Connector guide1-minute read14 MCP toolsEN · DE · IT

如何将 Salesforce 连接到 ChatGPT — 通过 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
Install in one click on Cloud

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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.

Start a free trial on cloud.anythingmcp.com, add the Salesforce in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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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.

试试这样问

Salesforce 的示例提示

点击任意提示即可复制,然后粘贴到 Claude、ChatGPT、Cursor、Gemini、Copilot 或 OpenClaw 中,在该连接器上运行。

Salesforce · 通过 MCP 实时
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Opus 4.7

Claude 是 AI,可能会出错。请核对回答。

💡 无需安装? 直接使用 cloud.anythingmcp.com 登录、点击 Connectors → Salesforce、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

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.

前提条件

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

SF_INSTANCE_URL, SF_CLIENT_ID, SF_CLIENT_SECRET, SF_REFRESH_TOKEN

步骤 1 — 获取凭证

步骤 2 — 安装 adapter

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

步骤 3 — 在 ChatGPT 中添加连接器

ChatGPT 通过 Connectors 功能 (Plus / Pro / Team / Enterprise 套餐) 支持 MCP 服务器。免费套餐不支持自定义连接器。

  1. 打开 ChatGPT → Settings → Connectors (或点击 composer 中的 🔧 图标 → Manage connectors)。
  2. 点击 "Add custom connector"
  3. 填入:
    • Name: Salesforce
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → 粘贴 MCP API key
  4. 点击 Connect

可用工具

FAQ

ChatGPT 免费套餐能用自定义 MCP Connectors 吗? 不能 — 需要 Plus、Pro、Team 或 Enterprise。

下一步

这份指南对你有帮助吗?

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

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