# Salesforce Sales Cloud MCP

> Salesforce Sales Cloud MCP connects your agent directly to all your CRM data. Manage leads, track opportunities, update accounts, and log activities without ever leaving your workflow. It gives you conversational access to your entire sales pipeline, letting you query complex deal structures or qualify new prospects using natural language.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** pipeline-management, lead-qualification, opportunity-tracking, sales-forecasting, account-insights, crm-automation

## Description

Your AI client can now talk directly to Salesforce Sales Cloud. Instead of switching between tabs or running complex reports, you just ask for what you need—say, 'What's the total value of deals in Negotiation?' The agent pulls that data and gives it back instantly. You don’t have to manually search accounts; you just tell your agent which company you mean, and it retrieves revenue details, employee count, and industry information right away.

It handles the full sales lifecycle, from finding a cold lead using name or email, to updating that prospect's status after an initial call. You can also log calls, meetings, and emails as tasks linked straight to specific contacts or deals. This deep connection means you get real-time visibility into your pipeline health without lifting a finger. When you connect this MCP via Vinkius, all those functions—managing leads, opportunities, accounts, and activities—are available through one conversational interface.

## Tools

### sf_create_lead
Creates a new prospect record in Salesforce using name, company, email, and other details.

### sf_opportunities_by_stage
Retrieves all deals currently sitting at one specific stage of the sales pipeline for review or analysis.

### sf_pipeline_summary
Provides a high-level summary showing the total number and value of open deals across every stage.

### sf_log_activity
Records completed tasks, such as calls or meetings, and links them to a specific person or company record.

### sf_search_accounts
Finds corporate accounts by name, pulling key details like industry, revenue, employee count, and location.

### sf_search_contacts
Locates specific people at customer companies using their name or email address.

### sf_search_leads
Searches the pool of unqualified prospects by name, company, or email to check their status and source.

### sf_search_opportunities
Looks up specific deals using opportunity names to see their stage, amount, probability, and close date.

### sf_update_lead
Modifies an existing lead record by changing its status or updating contact details based on qualification progress.

### sf_update_opportunity
Advances a deal through the sales process, adjusting amounts, close dates, or moving it to 'Closed Won'/'Closed Lost'.

## Prompt Examples

**Prompt:** 
```
Show me all hot leads from this week
```

**Response:** 
```
🔥 **Hot Leads — This Week**

| Name | Company | Email | Status |
|---|---|---|---|
| Sarah Chen | TechCorp Inc | s.chen@techcorp.com | Open - Not Contacted |
| James Wilson | DataFlow | j.wilson@dataflow.io | Working |
| Maria Santos | CloudBase | m.santos@cloudbase.com | Open - Not Contacted |

💡 3 hot leads found. Want me to update any of them?
```

**Prompt:** 
```
What does my pipeline look like right now?
```

**Response:** 
```
📊 **Pipeline Summary**

| Stage | Deals | Total Value |
|---|---|---|
| Prospecting | 12 | $340,000 |
| Qualification | 8 | $520,000 |
| Negotiation | 5 | $890,000 |
| Closed Won (MTD) | 3 | $215,000 |

💰 Total open pipeline: **$1,750,000** across 25 deals
```

**Prompt:** 
```
Create a new lead: John Smith from Acme Corp, john@acme.com
```

**Response:** 
```
✅ **Lead Created!**

- **Name:** John Smith
- **Company:** Acme Corp
- **Email:** john@acme.com
- **Status:** Open - Not Contacted
- **ID:** 00Q8Z00001ABC

Want me to assign this lead to a specific owner?
```

## Capabilities

### Search for specific records
Find details on companies (Accounts), people (Contacts/Leads), or open deals (Opportunities) using names, emails, or company identifiers.

### Manage the sales pipeline status
Get an immediate snapshot of your entire deal funnel, including how many deals and what total value sits at any given stage.

### Create new prospects
Generate a brand new lead record in Salesforce using basic company information like name, email, or phone number.

### Update deal and contact details
Change an existing opportunity's stage, update its monetary value, or modify a lead’s status to reflect qualification progress.

### Log sales activities
Record completed calls, meetings, or emails as tasks linked directly to the associated account, contact, or deal record.

## Use Cases

### Need to check total revenue potential for Q3?
A RevOps manager asks their agent, 'What's our expected value from deals in the Proposal stage?' The agent uses sf_opportunities_by_stage and returns a precise dollar figure, allowing the manager to adjust forecasts instantly without opening the reports dashboard.

### Just finished a discovery call with Acme Corp.
An Account Executive tells their agent, 'Log that I spoke with Jane Doe at Acme Corp about our integration.' The agent uses sf_log_activity, linking the task to the correct contact and account record automatically.

### Found a promising lead from an event.
An SDR tells their agent, 'Create a new lead for Mark Johnson at Stellar Tech.' The agent uses sf_create_lead, populating all required fields and giving the lead its initial Salesforce ID.

### Need to follow up on an old deal.
A salesperson asks their agent, 'What was the last known stage for that big TechCorp deal?' The agent uses sf_search_opportunities and pulls the current status, amount, and owner information.

## Benefits

- Stop context-switching. Instead of manually opening Salesforce, navigating to a contact record, and then logging an activity, you simply ask your agent to log the call; it handles the ID linking for you.
- Gain instant oversight into deal health. Use sf_pipeline_summary to get an immediate view of total pipeline value or identify which stage is causing deals to stall, without running a report.
- Quickly qualify new prospects. Instead of spending time searching through multiple tabs, your agent can search for leads using sf_search_leads and then update their status with sf_update_lead in one prompt.
- Understand the company at depth. When you're talking to a prospect, ask your agent about them; it uses sf_search_accounts to instantly provide industry data, revenue size, and employee count.
- Maintain deal accuracy on the fly. If a negotiation changes the price or timeline, use sf_update_opportunity to adjust the amount and close date immediately through chat.

## How It Works

The bottom line is that your AI client becomes a native extension of your CRM, letting you work within the context of your sales data conversationally.

1. You connect your AI client through Vinkius and authorize access to your Salesforce Sales Cloud data.
2. Your agent interprets a complex request—like 'Show me all high-value deals in the Proposal stage'—and calls the necessary tools (e.g., sf_search_opportunities).
3. The MCP executes the API calls, gathers the structured data from Salesforce, and presents it back to your agent for you to consume or act upon.

## Frequently Asked Questions

**How does sf_pipeline_summary work?**
sf_pipeline_summary gives a total count and monetary value for every stage of your open deals. It’s perfect for quickly answering, 'What is our overall pipeline health?' without running any reports.

**Can I use sf_search_accounts to get employee data?**
Yes, sf_search_accounts returns company-level details including the number of employees and their industry classification. This is useful for sizing up potential clients before a call.

**What's the difference between searching leads and contacts using Salesforce Sales Cloud MCP?**
Leads (found via sf_search_leads) are unqualified prospects, while Contacts (via sf_search_contacts) are specific individuals who have already been associated with a company account.

**How do I update a deal's stage using sf_update_opportunity?**
You simply ask your agent to advance the deal. You can specify 'Move Opportunity XYZ to Proposal/Price Quote,' and it updates both the stage name and date automatically.

**Do I need a specific ID to log an activity with sf_log_activity?**
No, you just need to point your agent toward the relevant person or account. The MCP handles linking that task to the correct record within Salesforce.