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Use Salesforce with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Manage leads, opportunities, accounts, contacts, and your entire sales pipeline through natural conversation with your Salesforce CRM.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 10 capabilities

The complete Salesforce capability set.

These are the exact actions your AI can choose when you ask it to work with Salesforce.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Salesforce.

  1. 01

    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

  2. 02

    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

  3. 03

    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

  4. 04

    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

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Salesforce.

  1. 05

    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

  2. 06

    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

  3. 07

    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

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Salesforce.

  1. 08

    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

  2. 09

    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

  3. 10

    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

Observed, not estimated

970ms average. Fast in production.

Salesforce is checked daily against the live service.

Daily averagePeak 1082ms
Aug 20Today
Fastest day
758ms
Slowest day
1082ms
14-day trend
Slowing+6%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 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.

Connector linkhttps://edge.vinkius.com/vk_preview_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Salesforce capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salesforce-sales-cloud-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/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

FAQ

Questions Salesforce owners ask.

  • 01

    What Salesforce data can I access?

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

  • 02

    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.

  • 03

    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.

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