What Can It Do?
- Query records with SOQL or SOSL
- Create, update, and delete any object
- Run reports and pull data for analysis
- Manage campaigns by adding leads and contacts
- Convert leads and create related records
Where to Use It
In Agents (Recommended)
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:- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your account
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.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.- Go to your node library and search for the integration
- Click Create a node with AI
- Describe the specific action you want (e.g., “Query accounts in California”)
- 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.
Available Tools
| Tool | Description |
|---|---|
| Soql Query | Execute SOQL queries |
| Sosl Search | Search across objects |
| Describe Object | Get object metadata |
| Get Record | Retrieve a record by ID |
| Create Record | Create a new record |
| Update Record | Update an existing record |
| Delete Record | Delete a record |
| Run Report | Execute a Salesforce report |
| List Reports | List available reports |
| Add Lead To Campaign | Add a lead to a campaign |
| Add Contact To Campaign | Add a contact to a campaign |
| Convert Lead | Convert lead to account/contact |
| Create Note | Create a note on a record |
| Create File | Upload a file |
Example Prompts
Use these with your agent or in the Agent Node: Query records:Troubleshooting
| Issue | Solution |
|---|---|
| Agent not finding the right data | Use specific record IDs or exact names |
| Action not completing | Check that you’ve authenticated with Salesforce |
| Unexpected results | The agent may chain multiple tools (e.g., querying first, then updating). Review the agent’s reasoning to understand its approach. |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Need Help?
- Agents documentation for setup and best practices
- Agent Node guide for workflow integration
- Gumloop Community for questions and examples
- Contact [email protected] for assistance
Use this integration directly in Claude or Cursor. Connect remotely via the Salesforce MCP server using your Gumloop credentials.