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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
  • Manage file sharing on records and create or revoke public download links
  • Publish and archive Knowledge articles
  • Convert leads and create related records
  • Run bulk data jobs to insert, update, upsert, or delete large record sets asynchronously

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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

File tools accept either a ContentDocument ID (starts with 069) or a ContentVersion ID (starts with 068), and resolve the underlying link for you.
  • Update File Sharing takes the file ID plus the record_id it is linked to, and sets share_type (V for Viewer, C for Collaborator) and/or visibility (AllUsers, InternalUsers, or SharedUsers). Provide at least one of the two.
  • Remove File From Record deletes only the link between the file and the record, so the file stays in Salesforce.
  • Create Public File Link returns a DistributionPublicUrl anyone can open. Options include name, password_required, expiry_date (ISO 8601 UTC), allow_view_in_browser, allow_original_download, allow_pdf_download, link_latest_version, and notify_on_visit.
  • Update Public File Link takes the distribution_id returned when the link was created. Set revoke to true to delete the link, or expires to false to remove its expiration date.
Public file links are accessible to anyone who has the URL. Set password_required or an expiry_date when sharing sensitive files, and use Update Public File Link with revoke set to true when the link is no longer needed.

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Knowledge Articles

Publish Knowledge Article and Archive Knowledge Article take an article_version_id (a KnowledgeArticleVersion ID, starting with ka). Publishing supports a pub_action of PUBLISH_ARTICLE (default), PUBLISH_ARTICLE_NEW_VERSION, SCHEDULE_ARTICLE_FOR_PUBLICATION, or PUBLISH_TRANSLATION. For scheduled publication, also pass pub_date in ISO 8601 UTC.
The file sharing and Knowledge tools rely on Salesforce user permissions rather than extra OAuth scopes. Files require access to ContentDocumentLink and ContentDistribution, with Content Deliveries and Public Links enabled for public links. Knowledge requires Manage Salesforce Knowledge and Publish Articles, with Lightning Knowledge enabled.

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Example Prompts

Use these with your agent or in the Agent Node: Query records:
Get opportunity details:
Create a task:
Update a record:
Run a report:
Create a report:
Clone a report:
Refresh a dashboard:
Clone a dashboard:
Share a file publicly:
Revoke a public link:
Publish a Knowledge article:

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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 Connectors 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

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 credentials from your Connectors page.