Oracle Sales MCP: connect Oracle Sales to Claude and ChatGPT
Ask Claude or ChatGPT which of your opportunities changed this week, what the latest notes on the Holmberg Logistics account say or which of your tasks are overdue. The answer comes straight from Oracle Sales, with a link to every account, contact, opportunity and lead.
With Deployed OS everyone connects with their own Oracle Fusion login. The AI sees what their Oracle Sales roles and data access let them see, and the only things it writes are an internal note or a task of their own, when they ask for one.
4 read actions · 2 write actions · Works in Claude, ChatGPT and Copilot
What your team can do with Oracle Sales in Claude and ChatGPT
The account before the meeting
Your day, coming and overdue
What moved this week
Log the call while it is fresh
Ask it like this
“Which of my Oracle Sales tasks are overdue, and which are due this week?”
“Summarise the Holmberg Logistics account: details, latest notes and activities.”
“List the 20 opportunities I own that changed most recently, with stage and revenue.”
“Find the contact Sara Lindqvist and tell me when we last had a meeting with her.”
“Add an internal note to the Nordvik Bygg expansion opportunity: legal review moved to 14 November.”
“Create a task for me on Friday about the Fjällmark Energi lead: send the revised proposal.”
What the Oracle Sales MCP connector does today
- Reads
oracle_sales_searchSearches the accounts, contacts (by name or email), opportunities and leads you can see by words: up to 25 of each, latest change first, with their numbers and links.
- Reads
oracle_sales_list_recordsLists accounts, contacts, opportunities or leads, latest change first, or only the ones you own: up to 50, with their numbers and links.
- Reads
oracle_sales_get_recordReads one account, contact, opportunity or lead by its number: its details, latest 5 notes and latest 10 activities, with its link.
- Reads
oracle_sales_list_tasksLists your own open tasks: the coming ones (due from today, then undated) soonest first, and up to 10 overdue ones latest first, each with the account, opportunity or lead it is about and its link.
- Writes
oracle_sales_create_noteAdds an internal note to one account, contact, opportunity or lead, as you, once you have confirmed the text. It is visible inside your company only, and it mentions and notifies nobody.
- Writes
oracle_sales_create_taskCreates a task for yourself, never anyone else, with a due date, optionally about one account, opportunity or lead, or a contact (the task then goes on the contact’s account, so the contact is not on it). Only once you have confirmed the text, and no assignees, contacts or reminder are added.
Need it to do more? We extend connectors for the companies that use them.
Who sees what
- Reads, plus notes and tasks
- The connector searches and reads accounts, contacts, opportunities and leads, with their notes and activities, and your own open tasks. It can add an internal note or a task of your own. It cannot edit, convert or close a record.
- Each person’s Oracle Sales roles
- Everyone connects their own Fusion login, so their Oracle Sales roles and data access apply as they are. Records a rep can’t open in Oracle Sales stay hidden from the AI too.
- Writes only with Edit access
- Admins choose which groups get Oracle Sales, and only groups with Edit access can add notes and tasks. Notes are internal, tasks are always the person’s own, and the connector adds no assignees, contacts or reminder.
- Every call logged
- Who asked, which connector, when. Deployed OS shows reads and writes per connector and per person, and the log can be exported.
Set up the Oracle Sales connector in three steps
Oracle Sales MCP: common questions
Oracle’s AI Agent Studio uses MCP so that agents built inside Fusion can reach other tools. Deployed OS works the other way round: it brings Oracle Sales into the AI your people already use, Claude, ChatGPT or Copilot, as one company connector with each person’s own login, access per group and a log of every call.
Two things, when you ask and confirm the text: it can add an internal note to an account, contact, opportunity or lead, and create a task for yourself with a due date. A task about a contact goes on the contact’s account. The connector notifies nobody and adds no assignees or reminder, though your own Oracle Sales settings and workflows may still notify people. It cannot edit, convert or close anything. If you need more, we can extend it for you.
Your admin sets up Oracle Sales in Deployed OS once. You add your company’s Deployed OS connection in Claude, sign in with your own Fusion login and start asking. The same connection works in ChatGPT and Copilot.
Yes. Oracle Sales here is Oracle Fusion Cloud Sales, also called CX Sales, in Oracle’s commercial cloud, reached through your Fusion environment’s identity domain. Status and stage come as your Oracle Sales codes, and the AI quotes them as they are.
Only if they can in Oracle Sales. The AI uses each person’s own Fusion login, so the roles and data access you have set up in Oracle Sales apply as they are.
Deployed is an EU company and fully GDPR compliant, and you choose where your data is stored, down to the city. Oracle Sales data is fetched when someone asks for it.
It depends on the size of your team. Get in touch and we will walk you through it.
See it on your own tools.
Tell us which systems your company runs on. We’ll show you what your team can ask, and what IT gets to control.
