AI Agents for Salesforce
Salesforce MCP: your own AI agent in ChatGPT and Claude
Connect Salesforce to ChatGPT and Claude. The assistant reads your contacts, accounts, leads and opportunities, adds up your pipeline and runs your saved reports and, with AI Agent, logs calls, adds tasks and moves opportunities when you ask.
- Open to every account for Salesforce
- AI Analyst $29.99 or AI Agent $49.99 a month
- 7 day free trial, once per account.
- Every change shown first. Nothing is ever deleted.
Your Salesforce- Reads what you switch on
- Writes after your yes
- Never deletes a record
Pick a part of Salesforce
What it reads, and what it changes
Choose a part to see what the assistant does there. You decide per record type whether it may read it, or read and write.
Contacts and accounts
Read and write- Search by name, email or any field you may see
- Count them, such as per lead source
- Accounts, and what a contact is linked to
- Create and update contacts
- Make and update accounts
- Link a contact to an account or an opportunity
- Email a contact or lead from your own Salesforce address, after your click
Opportunities
Read and write- Search by stage, amount, owner or close date
- Your pipeline per stage, this quarter or any period
- Your stages, in the order your org uses them
- Create and update opportunities
- Move an opportunity to another stage, closed won and closed lost included
- Add a product to an opportunity
- Give a record another owner
Leads
Read and write- Open leads, by status or source
- Count them, such as per status
- Make leads and update them
- Move a lead to another status
- Convert a lead into a contact and account, after your click
A converted lead cannot be turned back, so converting always waits for your own click.
Notes, tasks, calls and meetings
Read and write- The notes, tasks and activity on a record
- Open tasks across your org
- Add and change notes
- Add tasks and mark them done
- Log a call or a meeting that took place
Saved reports
Read only- Find your saved reports by name
- Run one as it is saved, its own filters included, with its totals and groups
Salesforce runs up to 2,000 rows of a report this way.
Campaigns and followers
Read and write- Your campaigns, and the campaigns of a contact or lead
- Who follows a record
- Add a contact or lead to a campaign, or take them out
- Add and remove followers
A marketing tool connected to a campaign may start sending once someone joins it.
Custom objects and users
Read only- Your custom objects and their records
- The fields of each object you may see
- Your users
Custom objects are read only.
Automations, with AI Agent
Rules that run in your system by themselves
With AI Agent, describe a rule in the chat. Approve it with a yes in the chat, and it runs in your system by itself. Rules that message your customers you approve in CRM Connector.
A rule starts when a record is made or changes, when a date comes up such as a due date, when a record has not moved for a number of days, or when a tag is added or removed. It can set fields, move a stage, add a note or a task, tell your team, make a related record, give records to your users in turn or email your customer, and what else it can do depends on your system. It never deletes, and a payment always waits for your own click. Tell us what it should do, and we set it up for you.
When an opportunity moves to Negotiation, add a task to send the contract.
- When
- An opportunity moves to Negotiation
- Only if
- The amount is above an amount you choose
- Then
- 1Add a task on the opportunity to send the contract2Tell the account owners
Ask it, in Salesforce
Two packages, one question away
AI Analyst answers from your records. AI Agent also does the work, once you say yes.
AI Analyst
Ask anything about your customers, deals and invoices.
- Reads contacts, accounts, leads and opportunities
- Adds up your pipeline, such as per stage this quarter
- Runs your saved reports
- Reads notes, tasks, campaigns and custom objects
Ask it
- What is our pipeline per stage this quarter?
- Run my open opportunities by owner report.
- Which leads came in this week from the website?
AI Agent
Also gets the work done: changes records once you approve.
- Everything in AI Analyst
- Creates and updates contacts, accounts, leads and opportunities
- Moves opportunities through the stages
- Adds notes and tasks, logs calls and meetings
- Adds products, followers and campaign members
- Converts leads and sends email after your click
Ask it
- Move the Globex opportunity to Negotiation and add a task to send the contract.
- Log today's call with Priya and add a follow up for Monday.
- Add these five leads to the November webinar campaign.
- Add two licences of the Pro plan to this opportunity.
Good to know
How the Salesforce agent behaves
One package, one Salesforce user
Each person who connects sees what their own profile and sharing allow, so one package covers one Salesforce user in one org. A colleague who connects with their own login needs their own package.
API access depends on the edition
Enterprise, Unlimited, Performance and Developer Edition include API access. Professional Edition needs Salesforce's API add-on, and Group and Essentials cannot connect.
Connects with Salesforce's own sign in
You sign in to Salesforce from CRM Connector, or through your Experience Cloud site or My Domain. Some orgs need an administrator to approve the app first. Sandboxes cannot connect yet.
No Agentforce licence needed
The agent works with your own Salesforce login in ChatGPT or Claude, with no Agentforce licence.
Fields your org requires
When your org requires a field on a new record, the assistant asks you which value it should hold. An account with the same name, or a lead or contact with the same email, is never made twice.
Converting and email wait for your click
Converting a lead and emailing a contact or lead each wait for your own click on a CRM Connector page. An email only ever goes to the record's own address.
Your daily API limit is shared
The agent's calls count against your org's daily API limit, which it shares with your other tools.
Risky changes need your click
A message to your customers, a payment or a setup change waits for your own click on a CRM Connector page. Stage moves are done in the chat after your yes.
Never a delete, never a payment
In Salesforce the assistant never deletes a record and never records a payment, whatever you ask it.
Approval, change log and undo
Nothing changes until you approve it
The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.
Every change is proposed first
You see a before and after list. Nothing is written until you approve.
Risky changes need your click
Messages to your customers, status changes and big batches need your own click.
Newer work is never overwritten
Each record is read again right before the change. Changed since? Refused.
A change log with undo
Every change is kept, with undo where the system allows it.
You choose what it may do
Per record type: off, read, or read and write. Pause it any time.
- ContactsOffReadRead and write
- DealsOffReadRead and write
- InvoicesOffReadRead and write
Nothing is ever deleted
Never a deleted record. A payment only where your system allows it, after your own click.
What the assistant reaches
- Only the system and record types you switched on
- Never passwords or sign ins
- Answers go to OpenAI or Anthropic under your own agreement
- The change log is kept for 90 days
AI Agents pricing
One monthly package per system
ChatGPT and Claude included, with or without a sync plan.
The monthly fee per connected system
Connect Salesforce to ChatGPT and Claude, through MCP.
A monthly package for Salesforce.
One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.
Save an agent and try it for free first. Switch it on buys everything your saved agents need in one purchase, and lets go of unused agents of the other package.
AI Analyst
Ask anything about your customers, deals and invoices.
$29.99per month
One system at $29.99 each
7 day free trial, once per account.
- Reads and searches one system
- Notes, activities, stages and custom fields
- You choose what it may see
- ChatGPT and Claude included
AI Agent
Also gets the work done: changes records once you approve.
$49.99per month
One system at $49.99 each
7 day free trial, once per account.
- Everything in AI Analyst, for one system
- Changes and creates records
- Every change shown first, risky ones approved by you
- A change log, with undo
Set up your Salesforce agent yourself
Nothing to request. Connect Salesforce in CRM Connector, choose what the assistant may do and save it. Try it for free in ChatGPT or Claude, then switch it on when you are ready.
- Step 1
Set up your Salesforce agent
Connect Salesforce in CRM Connector, or plan it in ChatGPT or Claude, and choose what it may do. Once saved, it reads up to 100 records and makes up to 25 changes for free.
- Step 2
Connect ChatGPT or Claude
Right after saving, CRM Connector helps you add it and shows when it is connected. Planned it in the chat? You go back to that chat.
- Step 3
Ask, and approve a first automation
Ask a first question in the chat. With AI Agent, approve a first automation there with a yes. Rules that message your customers you approve in CRM Connector.
- Step 4
Switch it on
One purchase covers everything your saved agents need. 7 day free trial, once per account. Approved automations start at once.
FAQ
Questions about the Salesforce agent?
The answers about Salesforce. What every AI agent shares is on the AI Agents page.
Yes. CRM Connector is an MCP server with an AI agent for Salesforce, in both ChatGPT and Claude. It is open to every account, so you can set it up today.
Open the setup in CRM Connector, or plan the agent in ChatGPT or Claude and follow the link:
- Sign in to Salesforce, which needs no subscription, choose what the assistant may do and save it
- Connect ChatGPT or Claude, which CRM Connector helps you do right after saving
- Try it for free: read up to 100 records and make up to 25 changes in the chat
- With AI Agent, approve a first automation in the chat
- Switch it on: one purchase for everything your saved agents need
The editions with API access:
- Enterprise, Unlimited, Performance and Developer Edition
- Professional Edition with Salesforce's API add-on
Group and Essentials cannot connect. The user who connects needs the API Enabled permission.
Yes. It finds your saved reports by name and runs one as it is saved, its own filters included, and answers with its totals and its groups. Salesforce runs up to 2,000 rows of a report this way.
Yes, with AI Agent, after your own click on a CRM Connector page. The lead becomes a contact with a new account, and an opportunity too when you ask. A converted lead cannot be turned back.
No. The agent works with your own Salesforce login in ChatGPT or Claude, with no Agentforce licence.
For example:
- When a new contact is made, add a task to call them
- When an opportunity moves to a stage you choose, add a task to follow up
- When an opportunity is won, tell the account owners
- When an opportunity has not changed for 14 days, add a task to follow up
You approve a rule once, and it runs by itself after that.
A monthly fee for one Salesforce user: AI Analyst $29.99 or AI Agent $49.99. Billed yearly you pay ten months. There is a 7 day free trial, once per account.
Saving an agent is free. Read up to 100 records and make up to 25 changes for free before you switch it on.
No. AI Agents works with or without a CRM Connector sync plan.