How does Salesforce MCP for ChatGPT work?

It acts as a secure bridge using the Model Context Protocol. Your prompts are translated into Salesforce-safe actions (queries, updates, workflows) that respect org permissions and return structured results.

Can I query Salesforce with natural language?

Yes. Ask for leads, accounts, or pipeline details in plain English. The connector generates SOQL or actions, executes them with your permissions, and returns readable answers.

Is the ChatGPT to Salesforce integration secure?

Yes. It uses OAuth, role/field-level security, encrypted transport, and audit logs. Only authorized data is accessed, and requests honor your Salesforce profiles and permission sets.

Which Salesforce objects can I access via ChatGPT?

Standard and custom objects, including Accounts, Contacts, Opportunities, Leads, and Cases. Read, create, update, or delete are allowed based on your assigned permissions.

Do I need coding skills to set up Salesforce MCP?

No. Use the setup wizard: connect your org, approve OAuth scopes, choose objects and permissions, and start chatting. No code or custom middleware required.

Can ChatGPT create Salesforce reports automatically?

Yes. You can request new or filtered reports, summaries, and charts, then share or export them. Scheduling and dashboard updates are supported where your org allows.

Which Salesforce editions are supported?

Professional (with API access), Enterprise, and Unlimited. Lightning is recommended for best results; Classic works with some limitations.

How do I troubleshoot MCP connection issues?

Check API limits, user permissions, connected app scopes, and network/firewall rules. Refresh tokens, re-authenticate, and review connector logs for specific error details.

Can I automate Salesforce workflows with ChatGPT?

Yes. Trigger Flows, approvals, assignments, and updates via natural language. The connector can invoke Flow/Apex actions while enforcing org governance.

How is MCP different from using traditional APIs?

MCP adds a conversational layer that translates intent into Salesforce-safe operations, reducing custom code. It still uses Salesforce APIs under the hood with full security and limits.

Connect Salesforce to ChatGPT (OpenAI) to unlock the power of AI automation

Salesforce MCP tools

Use Salesforce tools through chat to streamline your workflows.

Salesforce connector for other AI models (LLMs)

Ravenala support other LLMs to connect with Salesforce.

Grok

By xAI

Gemini

By Google

Sonar

By Anthropic

Claude Sonnet

By Anthropic

Claude Opus

By Anthropic

Mistral

By MistralAI

DeepSeek Chat

By DeepSeek

Llama

By Meta

Need inspiration? What's in your stack?

Explore use cases that combine Salesforce with other apps in your stack.

Airtable

17 actions

Canva

32 actions

GitHub

823 actions

6 triggers

Gmail

24 actions

1 trigger

Google Drive

51 actions

1 trigger

HubSpot

329 actions

2 triggers

Notion

28 actions

5 triggers

Slack

133 actions

9 triggers

View more apps

Frequently Asked Questions

Conversational AI use cases to explore

SalesAI use cases
MarketingAI use cases
ProductAI use cases
Customer SupportAI use cases
EngineeringAI use cases
DesignAI use cases
Human ResourcesAI use cases
FinanceAI use cases
LegalAI use cases
OperationsAI use cases

Connect Salesforce to ChatGPT (OpenAI) to unlock the power of AI automation

Salesforce MCP tools

account-creation-with-content-type-optionCreates a new Salesforce account using a json post request, requiring 'name'; specific fields (e.

account-creation-with-content-type-option

add-contact-to-campaignAdds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

add-contact-to-campaign

add-lead-to-campaignAdds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

add-lead-to-campaign

add-opportunity-line-itemAdds a product (line item) to an opportunity.

add-opportunity-line-item

apply-lead-assignment-rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

apply-lead-assignment-rules

associate-contact-to-accountAssociates a contact with an account by updating the contact's accountid field.

associate-contact-to-account

clone-opportunity-with-productsClones an opportunity and optionally its products (line items).

clone-opportunity-with-products

clone-recordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.

clone-record

complete-taskMarks a task as completed with optional completion notes.

complete-task

create-accountCreates a new account in Salesforce with the specified information.

create-account

create-campaignCreates a new campaign in Salesforce with the specified information.

create-campaign

create-campaign-record-via-postCreates a new campaign record in Salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an active user.

create-campaign-record-via-post

create-contactCreates a new contact in Salesforce with the specified information.

create-contact

create-leadCreates a new lead in Salesforce with the specified information.

create-lead

create-lead-with-specified-content-typeCreates a new lead in Salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.

create-lead-with-specified-content-type

create-new-contact-with-json-headerCreates a new contact in Salesforce; 'lastname' is required, an existing 'accountid' must be used if provided, and any custom fields (ending with ' c') must be predefined.

create-new-contact-with-json-header

create-noteCreates a new note attached to a Salesforce record with the specified title and content.

create-note

create-note-record-with-content-type-headerCreates a new note record in Salesforce, associated with an existing Salesforce object via `parentid`, automatically including a `content-type: application/json` header.

create-note-record-with-content-type-header

create-opportunityCreates a new opportunity in Salesforce with the specified information.

create-opportunity

create-opportunity-recordCreates a new opportunity record in Salesforce; `name`, `stagename`, and `closedate` are mandatory, and ensure any referenced ids (e.

create-opportunity-record

create-taskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

create-task

delete-accountPermanently deletes an account from Salesforce.

delete-account

delete-a-lead-object-by-its-idPermanently deletes an existing lead object from Salesforce using its unique id.

delete-a-lead-object-by-its-id

delete-campaignPermanently deletes a campaign from Salesforce.

delete-campaign

delete-contactPermanently deletes a contact from Salesforce.

delete-contact

delete-leadPermanently deletes a lead from Salesforce.

delete-lead

delete-notePermanently deletes a note from Salesforce.

delete-note

delete-opportunityPermanently deletes an opportunity from Salesforce.

delete-opportunity

execute-soql-queryExecutes the provided soql query against Salesforce; the query must begin with 'select'.

execute-soql-query

fetch-account-by-id-with-queryUse this action to retrieve a Salesforce account by its unique id, which must be a valid and existing Salesforce account id; you can optionally specify a comma-delimited list of fields to return.

fetch-account-by-id-with-query

fetch-modified-or-unmodified-sobjectsFetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodified since a date, or 412 status if modified) http headers.

fetch-modified-or-unmodified-sobjects

get-accountRetrieves a specific account by id from Salesforce, returning all available fields.

get-account

get-campaignRetrieves a specific campaign by id from Salesforce, returning all available fields.

get-campaign

get-contactRetrieves a specific contact by id from Salesforce, returning all available fields.

get-contact

get-dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.

get-dashboard

get-leadRetrieves a specific lead by id from Salesforce, returning all available fields.

get-lead

get-noteRetrieves a specific note by id from Salesforce, returning all available fields.

get-note

get-note-by-id-with-fieldsRetrieves a Salesforce note object by its id, optionally specifying which fields to return; the note id must exist.

get-note-by-id-with-fields

get-opportunityRetrieves a specific opportunity by id from Salesforce, returning all available fields.

get-opportunity