Salesforce MCP Server
Connect to the Salesforce MCP server to query records with SOQL, search across objects, create and update data, and automate CRM operations using AI agents on Gumloop, Claude, or Cursor.
Tools
Soql Query
Executes a SOQL query to retrieve Salesforce records with support for relationships and complex filters
Sosl Search
Performs a text-based search across multiple Salesforce objects using SOSL
Describe Object
Retrieves detailed metadata about a Salesforce object including fields, relationships, and permissions
Get Record
Retrieves a specific Salesforce record by ID with all accessible fields
Create Record
Creates a new record in Salesforce
Update Record
Updates an existing Salesforce record
Delete Record
Deletes a Salesforce record
Get Org Limits
Retrieves current organization limits and usage
Get User Info
Retrieves information about the currently logged-in user
Add Contact To Campaign
Adds an existing contact to an existing campaign
Add File To Record
Adds an existing file to an existing record
Add Lead To Campaign
Adds an existing lead to an existing campaign
Add Account To Campaign
Adds all contacts from an account to a campaign
Convert Lead
Converts a lead to an account, contact, and optionally an opportunity
Create Child Records
Creates child records from line items and sets the parent-child relationship
Create Enhanced Note
Creates a new enhanced note (ContentNote) with rich text support and optional record attachment. This is the preferred method for creating notes in Salesforce. Supports HTML formatting for rich content.
Create File
Creates a new file (ContentVersion) with optional record attachment
Get File
Downloads a file or attachment from Salesforce and saves it to storage
Create Note
Creates a new note (legacy Note object / Deprecated) and links it to a parent record. Don't give user option for legacy note unless user explicitly asks for it, use create_enhanced_note instead.
Find Child Records
Finds child records for a given parent ID and returns them as line items
List Campaigns
Lists existing campaigns in Salesforce
List Email Templates
Retrieves available email templates in Salesforce
List Reports
Lists available reports in Salesforce
Get Report
Retrieves detailed metadata about a specific report
Run Report
Executes a report and retrieves the data
Describe Report
Retrieves the structure and metadata of a report
Get Report Instances
Retrieves instances of a report that have been run
Get Report Instance Data
Retrieves data from a specific report instance
Create Report
Creates a new Salesforce report
Update Report
Updates an existing Salesforce report's metadata
Clone Report
Clones an existing Salesforce report
Get Note
Retrieves notes linked to a record with their actual decoded content. This tool finds all notes attached to a specific record (like Opportunity, Account, Contact, etc.) and returns them with their decoded content.
Get Chatter Feed
Retrieves Chatter feed posts from a record or user feed
Post Chatter Message
Creates a new Chatter post to a record feed or user feed. Supports inline @mentions.
Get Chatter Comments
Retrieves comments on a specific Chatter feed item
Post Chatter Comment
Adds a comment to a Chatter feed item. Supports inline @mentions.
Soql Bulk Query Start
Starts an async SOQL query for large datasets (10k+ records). Returns a job_id to poll with soql_bulk_query_results. Does not support GROUP BY, OFFSET, or aggregate functions.
Soql Bulk Query Results
Gets status and results of an async SOQL query. Poll until status is JobComplete, Failed, or Aborted.
Installation Steps
Get StartedCreate a Gumloop Account
To use this MCP, you need a Gumloop account. If you don't have one yet, you can create one for free.
Copy Your Server URL
Copy your MCP server URL and add it to your client. You'll be prompted to authorize on first use.
What is Salesforce MCP?
The Salesforce MCP server gives AI agents access to your entire Salesforce org. That means executing SOQL queries, performing SOSL searches across objects, creating and updating records, managing campaigns, converting leads, attaching files to records, and checking org limits. If it’s in Salesforce, your AI agent can work with it.
If you’re a sales rep tired of data entry, a Salesforce admin building automation, or a RevOps team maintaining data quality, this integration removes the friction. Describe what you need in natural language and your AI agent handles the Salesforce operations.
MCP stands for Model Context Protocol. It’s an open standard that gives AI agents a way to connect to external tools and services. Instead of writing Apex triggers, building Salesforce Flows, or managing connected app credentials, you connect the Salesforce MCP server and let your AI agent interact with your CRM through natural language.
What you can do with Salesforce MCP on Gumloop
Execute SOQL queries — Run any SOQL query to retrieve records with support for relationships, complex filters, aggregations, and ordering. Your AI agent can write the SOQL based on natural language questions and return structured results.
Search across objects with SOSL — Perform text-based searches across multiple Salesforce objects simultaneously. Find records by keyword without knowing which object they’re in. Useful for broad searches across contacts, accounts, opportunities, and custom objects.
Create and update records — Create new records in any Salesforce object or update existing ones. Works with standard objects (Account, Contact, Opportunity, Lead, Case) and custom objects. Your AI agent can handle both single records and batch operations.
Manage campaigns and leads — Add contacts, leads, or entire accounts to campaigns. Convert leads to accounts, contacts, and opportunities. Automate the lead lifecycle without manual CRM work.
Inspect object metadata — Retrieve detailed metadata about any Salesforce object including field definitions, relationships, picklist values, and permissions. Your AI agent can understand your org’s data model before writing queries.
Attach files and create notes — Add files to records and create enhanced notes with optional record attachments. Keep your Salesforce records organized with relevant documents and context.
Check org limits and user info — Monitor API usage limits and retrieve information about the currently logged-in user. Useful for admin workflows that need to track org health.
How to connect the Gumloop Salesforce MCP Server
Step 1: Create a free Gumloop account
Sign up at gumloop.com. No credit card required.
Step 2: Add the Salesforce MCP server
Copy your MCP server URL from Gumloop and add it to your preferred client (Claude, Cursor, or Gumloop workflows). You'll authorize on first use.
Step 3: Start using Salesforce in your AI workflows
That's it. Your AI agent can now query, create, and update Salesforce records, manage campaigns, and automate CRM workflows. Use it inside a Gumloop automation, in Claude Desktop, or in Cursor.
Salesforce MCP use cases
Automated data entry for sales teams
After a sales call, describe the outcome to your AI agent and it creates or updates the relevant Salesforce records — logging the activity, updating the opportunity stage, adding notes, and scheduling follow-ups. No more spending 15 minutes after every call updating the CRM.
Pipeline analysis and forecasting
Query your opportunity pipeline with SOQL, have an AI agent analyze deal velocity, identify at-risk deals, and generate a forecast summary. Push the results to Slack or Google Sheets. Replaces the manual effort of pulling reports from Salesforce every week.
Lead routing and enrichment
When new leads come in, a Gumloop workflow can query Salesforce for matching accounts, enrich the lead with external data sources, score the lead based on your criteria, and route it to the right rep by updating the owner field. Fully automated lead management.
Cross-CRM data sync
Keep Salesforce in sync with other tools. When a support ticket is resolved in Zendesk, update the account health score in Salesforce. When a contract is signed in DocuSign, create the opportunity in Salesforce and update the stage. When a meeting is booked, log it as an activity.
CRM data quality automation
Run SOQL queries to find records with missing fields, duplicate accounts, or stale opportunities. Have your AI agent fix common issues automatically (filling in missing data from external sources, merging duplicates, updating close dates on old deals) and flag anything that needs human review.
Why use Gumloop for Salesforce MCP
No connected app setup or Apex code — Most Salesforce integrations require creating a connected app, configuring OAuth scopes, and sometimes writing Apex code. Gumloop handles authentication via OAuth. Connect your Salesforce org once and start building automations.
Works with multiple MCP clients — Use the Salesforce MCP server in Claude Desktop, Cursor, or directly inside Gumloop workflows. Same endpoint, multiple clients.
Chain Salesforce with 100+ other integrations — Combine CRM data with Slack, Gmail, Google Sheets, HubSpot, LinkedIn, and other MCP tools in a single workflow. Enrich, analyze, and sync your Salesforce data across your entire tech stack.
Enterprise-grade and scalable — SOC 2 compliant, built for teams, with role-based permissions and dedicated support. Works for individual reps and enterprise RevOps teams.
Free plan available — Test the Salesforce MCP integration on Gumloop’s free tier. Paid plans start at $37/month.
Frequently asked questions
What is Salesforce MCP?
Salesforce MCP is a Model Context Protocol server that gives AI agents access to your Salesforce org. It provides functionality for executing SOQL/SOSL queries, creating and updating records, managing campaigns and leads, and inspecting object metadata through a standardized endpoint that works with MCP clients like Claude, Cursor, and Gumloop.
Is Salesforce MCP free to use?
Gumloop has a free plan that includes access to MCP integrations, including Salesforce. Paid plans start at $37/month with higher usage limits.
Do I need a Salesforce connected app or API credentials?
No. Gumloop handles authentication via OAuth. You don’t need to create a connected app, manage consumer keys, or configure callback URLs. Connect your Salesforce account through Gumloop and you’re set.
What Salesforce objects can I access?
The MCP server can access any standard or custom object in your Salesforce org that your user account has permission to view or edit. This includes Accounts, Contacts, Opportunities, Leads, Cases, Campaigns, and any custom objects.
What AI clients work with the Gumloop Salesforce MCP server?
Any MCP client that supports the Model Context Protocol. That includes Claude Desktop, Cursor, and Gumloop’s built-in workflow builder.
Can I combine Salesforce MCP with other integrations?
Yes. With AI agents in Gumloop, you can chain Salesforce with any other MCP integration. Sync CRM data with Google Sheets, trigger Slack notifications from Salesforce changes, or enrich records with data from external sources.
Is my Salesforce data secure?
Gumloop is SOC 2 compliant and doesn’t store your CRM data. The MCP server processes requests in real-time using your authenticated session. All Salesforce security settings, field-level security, and sharing rules are respected.
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