The Salesforce MCP server lets your AIML.chat agents look up accounts, contacts, and opportunities, and create or update records from a conversation — with a human approving every write. It installs from the MCP marketplace in a few clicks and lets your sales agent both answer and act in your CRM.
What your agents can do with Salesforce
Once connected, a sales agent can recognize an existing account, check an opportunity's stage to answer a buyer's question accurately, capture a new lead with the right fields, and log activity from the conversation. That keeps your pipeline current without manual data entry and gives reps a head start on every follow-up. Reads happen automatically; anything that writes runs through AIML.chat's write-confirm flow, so the agent proposes and a person approves before it touches your CRM. Grounded in your own content plus your Salesforce data, the agent gives specific, cited answers rather than generic ones, and the analytics surface the questions and lead patterns that recur so you know what to automate next.
Tools this MCP server exposes
The Salesforce MCP server exposes read tools — query accounts, contacts, leads, and opportunities, and read a record — and write tools — create a lead or contact, update an opportunity, log an activity. You decide which objects and tools each agent may use and scope the connection to least privilege. Read-only tools are safe to enable broadly; write tools always require approval, so your CRM stays clean and trustworthy.
Connect it in three steps
- 1In AIML.chat, open MCP → Marketplace → Salesforce and click Install.
- 2Authorize with Salesforce (OAuth) and scope access to the objects the agent may use.
- 3Attach the Salesforce tools to your sales agent and test: ask it to "create a lead for this visitor and log the chat" and approve the write.
Most teams start with read-only tools to answer accurately, then enable record creation once they trust the approval flow. You start on a real free tier and scale as usage grows — see pricing for the agent and message limits, and the MCP docs for how write-confirm works. When you're ready, start free.
Will it change Salesforce on its own?+
No. Reads are automatic, but creating or updating a record requires human approval, scoped to the objects you allow.
What can the agent do with Salesforce?+
Look up accounts, contacts, and opportunities, create leads, and log activity — with approval on writes.
Is there a free plan?+
Yes — start on the free tier. See pricing for higher agent and message limits.