Install guide and config at curatedmcp.com

Salesforce MCP: Give Your AI Agent Full CRM Access via Natural Language

Salesforce just launched its official MCP (Model Context Protocol) server, and it's a game-changer if you're building AI agents that need to touch your CRM. Instead of building custom APIs or manual integrations, you can now drop this server into Claude, Cursor, or Windsurf and let your agent search records, create leads, run SOQL queries, and pull Einstein AI insights—all through conversation.

This is one of Anthropic's launch partners for MCP Apps. It renders interactive dashboards directly in Claude's chat window and handles OAuth authentication with granular Salesforce permission sets. Works with Enterprise, Unlimited, and Developer editions.

What It Does

The Salesforce MCP server gives your AI agent read and write access to your entire Salesforce org. Search and retrieve any object (Accounts, Contacts, Opportunities, Cases). Create or update records across standard and custom objects. Run complex SOQL queries without leaving your chat. Access Einstein AI predictions and insights. Manage your sales pipeline, handle approvals, check activity history, and pull reports and dashboards.

The real value: your agent can now understand your CRM's current state and act on it in real time. No more "let me check Salesforce and come back to you." It's all in one conversation window.

How to Install

npx -y @salesforce/mcp

Add it to your Claude Desktop config:

{
  "mcpServers": {
    "salesforce-mcp": {
      "command": "npx -y @salesforce/mcp"
    }
  }
}

You'll authenticate via OAuth—Salesforce handles permissions based on your user role.

Real-World Use Cases

• Instant lead qualification: Ask Claude to search for high-value open opportunities, pull their account history, and suggest next steps based on activity patterns—without manually switching tabs.
• Bulk deal updates: "Update all Q1 opportunities in the Healthcare vertical to the new forecast category and add a note." Your agent handles the SOQL query and batch updates.
• Einstein-powered insights: Request competitor analysis or win/loss predictions tied to specific deals, then have your agent summarize findings and surface them in a dashboard.

Full install guides for Claude Desktop, Cursor, Windsurf, and more at CuratedMCP.