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Connector guide1-minute read14 MCP toolsEN · DE · IT

Come collegare Salesforce a ChatGPT — via MCP

Query Salesforce CRM via SOQL — accounts, contacts, opportunities, leads, cases. Create/update records, run dashboards & reports, transition pipeline stages. OAuth2 refresh-token flow.

HCBy HelpCode teamUpdated 1 min read Open source on GitHub
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Salesforce

MCP connector

Salesforce

Query Salesforce CRM via SOQL — accounts, contacts, opportunities, leads, cases. Create/update records, run dashboards & reports, transition pipeline stages. OAuth2 refresh-token flow.

Tools

14

Region

INTL

Category

CRM

Authentication

OAuth 2.0

Required env vars

SF_INSTANCE_URLSF_CLIENT_IDSF_CLIENT_SECRETSF_REFRESH_TOKEN
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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

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Summary

Query Salesforce CRM via SOQL — accounts, contacts, opportunities, leads, cases. Create/update records, run dashboards & reports, transition pipeline stages. OAuth2 refresh-token flow.

Prova a chiedere

Prompt di esempio per Salesforce

Clicca su un prompt per copiarlo. Incollalo in Claude, ChatGPT, Cursor, Gemini, Copilot o OpenClaw per eseguirlo contro questo connettore.

Salesforce · live via MCP
Condividi
Opus 4.7

Claude è un'AI e può sbagliare. Verifica sempre le risposte.

💡 Niente installazione? Vai direttamente su cloud.anythingmcp.com. Accedi, clicca Connectors → Salesforce, inserisci le credenziali, genera una MCP API key — fatto. Niente Docker, niente git clone, niente server locale.

Salesforce + ChatGPT

Query Salesforce CRM via SOQL — accounts, contacts, opportunities, leads, cases. Create/update records, run dashboards & reports, transition pipeline stages. OAuth2 refresh-token flow.

Prerequisiti

Le istruzioni di setup complete sono incluse nel connettore stesso (visibili nello store quando lo selezioni). Le variabili d'ambiente richieste sono:

SF_INSTANCE_URL, SF_CLIENT_ID, SF_CLIENT_SECRET, SF_REFRESH_TOKEN

Step 1 — Ottieni le credenziali

Step 2 — Installa l'adapter

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

Step 3 — Aggiungi il connettore in ChatGPT

ChatGPT supporta server MCP tramite la funzione Connectors (piani Plus / Pro / Team / Enterprise). Il piano gratuito non supporta connettori personalizzati.

  1. Apri ChatGPT → Impostazioni → Connectors (o clicca l'icona 🔧 nel composer → Manage connectors).
  2. Clicca "Add custom connector".
  3. Compila:
    • Name: Salesforce
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → incolla la tua MCP API key (da AnythingMCP → Profile → MCP API Keys → New Key)
  4. Clicca Connect per autorizzare.

Tool disponibili

FAQ

Il piano free di ChatGPT funziona con i Connectors MCP custom? No — servono Plus, Pro, Team o Enterprise.

Prossimi passi

Questa guida ti è stata utile?

Ready to ship

Your Salesforce agent is one click away.

Install the connector, paste the key, prompt ChatGPT. Free for 7 days, no credit card.

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