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Salesforce MCP

Use Coupler.io MCP to connect Salesforce with AI and get instant answers about your sales pipeline, customer trends, and revenue opportunities through simple conversations.

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Why to use the Salesforce MCP

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Use case 1

Analyze your sales pipeline performance by asking AI to identify high-value opportunities and track deal progression across different stages and time periods.
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Use case 2

Generate customer segmentation reports by requesting AI to group accounts by industry, revenue size, or geographic location to identify target market patterns.
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Use case 3

Monitor lead conversion rates by having AI analyze lead sources, qualification stages, and conversion timelines to optimize your sales funnel performance.
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Use case 4

Track team productivity by asking AI to analyze activity reports, call volumes, and deal closure rates for individual sales representatives.

What data you can get with the Salesforce MCP

  • Reports (accounts report, orchestrations runs, orchestrations stage runs, orchestrations work items, etc.)
  • Objects (account, contact, lead, opportunity, etc.)
  • Custom SOQL request

How does MCP work?

1

Step #1

Set up a data flow in Coupler.io by connecting your Salesforce.
2

Step #2

Proceed to the MCP Server page in Coupler.io and follow the instructions there.
3

Step #3

Ask AI about your Salesforce - get insights, reports, trends, or charts just by typing your question.
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    Set up the MCP server in 5 minutes by following the instructions in the platform or by watching the video

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    Frequently asked questions
    The Coupler.io MCP (Model Context Protocol) creates a bridge linking your business applications to AI assistants. This technology enables Claude to work directly with your Salesforce information, letting you have natural conversations about your CRM data. Rather than spending time on manual data exports or report generation, you can chat with your AI assistant to get immediate analytics, visualizations, and business insights from your customer data.
    The MCP server works with all platforms supported by Coupler.io. You have access to more than 70 different connections, featuring popular CRM and sales tools like Salesforce, HubSpot, and Pipedrive, alongside marketing platforms such as Google Ads and Facebook Ads. The integration library also includes Google Analytics, Shopify, Excel, Google Sheets, BigQuery, Airtable, Xero, and QuickBooks, with additional connectors being introduced on a regular basis.
    No technical skills or complex query languages are needed to interact with your data. The setup process is designed to be user-friendly with simple configuration steps. You need to be on at least the Professional plan and have data flows configured in Coupler.io. You can then talk to your data naturally without needing to learn SQL or complex technical skills.
    Security is a top priority with the MCP server. Access to your Salesforce information requires personal tokens that you create yourself in the Coupler.io platform. Your CRM data stays private unless you decide to share access credentials. The AI works with processed insights rather than raw customer records, and none of your business information is used for AI training purposes. Coupler.io maintains strong security measures to prevent data breaches and unauthorized access. Your Salesforce information remains completely under your control.
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