Salesforce Sales Cloud MCP Server for Claude Code 10 tools — connect in under 2 minutes
Claude Code is Anthropic's agentic CLI for terminal-first development. Add Salesforce Sales Cloud as an MCP server in one command and Claude Code will discover every tool at runtime — ideal for automation pipelines, CI/CD integration, and headless workflows via the Vinkius.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Salesforce Sales Cloud and 2,500+ MCP Servers from a single visual interface.
# Your Vinkius token — get it at cloud.vinkius.com
claude mcp add salesforce-sales-cloud --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
* 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.
Claude Code registers Salesforce Sales Cloud as an MCP server in a single terminal command. Once connected, Claude Code discovers all 10 tools at runtime and can call them headlessly — ideal for CI/CD pipelines, cron jobs, and automated workflows where Salesforce Sales Cloud data drives decisions without human intervention.
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 Claude Code 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 Claude Code via MCP
Follow these steps to integrate the Salesforce Sales Cloud MCP Server with Claude Code.
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
Add the MCP Server
Run the command above in your terminal
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
Start using Salesforce Sales Cloud
Ask Claude: "Using Salesforce Sales Cloud, show me..." — 10 tools are ready
Why Use Claude Code with the Salesforce Sales Cloud MCP Server
Claude Code provides unique advantages when paired with Salesforce Sales Cloud through the Model Context Protocol.
Single-command setup: `claude mcp add` registers the server instantly — no config files to edit or applications to restart
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
Claude Code runs headlessly, enabling unattended batch processing using Salesforce Sales Cloud tools in cron jobs or deployment scripts
Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Salesforce Sales Cloud + Claude Code Use Cases
Practical scenarios where Claude Code combined with the Salesforce Sales Cloud MCP Server delivers measurable value.
CI/CD integration: embed Salesforce Sales Cloud tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping
Headless batch processing: schedule Claude Code to query Salesforce Sales Cloud nightly and generate reports without human intervention
Shell scripting: pipe Salesforce Sales Cloud outputs into other CLI tools for data transformation, filtering, and aggregation
Infrastructure monitoring: run Claude Code in a cron job to query Salesforce Sales Cloud status endpoints and alert on anomalies
Salesforce Sales Cloud MCP Tools for Claude Code (10)
These 10 tools become available when you connect Salesforce Sales Cloud to Claude Code 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 Claude Code
Ready-to-use prompts you can give your Claude Code 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 Claude Code
Common issues when connecting Salesforce Sales Cloud to Claude Code through the Vinkius, and how to resolve them.
Command not found: claude
npm install -g @anthropic-ai/claude-codeConnection timeout
Salesforce Sales Cloud + Claude Code FAQ
Common questions about integrating Salesforce Sales Cloud MCP Server with Claude Code.
How do I add an MCP server to Claude Code?
claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.Can Claude Code run MCP tools in headless mode?
How do I list all connected MCP servers?
claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.Connect Salesforce Sales Cloud with your favorite client
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Connect Salesforce Sales Cloud to Claude Code
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.