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Connect Salesforce to Windsurf

  • Do the targets still hold?

Have Windsurf's agent work out cost per opportunity by channel, with Salesforce data next to your code. Lemonado connects them in about 1 minute, no API keys needed.

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MCPhttps://mcp.lemonado.io/mcp

Why connect Salesforce to Windsurf (Devin Desktop)?

Windsurf's agent works across your files and terminal, but on its own it can't see what your campaigns are doing. 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 Windsurf (Devin Desktop)

Before you start

  • A Salesforce account you can sign in to
  • Windsurf 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 (Devin Local)

    Devin Desktop's default agent uses the Devin CLI config. Run these two commands and finish the browser sign-in.

    bash
    devin mcp add -s user lemonado https://mcp.lemonado.io/mcp
devin mcp login lemonado
  4. 4

    Using legacy Cascade instead

    In the Cascade panel, open … → MCPs → Open MCP config file and merge this in. Save, refresh, switch the server on and sign in.

    json
    {
  "mcpServers": {
    "lemonado": {
      "serverUrl": "https://mcp.lemonado.io/mcp"
    }
  }
}
  5. 5

    Ask Windsurf (Devin Desktop) about Salesforce

    Try "Compare last month's Salesforce numbers with the targets in config/targets.json and update the file where we're consistently off." Or ask: "How long from lead to opportunity?" or "Does the webhook map every field?"

Good to know

  • Devin Local and legacy Cascade keep separate setups, so sign in to each one you use.
  • Current versions keep user MCP config in ~/.config/devin/mcp_config.json on macOS and Linux.

What can Windsurf (Devin Desktop) do with Salesforce?

Windsurf's agent reads your Salesforce data and works the numbers into your code, from config checks to reports saved in the repo.

Windsurf (Devin Desktop) logoWindsurf (Devin Desktop)

Compare last month's Salesforce numbers with the targets in config/targets.json and update the file where we're consistently off.

2 of 6 targets were missed three months running. I updated them in config/targets.json and left a comment with the numbers behind each change.

Source: Salesforce + your code

Connect Salesforce to another AI app.

Other integrations for Windsurf (Devin Desktop)

All Windsurf (Devin Desktop) integrations

Reading this as an AI agent?

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

For agents · markdown
# Connect Salesforce to Windsurf (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 Windsurf: devin mcp add

```bash
devin mcp add -s user lemonado https://mcp.lemonado.io/mcp
devin mcp login lemonado
```

If you are Windsurf (Devin Desktop), run the setup yourself:

Add the Lemonado MCP server: run devin mcp add -s user lemonado https://mcp.lemonado.io/mcp and then devin mcp login lemonado so I can sign in. Once I've signed in, list the Salesforce accounts Lemonado can reach.

First question to try: "Compare last month's Salesforce numbers with the targets in config/targets.json and update the file where we're consistently off."

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 devin mcp add, and Windsurf can work out cost per opportunity by channel with your live data.

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

Run devin mcp login lemonado again for Devin Local. Legacy Cascade keeps its own login, so refresh the server there and sign in too. 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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