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Connect Salesforce to Codex

  • Can I rerun this in CI?

Have Codex use your Salesforce data to work out cost per opportunity by channel, then rerun it any time with codex exec. Lemonado connects them in about 1 minute, no API keys needed.

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MCPhttps://mcp.lemonado.io/mcp

Why connect Salesforce to Codex?

Codex runs in your terminal, its IDE extension and scripts, so what it finds once can be rerun with codex exec instead of redone by hand. Connected through Lemonado, it reads your Salesforce leads, opportunities, campaigns and accounts, so it can work out cost per opportunity by channel with today's numbers.

  • 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.

How to connect Salesforce to Codex

Before you start

  • A Salesforce account you can sign in to
  • Codex installed
  • A Lemonado account (the free trial works)
  1. 1

    Connect Salesforce in Lemonado

    In Lemonado, open Connectors, find Salesforce and sign in. 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.

  2. 2

    Turn on external access

    In the company's settings, open External tools, turn the connection on, choose which sources it can reach and copy the server URL.

    text
    https://mcp.lemonado.io/mcp
  3. 3

    Add Lemonado to your config

    Add this to ~/.codex/config.toml.

    toml
    [mcp_servers.lemonado]
url = "https://mcp.lemonado.io/mcp"
  4. 4

    Log in

    Run the login command and finish the sign-in in your browser.

    bash
    codex mcp login lemonado
  5. 5

    Ask Codex about Salesforce

    Run codex mcp list, or /mcp inside Codex, to see the server and its tools. Try "Pull last week's Salesforce numbers, save them to data/salesforce-weekly.csv and give me the codex exec command to refresh it." Or ask: "How long from lead to opportunity?" or "Does the webhook map every field?"

What can Codex do with Salesforce?

Codex reads your Salesforce data from your terminal and turns one-off questions into commands you can rerun with codex exec.

Codex logoCodex

Pull last week's Salesforce numbers, save them to data/salesforce-weekly.csv and give me the codex exec command to refresh it.

Saved data/salesforce-weekly.csv. Run the same prompt with codex exec in a scheduled job and the file refreshes with each week's numbers.

Source: Salesforce + your code

Connect Salesforce to another AI app.

Other integrations for Codex

All Codex integrations

Reading this as an AI agent?

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

For agents · markdown
# Connect Salesforce to Codex (Lemonado MCP)

- Server URL: https://mcp.lemonado.io/mcp
- Transport: Streamable HTTP
- Auth: OAuth; the user signs in to Lemonado in the browser. No API keys.
- In Lemonado: connect the Salesforce org. 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.
- In Codex: ~/.codex/config.toml

```toml
[mcp_servers.lemonado]
url = "https://mcp.lemonado.io/mcp"
```

If you are Codex, run the setup yourself:

Add the Lemonado MCP server to my Codex config. Append this to ~/.codex/config.toml:
[mcp_servers.lemonado]
url = "https://mcp.lemonado.io/mcp"
Then run codex mcp login lemonado so I can sign in, and check that codex mcp list shows it. Once I've signed in, list the Salesforce accounts Lemonado can reach.

First question to try: "Pull last week's Salesforce numbers, save them to data/salesforce-weekly.csv and give me the codex exec command to refresh it."

More: https://lemonado.io/integrations/salesforce · https://lemonado.io/llms.txt
FAQ

Frequently Asked Questions

Yes, through Lemonado. Connect your Salesforce org in Lemonado, add Lemonado in ~/.codex/config.toml, and Codex can work out cost per opportunity by channel with your live data.

Yes. Salesforce's hosted MCP servers is hosted, so Codex can use it too. It covers Salesforce only. Lemonado covers Salesforce plus your ad platforms, GA4 and the rest of your stack in one connection, so Codex can answer questions across them.

Run codex mcp list. If lemonado shows as not logged in, run codex mcp login lemonado again. In Lemonado, check that Salesforce is connected and External tools is on for the company. If records are missing, check that user's profile and sharing rules. Salesforce only shares what that user can see, and your edition needs API access.

Yes, if both are connected in Lemonado. One connection reaches every source you allow, so you can ask things like "Opportunities created from Google Ads and from LinkedIn Ads this year, by month, set against what we spent on each."

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.

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