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Documentation Index

Fetch the complete documentation index at: https://docs.gumloop.com/llms.txt

Use this file to discover all available pages before exploring further.

Salesforce is the world’s leading CRM platform for sales, service, and marketing. The Salesforce MCP server lets you query, create, update, and manage any object using natural language.

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What Can It Do?

  • Query records with SOQL or SOSL
  • Create, update, and delete any object
  • Run reports and pull data for analysis
  • View and manage dashboards including refreshing, cloning, and updating layouts
  • Manage campaigns by adding leads and contacts
  • Download files and attachments from Salesforce to Gumloop storage
  • Convert leads and create related records

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Where to Use It

Add Salesforce as a tool to any agent. The agent can then manage your CRM conversationally, choosing the right actions based on context. To add an MCP tool to your agent:
  1. Open your agent’s configuration
  2. Click Add tools → Connect an app with MCP
  3. Search for the integration and select it
  4. Authenticate with your account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.

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In Workflows (Via Agent Node)

For automated pipelines, use an Agent Node with Salesforce tools. This gives you the flexibility of an agent within a deterministic workflow.

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As a Custom MCP Node

You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.
To create a custom MCP node:
  1. Go to your node library and search for the integration
  2. Click Create a node with AI
  3. Describe the specific action you want (e.g., “Query accounts in California”)
  4. Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.

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Available Tools

ToolDescription
Soql QueryExecute SOQL queries
Sosl SearchSearch across objects
Describe ObjectGet object metadata
Get RecordRetrieve a record by ID
Create RecordCreate a new record
Update RecordUpdate an existing record
Delete RecordDelete a record
Run ReportExecute a Salesforce report
List ReportsList available reports
Add Lead To CampaignAdd a lead to a campaign
Add Contact To CampaignAdd a contact to a campaign
Convert LeadConvert lead to account/contact
Get FileDownload a file or attachment from Salesforce to storage. Supports ContentVersion, ContentDocument, and legacy Attachment IDs.
Create ReportCreate a new Salesforce report
Update ReportUpdate an existing report’s metadata
Clone ReportClone an existing report
List DashboardsList recently viewed dashboards
Get DashboardRetrieve a dashboard’s results and component data
Create DashboardCreate a new dashboard by cloning an existing one
Update DashboardUpdate a dashboard’s metadata and structure
Manage DashboardRefresh or delete a dashboard
Create NoteCreate a note on a record
Create FileUpload a file

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Example Prompts

Use these with your agent or in the Agent Node: Query records: 
Find the 10 largest accounts in California
Get opportunity details: 
Get the details for opportunity OPP-12345
Create a task: 
Create a follow-up task for the Acme account due next Friday
Update a record: 
Update contact john@acme.com with new phone number 415-555-1234
Run a report: 
Run the Q4 Pipeline report and show me the summary
Create a report: 
Create a new tabular report for accounts in the Technology industry
Clone a report: 
Clone the Q4 Pipeline report and name it Q1 Pipeline
Refresh a dashboard: 
Refresh the "Sales Leaderboard" dashboard and send me the results
Clone a dashboard: 
Create a new dashboard by cloning the "Sales Leaderboard" and name it "Q1 Sales Leaderboard"

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Connecting Gumloop to Salesforce

Gumloop is a Salesforce Connected App — it is not listed on the Salesforce AppExchange marketplace. A Salesforce administrator must authorize the connection before users can authenticate. Quickest setup: Have your Salesforce admin visit the Salesforce credentials page in Gumloop and complete the OAuth flow. This automatically installs the Gumloop connected app in your Salesforce organization. If a non-admin user attempts to connect first, the admin will see an approval request in Salesforce under Setup > Apps > Connected Apps > Manage Connected Apps. For full setup instructions, see the Credentials page — Salesforce Setup.
For more details on Salesforce’s connected app restrictions, see the official Salesforce documentation.

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Troubleshooting

IssueSolution
”Administrators need to pre-install the Gumloop application” errorA Salesforce admin must first authorize Gumloop. See Connecting Gumloop to Salesforce above.
Agent not finding the right dataUse specific record IDs or exact names
Action not completingCheck that you’ve authenticated with Salesforce
Unexpected resultsThe agent may chain multiple tools (e.g., querying first, then updating). Review the agent’s reasoning to understand its approach.
Tool not availableVerify the tool is enabled in your agent’s MCP configuration
Agents are smart enough to chain multiple API calls together. For example, asking “Update the Acme opportunity to Closed Won” will find the opportunity first, then update it. If results seem off, check the agent’s step-by-step reasoning.

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Need Help?

Use this integration directly in Claude or Cursor. Connect remotely via the Salesforce MCP server using your Gumloop credentials.