Salesforce Connector for AI agents.
12 live capabilities
Manage your CRM records and sales pipeline through natural conversation.
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Why people use Salesforce
Salesforce CRM AI Integration: Stop the Manual Data Entry Grind
This Connector changes that by making your CRM conversational. Instead of navigating menus, you just tell your agent what to do. It pulls the data, updates the records, and runs the reports for you in one go. You get your time back to focus on closing deals.
What Vinkius changes
You get to stop clicking and start talking to your data.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Finding a specific lead's history
An AE asks for the history of a specific client.
- Real-world use case 02
Creating a new sales opportunity
A manager tells the agent to open a new deal for a client.
- Real-world use case 03
Pulling weekly revenue stats
An analyst asks for the latest sales numbers.
Complete set · 12capabilities
The complete Salesforce capability set.
These are the exact actions your AI can choose when you ask it to work with Salesforce.
01—04
4 capabilities in this set.
Part of 12 available through Salesforce.
- 01 Capability
List reports
See a list of all available reports in your Salesforce org. Use this to find the ID of a report you want to run.
- 02 Capability
Run report
Execute a specific report by its ID to get the latest results. This lets you see your latest sales numbers instantly.
- 03 Capability
List accounts
View a list of all accounts in your CRM. This provides a high-level look at your client base.
- 04 Capability
List contacts
View a list of all contacts in your Salesforce instance. This helps you quickly see who your current leads are.
05—08
4 capabilities in this set.
Part of 12 available through Salesforce.
- 05 Capability
List opportunities
See all current sales opportunities in your pipeline. It provides a quick overview of your active deals.
- 06 Capability
Get record
Fetch a specific record by its ID and SObject type. Use this to pull details for a single account or lead.
- 07 Capability
Create record
Add a new record to Salesforce using a JSON string of fields. You can use this to create new leads or accounts.
- 08 Capability
Update record
Modify an existing record by providing its ID and the new fields. This is how you update deal stages or contact info.
09—12
4 capabilities in this set.
Part of 12 available through Salesforce.
- 09 Capability
Delete record
Remove a record from your Salesforce instance permanently. Use this with caution to clean up old or incorrect data.
- 10 Capability
Soql query
Run custom SOQL queries to pull filtered data from any object. This is the best way to get very specific data sets.
- 11 Capability
Describe object
Pull metadata to understand the structure of a specific Salesforce object. It helps the agent know what fields are available.
- 12 Capability
Global search
Search across all objects like Accounts and Leads at the same time. It is the fastest way to find a specific piece of information.
Set up in minutes
One URL. Then ask Salesforce to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Salesforce from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Salesforce, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Salesforce for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Salesforce URL.
- Step 03
Save and start
Save the connection and enable Salesforce in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"salesforce": {
"url": "https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Salesforce
Open Agent mode in chat and ask: "Using Salesforce, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"salesforce": {
"url": "https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Salesforce
Ask Copilot: "Using Salesforce, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"salesforce": {
"url": "https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Salesforce
Open Cascade and ask: "Using Salesforce, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"salesforce": {
"url": "https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Salesforce
Ask Cline: "Using Salesforce, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add salesforce --transport http "https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Salesforce
Ask Claude: "Using Salesforce, show me...". 12 tools are ready
Where the request belongs
Work Salesforce can move forward.
This is for the sales ops lead who is tired of manual data entry and the account executive who needs to find client info in seconds without switching tabs.
Sales Ops Manager
They use this to run reports and perform bulk updates to keep the sales pipeline clean.
Account Executive
They use this to quickly look up client history and update deal stages during calls.
Business Analyst
They use this to pull specific data sets using custom queries for weekly reporting.
CRM Administrator
They use this to check object metadata and manage records across the entire org.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsSalesforce Sales Cloud
Manage leads, opportunities, accounts, contacts, and your entire sales pipeline through natural conversation with your Salesforce CRM.
Salesforce Analytics & SOQL
Run SOQL queries, execute reports, view dashboards, and analyze CRM data in real-time through natural conversation.
Salesforce Admin & Metadata
Manage users, explore object schemas, monitor org limits, search metadata, execute Apex, and audit profiles through natural conversation.
SugarCRM (Enterprise CRM & Customer Success API)
Manage SugarCRM records, relationships, and customer data directly from your AI agent.
Twenty CRM
Manage your CRM data directly from AI. list people, companies, and opportunities, and create or update records in Twenty CRM.
Nutshell CRM
Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.
Bring your own AI
Change the model, client or framework. Keep Salesforce connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Salesforce.
The practical details behind the request, access and result.
Can the Salesforce MCP create new leads?
Yes, it can create new records like Leads and Accounts directly. You just need to provide the details in plain English.
Does it support custom objects in Salesforce?
Yes, it supports full CRUD operations on SObject types, meaning it can work with your custom business objects.
Can I run my existing Salesforce reports?
Yes, you can list and run reports by their IDs. The agent can pull the latest results and show them to you instantly.
Is my Salesforce data safe with this Connector?
The Connector operates using your existing Salesforce permissions. It only accesses the data your user account is authorized to see.
How do I find a specific record if I don't have the ID?
You can use the global search capability. It scans your entire CRM to find the right account, contact, or lead for you.
Can it update existing deals or records?
Yes, it can update any record by providing its ID and the new information. This is perfect for changing deal stages or contact details.
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.
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.
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.
One connection away
Give your agent a direct line to Salesforce.
Connect Salesforce once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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