AI workers for Salesforce

What is an AI worker for Salesforce?

Read and maintain Salesforce CRM records through the Salesforce-hosted SObject server, using your organization's External Client App and the connecting user's permissions. The available capabilities load after you connect and depend on your vendor permissions and enabled features. Each worker receives the tools its owner grants. Start with a specific set of records and a result your team can verify; this connection does not add vendor-side field or record permissions.

What these workers do

Prepare a pipeline review

Inspect accessible opportunities and related CRM records to highlight stale stages, missing next steps and deal risks.

Update agreed deal details

Change the specified opportunity fields after checking the current record and confirm the stored result.

Prepare account context

Summarize accessible account and contact records for an upcoming customer conversation, with links or record identifiers.

How an AI worker runs in Salesforce

Connect the right account

Start with a concrete workflow

Grant the actions the job needs

Check the outcome

Salesforce questions, answered.

How do I connect Salesforce?

A Salesforce admin must activate sobject-all and create an External Client App with mcp_api and refresh_token. An account admin enters the server URL and OAuth client details; then sign in. The first authorized connection loads the available capabilities. Review those tools and the account identity before granting access to a worker; the app's presence in the directory does not establish a connection.

What can a worker access or change?

Read and maintain Salesforce CRM records through the Salesforce-hosted SObject server, using your organization's External Client App and the connecting user's permissions. The available tools follow the connected user's vendor permissions, and WorkerKit exposes only the tools granted to that worker. Tool-level grants do not create a separate field mask, per-customer boundary or monetary limit inside the vendor.

What is a useful first workflow?

Inspect accessible opportunities and related CRM records to highlight stale stages, missing next steps and deal risks. Start with a bounded period or small set of records, ask for source references and review the result in Salesforce. Use this MCP app for Salesforce. The earlier native CRM directory entry had no working adapter. Confirm the actual available tools before making a kit depend on them.