Salesforce Sales Cloud Connector for AI agents.
10 live capabilities
Manage your sales pipeline and CRM data through natural conversation.
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Why people use Salesforce Sales Cloud
Salesforce Sales Cloud CRM data entry pain points
This Connector removes that friction by turning your CRM into a conversational interface. Instead of navigating menus, you tell your agent what happened in a meeting, and it handles the record updates for you. You get a clean, accurate database without the manual labor.
What Vinkius changes
You get a conversational interface for your entire Salesforce Sales Cloud database.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Updating a deal after a discovery call
A sales rep finishes a call and asks their agent to use sf_update_opportunity to move the deal to the Negotiation stage and update the amount.
- Real-world use case 02
Onboarding a new prospect
An SDR gets a new lead from a webinar and asks their agent to use sf_create_lead to get them into the system with their company and email.
- Real-world use case 03
Quick pipeline health check
A RevOps manager asks their agent for a summary of the open pipeline to see which stages have the most deals and what the total value is.
Complete set · 10capabilities
The complete Salesforce Sales Cloud capability set.
These are the exact actions your AI can choose when you ask it to work with Salesforce Sales Cloud.
01—04
4 capabilities in this set.
Part of 10 available through Salesforce Sales Cloud.
- 01 Capability
Sf opportunities by stage
Filter deals by specific pipeline stages like Negotiation or Proposal. Use this to identify where deals are getting stuck.
- 02 Capability
Sf pipeline summary
Get a high level view of deal counts and total monetary values across your entire pipeline. It is perfect for quick health checks.
- 03 Capability
Sf log activity
Record completed calls or meetings as tasks linked to specific records. This keeps your activity tracking accurate.
- 04 Capability
Sf update opportunity
Advance a deal to the next stage or update the closing amount and date. This ensures your forecast stays accurate.
05—07
3 capabilities in this set.
Part of 10 available through Salesforce Sales Cloud.
- 05 Capability
Sf create lead
Create a new lead in Salesforce Sales Cloud with a name, company, and email. This helps you start the sales process faster.
- 06 Capability
Sf search accounts
Find company details like revenue, industry, and employee counts by searching the name. This helps with quick research.
- 07 Capability
Sf search contacts
Look up qualified individuals to find their email, title, and account associations. Use this to find the right person quickly.
08—10
3 capabilities in this set.
Part of 10 available through Salesforce Sales Cloud.
- 08 Capability
Sf search leads
Search for prospective customers by name or company to check their current status. This helps you manage your top of funnel.
- 09 Capability
Sf search opportunities
Pull up specific deals to see their current stage, probability, and assigned owner. Use this for deep dives into specific deals.
- 10 Capability
Sf update lead
Change a lead's status, rating, or contact info to reflect your latest conversation. This keeps your lead data current.
Set up in minutes
One URL. Then ask Salesforce Sales Cloud to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Salesforce Sales Cloud 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_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/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 Sales Cloud, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Salesforce Sales Cloud for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/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 Sales Cloud URL.
- Step 03
Save and start
Save the connection and enable Salesforce Sales Cloud in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"salesforce-sales-cloud": {
"url": "https://edge.vinkius.com/vk_preview_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/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 Sales Cloud
Open Agent mode in chat and ask: "Using Salesforce Sales Cloud, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"salesforce-sales-cloud": {
"url": "https://edge.vinkius.com/vk_preview_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/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 Sales Cloud
Ask Copilot: "Using Salesforce Sales Cloud, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"salesforce-sales-cloud": {
"url": "https://edge.vinkius.com/vk_preview_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/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 Sales Cloud
Open Cascade and ask: "Using Salesforce Sales Cloud, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"salesforce-sales-cloud": {
"url": "https://edge.vinkius.com/vk_preview_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/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 Sales Cloud
Ask Cline: "Using Salesforce Sales Cloud, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add salesforce-sales-cloud --transport http "https://edge.vinkius.com/vk_preview_wcZPh0pr9K2EhYgpWCi00FHg6ibawWiDQ2DsGbY9/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 Sales Cloud
Ask Claude: "Using Salesforce Sales Cloud, show me...". 10 tools are ready
Where the request belongs
Work Salesforce can move forward.
This is for sales teams who are tired of manual data entry. It solves the problem of spending more time updating the CRM than actually talking to customers.
Sales Representative
Uses this to update deal stages and log call notes immediately after a meeting ends.
SDR
Uses this to quickly qualify new leads and create records without switching apps.
RevOps Manager
Uses this to get instant snapshots of pipeline health and deal distribution.
Account Executive
Uses this to find contact info and company details while preparing for discovery calls.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsSugarCRM
Intelligent CRM platform for sales and marketing.
Salesforce
Connect your Salesforce CRM to any AI agent. query records with SOQL, manage accounts, contacts, opportunities, run reports, and perform CRUD operations.
Salesforce Marketing Cloud
Manage campaigns, track member engagement, measure marketing ROI, and optimize lead generation through natural conversation.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Pipeliner
Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.
Freshsales (Sales CRM & Lead Scoring API)
Manage your sales pipeline via Freshsales. create leads, track contacts, manage deals, and automate CRM workflows directly from any 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 -
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Amazon Q -
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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 Sales Cloud MCP update deal amounts?
Yes, your agent can update opportunity amounts, close dates, and stages directly. This ensures your pipeline reflects the most recent negotiations without you having to open the CRM.
How does the Salesforce Sales Cloud MCP handle lead qualification?
The Connector allows your agent to search for leads and then update their status or rating. You can tell your agent to mark a lead as 'Hot' or 'Working' based on your conversation.
Can I use the Salesforce Sales Cloud MCP to log my calls?
Yes, you can have your agent log completed calls or meetings as tasks. It will link those activities to the correct contact or account automatically.
Does the Salesforce Sales Cloud MCP search my contacts?
It can search for qualified individuals by name or email. It will return their title, department, and phone number so you have it ready for your next call.
Can the Salesforce Sales Cloud MCP give me a pipeline summary?
Yes, it can provide a snapshot of your entire open pipeline. It will show you the deal count and total monetary value for every stage in your sales cycle.
Is the Salesforce Sales Cloud MCP good for RevOps?
It is excellent for RevOps because it provides instant access to pipeline health and deal data. You can get snapshots of your sales funnel without manually running reports.
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.
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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