Install guide and config at curatedmcp.com Salesforce MCP: Give Claude Direct Access to...

Install guide and config at curatedmcp.com

Salesforce MCP: Give Claude Direct Access to Your CRM

The official Salesforce MCP server turns Claude into a CRM agent. Instead of bouncing between Salesforce, Slack, and email, you can now query records, create deals, pull Einstein AI insights, and manage your entire sales pipeline through natural language in Claude or your IDE.

What It Does

Salesforce MCP is an OAuth-authenticated bridge that grants AI agents granular access to your Salesforce org. It ships with 20+ tools covering the full CRM lifecycle:

• Search & retrieve any Salesforce object — Accounts, Contacts, Opportunities, Cases, custom objects
• Create and update records across standard and custom fields
• Run SOQL queries for complex data retrieval without leaving Claude
• Access Einstein AI predictions and insights baked into your data
• Manage pipeline — view forecasts, update stages, handle approvals
• Pull reports and dashboards — render them interactively in Claude's chat window
• Track activity — view email history, task logs, and engagement data

Because it's OAuth-authenticated with Salesforce permission sets, your agent respects the same access controls as your team. It works with Enterprise, Unlimited, and Developer editions.

How to Install

npx -y @salesforce/mcp

Add it to your Claude Desktop config:

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

You'll be prompted to authenticate with your Salesforce org on first run.

Real-World Use Cases

• Morning standup in Claude — "Summarize my pipeline for Q1: show all opportunities in negotiation stage, their win probability from Einstein, and which ones have no activity in the last week."
• Lead triage in Cursor — "Create a contact from this email, auto-match it to an existing Account, and move the related lead to 'qualified' with a summary of the company research I just did."
• Deal intelligence — "Pull all closed-won deals from the last 90 days with deal size, sales rep, and close date. What's the average sales cycle by industry?"

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