CRM

Salesforce integrations

Connect Salesforce to any other app, or use it from your AI client over MCP. Salesforce is a leading enterprise customer relationship management (CRM) platform. Operations run against the Salesforce REST API (v60.0) for standard and custom SObject CRUD (Account, Contact, Lead, Opportunity, Case, and any custom object), SOQL queries, sObject describe/metadata discovery, and polling triggers for new and updated records.

Connects with OAuthsalesforce.com
2 triggers9 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Salesforce?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

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What your agent can do with Salesforce

Triggers and actions 2 triggers · 9 actions

  • Trigger
    New object record

    Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

  • Trigger
    New or updated object record

    Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.

  • Action
    Create object record

    Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.

  • Action
    Delete object record

    Deletes an existing SObject record by object type and record ID.

  • Action
    Describe object

    Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

  • Action
    Find most recent created or updated record

    Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).

  • Action
    Find object records

    Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.

  • Action
    Get object record

    Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

  • Action
    List objects

    Lists all available SObject types (standard and custom) on the org.

  • Action
    SOQL query

    Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

  • Action
    Update object record

    Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

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Salesforce, answered

Is there a Salesforce MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Salesforce. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Salesforce. Nothing to install.

What can start an automation from Salesforce?

Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Salesforce?

Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Salesforce connect to?

Any app in the catalog; the list on this page pairs Salesforce with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.