Inspect Salesforce actions
Find the Salesforce modules available in your workspace, inspect their required fields and identify the connection each action will use.
Your connection path
SalesforceClaude
Stacksync MCP OAuth
Your assistant works through your Stacksync workspace and its available connections.
First request
“Plan a Salesforce reporting replica”
Stacksync MCP · CRM
Connect Salesforce to Claude with 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.
01 / The connection
How Salesforce works with Claude
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. Add the Stacksync MCP server to Claude, then use the connection path below.
The server belongs to Stacksync. The available Salesforce operations depend on your connection, permissions, and connector modules.
Explore the Salesforce connector →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.
Plan a Salesforce sync
Read the exposed object and field names, choose record matching and table direction, then prepare the sync configuration for review.
Diagnose failed records
Inspect sync health and grouped record errors before choosing whether a retry, revert or ignore is appropriate.
03 / Setup
Set up Stacksync MCP in Claude
Connect the MCP server first. Then connect Salesforce using the requirements below.
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.
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/mcpConnect 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.
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.
04 / Put it to work
Salesforce workflow prompts
Example prompts for Salesforce in Claude. 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 ↗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 · Product documentation and connector references
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