Integration · CRM & sales

Connect Claude & ChatGPT to Salesforce

Ask your AI about accounts, contacts, leads and opportunities and get the answer from your own Salesforce org. It writes SOQL queries and SOSL searches, reads object fields so it uses the right API names, and works with standard and custom objects. It can also create, update, upsert and delete records, with your approval if you want it.

Connect Salesforce free

Free plan, no credit card. Takes about a minute.

Try asking

“Which opportunities close this month, and what is the total amount?”
The AI runs a SOQL query on opportunities with a close date this month and adds up the amounts.
“Find everything we have on Acme.”
It runs a SOSL search across accounts, contacts and opportunities and lists the matches.
“Create a lead for Jane Miller at Nordic Foods, [email protected].”
It checks the Lead fields and creates the record with name, company and email.

What your AI can do

SOQL and SOSL

Query any object with SOQL, page through large results and search text across objects with SOSL.

Records of any object

Create, read, update, upsert by external ID and delete records of standard and custom objects.

Org metadata

List objects, read their fields and picklists, see recent records and check org limits.

“Move the Acme renewal to Closed Won.”
It finds the opportunity and updates its stage.
“Which fields are required on our Project__c object?”
It reads the object's field list and shows the required fields with their types.
“How many API requests have we used today?”
It reads the org limits and reports daily API requests used and remaining.

14 tools for Salesforce

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_recordChanges dataCreate a record of any object by `sobject` (e.g. Contact) with a `body` of field API names and values. Returns the new record ID.
delete_recordDeletesDelete a record by `sobject` and record ID. It goes to the Recycle Bin, where it can be restored for a limited time.
get_more_query_resultsGet the next batch of a SOQL query by `query_locator` (the last part of nextRecordsUrl from the previous result).
get_object_fieldsGet an object's fields (API names, types, picklist values, required) by `sobject`. Use before creating or updating records to get field names right.
get_org_limitsGet the org's limits and current usage, such as daily API requests and data storage.
get_recordGet one record by `sobject` (e.g. Account) and record ID; pass `fields` to limit which fields are returned.
get_record_by_external_idGet one record by an external ID field and its value, e.g. Account with External_Id__c = 'A-1001'.
list_objectsList all standard and custom objects in the org (Account, Contact, MyObject__c, ...), with labels and whether they can be queried, created or updated.
list_recent_recordsList the records the signed-in user viewed or referenced most recently.
list_updated_recordsList IDs of records of an object updated between `start` and `end` (ISO 8601 date-times, within the last 30 days).
query_recordsRun a SOQL query in `q`, e.g. SELECT Id, Name, StageName FROM Opportunity WHERE CloseDate = THIS_MONTH. Returns up to 2,000 records per batch; use get_more_query_results with nextRecordsUrl for more.
search_recordsSearch text across objects with SOSL in `q`, e.g. FIND {Acme} IN NAME FIELDS RETURNING Account(Id, Name), Contact(Id, Name, Email).
update_recordChanges dataUpdate fields of a record by `sobject` and record ID; only the fields in `body` change.
upsert_record_by_external_idChanges dataCreate or update a record matched on an external ID field and value, with a `body` of fields. Creates a new record if no match exists.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Salesforce from the app list.
2
Paste your key
Enter your My Domain name and paste the Consumer Key and Consumer Secret from your own External Client App, then sign in with Salesforce once. In Setup search for External Client App Manager and create a new External Client App. Enable OAuth, set the callback URL to https://pipmcp.com/oauth/callback and add the scopes api and refresh_token. Save, then copy the Consumer Key and Consumer Secret from the app's OAuth settings. The connection works for orgs at yourname.my.salesforce.com.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Salesforce?

It can run SOQL queries and SOSL searches, list objects and read their fields, get records by ID or external ID, list recently viewed and recently updated records, and read org limits. It can also create, update, upsert and delete records of standard and custom objects.

Does the AI see my Salesforce credentials?

No. Your Consumer Secret and the access from your Salesforce sign-in are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with queries and lookups only. Creating, updating and deleting records change your CRM data, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Salesforce connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Salesforce org with API access.

Does the AI get more access than I have?

No. It signs in as you, so it sees and changes only what your Salesforce user is allowed to, following your profile, permission sets and sharing rules. Deleted records go to the Recycle Bin, where they can be restored for a limited time.