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Salesforce

Install

CRM automation, lead management, opportunity tracking, and sales workflow orchestration for AI agents.


CRM
Query records salesforce:read

Executes SOQL queries to retrieve CRM data across objects.

Search records salesforce:read

Performs SOSL searches across multiple objects.

Create account salesforce:write

Creates new company account records in the CRM.

Get account salesforce:read

Retrieves account details including related contacts and opportunities.

Create contact salesforce:write

Creates new contact records associated with accounts.

Create lead salesforce:write

Adds new lead records for sales pipeline.

Create opportunity salesforce:write

Creates new sales opportunities with stage and value.

Update record salesforce:write

Modifies existing records across any Salesforce object.

Create case salesforce:write

Opens new support cases for customer issues.

Describe object salesforce:read

Gets metadata about object fields and relationships.

Install anywhere you work

1. Open Claude Desktop settings by clicking on your profile icon and select ‘Settings’

2. Navigate to Connectors and click on ‘Add custom connector’

3. Copy the MCP URL

https://mcp.marketplace.frontegg.com

4. Enter the name, paste URL and click on ‘Add’

5. Click on ‘Connect’

6. Login and start using in Claude desktop

 

1. Copy the command below and run it using your terminal

claude mcp add --transport http marketplace https://mcp.marketplace.frontegg.com

2. MCP is successfully added

3. Start using in Claude code

1. Open ChatGPT settings by clicking on your profile icon and select ‘Settings’

2. Navigate to Apps and click on ‘Advanced settings’

3. Enable developer mode

4. Copy the MCP URL

https://mcp.marketplace.frontegg.com

5. Go back to Apps and Click on ‘Create app’

6. Enter MCP server URL and click ‘Create’

7. Login and start using in ChatGPT

1. Click on ‘Add to cursor’

2. Click on ‘Install’ in “Install MCP Server?” section

3. Click on ‘Connect’

4. Authenticate and start using is Cursor chat