Skip to content
Try for free

Connect Salesforce to Zed

  • Can you draft the notes?

In Zed's Agent panel, ask the agent to see which campaigns create pipeline, with your Salesforce data next to the files you're editing. Lemonado connects them in about 1 minute, no API keys needed.

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

Why connect Salesforce to Zed?

Zed's Agent panel can call MCP servers, which Zed calls context servers, while it edits your files. Connected through Lemonado, it reads your Salesforce leads, opportunities, campaigns and accounts, so it can see which campaigns create pipeline 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 Zed

Before you start

  • A Salesforce account you can sign in to
  • Zed 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 a remote server

    Open Settings → AI → MCP Servers → Add Server → Add Remote Server. Or merge this into settings.json.

    json
    {
  "context_servers": {
    "lemonado": {
      "url": "https://mcp.lemonado.io/mcp"
    }
  }
}
  4. 4

    Sign in

    Finish the Lemonado sign-in in your browser, then use the tools from the Agent panel.

  5. 5

    Ask Zed about Salesforce

    Try "Draft this week's Salesforce notes in notes/weekly.md from the live numbers." Or ask: "Does the webhook map every field?" or "What did each source bring?"

What can Zed do with Salesforce?

Zed's agent reads your Salesforce data from the Agent panel and writes the numbers into the notes, docs or code you have open.

Zed logoZed

Draft this week's Salesforce notes in notes/weekly.md from the live numbers.

Drafted notes/weekly.md: the headline numbers, what changed from last week and two things to look at next.

Source: Salesforce + your code

Connect Salesforce to another AI app.

Other integrations for Zed

All Zed integrations

Reading this as an AI agent?

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

For agents · markdown
# Connect Salesforce to Zed (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 Zed: Settings → AI → MCP Servers

```json
{
  "context_servers": {
    "lemonado": {
      "url": "https://mcp.lemonado.io/mcp"
    }
  }
}
```

If you are Zed, run the setup yourself:

Add Lemonado as a remote context server in my Zed settings.json. Merge in: {"context_servers":{"lemonado":{"url":"https://mcp.lemonado.io/mcp"}}}
Then tell me to finish the Lemonado sign-in in the browser. Once I've signed in, list the Salesforce accounts Lemonado can reach.

First question to try: "Draft this week's Salesforce notes in notes/weekly.md from the live numbers."

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 as a context server in Zed, and Zed can see which campaigns create pipeline with your live data.

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

Open the Agent panel settings and check the lemonado server's status dot. If it isn't green, restart the server and sign in 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.

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