Salesforce Sales Cloud MCP Server for LlamaIndex 10 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Salesforce Sales Cloud as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token — get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Salesforce Sales Cloud. "
"You have 10 tools available."
),
)
response = await agent.run(
"What tools are available in Salesforce Sales Cloud?"
)
print(response)
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.
LlamaIndex agents combine Salesforce Sales Cloud tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.
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 LlamaIndex 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 LlamaIndex via MCP
Follow these steps to integrate the Salesforce Sales Cloud MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 10 tools from Salesforce Sales Cloud
Why Use LlamaIndex with the Salesforce Sales Cloud MCP Server
LlamaIndex provides unique advantages when paired with Salesforce Sales Cloud through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Salesforce Sales Cloud tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Salesforce Sales Cloud tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Salesforce Sales Cloud, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Salesforce Sales Cloud tools were called, what data was returned, and how it influenced the final answer
Salesforce Sales Cloud + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Salesforce Sales Cloud MCP Server delivers measurable value.
Hybrid search: combine Salesforce Sales Cloud real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Salesforce Sales Cloud to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Salesforce Sales Cloud for fresh data
Analytical workflows: chain Salesforce Sales Cloud queries with LlamaIndex's data connectors to build multi-source analytical reports
Salesforce Sales Cloud MCP Tools for LlamaIndex (10)
These 10 tools become available when you connect Salesforce Sales Cloud to LlamaIndex 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 LlamaIndex
Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex
Common issues when connecting Salesforce Sales Cloud to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpSalesforce Sales Cloud + LlamaIndex FAQ
Common questions about integrating Salesforce Sales Cloud MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect Salesforce Sales Cloud with your favorite client
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Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Salesforce Sales Cloud to LlamaIndex
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.