What Salesforce data can I access?

Leads, Opportunities, Accounts, Contacts, Tasks, and aggregate pipeline summaries. All data respects your Salesforce field-level security permissions.

Can I create and update records?

Yes! You can create Leads and Tasks, update Leads and Opportunities (stage, amount, close date), and log activities — all through natural conversation.

How does authentication work?

Uses OAuth 2.0 Client Credentials flow. You provide your Salesforce Instance URL, Consumer Key, and Consumer Secret from a Connected App. The server handles token exchange and renewal automatically.

Salesforce Sales Cloud MCP Server for OpenAI Agents SDK 10 tools — connect in under 2 minutes

Name: Salesforce Sales Cloud
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 10 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Salesforce Sales Cloud through the Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails — no manual schema definitions required.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

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Vinkius supports streamable HTTP and SSE.

python

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Salesforce Sales Cloud Assistant",
            instructions=(
                "You help users interact with Salesforce Sales Cloud. "
                "You have access to 10 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Salesforce Sales Cloud"
        )
        print(result.final_output)

asyncio.run(main())

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* 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.

The OpenAI Agents SDK auto-discovers all 10 tools from Salesforce Sales Cloud through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns — chain multiple agents where one queries Salesforce Sales Cloud, another analyzes results, and a third generates reports, all orchestrated through the Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Salesforce Sales Cloud MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 10 tools from Salesforce Sales Cloud

Why Use OpenAI Agents SDK with the Salesforce Sales Cloud MCP Server

OpenAI Agents SDK provides unique advantages when paired with Salesforce Sales Cloud through the Model Context Protocol.

Native MCP integration via `MCPServerSse` — pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Salesforce Sales Cloud + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Salesforce Sales Cloud MCP Server delivers measurable value.

Automated workflows: build agents that query Salesforce Sales Cloud, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents — one queries Salesforce Sales Cloud, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Salesforce Sales Cloud tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Salesforce Sales Cloud to resolve tickets, look up records, and update statuses without human intervention

Salesforce Sales Cloud MCP Tools for OpenAI Agents SDK (10)

These 10 tools become available when you connect Salesforce Sales Cloud to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Salesforce Sales Cloud to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Salesforce Sales Cloud + OpenAI Agents SDK FAQ

Common questions about integrating Salesforce Sales Cloud MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.