Salesforce MCP
Salesforce MCP: ask Claude or ChatGPT about your Salesforce opportunities.
SalesforceYour data
- MammothCleans and calculates
Your AI assistantClaude, ChatGPT, VS Code
Your two options
Two ways to connect Salesforce to your AI assistant
Mammoth answers questions about Salesforce and your other data. Salesforce's own server works inside Salesforce. You can add both to the same assistant.
Mammoth
Ask about Salesforce and your other data. Mammoth calculates the answer, so the numbers are exact. Included on every plan.
“How much revenue did we close each quarter this year?”
Salesforce's own server
Runs on Salesforce's own platform. A Salesforce admin sets it up first.
“Show me the open opportunities for Acme.”
Option 1 · Mammoth
What you can ask about your Salesforce opportunities
Pick a question to see what your assistant gets back.
| Quarter | Closed won ($) |
|---|---|
| Q1 | 1,240,500 |
| Q2 | 1,512,300 |
| Q3 | 1,388,900 |
Shown on sample data. Your questions run on your own data.
More questions, by team
Pick your team, then copy a question into Claude or ChatGPT.
- TotalHow much closed-won revenue did each rep bring in this quarter?
- CountHow many opportunities did we create each month, by lead source?
- AverageWhat's the average deal size by industry?
- TotalHow much pipeline is set to close next month, by stage?
- CountHow many open opportunities does each owner have?
- AverageWhat's the average opportunity age by stage?
- CountHow many leads converted each month?
- CountHow many accounts are in each industry?
- TotalHow much revenue did we book each month this year?
- TotalWhat's the total value of renewals due each quarter?
- TotalHow much closed-won revenue came from each product family?
- TotalHow much did each region book last quarter?
Copy a question and paste it into your assistant once Mammoth is connected.
Ask about Salesforce and your other data together
Connect Salesforce and any of Mammoth’s 100+ other sources, like Stripe, Jira or HubSpot. Join them once in Mammoth, and your assistant can answer questions that cover all of them.
See all 100+ sourcesExample: Salesforce with Stripe
Which lead sources bring the customers who pay us the most?
Salesforce holds the lead sources and Stripe holds the payments. Mammoth matches them on the customer.
Option 1 · Mammoth
Set up Salesforce with Mammoth in three steps
- Step 1
Connect Salesforce to Mammoth
Choose Salesforce from Mammoth's connectors and sign in. Then pick the data you want.
https://mcp.mammoth.io/mcpStep 2Add Mammoth to your assistant
Paste this address into Claude, ChatGPT or VS Code, then sign in with your Mammoth account.
- Step 3
Ask your question
Ask in Claude or ChatGPT, in plain words. Mammoth works out the numbers and your assistant replies with the answer.
What Mammoth reads from Salesforce
Mammoth signs in to Salesforce as you, so it can see the same records you can. You pick which ones to bring in.
Step-by-step setup for each assistant is in our MCP docs.
Want a dashboard too? Start from the free Salesforce dashboard template.
Option 2 · Salesforce's own server
How to set up the official Salesforce MCP server
Salesforce runs its own MCP servers, available since April 2026. A Salesforce admin turns them on.
- Step 1
Turn on a server
A Salesforce admin activates a hosted MCP server in Setup, on the MCP Servers page.
- Step 2
Create an app for it
The admin creates an External Client App, which gives you a consumer key.
- Step 3
Add it to Claude
Add a custom connector with the server's URL and that key, then sign in to Salesforce.
Salesforce: hosted MCP servers · checked 26 October 2026
Common questions about Salesforce MCP
Is there an official Salesforce MCP server?
How do I turn on Salesforce's MCP server?
How does my assistant get to my Salesforce data?
Are the numbers right?
Which AI assistants work with it?
What does it cost?
Do I paste a password or API key into the chat?
Can my assistant change things by mistake?
Ask your AI assistant about your Salesforce opportunities.
Start free, connect Salesforce, and add Mammoth to Claude or ChatGPT.
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