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Connectors · CRM & sales

Salesforce Sales Cloud MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Salesforce Sales Cloud and the rest of your systems. It gives your agent 193 Salesforce Sales Cloud actions (102 reads, 66 writes and 25 that wait for a confirmation) and holds the Salesforce Sales Cloud credential itself, so the agent never does. It paces Salesforce Sales Cloud's limits and records every call. Connecting Salesforce Sales Cloud needs your own Salesforce Sales Cloud OAuth app and one admin sign-in.

Connect Salesforce Sales Cloud freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "salesforce_sobjects.users.list",  intent: "check which Salesforce Sales Cloud account is connected"}# List Salesforce User records · read · 1 upstream call
  • 193actionsin one signed file
  • 102readlook, never change
  • 66writecreate and update
  • 25wait for a yesdestructive, confirmed first

Set up

Connect Salesforce Sales Cloud in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Salesforce Sales Cloud.

    OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Salesforce Sales Cloud, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.

    Before the first sign-in, Salesforce Sales Cloud needs an OAuth app of your own, registered in its developer portal. actionlake has no Salesforce Sales Cloud app to lend you.

    • access_tokenAccess token from one sign-in with your own OAuth app
    • refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
    • client_idSalesforce connected app consumer key
    • client_secretSalesforce connected app consumer secret
    • instance_hostWhere your Salesforce Sales Cloud lives: your instance host
    account { op: "connections.requirements", service: "salesforce_sobjects" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "salesforce_sobjects.users.list" }# list salesforce user records · read · 1 upstream callcheck { action: "salesforce_sobjects.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Salesforce Sales Cloud at a glance

Sign-in
OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Salesforce Sales Cloud, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
You provide
access_tokenrefresh_tokenclient_idclient_secret
Setup fields
instance_host
Limits we pace to
100,000 calls a day, per connection
API covered
Salesforce Sales Cloud API 62.0, at your Salesforce Sales Cloud instance's API base URL, which you enter when connecting (path /services/data/v62.0)
Built from
Salesforce Sales Cloud's documentation, read 15 September 2026resources.docs.salesforce.com
Service file
Version 2.0.0, signed (Ed25519)
Cached reads
101 of 102 reads, for up to an hour; a write clears what it affects
Ready-made plans
8 in the store
Shared entities
12, so ask can line Salesforce Sales Cloud up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Salesforce Sales Cloud.

193 actions in 13 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 102readlook, never change
  • 66writecreate and update
  • 25destructivewait for a confirmation

  1. CRM

    102

    62 read · 31 write · 9 destructive

    Create a Salesforce Contact · Create a Salesforce Account · Get one Salesforce Contact · Get one Salesforce Account

  2. Catalog

    16

    6 read · 7 write · 3 destructive

    List Salesforce Product2 records · Create a Salesforce Product2 · Get one Salesforce Product2 · Update a Salesforce Product2

  3. Orders

    11

    4 read · 5 write · 2 destructive

    List Salesforce Order records · Create a Salesforce Order · Get one Salesforce Order · Update a Salesforce Order

  4. Quoting

    10

    4 read · 4 write · 2 destructive

    List Salesforce Quote records · Create a Salesforce Quote · Get one Salesforce Quote · Update a Salesforce Quote

  5. Files

    9

    5 read · 2 write · 2 destructive

    List Salesforce ContentDocument records · Get one Salesforce ContentDocument · Delete a Salesforce ContentDocument

  6. Directory

    7

    3 read · 3 write · 1 destructive

    List Salesforce User records · Create a Salesforce User · Get one Salesforce User · Update a Salesforce User

  7. Helpdesk

    7

    3 read · 3 write · 1 destructive

    List Salesforce Case records · Create a Salesforce Case · Get one Salesforce Case · Update a Salesforce Case

  8. Contracts

    6

    2 read · 3 write · 1 destructive

    List Salesforce Contract records · Create a Salesforce Contract · Get one Salesforce Contract · Update a Salesforce Contract

5 more areas · 25 actions
  • Calendar 5
  • Notes 5
  • Tasks 5
  • Assets 5
  • Knowledge 5

Top actions

The Salesforce Sales Cloud API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 148 of Salesforce Sales Cloud's 151 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
salesforce_sobjects.users.listList Salesforce User recordsQuery User records with SOQL, narrowed by an optional WHERE clause.readidentity.user.list474 connectors
salesforce_sobjects.products.listList Salesforce Product2 recordsQuery Product2 records with SOQL, narrowed by an optional WHERE clause.readcommerce.product.list112 connectors
salesforce_sobjects.contacts.createCreate a Salesforce ContactInsert one Contact record. Returns its new id.writecrm.contact.create161 connectors
salesforce_sobjects.accounts.createCreate a Salesforce AccountInsert one Account record. Returns its new id.writecrm.company.create142 connectors
salesforce_sobjects.tasks.listList Salesforce Task recordsQuery Task records with SOQL, narrowed by an optional WHERE clause.readcrm.activity.list21 connectors
salesforce_sobjects.orders.listList Salesforce Order recordsQuery Order records with SOQL, narrowed by an optional WHERE clause.readcommerce.order.list82 connectors
salesforce_sobjects.contacts.getGet one Salesforce ContactFetch a single Contact record by its Salesforce id.readcrm.contact.get176 connectors
salesforce_sobjects.accounts.getGet one Salesforce AccountFetch a single Account record by its Salesforce id.readcrm.company.get162 connectors
salesforce_sobjects.opportunities.listList Salesforce Opportunity recordsQuery Opportunity records with SOQL, narrowed by an optional WHERE clause.readcrm.deal.query7 connectors
salesforce_sobjects.opportunities.createCreate a Salesforce OpportunityInsert one Opportunity record. Returns its new id.writecrm.deal.create43 connectors
salesforce_sobjects.contacts.deleteDelete a Salesforce ContactDelete one Contact record into the Recycle Bin.destructivecrm.contact.delete147 connectors
salesforce_sobjects.leads.createCreate a Salesforce LeadInsert one Lead record. Returns its new id.writecrm.lead.create24 connectors

Try it

Prompts to paste into Claude.

Each one names the Salesforce Sales Cloud actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Salesforce Sales Cloud tickets have been open the longest? Show me the ten oldest with their status.

    callssalesforce_sobjects.cases.list

  2. Planwrite

    Turn a won opportunity into an order in Salesforce Sales Cloud. Ask me before anything is sent or changed.

    callssalesforce_sobjects.opportunities.getsalesforce_sobjects.accounts.getsalesforce_sobjects.orders.createsalesforce_sobjects.order_items.createsalesforce_sobjects.opportunities.update

  3. Planwrite

    Create an account with its primary contact and kickoff work in Salesforce Sales Cloud.

    callssalesforce_sobjects.accounts.createsalesforce_sobjects.contacts.createsalesforce_sobjects.opportunities.createsalesforce_sobjects.notes.createsalesforce_sobjects.accounts.get

  4. Writewrite

    Create a Salesforce Contact in Salesforce Sales Cloud. Show me exactly what you will send before you save it.

    callssalesforce_sobjects.contacts.create

  5. Across systemsread

    For each customer, how many tickets are in Salesforce Sales Cloud and how many invoices in ConnectWise PSA?

    callssalesforce_sobjects.cases.listconnectwise_manage.invoices.list

Across your systems

Salesforce Sales Cloud, joined to the rest of your business.

One ask fetches from Salesforce Sales Cloud and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many tickets are in Salesforce Sales Cloud and how many invoices in ConnectWise PSA?

    salesforce_sobjects.cases.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • For each customer, how many tickets are in Salesforce Sales Cloud and how many invoices in NetSuite?

    salesforce_sobjects.cases.list + netsuite.views.invoices, on crm.company · NetSuite

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192commerce.product 109commerce.order 86service.ticket 62comm.event 47finance.quote 45
ask
ask {  intent: "for each customer, how many tickets are in Salesforce Sales Cloud and how many invoices in ConnectWise PSA",  steps: [    { action: "salesforce_sobjects.cases.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "tix",        right: "inv",        on: "crm.company",        group_by: "tix.company_name",        select: ["tix.company_name", "count(tix.id) as tickets", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for Salesforce Sales Cloud.

8 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

  1. Report on open pipeline and stalled opportunities

    Use it when Someone asks for the state of the sales pipeline or which deals have gone stale.

    Effect
    read
    Steps
    5
    Needs
    close after and close before
    Install
    salesforce_sobjects-pipeline-health-report

  2. Pull created, updated and deleted records for a window

    Use it when A downstream system needs the delta of one Salesforce object since the last sync ran.

    Effect
    read
    Steps
    5
    Needs
    sobject, start and end
    Install
    salesforce_sobjects-sync-records-since

  3. Qualify open leads and log a follow-up task

    Use it when A rep or manager wants every open lead to end the day with a follow-up task on it.

    Effect
    write
    Steps
    3 · loops
    Needs
    status and due date
    Install
    salesforce_sobjects-qualify-new-leads

  4. Escalate support cases that have aged past their threshold

    Use it when Support wants old untouched cases pushed up the queue before they breach SLA.

    A person decidesEscalate aging count cases open longer than age days days to High priority.

    Effect
    write
    Steps
    4 · loops
    Needs
    age days
    Install
    salesforce_sobjects-escalate-aging-cases

  5. Create an account with its primary contact and kickoff work

    Use it when A new customer has been signed and their Salesforce records need standing up in one pass.

    Effect
    write
    Steps
    5
    Needs
    account name, contact last name and close date
    Install
    salesforce_sobjects-onboard-new-account

  6. Add contacts from a search into a campaign

    Use it when Marketing wants a set of existing contacts loaded into a campaign as members.

    Effect
    write
    Steps
    6 · loops
    Needs
    campaign id and contact where
    Install
    salesforce_sobjects-campaign-member-import

  7. Turn a won opportunity into an order

    Use it when A deal has been agreed and someone wants the matching order raised in Salesforce.

    A person decidesRaise an order for Name worth Amount from opportunity Name.

    Effect
    write
    Steps
    6 · loops
    Needs
    opportunity id, effective date and lines
    Install
    salesforce_sobjects-close-won-to-order

  8. Delete test records matching a marker, after sign-off

    Use it when A sandbox or test org is full of seeded records and someone wants them removed safely.

    A person decidesPermanently delete match count sobject records whose name starts with marker.

    Effect
    destructive
    Steps
    6
    Needs
    sobject and marker
    Install
    salesforce_sobjects-purge-test-records
install a plan
account { op: "plans.install", slug: "salesforce_sobjects-pipeline-health-report" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Salesforce Sales Cloud

Destructive actions wait for a yes.

25 Salesforce Sales Cloud actions are destructive. These are all of them:

  • Delete a Salesforce Contactsalesforce_sobjects.contacts.delete
  • Delete a Salesforce Accountsalesforce_sobjects.accounts.delete
  • Delete a Salesforce Opportunitysalesforce_sobjects.opportunities.delete
  • Delete a Salesforce Leadsalesforce_sobjects.leads.delete
  • Delete a Salesforce Product2salesforce_sobjects.products.delete
  • Delete a Salesforce Tasksalesforce_sobjects.tasks.delete
  • Delete a Salesforce Ordersalesforce_sobjects.orders.delete
  • Delete a Salesforce Eventsalesforce_sobjects.events.delete
  • Delete a Salesforce Casesalesforce_sobjects.cases.delete
  • Delete a Salesforce Quotesalesforce_sobjects.quotes.delete
  • Delete a Salesforce Contractsalesforce_sobjects.contracts.delete
  • Delete a Salesforce ContentDocumentsalesforce_sobjects.content_documents.delete
  • Delete a Salesforce Pricebook2salesforce_sobjects.pricebooks.delete
  • Delete a Salesforce OrderItemsalesforce_sobjects.order_items.delete
  • Delete a Salesforce Campaignsalesforce_sobjects.campaigns.delete
  • Delete a Salesforce Notesalesforce_sobjects.notes.delete
  • Delete a Salesforce Assetsalesforce_sobjects.assets.delete
  • Delete a Salesforce PricebookEntrysalesforce_sobjects.pricebook_entries.delete
  • Delete a Salesforce CampaignMembersalesforce_sobjects.campaign_members.delete
  • Delete a Salesforce QuoteLineItemsalesforce_sobjects.quote_line_items.delete
  • Delete up to 200 recordssalesforce_sobjects.collections.delete
  • Delete any recordsalesforce_sobjects.sobjects.record_delete
  • Delete a record by external idsalesforce_sobjects.sobjects.record_delete_by_external_id
  • Delete a Salesforce Attachmentsalesforce_sobjects.attachments.delete
  • Reset a user's passwordsalesforce_sobjects.sobjects.user_password_reset

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dosalesforce_sobjects.contacts.deleteconfirm_policy: human

Delete a Salesforce Contact?

intent: the user asked me to delete a Salesforce Contact

run suspended · waiting for a named person · key salesforce-sobjects-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "salesforce-sobjects-agent",  allowed_actions: ["salesforce_sobjects.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "salesforce_sobjects.contacts.delete", approver: "[email protected]" },    { match: "salesforce_sobjects.accounts.delete", approver: "[email protected]" },    { match: "salesforce_sobjects.opportunities.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Salesforce Sales Cloud only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Salesforce Sales Cloud costs on actionlake.

Every Salesforce Sales Cloud action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Salesforce Sales Cloud refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 193 Salesforce Sales Cloud actions
  • 193actions pageeach page of a long list is one call
  • 101reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Salesforce Sales Cloud action.

193 actions by area: the id your agent calls, what it does, and its effect.

CRM102
  • salesforce_sobjects.accounts.createCreate a Salesforce Accountwrite
  • salesforce_sobjects.accounts.deleteDelete a Salesforce Accountdestructive
  • salesforce_sobjects.accounts.getGet one Salesforce Accountread
  • salesforce_sobjects.accounts.listList Salesforce Account recordsread
  • salesforce_sobjects.accounts.updateUpdate a Salesforce Accountwrite
  • salesforce_sobjects.accounts.upsertUpsert a Salesforce Account by external idwrite
  • salesforce_sobjects.actions.custom_listList custom invocable actionsread
  • salesforce_sobjects.actions.describeDescribe one invocable actionread
  • salesforce_sobjects.actions.invokeInvoke an invocable actionwrite
  • salesforce_sobjects.actions.listList invocable action groupsread
  • salesforce_sobjects.actions.standard_listList standard invocable actionsread
  • salesforce_sobjects.campaign_members.createCreate a Salesforce CampaignMemberwrite
  • salesforce_sobjects.campaign_members.deleteDelete a Salesforce CampaignMemberdestructive
  • salesforce_sobjects.campaign_members.getGet one Salesforce CampaignMemberread
  • salesforce_sobjects.campaign_members.listList Salesforce CampaignMember recordsread
  • salesforce_sobjects.campaign_members.updateUpdate a Salesforce CampaignMemberwrite
  • salesforce_sobjects.campaigns.createCreate a Salesforce Campaignwrite
  • salesforce_sobjects.campaigns.deleteDelete a Salesforce Campaigndestructive
  • salesforce_sobjects.campaigns.getGet one Salesforce Campaignread
  • salesforce_sobjects.campaigns.listList Salesforce Campaign recordsread
  • salesforce_sobjects.campaigns.updateUpdate a Salesforce Campaignwrite
  • salesforce_sobjects.collections.createCreate up to 200 recordswrite
  • salesforce_sobjects.collections.deleteDelete up to 200 recordsdestructive
  • salesforce_sobjects.collections.retrieveRetrieve up to 2000 records by idread
  • salesforce_sobjects.collections.updateUpdate up to 200 recordswrite
  • salesforce_sobjects.collections.upsertUpsert up to 200 records by external idwrite
  • salesforce_sobjects.composite.batchRun a composite batchwrite
  • salesforce_sobjects.composite.graphRun a composite graphwrite
  • salesforce_sobjects.composite.runRun a composite requestwrite
  • salesforce_sobjects.composite.treeCreate a record treewrite
  • salesforce_sobjects.contacts.createCreate a Salesforce Contactwrite
  • salesforce_sobjects.contacts.deleteDelete a Salesforce Contactdestructive
  • salesforce_sobjects.contacts.getGet one Salesforce Contactread
  • salesforce_sobjects.contacts.listList Salesforce Contact recordsread
  • salesforce_sobjects.contacts.updateUpdate a Salesforce Contactwrite
  • salesforce_sobjects.contacts.upsertUpsert a Salesforce Contact by external idwrite
  • salesforce_sobjects.leads.createCreate a Salesforce Leadwrite
  • salesforce_sobjects.leads.deleteDelete a Salesforce Leaddestructive
  • salesforce_sobjects.leads.getGet one Salesforce Leadread
  • salesforce_sobjects.leads.listList Salesforce Lead recordsread
  • salesforce_sobjects.leads.updateUpdate a Salesforce Leadwrite
  • salesforce_sobjects.leads.upsertUpsert a Salesforce Lead by external idwrite
  • salesforce_sobjects.list_views.describeDescribe a list viewread
  • salesforce_sobjects.list_views.listList an object's list viewsread
  • salesforce_sobjects.list_views.recentList recently used list viewsread
  • salesforce_sobjects.list_views.resultsGet a list view's resultsread
  • salesforce_sobjects.opportunities.createCreate a Salesforce Opportunitywrite
  • salesforce_sobjects.opportunities.deleteDelete a Salesforce Opportunitydestructive
  • salesforce_sobjects.opportunities.getGet one Salesforce Opportunityread
  • salesforce_sobjects.opportunities.listList Salesforce Opportunity recordsread
  • salesforce_sobjects.opportunities.updateUpdate a Salesforce Opportunitywrite
  • salesforce_sobjects.opportunities.upsertUpsert a Salesforce Opportunity by external idwrite
  • salesforce_sobjects.org.app_menuGet an app menuread
  • salesforce_sobjects.org.consent_readRead consent across the consent modelread
  • salesforce_sobjects.org.event_schema_by_idGet a platform event schema by idread
  • salesforce_sobjects.org.event_schema_by_nameGet a platform event schema by nameread
  • salesforce_sobjects.org.foldersList foldersread
  • salesforce_sobjects.org.limitsGet org limitsread
  • salesforce_sobjects.org.recently_viewedList recently viewed itemsread
  • salesforce_sobjects.org.record_countCount records per objectread
  • salesforce_sobjects.org.relevant_itemsList relevant itemsread
  • salesforce_sobjects.org.resourcesList the resources of this API versionread
  • salesforce_sobjects.org.tabsList the org's tabsread
  • salesforce_sobjects.org.themesGet the org's themeread
  • salesforce_sobjects.org.versionsList supported API versionsread
  • salesforce_sobjects.process.approvals_listList approval processesread
  • salesforce_sobjects.process.approvals_submitSubmit, approve or reject a record for approvalwrite
  • salesforce_sobjects.process.rules_listList approval and workflow rulesread
  • salesforce_sobjects.process.rules_triggerTrigger workflow rules on recordswrite
  • salesforce_sobjects.query.explainExplain a SOQL query planread
  • salesforce_sobjects.query.moreFetch the next batch of a SOQL queryread
  • salesforce_sobjects.query.runRun a SOQL queryread
  • salesforce_sobjects.query.run_allRun a SOQL query including deleted recordsread
  • salesforce_sobjects.quick_actions.describeDescribe a global quick actionread
  • salesforce_sobjects.quick_actions.invokeInvoke a global quick actionwrite
  • salesforce_sobjects.quick_actions.listList global quick actionsread
  • salesforce_sobjects.search.parameterizedRun a parameterized searchread
  • salesforce_sobjects.search.result_layoutsGet search result layoutsread
  • salesforce_sobjects.search.scope_orderGet the user's search scope and orderread
  • salesforce_sobjects.search.soslRun a SOSL searchread
  • salesforce_sobjects.search.suggested_queriesGet suggested search queriesread
  • salesforce_sobjects.sobjects.approval_layoutsGet sObject approval layoutsread
  • salesforce_sobjects.sobjects.basic_infoGet sObject basic informationread
  • salesforce_sobjects.sobjects.compact_layoutsGet sObject compact layoutsread
  • salesforce_sobjects.sobjects.describeDescribe one sObjectread
  • salesforce_sobjects.sobjects.describe_globalList every sObject in the orgread
  • salesforce_sobjects.sobjects.get_deletedList records deleted in a windowread
  • salesforce_sobjects.sobjects.get_updatedList records updated in a windowread
  • salesforce_sobjects.sobjects.layoutsGet sObject page layoutsread
  • salesforce_sobjects.sobjects.named_layoutGet a named layout on an sObjectread
  • salesforce_sobjects.sobjects.quick_action_default_valuesGet a quick action's default valuesread
  • salesforce_sobjects.sobjects.quick_action_describeDescribe one quick action on an sObjectread
  • salesforce_sobjects.sobjects.quick_action_invokeInvoke a quick action on an sObjectwrite
  • salesforce_sobjects.sobjects.quick_actions_listList an sObject's quick actionsread
  • salesforce_sobjects.sobjects.record_createCreate any recordwrite
  • salesforce_sobjects.sobjects.record_deleteDelete any recorddestructive
  • salesforce_sobjects.sobjects.record_delete_by_external_idDelete a record by external iddestructive
  • salesforce_sobjects.sobjects.record_getGet any record by idread
  • salesforce_sobjects.sobjects.record_get_by_external_idGet a record by external idread
  • salesforce_sobjects.sobjects.record_updateUpdate any recordwrite
  • salesforce_sobjects.sobjects.record_upsertUpsert a record by external idwrite
  • salesforce_sobjects.sobjects.relationship_getTraverse a record relationshipread
Catalog16
  • salesforce_sobjects.pricebook_entries.createCreate a Salesforce PricebookEntrywrite
  • salesforce_sobjects.pricebook_entries.deleteDelete a Salesforce PricebookEntrydestructive
  • salesforce_sobjects.pricebook_entries.getGet one Salesforce PricebookEntryread
  • salesforce_sobjects.pricebook_entries.listList Salesforce PricebookEntry recordsread
  • salesforce_sobjects.pricebook_entries.updateUpdate a Salesforce PricebookEntrywrite
  • salesforce_sobjects.pricebooks.createCreate a Salesforce Pricebook2write
  • salesforce_sobjects.pricebooks.deleteDelete a Salesforce Pricebook2destructive
  • salesforce_sobjects.pricebooks.getGet one Salesforce Pricebook2read
  • salesforce_sobjects.pricebooks.listList Salesforce Pricebook2 recordsread
  • salesforce_sobjects.pricebooks.updateUpdate a Salesforce Pricebook2write
  • salesforce_sobjects.products.createCreate a Salesforce Product2write
  • salesforce_sobjects.products.deleteDelete a Salesforce Product2destructive
  • salesforce_sobjects.products.getGet one Salesforce Product2read
  • salesforce_sobjects.products.listList Salesforce Product2 recordsread
  • salesforce_sobjects.products.updateUpdate a Salesforce Product2write
  • salesforce_sobjects.products.upsertUpsert a Salesforce Product2 by external idwrite
Orders11
  • salesforce_sobjects.order_items.createCreate a Salesforce OrderItemwrite
  • salesforce_sobjects.order_items.deleteDelete a Salesforce OrderItemdestructive
  • salesforce_sobjects.order_items.getGet one Salesforce OrderItemread
  • salesforce_sobjects.order_items.listList Salesforce OrderItem recordsread
  • salesforce_sobjects.order_items.updateUpdate a Salesforce OrderItemwrite
  • salesforce_sobjects.orders.createCreate a Salesforce Orderwrite
  • salesforce_sobjects.orders.deleteDelete a Salesforce Orderdestructive
  • salesforce_sobjects.orders.getGet one Salesforce Orderread
  • salesforce_sobjects.orders.listList Salesforce Order recordsread
  • salesforce_sobjects.orders.updateUpdate a Salesforce Orderwrite
  • salesforce_sobjects.orders.upsertUpsert a Salesforce Order by external idwrite
Quoting10
  • salesforce_sobjects.quote_line_items.createCreate a Salesforce QuoteLineItemwrite
  • salesforce_sobjects.quote_line_items.deleteDelete a Salesforce QuoteLineItemdestructive
  • salesforce_sobjects.quote_line_items.getGet one Salesforce QuoteLineItemread
  • salesforce_sobjects.quote_line_items.listList Salesforce QuoteLineItem recordsread
  • salesforce_sobjects.quote_line_items.updateUpdate a Salesforce QuoteLineItemwrite
  • salesforce_sobjects.quotes.createCreate a Salesforce Quotewrite
  • salesforce_sobjects.quotes.deleteDelete a Salesforce Quotedestructive
  • salesforce_sobjects.quotes.getGet one Salesforce Quoteread
  • salesforce_sobjects.quotes.listList Salesforce Quote recordsread
  • salesforce_sobjects.quotes.updateUpdate a Salesforce Quotewrite
Files9
  • salesforce_sobjects.attachments.createCreate a Salesforce Attachmentwrite
  • salesforce_sobjects.attachments.deleteDelete a Salesforce Attachmentdestructive
  • salesforce_sobjects.attachments.getGet one Salesforce Attachmentread
  • salesforce_sobjects.attachments.listList Salesforce Attachment recordsread
  • salesforce_sobjects.attachments.updateUpdate a Salesforce Attachmentwrite
  • salesforce_sobjects.content_documents.deleteDelete a Salesforce ContentDocumentdestructive
  • salesforce_sobjects.content_documents.getGet one Salesforce ContentDocumentread
  • salesforce_sobjects.content_documents.listList Salesforce ContentDocument recordsread
  • salesforce_sobjects.sobjects.blob_retrieveRetrieve a record's blob fieldread
Directory7
  • salesforce_sobjects.sobjects.user_password_getCheck whether a user's password is expiredread
  • salesforce_sobjects.sobjects.user_password_resetReset a user's passworddestructive
  • salesforce_sobjects.sobjects.user_password_setSet a user's passwordwrite
  • salesforce_sobjects.users.createCreate a Salesforce Userwrite
  • salesforce_sobjects.users.getGet one Salesforce Userread
  • salesforce_sobjects.users.listList Salesforce User recordsread
  • salesforce_sobjects.users.updateUpdate a Salesforce Userwrite
Helpdesk7
  • salesforce_sobjects.cases.createCreate a Salesforce Casewrite
  • salesforce_sobjects.cases.deleteDelete a Salesforce Casedestructive
  • salesforce_sobjects.cases.getGet one Salesforce Caseread
  • salesforce_sobjects.cases.listList Salesforce Case recordsread
  • salesforce_sobjects.cases.updateUpdate a Salesforce Casewrite
  • salesforce_sobjects.cases.upsertUpsert a Salesforce Case by external idwrite
  • salesforce_sobjects.org.embedded_service_configGet an Embedded Service deployment's configread
Contracts6
  • salesforce_sobjects.contracts.createCreate a Salesforce Contractwrite
  • salesforce_sobjects.contracts.deleteDelete a Salesforce Contractdestructive
  • salesforce_sobjects.contracts.getGet one Salesforce Contractread
  • salesforce_sobjects.contracts.listList Salesforce Contract recordsread
  • salesforce_sobjects.contracts.updateUpdate a Salesforce Contractwrite
  • salesforce_sobjects.contracts.upsertUpsert a Salesforce Contract by external idwrite
Calendar5
  • salesforce_sobjects.events.createCreate a Salesforce Eventwrite
  • salesforce_sobjects.events.deleteDelete a Salesforce Eventdestructive
  • salesforce_sobjects.events.getGet one Salesforce Eventread
  • salesforce_sobjects.events.listList Salesforce Event recordsread
  • salesforce_sobjects.events.updateUpdate a Salesforce Eventwrite
Notes5
  • salesforce_sobjects.notes.createCreate a Salesforce Notewrite
  • salesforce_sobjects.notes.deleteDelete a Salesforce Notedestructive
  • salesforce_sobjects.notes.getGet one Salesforce Noteread
  • salesforce_sobjects.notes.listList Salesforce Note recordsread
  • salesforce_sobjects.notes.updateUpdate a Salesforce Notewrite
Tasks5
  • salesforce_sobjects.tasks.createCreate a Salesforce Taskwrite
  • salesforce_sobjects.tasks.deleteDelete a Salesforce Taskdestructive
  • salesforce_sobjects.tasks.getGet one Salesforce Taskread
  • salesforce_sobjects.tasks.listList Salesforce Task recordsread
  • salesforce_sobjects.tasks.updateUpdate a Salesforce Taskwrite
Assets5
  • salesforce_sobjects.assets.createCreate a Salesforce Assetwrite
  • salesforce_sobjects.assets.deleteDelete a Salesforce Assetdestructive
  • salesforce_sobjects.assets.getGet one Salesforce Assetread
  • salesforce_sobjects.assets.listList Salesforce Asset recordsread
  • salesforce_sobjects.assets.updateUpdate a Salesforce Assetwrite
Knowledge5
  • salesforce_sobjects.knowledge.data_category_detailGet a data category's detailread
  • salesforce_sobjects.knowledge.data_category_groupsList data category groupsread
  • salesforce_sobjects.knowledge.settings_getGet Knowledge settingsread
  • salesforce_sobjects.search.suggested_article_titlesGet suggested knowledge article titlesread
  • salesforce_sobjects.sobjects.suggested_articlesSuggest knowledge articles for a caseread

Questions

The Salesforce Sales Cloud MCP server, answered.

Is there a Salesforce Sales Cloud MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 193 Salesforce Sales Cloud actions across CRM, catalog, orders and quoting, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Salesforce Sales Cloud.

What do I need to connect Salesforce Sales Cloud?

Your own Salesforce Sales Cloud OAuth app, registered with Salesforce Sales Cloud (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Salesforce Sales Cloud app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. Plus your instance host. The free call account { op: "connections.requirements", service: "salesforce_sobjects" } lists exactly what to paste.

Can an AI agent delete or change things in Salesforce Sales Cloud?

Only if its key allows it, and only with an explicit confirmation. 25 Salesforce Sales Cloud actions are destructive, including delete a Salesforce Contact, delete a Salesforce Account and delete a Salesforce Opportunity. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Salesforce Sales Cloud API limit?

actionlake paces every call to the limits in the Salesforce Sales Cloud service file: 100,000 calls a day per connection. Repeated reads are answered from cache (101 Salesforce Sales Cloud actions can be), which never reaches Salesforce Sales Cloud.

What does a Salesforce Sales Cloud action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (193 Salesforce Sales Cloud actions page). Cache hits, searches, dry runs and calls Salesforce Sales Cloud refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Salesforce Sales Cloud API does it cover?

The Salesforce Sales Cloud API 62.0 at your Salesforce Sales Cloud instance's API base URL, which you enter when connecting (path /services/data/v62.0). It is built from Salesforce Sales Cloud's documentation as read on 15 September 2026. 193 actions in 13 areas, each one in the signed service file (version 2.0.0).

Can I combine Salesforce Sales Cloud with my other systems?

Yes. ask joins Salesforce Sales Cloud to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Salesforce Sales Cloud maps crm.company, which 227 other connectors also map.

Does actionlake keep my Salesforce Sales Cloud data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Salesforce Sales Cloud credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Salesforce Sales Cloud; the name is the vendor's own. Counts are from the Salesforce Sales Cloud service file, version 2.0.0.

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Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.