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 VS Code Copilot 10 tools — connect in under 2 minutes

Name: Salesforce Sales Cloud
Availability: InStock
Author: Vinkius

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 10 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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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.

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Classic Setup·json

{
  "mcpServers": {
    "salesforce-sales-cloud": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

GitHub Copilot Agent mode brings Salesforce Sales Cloud data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools — Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the Salesforce Sales Cloud MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Salesforce Sales Cloud

Ask Copilot: "Using Salesforce Sales Cloud, help me..." — 10 tools available

Why Use VS Code Copilot with the Salesforce Sales Cloud MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Salesforce Sales Cloud through the Model Context Protocol.

VS Code is used by over 70% of developers — adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Salesforce Sales Cloud + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Salesforce Sales Cloud MCP Server delivers measurable value.

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Salesforce Sales Cloud MCP Tools for VS Code Copilot (10)

These 10 tools become available when you connect Salesforce Sales Cloud to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

Common issues when connecting Salesforce Sales Cloud to VS Code Copilot through the Vinkius, and how to resolve them.

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Salesforce Sales Cloud + VS Code Copilot FAQ

Common questions about integrating Salesforce Sales Cloud MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.