
Connect Salesforce to ChatGPT, Claude and Gemini
Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage your entire sales pipeline through simple conversation.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
Waiting for input…
Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Your AI does the work. We keep it safe and sound.
No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.
Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

Each Connector runs inside its own sealed environment.
Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.
One switch stops every agent. Instantly.
One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.
Spending limits that pause instead of surprise.
Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.
Three controls, built into the layer your AI connects through.
Curated set · 12 capabilities
We ship only the actions that matter.
01-04
4 capabilities in this set.
Part of 12 available through Salesforce.
- 01
Update record
This capability modifies existing Salesforce records. You provide the SObject type, the specific ID, and the JSON fields you want to change.
- 02
Delete record
This capability removes a Salesforce record permanently. Use this with caution as the action cannot be undone.
- 03
Describe object
This capability retrieves metadata about a specific Salesforce object. It helps your agent understand the data structure before performing operations.
- 04
List contacts
This capability pulls a list of your Salesforce contacts.
05-08
4 capabilities in this set.
Part of 12 available through Salesforce.
- 05
Create record
This capability generates new Salesforce records. You pass the required fields as a JSON string.
- 06
Global search
This capability searches for matches across Accounts, Contacts, Leads, and other objects at once.
- 07
Soql query
This capability executes custom SOQL queries against your Salesforce database to retrieve specific datasets.
- 08
List reports
This capability retrieves a list of all available Salesforce reports.
09-12
4 capabilities in this set.
Part of 12 available through Salesforce.
- 09
Run report
This capability executes a specific Salesforce report. You'll need to use the list capability first to find the correct report ID.
- 10
List accounts
This capability fetches a list of your Salesforce accounts.
- 11
List opportunities
This capability retrieves your current sales opportunities.
- 12
Get record
This capability pulls a single Salesforce record. You specify the object type, such as Account or Lead, and the record ID.
Real work
What teams actually run
Pipeline Audits
Ask your agent to find all opportunities that haven't been updated in 30 days to keep your data clean.
Lead Intake
Convert meeting notes directly into new Salesforce leads by telling your agent the details.
Quick Reporting
Get immediate answers to questions like 'What was our win rate last month?' by running existing reports.
Account Research
Use global search to quickly find all related contacts and opportunities for a specific company.
Automate a task
Put Salesforce to work on one thing.
Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.
One connector, every AI
Salesforce works with the most popular AI clients.
These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.
Claude
ChatGPT
Gemini
Perplexity
Grok
Microsoft Copilot
Cursor
VS Code
Windsurf
JetBrains
Cline
LangChain
Vercel AI SDK
Lovable
Z.ai
Raycast
Qwen Code
Kimi Code
Le ChatBuilding your own app? The connector is yours to use.
You don't need a client to put Salesforce to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.
Observed, not estimated
910ms average. Fast in production.
Salesforce is checked daily against the live service.
- Fastest day
- 748ms
- Slowest day
- 1070ms
- 14-day trend
- Slowing+19%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 12 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Salesforce, so you can see the experience inside your AI.
It does not authenticate your account with Salesforce. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
Salesforce Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Salesforce capabilities are ready to use.
{
"mcpServers": {
"salesforce-mcp": {
"url": "https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
Guided setup for Claude? Set up Salesforce in Claude and other AIs
Who it's for
Built for the work Salesforce owners hand off.
Sales professionals and operations teams who need to interact with CRM data without manual data entry or complex navigation.
- 01
Sales Operations
They hand off complex data cleaning and report generation tasks to the agent.
- 02
Account Executives
They use the agent to quickly update deal stages and check pipeline health.
- 03
Sales Managers
They ask the agent for real-time summaries of team performance and revenue metrics.
FAQ
Questions Salesforce owners ask.
- 01
How do I connect this MCP to my AI client?
You connect once through your MCP-compatible client like Claude, Cursor, or Windsurf. Vinkius hosts the connection and manages the credentials for you.
- 02
Can I run my existing Salesforce reports?
Yes. You can use the list_reports capability to find your report IDs and then use the run_report capability to get the results directly in your chat.
- 03
Does this MCP support custom queries?
Yes. The soql_query capability allows your agent to run any valid SOQL query against your Salesforce objects.
- 04
Is it safe to delete records through my AI agent?
The delete_record capability performs irreversible deletions. You should ensure your agent is configured to confirm these actions before executing them.
- 05
What kind of Salesforce data can I access?
You can access and manage any SObject type available in your Salesforce instance, including Accounts, Contacts, Leads, and Opportunities.
- 06
Can I run custom SOQL queries?
Yes! The soql_query capability accepts any valid SOQL string. Example: SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Closed Won' LIMIT 20.
- 07
Can I create records in any object?
Yes! Use create_record with the SObject type (Account, Contact, Lead, etc.) and a JSON string of fields.
- 08
How do I search across all Salesforce data?
Use global_search with your search text. It uses SOSL to find matches across Accounts, Contacts, Leads, and all other objects simultaneously.
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