Salesforce Sales Cloud MCP Server for Mastra AI 10 tools — connect in under 2 minutes
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect Salesforce Sales Cloud through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
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Vinkius supports streamable HTTP and SSE.
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"salesforce-sales-cloud": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "Salesforce Sales Cloud Agent",
instructions:
"You help users interact with Salesforce Sales Cloud " +
"using 10 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with Salesforce Sales Cloud?"
);
console.log(result.text);
}
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.
Mastra's agent abstraction provides a clean separation between LLM logic and Salesforce Sales Cloud tool infrastructure. Connect 10 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI via MCP
Follow these steps to integrate the Salesforce Sales Cloud MCP Server with Mastra AI.
Install dependencies
Run npm install @mastra/core @mastra/mcp @ai-sdk/openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.ts and run with npx tsx agent.ts
Explore tools
Mastra discovers 10 tools from Salesforce Sales Cloud via MCP
Why Use Mastra AI with the Salesforce Sales Cloud MCP Server
Mastra AI provides unique advantages when paired with Salesforce Sales Cloud through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add Salesforce Sales Cloud without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every Salesforce Sales Cloud tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
Salesforce Sales Cloud + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the Salesforce Sales Cloud MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query Salesforce Sales Cloud, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed Salesforce Sales Cloud as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query Salesforce Sales Cloud on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using Salesforce Sales Cloud tools alongside other MCP servers
Salesforce Sales Cloud MCP Tools for Mastra AI (10)
These 10 tools become available when you connect Salesforce Sales Cloud to Mastra AI 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 Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting Salesforce Sales Cloud to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpSalesforce Sales Cloud + Mastra AI FAQ
Common questions about integrating Salesforce Sales Cloud MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.Can Mastra agents use tools from multiple servers?
Does Mastra support workflow orchestration?
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Connect Salesforce Sales Cloud to Mastra AI
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.