# Salesforce MCP for AI Agents MCP > Salesforce MCP for AI agents. Connect your CRM to your AI agent to query records with SOQL, manage accounts and leads, run reports, and perform full CRUD operations. It turns your sales pipeline into a conversational workspace where you can find and update data without leaving your current app. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_EEoMuYN9ymED0xSGURPKcS29Cp6r8Ypf6OtFX9cL/mcp - **Tags:** soql-queries, account-management, lead-management, opportunity-tracking, crud-operations, crm-data ## Description This Connector lets you treat your CRM like a conversational database. Instead of clicking through endless tabs to find a specific lead or updating a deal stage, you just tell your agent what needs to happen. It handles the heavy lifting of navigating your sales pipeline, whether you're looking for a specific contact's history or need to pull a list of high-value opportunities. You pull data using custom queries, which means you get exactly the results you need without the noise. It's designed for people who live in their CRM but hate the manual friction of keeping it updated. By connecting this to your workflow through the Vinkius catalog, you turn your CRM into an active participant in your daily tasks rather than just another place where data goes to sit. It creates new records, updates existing ones, and runs complex reports to show how the business is actually performing. It's about getting answers and making changes in one go. ## Tools ### list_contacts View a list of all contacts in your Salesforce instance. This helps you quickly see who your current leads are. ### list_opportunities See all current sales opportunities in your pipeline. It provides a quick overview of your active deals. ### get_record Fetch a specific record by its ID and SObject type. Use this to pull details for a single account or lead. ### soql_query Run custom SOQL queries to pull filtered data from any object. This is the best way to get very specific data sets. ### describe_object Pull metadata to understand the structure of a specific Salesforce object. It helps the agent know what fields are available. ### 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. ### run_report Execute a specific report by its ID to get the latest results. This lets you see your latest sales numbers instantly. ### 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. ### list_accounts View a list of all accounts in your CRM. This provides a high-level look at your client base. ### create_record Add a new record to Salesforce using a JSON string of fields. You can use this to create new leads or accounts. ### update_record Modify an existing record by providing its ID and the new fields. This is how you update deal stages or contact info. ### delete_record Remove a record from your Salesforce instance permanently. Use this with caution to clean up old or incorrect data. ## Prompt Examples **Prompt:** ``` Show me all open opportunities worth over $50,000. ``` **Response:** ``` Found 7 open opportunities over $50,000: 1. **Acme Corp - Enterprise License** — $120,000 (Stage: Negotiation) 2. **TechStart - Platform Migration** — $85,000 (Stage: Proposal) 3. **GlobalRetail - API Integration** — $67,500 (Stage: Discovery) ... Total pipeline value: $487,500 ``` **Prompt:** ``` Create a new lead for John Smith from TechCo, email john@techco.com. ``` **Response:** ``` ✅ Lead created successfully! - **Name**: John Smith - **Company**: TechCo - **Email**: john@techco.com - **ID**: 00Q8Z00001kL2mN - **Status**: Open - Not Contacted ``` **Prompt:** ``` Run the Monthly Sales Report. ``` **Response:** ``` 📊 Monthly Sales Report (March 2026): | Metric | Value | |--------|-------| | Total Revenue | $2.4M | | Deals Closed | 34 | | Avg Deal Size | $70,588 | | Win Rate | 28% | | Pipeline Growth | +15% | Top performer: Sarah Chen ($485K closed) ``` ## Capabilities ### Query records with SOQL Get specific data sets using custom filters. ### Manage accounts and contacts Create and update core CRM records. ### Track sales opportunities Monitor deal stages and pipeline values. ### Execute Salesforce reports Run and view pre-configured reports. ### Perform global searches Find data across all objects at once. ### Handle full CRUD operations Create, read, update, and delete any SObject. ## Use Cases ### Finding a specific lead's history An AE asks for the history of a specific client. The agent uses `global_search` to find the account and `get_record` to show the latest notes. ### Creating a new sales opportunity A manager tells the agent to open a new deal for a client. The agent uses `create_record` to build the opportunity with all the correct fields. ### Pulling weekly revenue stats An analyst asks for the latest sales numbers. The agent uses `list_reports` to find the correct report and `run_report` to display the results. ### Updating deal stages in bulk A sales lead is closed. The agent uses `update_record` to change the status for the specific deal without the user needing to open the record page. ## Benefits - Stop manual data entry by using `create_record` to add leads and accounts via voice or text. This removes the friction of opening multiple forms and clicking through various fields to get a new prospect into the system. - Get instant answers on pipeline health by using `run_report` to pull real-time stats. You can see your win rates and revenue goals without waiting for a manual export or a scheduled email. - Find any client detail in seconds using `global_search` instead of clicking through multiple tabs. It scans your entire CRM to pull up the right account or contact instantly. - Query complex data sets quickly with `soql_query` to get precise information on demand. You can filter by industry, deal size, or date without building a new report every time. - Keep your data clean by using `update_record` to batch-fix deal stages or contact info. It lets you keep your CRM accurate without the tedious task of individual record editing. ## How It Works The bottom line is you get to stop clicking and start talking to your data. 1. Connect your Salesforce instance to the Connector via your preferred AI client. 2. Authorize the specific objects your agent needs to access. 3. Ask your agent to perform tasks like creating a lead or running a report. ## Frequently Asked Questions **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 tool. 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` tool 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.