Matrix / CRM & Deal Management / Salesforce

Salesforce MCP server

CRM & Deal Management · remote · Not probed · Docs checked 2026-10-16

Salesforce has an official hosted MCP server at https://api.salesforce.com/platform/mcp/v1/platform/sobject-all. It uses OAuth 2.0 authorization code flow with PKCE via an admin-created External Client App (scopes mcp_api + refresh_token); no DCR, no client-credentials over Remote HTTP (hosted by Salesforce; mcp-remote stdio bridge not supported). Agents can use: SOQL query (soqlQuery) and SOSL search (find), object schema (describeGlobal, getObjectSchema), related and recent records.

Works in: ClaudeChatGPTCursor
Access: Read + write
Credits: Every call uses credits
Plan: Enterprise Edition or above (Developer Edition also works)
Useful for: AEs, RevOps, Sales leaders, Customer success

Salesforce MCP endpoint and transport

https://api.salesforce.com/platform/mcp/v1/platform/sobject-all

Transport: Remote HTTP (hosted by Salesforce; mcp-remote stdio bridge not supported)
Docs: Official Salesforce MCP docs

Connect Salesforce without code

Salesforce's docs confirm it works in Claude and ChatGPT. You don't need a terminal or a config file. Check Salesforce's docs first: some vendors give you a personal URL or an API key to use in place of the plain endpoint.

Claude (web and desktop app)

If Salesforce shows up when you browse connectors in Claude, connect it from there instead. That skips steps 2 to 4.

In Claude, open Customize → Connectors.
Click + Add, then Add custom connector.
Name it “Salesforce”, paste the server URL https://api.salesforce.com/platform/mcp/v1/platform/sobject-all, and click Continue.
Review the sign-in settings Claude detected and click Add.
Click Connect and sign in to Salesforce. Then ask Claude something like “What can the Salesforce connector do?”

On Team and Enterprise plans, an Owner adds the connector first under Organization settings → Connectors → Add → Custom → Web. Each person then connects it from Customize → Connectors. Free plans can add one custom connector.

Steps from the Claude Help Center: support.claude.com, checked 2026-10-16

ChatGPT

If Salesforce has its own plugin in ChatGPT's directory, install that instead.

Go to chatgpt.com/plugins.
Select +, then Add custom MCP server. If you don't see it, your plan or workspace settings may not allow custom servers, so ask your workspace admin.
Enter a name and description. Under Connection, paste the server URL https://api.salesforce.com/platform/mcp/v1/platform/sobject-all.
Set up sign-in, read the warning, and select I understand and want to continue.
Select Create as a plugin. In a new chat, type @ and pick Salesforce.

Steps from the OpenAI developer docs: developers.openai.com, checked 2026-10-16

From Salesforce's docs: Each client needs an External Client App with that client's callback URL (Cursor: cursor://anysphere.cursor-mcp/oauth/callback). ChatGPT requires developer mode. Microsoft Copilot Studio is supported via a Salesforce wiki guide (consumer Copilot app is not); GitHub Copilot is listed as MCP-capable but not covered by Salesforce's guides. The mcp-remote bridge is not supported.Source: github.com, checked 2026-10-16

Developer setup (Claude Code, Cursor)

Add this to .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Remove the // comment line if your client requires strict JSON.

{
  "mcpServers": {
    "salesforce": {
      "url": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all"
    }
  }
}

Add the endpoint to your client config (above), or as a custom connector in Claude.
Complete the OAuth sign-in. In Claude Code, run /mcp and pick the server.
Test it with a prompt like: “List the tools the Salesforce MCP server exposes.”

Salesforce MCP authentication

OAuth 2.0 authorization code flow with PKCE via an admin-created External Client App (scopes mcp_api + refresh_token); no DCR, no client-credentials

Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

What it can change

Read + write Some Salesforce MCP tools change data, not just read it.

Things it can do in your Salesforce account:

creates, updates and deletes Salesforce records (platform/sobject-all server)
creates opportunities
runs admin-defined custom actions (Apex invocable actions, Flows)

Source: github.com, checked 2026-10-16

Review each change before you approve it, especially anything that sends messages or edits records other people rely on.

Cost and credits

Every call uses credits

No paid credits; every tool call counts against the org's daily Salesforce API request quota (one or more API calls per tool).

Source: github.com, checked 2026-10-16

Plan required

Enterprise Edition or above (Developer Edition also works)

Source: github.com, checked 2026-10-16

Admin and governance

Controls Salesforce itself provides. Settings inside Claude or ChatGPT aren't counted here.

An admin must approve or enable the connectionYesSource: github.com, checked 2026-10-16
Scopes or permissions can limit what it reachesYesSource: github.com, checked 2026-10-16
Individual tools can be turned offYesSource: github.com, checked 2026-10-16
MCP activity shows in an audit logNot confirmed

What the Salesforce MCP server can do

SOQL query (soqlQuery) and SOSL search (find)
object schema (describeGlobal, getObjectSchema)
related and recent records
record create/update/delete (platform/sobject-all)
custom tools from Apex, Flows and Named Queries
prompt templates (sobject-all)

Salesforce MCP status

Not probed No hosted endpoint to probe. See all endpoint status.

Recipes that use Salesforce

Pre-meeting brief from Salesforce + web (Salesforce + Perplexity)

Salesforce MCP FAQ

What is the Salesforce MCP server URL?

https://api.salesforce.com/platform/mcp/v1/platform/sobject-all

How does Salesforce MCP authenticate?

OAuth 2.0 authorization code flow with PKCE via an admin-created External Client App (scopes mcp_api + refresh_token); no DCR, no client-credentials.

Does Salesforce MCP work with Claude and Cursor?

Any MCP client that supports Remote HTTP (hosted by Salesforce; mcp-remote stdio bridge not supported) can connect, including Claude Code and Cursor through mcp.json. Add the endpoint and complete the OAuth or API key flow.

Can I use Salesforce in Claude or ChatGPT without code?

Yes. Salesforce's docs confirm it works in Claude and ChatGPT. Add it as a connector in the app settings and sign in. No terminal or config file needed.

Can the Salesforce MCP server change my data?

Yes. Some tools change data, for example: creates, updates and deletes Salesforce records (platform/sobject-all server), creates opportunities, runs admin-defined custom actions (Apex invocable actions, Flows). Review each change before you approve it.

Does Salesforce MCP use credits?

Every call uses credits. No paid credits; every tool call counts against the org's daily Salesforce API request quota (one or more API calls per tool).

What Salesforce plan do I need for MCP?

Enterprise Edition or above (Developer Edition also works).

Is the Salesforce MCP server official?

Yes. It's documented on developer.salesforce.com, last checked 2026-10-16.

Salesforce MCP server

Salesforce MCP endpoint and transport

Connect Salesforce without code

Claude (web and desktop app)

ChatGPT

Developer setup (Claude Code, Cursor)

Salesforce MCP authentication

Get told when Salesforce MCP changes

What it can change

Cost and credits

Plan required

Admin and governance

What the Salesforce MCP server can do

Salesforce MCP status

Recipes that use Salesforce

Salesforce MCP FAQ

What is the Salesforce MCP server URL?

How does Salesforce MCP authenticate?

Does Salesforce MCP work with Claude and Cursor?

Can I use Salesforce in Claude or ChatGPT without code?

Can the Salesforce MCP server change my data?

Does Salesforce MCP use credits?

What Salesforce plan do I need for MCP?

Is the Salesforce MCP server official?

Related CRM & Deal Management MCP servers