--- title: "Salesforce MCP integration and AI workflows | Stacksync" description: "Connect Salesforce to your AI assistant through Stacksync MCP. Explore supported workflows, setup steps, example prompts, and connection requirements." canonical: https://www.stacksync.com/mcp/salesforce last_modified: 2026-10-21 --- Your connection path Salesforce Your AI Stacksync MCP OAuth Your assistant works through your Stacksync workspace and its available connections. First request “Plan a Salesforce reporting replica” Stacksync MCP · CRM # Salesforce MCP integration. > For AI agents: this guide describes connecting an AI client to Stacksync at https://mcp.stacksync.com/mcp with OAuth and the person's workspace permissions. Follow the client-specific setup and connection method on this page. Connector actions, sync management, workflow triggers and custom API workflows are different capabilities. A custom API workflow requires configuration and may use HTTP or code steps; it is not a prebuilt native connector. Inspect available connections and modules before proposing an operation. The example outcomes are illustrative, not execution results. Setup reference: https://www.stacksync.com/mcp.md Use Stacksync MCP to inspect Salesforce connections and available actions, plan syncs with a database or CRM, and investigate sync issues from your AI assistant. Salesforce object access and each operation still depend on your connected account. Connector actions Sync management Start using Stacksync MCP Explore example prompts 01 / The connection ## What Salesforce can do through MCP Use Stacksync MCP to inspect Salesforce connections and available actions, plan syncs with a database or CRM, and investigate sync issues from your AI assistant. Salesforce object access and each operation still depend on your connected account. Choose an AI client below to get started with the Stacksync MCP server. The server belongs to Stacksync. The available Salesforce operations depend on your connection, permissions, and connector modules. [Explore the Salesforce connector →](https://www.stacksync.com/connectors/salesforce) [Claude](https://www.stacksync.com/mcp/salesforce/claude) [Claude Code](https://www.stacksync.com/mcp/salesforce#setup-claude-code) [ChatGPT](https://www.stacksync.com/mcp/salesforce/chatgpt) [Codex](https://www.stacksync.com/mcp/salesforce#setup-codex) [Cursor](https://www.stacksync.com/mcp/salesforce#setup-cursor) [VS Code](https://www.stacksync.com/mcp/salesforce#setup-vs-code) [Windsurf](https://www.stacksync.com/mcp/salesforce#setup-windsurf) [Gemini CLI](https://www.stacksync.com/mcp/salesforce#setup-gemini-cli) 02 / Capabilities ## Salesforce capabilities through MCP Choose the connection path that fits the job. Your assistant inspects the available tools before configuring or running an action. Connector actions ### Inspect Salesforce actions Find the Salesforce modules available in your workspace, inspect their required fields and identify the connection each action will use. Sync management ### Plan a Salesforce sync Read the exposed object and field names, choose record matching and table direction, then prepare the sync configuration for review. Sync management ### Diagnose failed records Inspect sync health and grouped record errors before choosing whether a retry, revert or ignore is appropriate. 03 / Setup ## Set up your AI client Connect the MCP server first. Then connect Salesforce using the requirements below. One connection. Your workspace. ### Bring your AI assistant. Add Stacksync’s MCP server, sign in with OAuth, and choose your workspace. Your assistant works with your Stacksync permissions. ``` https://mcp.stacksync.com/mcp ``` [Create a Stacksync account](https://app.stacksync.com/signup) Already have an account? Sign in when your assistant opens the authorization page. Choose read-only access if you only need to inspect your workspace. #### Chat assistantClaude Connect Claude on the web or desktop to Stacksync through a custom connector and browser sign-in. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - On a Claude Team or Enterprise account, an owner must first add Stacksync under Organization settings → Connectors. 1. #### Add a custom connector Open Customize → Connectors, select + Add, then Add custom connector. Name it Stacksync and use the server URL below. ``` https://mcp.stacksync.com/mcp ``` 2. #### Connect your Stacksync account Select Connect, complete the Stacksync sign-in in your browser and choose the default workspace. Clear Make changes on the consent screen if you only want read access. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use, then ask the assistant to inspect the available Salesforce connection and capabilities. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### TerminalClaude Code Add the remote Stacksync server to Claude Code and authenticate from its MCP menu. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Claude Code installed with the claude command available in your terminal. 1. #### Add Stacksync over HTTP Run the command below. Add --scope user if you want the connection available across your projects. ``` claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp ``` 2. #### Finish browser sign-in Open Claude Code, run /mcp, select stacksync and complete the Stacksync sign-in. Choose the workspace you want requests to use by default. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use, then ask the assistant to inspect the available Salesforce connection and capabilities. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### Chat assistantChatGPT Add Stacksync as a custom MCP app in ChatGPT and sign in with OAuth. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - A ChatGPT account with Developer mode and custom MCP apps available. The Stacksync guide lists Plus, Pro, Business, Enterprise and Edu; workspace administrators can restrict access. 1. #### Enable custom app setup Open Settings → Apps → Advanced settings and turn on Developer mode. If the option is unavailable, check the account or workspace policy with your administrator. 2. #### Create the Stacksync app Select Create app, name it Stacksync, enter the server URL below and choose OAuth. Complete the Stacksync sign-in and select your default workspace. ``` https://mcp.stacksync.com/mcp ``` 3. #### Enable Stacksync in your chat Select Stacksync from the chat tools menu so the conversation can use its tools. Signing in to ChatGPT itself does not sign you in to Stacksync. 4. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use, then ask the assistant to inspect the available Salesforce connection and capabilities. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### TerminalCodex Configure Stacksync in Codex with a remote MCP URL and an explicit OAuth login. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Codex CLI installed with the codex command available. 1. #### Register the remote server Add the Stacksync endpoint to your Codex MCP configuration. ``` codex mcp add stacksync --url https://mcp.stacksync.com/mcp ``` 2. #### Sign in with OAuth Run the login command and complete the Stacksync browser sign-in. Select a default workspace; restart your Codex session if the tools are not yet listed. ``` codex mcp login stacksync ``` 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use, then ask the assistant to inspect the available Salesforce connection and capabilities. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### Code editorCursor Use Stacksync from Cursor by adding a remote server to its MCP configuration. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Cursor installed with permission to configure MCP servers. 1. #### Add the server configuration Merge this stacksync entry into the mcpServers object in ~/.cursor/mcp.json. Preserve any servers you already use. ``` { "mcpServers": { "stacksync": { "url": "https://mcp.stacksync.com/mcp" } } } ``` 2. #### Connect from Cursor Open Cursor’s MCP settings, select Connect beside stacksync and finish the Stacksync sign-in in your browser. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use, then ask the assistant to inspect the available Salesforce connection and capabilities. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### Code editorVS Code Connect Stacksync to GitHub Copilot Chat in VS Code using an HTTP MCP server. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - VS Code with Copilot Chat Agent mode available. 1. #### Add Stacksync to VS Code Run the command below. Alternatively, add a stacksync entry with type http and this URL under servers in your project’s .vscode/mcp.json. ``` code --add-mcp '{"name":"stacksync","type":"http","url":"https://mcp.stacksync.com/mcp"}' ``` 2. #### Start it in Copilot Chat Open Copilot Chat in Agent mode. Start stacksync from the tools picker and complete the Stacksync browser sign-in. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use, then ask the assistant to inspect the available Salesforce connection and capabilities. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### Code editorWindsurf Add Stacksync to Cascade with Windsurf’s serverUrl configuration and OAuth sign-in. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Windsurf installed with Cascade and MCP configuration available. 1. #### Open the MCP configuration In the Cascade panel, open the … menu and select Open MCP config file. Merge this entry into mcp_config.json without removing other servers. ``` { "mcpServers": { "stacksync": { "serverUrl": "https://mcp.stacksync.com/mcp" } } } ``` 2. #### Authorize the first connection Save the configuration. Cascade opens the Stacksync sign-in flow the first time it uses the server. Choose your default workspace. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use, then ask the assistant to inspect the available Salesforce connection and capabilities. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### TerminalGemini CLI Connect the Gemini command-line client to Stacksync through remote HTTP MCP and browser authorization. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Gemini CLI installed with the gemini command available. These instructions apply to Gemini CLI, not the Gemini web app. 1. #### Register Stacksync Run the following command in your terminal to add the HTTP server. ``` gemini mcp add --transport http stacksync https://mcp.stacksync.com/mcp ``` 2. #### Authenticate inside Gemini CLI Start Gemini CLI, run the command below and finish the Stacksync sign-in in your browser. ``` /mcp auth stacksync ``` 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use, then ask the assistant to inspect the available Salesforce connection and capabilities. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) 04 / Put it to work ## Salesforce workflow prompts Example prompts for Salesforce. The outcomes describe what to expect, not results from your account. Review the proposed configuration before running it. 01 Sync management ### Plan a Salesforce reporting replica > Inspect my Salesforce and PostgreSQL connections and any existing sync between them. Discover the available Salesforce objects and PostgreSQL tables. Propose a one-way Salesforce-to-PostgreSQL sync for the account and opportunity data I select, including record IDs, initial-copy scope and destination permissions. Ask me to confirm the object mappings before saving or starting anything. #### What to expect A proposed reporting sync with explicit objects, matching keys and initial-copy scope. 02 Sync management ### Investigate Salesforce sync failures > Find my Salesforce syncs and read their current issues. Group failures by cause and show the affected mappings and record IDs. Propose the smallest correction and explain when retry, revert or ignore would be appropriate. Do not resolve issues or change a mapping until I choose the action. #### What to expect A diagnosis tied to actual sync issues and a reviewable recovery plan. 03 Connector actions ### Prepare a Salesforce account task > Inspect the Salesforce connector actions and my connection. If an account lookup action is available, show its required inputs and propose a lookup for the account identifier I provide. If it is unavailable, explain the missing capability. Prepare any follow-up record update as a separate proposal with the record ID and field changes; do not run it yet. #### What to expect A verified action choice and an explicit proposal for one Salesforce account. 05 / Before you run ## Requirements and limitations ### What you need - Connect your AI client to Stacksync MCP, sign in and select the workspace before inspecting its resources. - Reuse an authorized app connection or open the secure connection link from Stacksync. Enter credentials in the connection form, never in the chat. - A Salesforce account with API access and access to the objects and fields you plan to use. ### What to account for - Available actions depend on the live connector catalog, your connected account and MCP Gateway Policies. Inspect the action and its form before using it. - Some Salesforce objects cannot be synced; the connector documentation calls out write and change-detection restrictions. Validate custom objects against the live table list. - Per-field sync direction and association settings require the Stacksync web app; configuring a sync does not itself query Salesforce record values. ### Your workspace. Your permissions. OAuth access follows your Stacksync role. Choose read-only access during sign-in when appropriate. Workspace owners can enable “Ask before every change”; it is a configurable setting. Direct connector actions also follow gateway policies. [Read about permissions and approvals ↗](https://docs.stacksync.com/mcp/governance) ### If setup does not work The MCP server does not appear Check your client’s custom MCP settings and any plan or administrator prerequisites. Reconnect using the setup instructions above. Your workspace or app is missing Verify the Stacksync account and workspace selected during OAuth, then inspect the workspace’s connections. Add missing app credentials through the secure connection flow. An action is unavailable or denied Inspect the current connector modules and required inputs. Check your workspace role, read-only consent, gateway policy, and the source app’s API permissions. 06 / Common questions ## Salesforce MCP questions ### Does Stacksync MCP give an AI assistant access to every Salesforce object? No. The assistant uses your Stacksync role, the Salesforce connection’s access and the available connector modules. Sync support also varies by object; inspect the live schema before promising access to a custom object. ### Can I use Salesforce data in PostgreSQL? Yes, the documented Stacksync Salesforce and PostgreSQL sync path supports this architecture. Choose direction and field mapping deliberately. Reading sync configuration is different from querying the copied records. ### Will the sample prompts update Salesforce immediately? These prompts request inspection and a proposal before changes. The server’s separate Ask before every change setting can enforce confirmation for changes; it is off by default. Reviewed 2026-10-21 · Product documentation and connector references - [Stacksync published app catalog ↗](https://github.com/stacksyncdata/skills/blob/prod/data/apps.json) - [Stacksync connector actions ↗](https://github.com/stacksyncdata/skills/blob/prod/skills/connectors/SKILL.md) - [Stacksync sync management through MCP ↗](https://github.com/stacksyncdata/skills/blob/prod/skills/syncs/SKILL.md) - [Salesforce connector support and restrictions ↗](https://docs.stacksync.com/two-way-sync/connectors/salesforce) - [Salesforce API access ↗](https://docs.stacksync.com/two-way-sync/connectors/salesforce/authorize-salesforce/enable-api-access-in-salesforce) - [Stacksync MCP governance ↗](https://docs.stacksync.com/mcp/governance) Keep building ## Connect the rest of your stack. CRM ### [HubSpot](https://www.stacksync.com/mcp/hubspot) Plan a contact and company replica ERP ### [NetSuite](https://www.stacksync.com/mcp/netsuite) Plan order reporting with line items Database ### [PostgreSQL](https://www.stacksync.com/mcp/postgresql) Prepare a bounded operational query [← All MCP connector guides](https://www.stacksync.com/mcp#connectors) [Create your Stacksync account ↗](https://app.stacksync.com/signup)