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Salesforce MCP

Use the Salesforce MCP with MCP clients like Claude Desktop, Cursor, or Windsurf to create AI agents with powerful skills that understand and interact with your data - it's free.

Use Salesforce MCP

Contributors to Salesforce MCP

You
You
@HKudria
@tanoggy
@landonmoir
@kishanprmr
@khaledmashaly
@abuaboud

Salesforce MCP Instructions

1

Connect Your Salesforce Account

Sign up for an EffiAI account and connect your Salesforce account to get started.

2

Get Your MCP Server URL

Get your MCP server URL and install it in your preferred AI client (Claude Desktop, Cursor, or Windsurf).

3

Use AI to Control Salesforce

Simply ask your AI assistant to help you with Salesforce tasks, and it will handle the rest.

Salesforce Tools

Run Query (Advanced)

Run a salesforce query

Create Object (Advanced)

Create new object

Update Object (Advanced)

Update object by Id

Batch Upsert (Advanced)

Batch upsert a record by external id

Bulk Upsert (Advanced)

Bulk upsert a record by external id