Skip to content

Salesforce MCP server for AI agents

Ask Claude, ChatGPT or Cursor which campaigns create Salesforce pipeline, with your ad spend next to it.

No card needed. Works with any MCP client.

Claude logoLemonadoSalesforce logo

Salesforce MCP

Ask about accounts and contacts in Claude, ChatGPT or any AI agent, from live Salesforce data.

What is the Salesforce MCP server?

Lemonado's Salesforce MCP server gives Claude, ChatGPT and other AI apps your live Salesforce data: leads, accounts, opportunities and campaigns. Connect Salesforce to Lemonado, connect Lemonado to your AI, and follow a lead from the ad that found it to the opportunity it became. The same connection reaches Google Ads, LinkedIn Ads, Meta and GA4, so cost per opportunity comes out of one question.

  • All your Salesforce data

    Leads and their lead source, ready to ask about.

  • Always today's numbers

    Opportunities, stages, amounts and close dates, synced from Salesforce automatically, so answers use today's numbers.

  • Connect all your tools

    Questions like "What does an opportunity cost?" use Salesforce and HubSpot, LinkedIn Ads at once.

Connecting takes minutes.

  1. 1

    Connect Salesforce

    Sign in to Salesforce in Lemonado.

  2. 2

    Copy the server URL

    Turn on external access and copy one URL.

  3. 3

    Ask in Claude

    Add the URL to Claude and ask away.

Ask it anything.

Claude reads your Salesforce numbers, explains what moved and turns the answer into an artifact you can share.

Claude logoClaude

Which Salesforce campaigns influenced the most new opportunity value this quarter, and how much of it closed?

The Q3 webinar series influenced $640k of new pipeline, more than any paid campaign. 31% of it has closed so far, against 22% for paid search.

Source: Salesforce

Let Lemonado check Salesforce for you.

Copy one of these into Lemonado and it runs on a schedule.

  • Salesforce logo

    Every Monday, send opportunities created last week by lead source, with ad spend for each paid channel next to them.

    Monday pipeline by lead source

  • Salesforce logo

    Every morning, list open opportunities over $20k with no stage change in 21 days and post them in #sales with the owner.

    Stalled opportunity alert

  • Salesforce logo

    On the 1st, send last month's cost per opportunity and cost per closed-won deal for Google Ads, LinkedIn Ads and Meta.

    Monthly cost per opportunity

Why Lemonado?

  • Your whole stack in one connection

    Google, Meta, GA4, TikTok and 3,000+ more tools, in every AI app.

  • No API keys or servers

    Sign in once. Nothing to install, host or keep alive.

  • Scoped to each client

    Each connection only reaches the clients you allow. Built for agencies.

  • Actions with guardrails

    Set each action to Off, Ask or Approve. Nothing runs that you haven't allowed.

Is there an official Salesforce MCP server?

Yes. Salesforce runs hosted MCP servers for Enterprise Edition orgs and above. An admin turns them on and registers an external client app for each AI app. They cover Salesforce only, so ad spend and web analytics stay out of the answer.

Salesforce's hosted MCP servers compared with Lemonado for Salesforce
Salesforce's hosted MCP serversLemonado
SetupAn admin enables the servers and registers a client appSign in once, paste one URL
Other platformsSalesforce onlySalesforce plus Google Ads, LinkedIn, Meta, GA4 and 3,000+ tools
Cost per opportunity by campaignNo ad spend to divide byYes, in one question
Reports and alerts on a scheduleNoYes, in Slack or email
PriceSet by your Salesforce contractSee pricing

Reading this as an AI agent?

Everything an agent needs to set this up, in plain text. Paste this page's link into your AI app and ask it to connect you, or copy the block.

For agents · markdown
# Lemonado MCP server for Salesforce

Lemonado is a hosted MCP server that gives AI apps the user's live Salesforce, plus any other marketing tool they connect (Google Ads, Meta Ads, GA4 and 3,000+ more).

- Server URL: https://mcp.lemonado.io/mcp
- Transport: Streamable HTTP
- Auth: OAuth; the user signs in to Lemonado in the browser. No API keys.
- Salesforce data: Leads and their lead source; Accounts and contacts; Opportunities, stages, amounts and close dates; Campaigns and campaign members; Opportunity owners and sales teams; Lead created and converted dates
- Connecting Salesforce: Connect with a Salesforce login whose profile can view leads, opportunities and campaigns. Sandbox orgs work too, if you want to try it there first.
- Tools on https://mcp.lemonado.io/mcp (custom connectors, coding agents, n8n): list_objects, get_object_details, execute_sql, get_google_ads_resource_metadata, list_companies, get_company_details, list_actions, get_action_details, execute_action
- Lemonado's Claude directory app and ChatGPT plugin (read-only): list_projects, list_project_sources, answer_data_question, explain_metric_change

## Setup
1. The user connects Salesforce in Lemonado (Connectors) and signs in.
2. In the company's settings → External tools, they turn the connection on and copy the server URL.
3. They add the server URL to their AI app. Setup per app: https://lemonado.io/integrations

Docs: https://docs.lemonado.io/mcp-reference
Full index for agents: https://lemonado.io/llms.txt
FAQ

Frequently Asked Questions

If your admin has set them up and you only ask about the CRM, Salesforce's own servers are a good choice. If you want to know what your ads cost per opportunity, or compare Salesforce with Google Ads, LinkedIn and GA4, use Lemonado: you sign in once and one connection covers all of them.

Connect your Salesforce org in Lemonado, turn on External tools, and add Lemonado to Claude or ChatGPT. Each guide on this page has the exact steps. Connect with a Salesforce login whose profile can view leads, opportunities and campaigns. Sandbox orgs work too, if you want to try it there first. Then ask something like "Which Salesforce campaigns influenced the most new opportunity value this quarter, and how much of it closed?"

Yes. It's a standard remote MCP server (https://mcp.lemonado.io/mcp): one command in Claude Code, one entry in Cursor's mcp.json, and an MCP Client Tool with a Lemonado token in n8n. In a coding agent, try "Compare the fields our lead webhook sends with the Salesforce lead fields that are filled on leads from the last 30 days. Which ones always arrive empty?"

Yes. Besides answering in Claude or ChatGPT, Lemonado runs Salesforce reports and alerts on a schedule, in Slack or email. For example: "Every Monday, send opportunities created last week by lead source, with ad spend for each paid channel next to them."

It reads your Salesforce data. Salesforce stays untouched; the only changes Lemonado can make are in ad accounts you connect, and only once you approve them.

MCP is included in Lemonado's paid plans and in the free trial, so you can try it before you pay.

See plans and pricing

Still have a question?

Shoot us an email at hello@lemonado.io.

Try for free

Stop fighting with data. Start feeding your AI.

Connect your data to AI and free your team from reporting and busywork.

Try Lemonado free