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CRM

Salesforce MCP connector

Salesforce brings 154 AI tools to Elaichi, covering accounts, contacts, leads and opportunities. Connect the org once, then Claude, ChatGPT, Cursor or any MCP client works inside the profile and sharing rules each person already has.

  • How it connects. Connects over OAuth. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect Salesforce to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect Salesforce once

  1. Open Connections, choose Add connection, and pick Salesforce.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Approve it in Salesforce. Salesforce's own window opens. Whoever approves it decides what this connection can reach.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

salesforce
Salesforce
Affinity
Attio
EveryAction
Google Contacts
Highlevel
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

Connect Salesforce to 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.

Connect Salesforce to 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 today. The plugin directory lives at chatgpt.com/plugins.

Connect Salesforce to 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.

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.

Use cases

What teams do with Salesforce through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • 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 154 Salesforce tools below

AI tools

Salesforce tools for your AI agents

154 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.

See it in Elaichi

What connecting Salesforce gets you

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

The agent

Ask about accounts, get answers back.

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

  • accounts
  • contacts
  • leads
  • opportunities

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 or Cursor

MCP clients

Claude, ChatGPT and Cursor share one endpoint.

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

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

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

Emma Laurent

• Connected 4 minutes ago
Cursor
S

Sofia Ricci

• Connected 2 hours ago
ChatGPT
C

Clara Nowak

• Connected Yesterday

Tool catalog

154 Salesforce tools are ready to call.

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

  • List all Salesforce accounts
  • Get single Salesforce account by ID
  • Update a Salesforce account by ID
  • Delete a Salesforce account by ID
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.

Toolboxes

Each team gets its own Salesforce toolbox.

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

  • Sales
  • Sales Ops
  • Marketing
  • Customer Success
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

Shared connections

Teammates use Salesforce without seeing credentials.

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

  • Sales EMEA
  • Sales AMER
  • Marketing
  • Customer Success
ElaichiConnections
Connection Scope Status Access
SA

Salesforce (Sales EMEA)

Connected by Emma Laurent

Personal • Active 1 team · 6 members
SA

Salesforce (Sales AMER)

Connected by James Whitfield

Organization • Active 3 teams · 24 members
SA

Salesforce (Marketing)

Connected by Sofia Ricci

Organization • Active 2 teams · 11 members
SA

Salesforce (Customer Success)

Connected by Daniel Ortega

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

Salesforce (Support)

Connected by Clara Nowak

Personal • Active Not shared
SA

Salesforce (Finance)

Connected by Michael Brennan

Personal • Active 2 teams · 9 members

Audit log

Every Salesforce call is written down.

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

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emma Laurent

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

James Whitfield

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

S

Sofia Ricci

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

D

Daniel Ortega

[email protected]

Salesforce Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

C

Clara Nowak

[email protected]

Salesforce Accounts Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

M

Michael Brennan

[email protected]

Salesforce Accounts List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule drafts the pipeline digest.

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

Salesforce digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. Schedule

    Every weekday at 08:00

    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 Michael Brennan

    Approve
  6. Post the digest

    Salesforce

    Queued

Collections and dashboards

Salesforce numbers arrive before anyone asks.

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

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%

FAQ

Frequently asked questions

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, 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 blocked for everyone except your admins. A blocked tool is never advertised to the AI client, so it cannot be invoked by a prompt, however it is worded.

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

Past 30 tools most clients switch to a search-and-run pair instead of listing each one, and Salesforce alone brings 154. 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.

Put Salesforce in front of your team

Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.