Skip to content

CRM

Salesforce MCP connector

Salesforce brings AI tools to Elaichi for accounts, contacts, leads and opportunities. Connect the org once, then Claude, ChatGPT, Cursor, Microsoft Copilot or any MCP client works inside the profile and sharing rules each person already has.

  • Connects over OAuth
  • Free 14-day trial
  • No credit card
Claude Elaichi connected

Which accounts have no contact activity this quarter?

Working in Salesforce with Elaichi

  • List all Salesforce accounts
  • Get single Salesforce account by ID
  • List all Salesforce contacts
Ask anything…
Governance / Audit log Last 24 hours
Salesforce List all Salesforce contacts Emily Carter · Claude · 9:41 AM Done
Salesforce Get single Salesforce account by ID Emily Carter · Claude · 9:41 AM Done
Salesforce List all Salesforce accounts Emily Carter · Claude · 9:41 AM Done
Salesforce Update a Salesforce account by ID Megan Brooks · ChatGPT · 9:38 AM Done
Salesforce Create a Salesforce account Ryan Hayes · Cursor · 9:35 AM Done

How to connect Salesforce to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

Salesforce MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Salesforce MCP connector for Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

    https://api.elaichi.ai/mcp
  2. 2

    Start Claude Code and run /mcp.

  3. 3

    Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

Salesforce MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web. The plugin directory lives at chatgpt.com/plugins.

Salesforce MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Salesforce MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

    https://api.elaichi.ai/mcp
  3. 3

    Create a new connection, sign in and approve, then press Add to agent.

  4. 4

    Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL
https://api.elaichi.ai/mcp
Authentication
OAuth 2.0
Type
Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

Connect Salesforce to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

What teams do with Salesforce through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Salesforce is logged.

  • Sales

    Ask pipeline questions inside your own visibility

    The profiles and sharing rules you spent years tuning still apply under every question. Two reps asking the same thing get different answers, correctly.

  • Sales Ops

    Pull a report without building one

    The awkward one-off questions that never justified their own report. Ask, get the answer, move on.

  • Sales

    Turn a conversation into follow-ups

    Tasks, contacts and meetings written back after a call, so the CRM reflects the week without anyone doing data entry on a Friday.

  • Support

    Give Support case context, not the pipeline

    Cases and contacts, and no opportunities. Support sees the customer and their history, and the pipeline stays where it belongs.

  • Sales Ops

    Make merges a deliberate decision

    Merging two accounts cannot be stepped back the way a wrong field value can, and bulk deletion does not ask twice. Both belong to the team that owns the data, or to nobody.

  • Administrators

    Keep org configuration off limits

    Salesforce admin controls reach how the org works, not just what is in it. Keep them with the people who administer it and away from everyone else.

Try asking

  • “Which accounts have no contact activity this quarter?”
  • “Create a contact on the Northwind Traders account.”
  • “List opportunities closing this month by owner.”

See all 230 Salesforce tools →

What connecting Salesforce gets you

6 screens from Elaichi, each doing one job for your Salesforce account.

Elaichi Agent

Ask Elaichi to work across your apps.

Which accounts have no contact activity this quarter?

Create a contact on the Northwind Traders account.

List opportunities closing this month by owner.

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask about accounts, get answers back.

Plain language questions run against live Salesforce accounts, contacts and opportunities.

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

AI apps

Claude, ChatGPT, Cursor and Microsoft Copilot share one endpoint.

Every client reaches Salesforce over OAuth, with no SDK and no shared API key.

ElaichiTools
Tool Action Description
List all Salesforce accounts List List Salesforce accounts by executing a SOQL query that selects standard account fields. Returns: attributes, Id, Name, accountid.
Get single Salesforce account by ID Get Get a single Salesforce account by id. Returns: attributes, Id, Name, accountid. Required: id.
Update a Salesforce account by ID Update Update a Salesforce Account by id. Field values in the request body replace existing values on the record. Returns an empty 204 response on success. Required: id.
Delete a Salesforce account by ID Delete Delete a Salesforce account by id. Returns an empty 204 response on success. Required: id.
Create a Salesforce account Create Create a new Salesforce Account record by supplying field values in the request body. Returns: id, success, errors.

Tool catalog

230 Salesforce tools are ready to call.

Accounts, contacts, leads and opportunities are covered without writing custom code.

ElaichiToolboxes
Name Source template Tools Created

Sales toolbox

Salesforce · accounts and opportunities

Salesforce starter 18 Mar 4, 2026

Sales Ops toolbox

Salesforce · pipeline hygiene and reporting

— 9 Mar 2, 2026

Marketing toolbox

Salesforce · leads and campaigns

— 24 Feb 27, 2026

Customer Success toolbox

Salesforce · accounts and contacts

Salesforce starter 6 Feb 19, 2026

Support toolbox

Salesforce · cases and contacts

— 31 Jan 30, 2026

Finance toolbox

Salesforce · closed deals and billing accounts

— 12 Jan 22, 2026

Toolboxes

Each team gets its own Salesforce toolbox.

Curate one toolbox per team so Sales, Support and Finance see different tools.

ElaichiConnections
Connection Scope Status Access
SA

Salesforce (Sales EMEA)

Connected by Emily Carter

Personal • Active 1 team · 6 members
SA

Salesforce (Sales AMER)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
SA

Salesforce (Marketing)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
SA

Salesforce (Customer Success)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
SA

Salesforce (Support)

Connected by Ryan Hayes

Personal • Active Not shared
SA

Salesforce (Finance)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Teammates use Salesforce without seeing credentials.

Each connection shows who connected it and which teams and members it reaches.

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

Salesforce Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

Salesforce Accounts Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

Salesforce Accounts List Toolbox

Audit log

Every Salesforce call is written down.

When, who, what happened, type and resource, appended for each account or contact touched.

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.

Salesforce digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch accounts

    Salesforce

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Jake Morgan

    Approve
  6. Post the digest

    Salesforce

    Queued

Automations

A schedule drafts the pipeline digest.

Opportunities are fetched, grouped, drafted by an agent, approved by a person, posted to Salesforce.

Salesforce health

Refreshed 4 minutes ago · every 15 minutes · from the accounts collection

Live

Accounts

1,284 ↓ 12%

Contacts

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Accounts created

Last 14 days

By team

Share of activity

Sales EMEA 34%

Sales AMER 27%

Marketing 21%

Customer Success 18%

Collections and dashboards

Salesforce numbers arrive before anyone asks.

Four metrics, 14 days of records created and a team breakdown, refreshed on schedule.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for Salesforce

All three can connect Salesforce to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for Salesforce, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over Salesforce tools Allow or restrict single Salesforce tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per Salesforce call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price Free for one person; $15 per user per month on Gold. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

Salesforce tools for your AI agents

230 tools are ready to call through Elaichi's MCP endpoint the moment you connect Salesforce, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

Questions, answered

How do I connect Salesforce to Claude?

Two steps. In Elaichi, add Salesforce and sign in, choosing production or sandbox on Salesforce's own login screen. Then in Claude open Customize, then Connectors, press Add, and paste https://api.elaichi.ai/mcp as the MCP server URL. There is no connected app to create and no client secret to store.

Does Salesforce work with ChatGPT and Cursor as well as Claude?

Yes. The same endpoint, https://api.elaichi.ai/mcp, reaches Salesforce from Claude, ChatGPT, Cursor, Microsoft Copilot, any other MCP client, and the Elaichi Agent. Connect the org once in Elaichi and every client reaches it, each person signed in as themselves.

What can an AI agent actually do with my Salesforce data?

Read and update Salesforce accounts, contacts, leads, opportunities and cases, log tasks, events and emails against a record, run reports on the pipeline, and merge duplicates. The everyday version is asking it to catch a record up after a call, or to tell you what changed on an account this week.

Does an AI agent bypass our Salesforce sharing rules?

No. Every call runs as the person who signed in, so their profile, permission sets and sharing rules decide what comes back, exactly as if they had opened Salesforce themselves. Two colleagues asking the same question get different answers, because they have different access. Elaichi can narrow that further, never widen it.

Can I keep an agent away from our Salesforce setup and configuration?

Yes. The Salesforce org configuration tools, the ones covering custom fields, profiles and page layouts, can be restricted on every role except your admin roles. A restricted tool still appears in Elaichi's tool search, flagged as restricted, but the AI client cannot run it for anyone else, whatever the prompt says.

Why does my AI client stop showing the Salesforce tool names?

Connected tools are never listed one by one, however few there are: clients get a search-and-run pair instead, even for a connector as large as Salesforce. Nothing is lost, but the client now finds tools by searching, and that search matches words rather than meaning. Short, concrete asks like "update opportunity" or "list open cases" work; a long sentence about your goal does not.

Who can see which Salesforce records an agent touched?

Every Salesforce call lands in Elaichi's append-only audit log: who asked, which tool ran, and the id of the record it touched. Admins can read it, and it can be streamed to your own logging destination. It survives the connection being removed, which is what makes it useful during a review.

Does the Salesforce MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Salesforce is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for Salesforce?

Yes. Both let Claude, ChatGPT or Cursor use Salesforce. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Salesforce call.

How is Elaichi different from Composio for Salesforce?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Salesforce: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put Salesforce in front of your team

14 days of Black, no credit card. Connect it once and pick what each team can call.

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp
  • ChatGPT
  • Claude
  • Cursor
  • Microsoft Copilot