---
area: "salesforce"
title: "Salesforce"
tools: 6
mcp_server: "https://api.conecto.chat/mcp/salesforce"
auth: "Authorization: Bearer <conecto_sk_ key>"
docs_url: "https://conecto.chat/tools/salesforce"
---

# Salesforce

The company's own Salesforce org, through its own connected app. The agent queries, reads and changes records there, and Salesforce stays the source of truth: Conecto keeps the encrypted secret and the call log only.

Replaces: copy-pasting between Salesforce and the agent, a Salesforce seat for the agent.

## MCP server

`https://api.conecto.chat/mcp/salesforce` connects the Salesforce tools only, plus the account tools that come with every MCP server. It speaks MCP over Streamable HTTP; send the key as `Authorization: Bearer <conecto_sk_ key>`. Every tool here is also a REST call: `POST https://api.conecto.chat/v1/tools/<name>` with the arguments as a JSON object.

## ChatGPT and Claude

Add `https://api.conecto.chat/v1/mcp` as a connector in ChatGPT or Claude, one for every area, and tick Salesforce when you sign in. It signs in with OAuth: someone on the account signs in on conecto.chat, ticks the areas it may use and allows it, and it runs on a key of its own that the owner can revoke.

## OpenAPI

For a custom GPT's Actions: `https://api.conecto.chat/v1/openapi/salesforce.json` (OpenAPI 3.0, the key as a Bearer token). For Power Automate, Logic Apps and Copilot Studio connectors: `https://api.conecto.chat/v1/openapi/salesforce.swagger.json` (OpenAPI 2.0, the key in the X-Api-Key header). Both list this area's tools and the account tools.

Prices: Querying, reading and connecting free · $0.001 per record made or changed. A call that fails costs nothing.

## Tools

| Tool | What it does | Price |
|---|---|---|
| [salesforce_connect](https://conecto.chat/tools/salesforce/salesforce_connect.md) | Connects the company's Salesforce org through its own connected app. | Free. |
| [salesforce_query](https://conecto.chat/tools/salesforce/salesforce_query.md) | Runs one SOQL SELECT statement and returns up to 200 records. | Free up to 1,000,000 reads a month. |
| [salesforce_get](https://conecto.chat/tools/salesforce/salesforce_get.md) | One Salesforce record by object and id, with all its fields or the ones named. | Free up to 1,000,000 reads a month. |
| [salesforce_create](https://conecto.chat/tools/salesforce/salesforce_create.md) | Makes a record of any object the run-as user may create. | $0.001 a call. |
| [salesforce_update](https://conecto.chat/tools/salesforce/salesforce_update.md) | Changes a Salesforce record's fields; waits for the owner by default. | $0.001 a call. |
| [salesforce_disconnect](https://conecto.chat/tools/salesforce/salesforce_disconnect.md) | Forgets the connected app's secret; nothing in Salesforce changes. | Free. |

## Example jobs

- Before a call, read the account's open opportunities and cases in Salesforce.
- Move an opportunity to Closed Won with its amount, once the owner approves the change.
- Open a contact for a new buyer met at a trade fair.
