to accounts — different from leads (unqualified prospects). Use when the user asks about a specific customer contact. Search Salesforce contacts by name or email to find people at customer accounts with title, department, and phone
sf_search_leads
Returns lead name, company, email, phone, title, status (e.g., Open - Not Contacted, Working, Closed - Converted), rating (Hot/Warm/Cold), lead source, and assigned owner. Use when the user wants to find a specific prospect, check lead status, or review unqualified pipeline. Search Salesforce leads by name, email, or company to find prospective customers in the sales pipeline
sf_search_opportunities
Returns opportunity name, stage (Prospecting/Qualification/Needs Analysis/Value Proposition/Id. Decision Makers/Perception Analysis/Proposal/Negotiation/Closed Won/Closed Lost), amount, close date, probability percentage, and assigned owner. Use for pipeline review, deal lookup, or forecasting queries. Search Salesforce opportunities by name to find deals with stage, amount, probability, close date, and owner
sf_update_lead
Only specified fields are updated. Common operations: change Status to "Working" or "Closed - Converted", set Rating to Hot/Warm/Cold for prioritization, or update contact details. Requires the 18-character Salesforce ID. Update an existing Salesforce lead — change status, rating, contact info, or other fields to reflect qualification progress
sf_update_opportunity
Common operations: advance StageName when deal progresses, update Amount after negotiation, push CloseDate when timeline shifts, set StageName to "Closed Won"/"Closed Lost" to close. Only specified fields change. Update a Salesforce opportunity — advance stage, change amount, update close date, or add notes to reflect deal progress
Example Prompts for Salesforce Sales Cloud in AutoGen
Ready-to-use prompts you can give your AutoGen agent to start working with Salesforce Sales Cloud immediately.
"Show me all hot leads from this week"
"What does my pipeline look like right now?"
"Create a new lead: John Smith from Acme Corp, john@acme.com"
Troubleshooting Salesforce Sales Cloud MCP Server with AutoGen
Common issues when connecting Salesforce Sales Cloud to AutoGen through the Vinkius, and how to resolve them.
McpWorkbench not found
pip install "autogen-ext[mcp]"Salesforce Sales Cloud + AutoGen FAQ
Common questions about integrating Salesforce Sales Cloud MCP Server with AutoGen.
How does AutoGen connect to MCP servers?
Can different agents have different MCP tool access?
Does AutoGen support human approval for tool calls?
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Connect Salesforce Sales Cloud to AutoGen
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.