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Customers and sales

Salesforce MCP server

Salesforce holds the accounts, contacts, leads and opportunities of many sales teams. Through Flowplane an AI assistant can search records by a word or name, run SOQL queries, read a record, and find the objects and fields of your org, custom ones included. It can create, update and delete records, and every change waits for your approval by default.

Connect Salesforce →Set up your assistant
Tools
6 read · 3 change
Sign-in
Your own account
Approval, by default
Changes wait for you
MCP server
Flowplane’s tools
What it can do

What your assistant can do in Salesforce

6 tools that read and 3 that change something in Salesforce. Reads are allowed; a change marked “asks first” waits for the person’s approval by default, and your workspace’s rules decide the rest.

Reads6

  • Check the connectionSee which account it uses and whether it workswhoami
  • Run a SOQL queryReads records with SOQLquery
  • Search textFinds records by a word or namesearch
  • Read a recordOne record by idget_record
  • List objectsFinds the objects an org haslist_objects
  • Describe an objectThe fields of an objectdescribe_object

Changesasks first3

  • Create a recordCreates a record of an objectcreate_record
  • Update a recordChanges fields of a recordupdate_record
  • Delete a recordDeletes a record (to the recycle bin)delete_record
How it connects

Sign-in

Each person signs in with their own Salesforce account, and the assistant can only see and change what that person’s profile and permissions allow in Salesforce. A Salesforce administrator may first have to allow Flowplane’s app in the org. Flowplane keeps the sign-in sealed; the assistant never sees it.

In Flowplane: In the Flowplane console, add Salesforce and type your My Domain (acme for acme.my.salesforce.com); then each person chooses Sign in with Salesforce.

MCP

Salesforce and MCP

Salesforce runs hosted MCP servers of its own, which an administrator turns on in the org and which each AI client reaches through an app registered in that org. Flowplane does not pass them through: it signs you in with its own Salesforce app and talks to Salesforce’s REST API directly, with its own tools and approvals.

Try it

Things to ask

  • “Which opportunities over €50,000 are set to close this quarter, and at what stage?”
  • “Find everything we have on Acme: the account, its contacts and open opportunities.”
  • “Which leads came in this week from the website?”
  • “What fields does our custom Contract__c object have?”
  • “Move the Acme renewal opportunity to Negotiation and set the close date to 15 December.”
Your assistant

Connect your assistant to Salesforce

One Flowplane address works in every assistant below, with the same rules and the same log. Step-by-step setup for each:

FAQ

Questions

Why do changes wait for approval?
Salesforce gives an app one permission for its API, reading and writing alike, so creating, updating and deleting records wait for your approval by default. Your own Salesforce permissions stay the limit on top of that.
What happens to a deleted record?
It goes to Salesforce’s recycle bin, where it can be restored, and related records may go with it. Deleting waits for your approval by default.
Does it work with a sandbox?
Not yet. Sign-in goes through login.salesforce.com, which serves production orgs; sandboxes, and orgs that block login.salesforce.com in their My Domain settings, cannot sign in for now.
Which AI assistants can use Salesforce through Flowplane?
Claude, Claude Code, ChatGPT, Cursor, Codex, GitHub Copilot and Mistral Le Chat, and any other client that supports remote MCP servers with sign-in. They all reach Salesforce through the same Flowplane address.
What does it cost?
Free for one person, with up to three apps and five assistants. Personal Pro is €9 a month including VAT; companies start at €99 a month for ten active users. Prices are indicative; see the pricing page.

Flowplane is not affiliated with or endorsed by Salesforce’s maker; the name and logo only identify the app. Pricing

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