# Salesforce MCP: Use Salesforce in Slack and Email Source: https://maito.app/integrations/salesforce Connect the Salesforce MCP server to Maito with one sign-in, and your whole team can use it from Slack or email: “Which opportunities over $20k haven't been touched in two weeks?” Salesforce is your CRM: accounts, contacts, opportunities, flows and reports. Connect the Salesforce MCP server to Maito once, and everyone on your team can use Salesforce from Slack, by email, or from Claude, ChatGPT, Cursor, Codex, Grok or Muse. Nobody else has to sign in. - Connects in one click - Sign in with Salesforce - One connection for the whole team - Server by [Salesforce](https://salesforce.com/) Updated October 21, 2026 ## What you can ask with Salesforce Requests to Maito ![Dana](https://maito.app/marketing-avatars/dana.webp) Dana in Slack Which opportunities over $20k haven't been touched in two weeks? ![Sam](https://maito.app/marketing-avatars/sam.webp) Sam by email Update the Acme opportunity to Negotiation and log today's call. Maito uses Salesforce to do the work and replies where you asked. ## How to connect Salesforce Open Connections in your workspace and choose Connect next to Salesforce. You sign in to Salesforce in a new tab, and that's the whole setup. Name the account and choose Workspace under who can use it. That's the only time anyone signs in: your whole team, shared chats and Loops can use Salesforce from then on. Or skip ahead and ask for the work: Maito sends you a link if Salesforce isn't connected yet. ## Questions ### What is the Salesforce MCP server URL? Salesforce publishes it at https://api.salesforce.com/platform/mcp/v1/platform/headless-360, and it signs in with OAuth, so there's no key to copy. ### Can I use the Salesforce MCP server from Slack? Yes. Connect it to Maito once, then mention Maito in any Slack channel or send it a direct message. The same connection works by email and from Claude, ChatGPT, Cursor, Codex, Grok or Muse. ### Does everyone on my team have to connect Salesforce? No. One person connects it once and chooses Workspace. Then everyone in the workspace, shared chats and Loops can use Salesforce, without signing in themselves. Choose Only me instead to keep it to your own chats. ### Do I have to connect Salesforce before I ask? No. If a request needs Salesforce and it isn't connected yet, your agent sends you a link. Connect it, and the work picks up where it stopped. ### Can I limit what Maito does in Salesforce? Yes. After you connect, turn off any Salesforce tools you don't want Maito to use, such as the ones that change data. Tools Salesforce adds later stay off until you turn them on. ## Workflows that use Salesforce - [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically) - [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) [See all Salesforce workflows](https://maito.app/workflows/tool/salesforce) ## Also in CRM - [Attio Attio is a CRM built around your company's relationships and data.](https://maito.app/integrations/attio) - [Zoho CRM Zoho CRM holds your leads, contacts, deals and sales workflows.](https://maito.app/integrations/zoho-crm) - [Affinity Affinity is a relationship CRM for dealmakers: deals, contacts, and who knows whom.](https://maito.app/integrations/affinity) - [Crossbeam Crossbeam shows overlaps between your accounts and your partners' accounts.](https://maito.app/integrations/crossbeam) - [EULER EULER runs partner programs and holds partner data in one place.](https://maito.app/integrations/euler) - [HighLevel HighLevel is a CRM with contacts, opportunities and customer conversations.](https://maito.app/integrations/highlevel) [See all integrations](https://maito.app/integrations) ## Put your AI employee to work. Set it up in minutes. Connect Salesforce, then hand Maito the first job. [Put Maito to work](https://maito.app/login?returnTo=%2Fintegrations%2Fsalesforce)[Book a demo](https://cal.com/ddubovetzky/chat-with-the-founder)