Query your pipeline, update deals, log calls, run reports, and audit data quality — all from Claude, ChatGPT, Copilot, Cursor, or Windsurf. No code. No dashboards. Just ask.
Get AccessUpdate deal stages, log calls on any record, create tasks and events, and close follow-ups — all with a secure preview-confirm-execute flow. Works with any standard or custom object.
Get a health score for any object, profile field completeness, detect duplicates, validate email/phone/URL formats, and receive a prioritized action plan to clean your data.
Run your existing Salesforce reports — tabular, summary, and matrix — directly from your AI assistant. Daily dashboard snapshots with pipeline, tasks, events, and leads.
Surface opportunities by stage, forecast revenue, and get real-time pipeline summaries — broken down by stage, amount, and close date.
Search any record by keyword. Query any standard or custom object with filters, date ranges, and owner scoping. Get full record details instantly.
See upcoming meetings, overdue tasks, and completed activities. Log calls, create follow-up tasks, and mark them done — all from conversation.
"Move my Acme deal to Closed Won" — update stages, log calls, and manage tasks without leaving your AI assistant.
Pipeline summaries, team activity reports, and revenue forecasts on demand — no more waiting for weekly syncs.
Query any object, run reports, audit data quality, and find duplicates — all from a conversational interface.
Field completeness profiling, dead field detection, and format validation. Get a data quality score without writing a single query.
Add the MCP connector URL to your AI assistant of choice — Claude, ChatGPT, Copilot, Cursor, or Windsurf.
Sign in with your Salesforce credentials. Secure OAuth — we never see or store your password.
"Show my pipeline by stage." "Log a call on Acme." "Move this deal to Closed Won." "What's my data health score?" — just ask.
Each user authenticates individually with Salesforce. No shared credentials, no admin tokens.
Stateless architecture. Your CRM data flows through and is never persisted on our servers.
One server, many Salesforce orgs. Each user sees only their own data, scoped by their credentials.
Intelligent per-user throttling protects your Salesforce API limits from accidental overuse.
Every query is logged with user, org, and client info. Full visibility for compliance and monitoring.
SSNs, credit cards, and PII are automatically redacted from all results.
Every write requires an explicit preview-and-confirm step. Signed tokens prevent unauthorized changes — no accidental updates.
Admins control exactly which tools each user can access. Fewer tools means smaller AI context, better answers.