Salesforce MCP Server for Enterprise AI

Connect AI agents to Salesforce securely and in minutes

Deploy a production-ready Salesforce MCP server that allows AI assistants to access, update, and manage CRM data while maintaining enterprise security and governance.
MCP Hero 1
  • Govern AI access

    Govern AI access

    Workato’s Salesforce MCP Server lets AI agents securely access and update CRM data without custom integrations or direct API exposure.

    • Connect AI to CRM workflows

    • Enforce governed access to sales data

    • Maintain control over customer and pipeline data

  • Scale AI to production

    Scale AI to production

    Workato’s Salesforce MCP Server provides a secure, production-ready foundation for automating CRM workflows at scale.

    • Deploy a production-ready MCP server

    • Enforce authentication and governance

    • Reuse across teams and use cases

  • Embed AI in workflows

    Embed AI in workflows

    Workato’s Salesforce MCP Server enables AI agents to support sales teams directly in the flow of work.

    • Update CRM data from conversations

    • Track and manage pipeline activity

    • Connect Salesforce to enterprise workflows

    Supported Salesforce actions

    Request a demo
    • Search and Retrieve CRM Data
    • Create and Update Records
    • Manage Opportunities and Activities
    Search and Retrieve CRM Data
    Search and Retrieve CRM Data
    Create and Update Records
    Manage Opportunities and Activities

    Agents can access sales data across leads, accounts, contacts, and opportunities.

    • Search sales records
    Find leads, accounts, contacts, and opportunities using natural language queries.

    • Retrieve record details
    Access full CRM context including fields, relationships, and activity history.

    • Execute advanced queries
    Run complex queries without writing SOQL using AI-driven retrieval.

    define agent tasks