AI-Powered Salesforce Intelligence

Connect your CRM to Claude, ChatGPT, Copilot, Cursor, and more. Ask questions in natural language, get instant answers from your Salesforce data.

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Capabilities

Everything you need from your CRM

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Pipeline & Deal Intelligence

Instantly surface opportunities, forecast revenue, and track deals across every stage of your pipeline.

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Activity & Schedule Insights

See upcoming meetings, overdue tasks, and recent activities without ever leaving your AI assistant.

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Account & Contact Discovery

Find any account, contact, or lead in seconds. Search across your entire Salesforce org by name, email, or keyword.

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Custom Field Support

Works with your org's custom fields and objects. No configuration needed — it discovers your schema automatically.

Integrations

Works with your favorite AI tools

Claude.ai
ChatGPT
GitHub Copilot
Cursor
Windsurf
Setup

Up and running in minutes

1

Connect

Add the connector to your AI assistant of choice — Claude, ChatGPT, Copilot, or Cursor.

2

Authenticate

Sign in with your Salesforce credentials. Secure OAuth — we never see or store your password.

3

Ask

Query your CRM in plain English. "Show my deals closing this month" — and get instant answers.

Enterprise Ready

Built for trust and security

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Read-Only Access

Your data is never modified. Every query is strictly read-only by design.

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Per-User OAuth

Each user authenticates individually. No shared credentials, no admin tokens.

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No Data Stored

Stateless architecture. Your CRM data flows through — it's never persisted on our servers.

Rate Limiting

Intelligent throttling protects your Salesforce API limits from accidental overuse.

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Audit Logging

Every query is logged for compliance and monitoring. Full visibility into who accessed what.

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Sensitive Field Filtering

SSNs, credit cards, and other sensitive fields are automatically redacted from results.