Skip to content
Try for free

Connect Salesforce to VS Code

  • Can you update the KPI doc?

Ask GitHub Copilot in VS Code to find where opportunities stall, with live Salesforce data in agent mode. Lemonado connects them in about 2 minutes, no API keys needed.

Try free with $150 in creditsJump to the steps
MCPhttps://mcp.lemonado.io/mcp

Why connect Salesforce to VS Code (GitHub Copilot)?

Copilot's agent mode can call MCP tools inside your workspace, so it can read live numbers while it edits code and docs. Connected through Lemonado, it reads your Salesforce leads, opportunities, campaigns and accounts, so it can find where opportunities stall 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 VS Code (GitHub Copilot)

Before you start

  • A Salesforce account you can sign in to
  • VS Code 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 the server

    With AI features on and a project open, run MCP: Add Server from the command palette. Choose HTTP, paste the server URL and name it lemonado.

    text
    https://mcp.lemonado.io/mcp
  4. 4

    Choose where it lives

    For your personal Copilot setup, choose Global → Copilot Global. That writes to ~/.copilot/mcp-config.json unless COPILOT_HOME says otherwise.

  5. 5

    Trust and sign in

    Accept the trust prompt and sign in to Lemonado. Turn the tools on under Chat: Open Customizations → Tools.

  6. 6

    Ask VS Code (GitHub Copilot) about Salesforce

    Try "Update the table in docs/kpis.md with last month's Salesforce numbers and add one line on what changed." Or ask: "What did each source bring?" or "How long from lead to opportunity?"

Good to know

  • The older .vscode/mcp.json format still works for the local harness, but VS Code now marks that destination as deprecated. It uses a servers key with type http and the same URL.

What can VS Code (GitHub Copilot) do with Salesforce?

Copilot reads your Salesforce data in agent mode and works the numbers into your code, docs and notebooks in the workspace you have open.

VS Code (GitHub Copilot) logoVS Code (GitHub Copilot)

Update the table in docs/kpis.md with last month's Salesforce numbers and add one line on what changed.

Updated docs/kpis.md with last month's numbers next to the month before, plus a line on the biggest change and its cause.

Source: Salesforce + your code

Connect Salesforce to another AI app.

Other integrations for VS Code (GitHub Copilot)

All VS Code (GitHub Copilot) integrations

Reading this as an AI agent?

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

For agents · markdown
# Connect Salesforce to VS Code (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 VS Code: Command palette: MCP: Add Server

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

First question to try: "Update the table in docs/kpis.md with last month's Salesforce numbers and add one line on what changed."

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 with MCP: Add Server in VS Code, and VS Code can find where opportunities stall with your live data.

Yes. Salesforce's hosted MCP servers is hosted, so VS Code 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 VS Code can answer questions across them.

Run MCP: List Servers from the command palette. If lemonado isn't running, start it there, accept the trust prompt and sign in. 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.

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