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.
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Salesforce MCP Instructions
Connect Your Salesforce Account
Sign up for an Activepieces account and connect your Salesforce account to get started.
Get Your MCP Server URL
Get your MCP server URL and install it in your preferred AI client (Claude Desktop, Cursor, or Windsurf).
Use AI to Control Salesforce
Simply ask your AI assistant to help you with Salesforce tasks, and it will handle the rest.
Salesforce Tools
Add Contact to Campaign
Add a contact to a campaign.
Add File to Record
Uploads a file and attaches it to an existing record.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment (Legacy)
Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.
Create Case
Creates a Case, which represents a customer issue or problem.