Salesforce MCP: connect Salesforce to Claude and ChatGPT
Ask Claude or ChatGPT which opportunities close this quarter, what the open cases at Acme Corp are about or how many leads the webinar brought in. The answer comes straight from Salesforce, from SOQL the AI writes for you, with a link to every record.
With Deployed OS everyone connects with their own Salesforce login. The AI sees exactly the records that user can see, and the only thing it writes is a task on their own activity list.
4 read actions · 1 write action · Works in Claude, ChatGPT and Copilot
What your team can do with Salesforce in Claude and ChatGPT
Ready before the call
The forecast without the report builder
Case history in one answer
Lead lists when you need them
Ask it like this
“Which opportunities are set to close this quarter, by stage and owner, and what is the total?”
“Show the open cases for Acme Corp, newest first, with status and subject.”
“How many leads with source Webinar were created in September, and how many are still Open?”
“Find everything we have on Northwind Traders: the account, its contacts and opportunities.”
“Which of my accounts have had no activity in the last 90 days?”
“Log a call on the Globex opportunity: spoke with Maria, pricing approved, contract goes out Friday.”
What the Salesforce MCP connector does today
- Reads
salesforce_searchSearches the accounts, contacts, leads, opportunities and cases you can see by words in any field: up to 50 hits with key fields and a link.
- Reads
salesforce_queryRuns a SOQL SELECT as you and returns up to 50 records with the total. It only reads.
- Reads
salesforce_get_recordReads one record of any object by id: every filled field, related names included, and its link.
- Reads
salesforce_describe_objectLooks up an object’s fields by name or label: type, picklist values and what a lookup points to, so queries use the right names.
- Writes
salesforce_log_activityLogs a task on your own activity list with subject, notes, related record, person, status and date, once you have confirmed the text. Nobody is notified and no reminder is set.
Need it to do more? We extend connectors for the companies that use them.
Who sees what
- Reads what you can, logs activities
- The connector searches and reads accounts, contacts, leads, opportunities and cases, any record by id and any object through SOQL. The one thing it writes is a task on your own activity list, and only for people with Edit access.
- Your Salesforce permissions
- Everyone connects their own Salesforce user, so profiles, sharing rules and field access apply as they do in Salesforce. Records you can’t open in Salesforce don’t show up through the AI either.
- You choose who gets it
- Admins decide which groups get the Salesforce connector, and which of those may log activities. Everyone else never sees it.
- 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 Salesforce connector in three steps
Salesforce’s own MCP server or Deployed OS?
Salesforce runs its own hosted MCP servers, generally available since April 2026. An admin turns them on for the org, and AI clients such as Claude and ChatGPT connect as the signed-in user, with Salesforce’s permissions applied. They suit a team that wants Salesforce alone in its AI tool, or a developer exposing flows and Apex actions.
Deployed OS is for the whole company. Salesforce is one connection next to your other tools, each person is on their own login, admins choose which groups get it and who may write, and every call is logged. The same connection works in Claude, ChatGPT and Copilot, next to your company’s skills and guardrails.
Salesforce MCP: common questions
Yes. Salesforce runs hosted MCP servers of its own, and they suit one team or a developer well. Deployed OS gives the whole company one Salesforce connector next to its other tools, with each person’s own login, access per group and a log of every call.
It can log an activity: a task on your own activity list, related to the record and person you name, once you have confirmed the text. Nobody is notified, no reminder is set and no other record changes. It cannot edit fields, convert leads or delete anything. If you need more, we can extend it for you.
Your admin sets up the Salesforce connector in Deployed OS once. You then connect your own Salesforce login, and Claude, ChatGPT and Copilot all reach Salesforce through the same connection.
Yes. The AI looks up an object’s fields and picklist values, then reads any object through SOQL, your custom ones included. The word search covers accounts, contacts, leads, opportunities and cases.
Yes. The admin enters the sandbox’s My Domain host, for example acme--uat.sandbox.my.salesforce.com, and every call goes there. Moving to production means entering production’s host, and everyone connects again.
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.
