Salesforce

Install

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

CRM

Query records

Query records

salesforce:read

salesforce:read

Executes SOQL queries to retrieve CRM data across objects.

Executes SOQL queries to retrieve CRM data across objects.

Search records

Search records

salesforce:read

salesforce:read

Performs SOSL searches across multiple objects.

Performs SOSL searches across multiple objects.

Create account

Create account

salesforce:write

salesforce:write

Creates new company account records in the CRM.

Creates new company account records in the CRM.

Get account

Get account

salesforce:read

salesforce:read

Retrieves account details including related contacts and opportunities.

Retrieves account details including related contacts and opportunities.

Create contact

Create contact

salesforce:write

salesforce:write

Creates new contact records associated with accounts.

Creates new contact records associated with accounts.

Create lead

Create lead

salesforce:write

salesforce:write

Adds new lead records for sales pipeline.

Adds new lead records for sales pipeline.

Create opportunity

Create opportunity

salesforce:write

salesforce:write

Creates new sales opportunities with stage and value.

Creates new sales opportunities with stage and value.

Update record

Update record

salesforce:write

salesforce:write

Modifies existing records across any Salesforce object.

Modifies existing records across any Salesforce object.

Create case

Create case

salesforce:write

salesforce:write

Opens new support cases for customer issues.

Opens new support cases for customer issues.

Describe object

Describe object

salesforce:read

salesforce:read

Gets metadata about object fields and relationships.

Gets metadata about object fields and relationships.

Install anywhere you work

Install anywhere you work

Claude desktop

Claude code (CLI)

ChatGPT

Cursor

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

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

5. Click on ‘Connect’

6. Login and start using in Claude desktop

Claude desktop

Claude code (CLI)

ChatGPT

Cursor

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

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

5. Click on ‘Connect’

6. Login and start using in Claude desktop

Empower your workforce with secure agents

© 2026 Agen™ | All rights reserved.

Empower your workforce with secure agents

© 2026 Agen™ | All rights reserved.

Empower your workforce with secure agents

© 2026 Agen™ | All rights reserved.

Claude desktop

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

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

5. Click on ‘Connect’

6. Login and start using in Claude desktop

Claude code (CLI)

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

2. MCP is successfully added’

3. Start using in Claude code

ChatGPT

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

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

Cursor

1. Click on ‘Add to cursor’

Add to Cursor

3. Click on ‘Connect’

4. Authenticate and start using is Cursor chat

Claude desktop

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

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

5. Click on ‘Connect’

6. Login and start using in Claude desktop

Claude code (CLI)

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

2. MCP is successfully added’

3. Start using in Claude code

ChatGPT

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

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

Cursor

1. Click on ‘Add to cursor’

Add to Cursor

3. Click on ‘Connect’

4. Authenticate and start using is Cursor chat