# Your Salesforce org. In your agent. Source: https://corespeed.io/integrations/salesforce Connect Salesforce to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent searches accounts and opportunities, runs SOQL queries and reports, and drafts a pipeline review from what it finds. It works inside your own Salesforce org and its permissions, and creating or updating a record is a separate call that approvals can hold. ## Set up an agent Give your agent this line: `set up https://corespeed.io/SKILL.md (read it raw, e.g. with curl)` It fetches the skill at https://corespeed.io/SKILL.md, adds the CoreSpeed MCP server, signs you in (or up), and keeps the skill for next time. Connect Salesforce after setup. Access follows the connected account and its permissions. Create an account: https://app.corespeed.io/sign-up ## See the whole pipeline. Act on the right deal Let your agent read the opportunities, the accounts behind them and their recent activity, then hand back a review you can act on. You ask your agent: "Review our open Salesforce opportunities closing this quarter. Flag the ones with no activity in two weeks and draft a pipeline note. Do not change any records." It calls CoreSpeed: - `salesforce__search_opportunities`: ok, 512 ms - `salesforce__run_soql_query`: ok, 468 ms - `salesforce__get_account`: ok, 331 ms It reads from: Salesforce. ### Pipeline note: Q4, without the clicking. Fourteen opportunities close this quarter. Three have had no activity in two weeks. **Needs a touch** - Larkspur expansion: no call or task since September. - Fairview pilot: proposal sent, no reply logged. **On track** - Northwind renewal: pricing approved, legal review next. _Illustrative org and data · No records changed_ All connectors: https://corespeed.io/docs/connectors ## Less clicking through records. More time with accounts Requests you can make once Salesforce is connected. The data is fictional. ### Review the pipeline Opportunities · this quarter · Pipeline review - Closing soon: Northwind renewal - Gone quiet: Larkspur expansion - From the records you can see ### Log the call, with a check A write, held for you · Approval before the change - Record: Northwind renewal - Change: Log a completed call - Held for approval ### Ask a report a question Pipeline by stage · Report summary - Largest stage: Proposal - Changed this week: Two deals moved to Negotiation - Read only · Nothing changed ## Keep your agent. Bring your work One CoreSpeed account, across compatible agents. 1. **Set up CoreSpeed**: Give your agent the setup line. It adds CoreSpeed and signs you in. 2. **Connect Salesforce**: Authorize the account and the content you need. 3. **Start with one task**: Ask for a summary, a brief, or a draft. Review the answer. Setup guides: Claude Code https://corespeed.io/docs/mcp#claude-code · Codex https://corespeed.io/docs/mcp#codex · Cursor https://corespeed.io/docs/mcp#cursor ## Questions ### Which Salesforce data can my agent read? Accounts, contacts, leads, opportunities, cases, tasks, reports, and any object a SOQL query reaches, within what your Salesforce user can see. ### Do I need a Salesforce API key? No. You sign in to your Salesforce org once through CoreSpeed. The connection follows that user's profile and permissions. ### Does this send or change anything on its own? No. These examples read context and draft a result. Sending or changing a record is a separate tool call, which approvals can hold for a person. How approvals work: https://corespeed.io/docs/approvals ### Do I have to switch agents? No. CoreSpeed adds tools to the agent you already use: Claude Code, Codex, Cursor, or another MCP client. Each one signs in once. ### Can my agent access every account in our organization? No. Access follows your CoreSpeed identity, each connection's visibility, and the app's own permissions. Personal connections stay private. ### Does this work without connecting an account? No. Connect the app's account first; your CoreSpeed workspace shows what each app needs. The examples on this page use fictional data. All connectors: https://corespeed.io/docs/connectors Every tool and price: https://corespeed.io/catalog/salesforce ## Related pages - [Approval gates for AI agent tool actions](https://corespeed.io/solutions/agent-approvals): Set approval policies for writes through CoreSpeed. Review held tool actions while your team keeps using its preferred agents. - [HubSpot for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/hubspot): Bring HubSpot contacts, companies and deals into your agent. Find who needs a follow-up and draft the next step. - [Zoho CRM for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/zoho-crm): Bring Zoho CRM leads, contacts and deals into your agent. Query the records with COQL and draft the next step. ## Sources - Connectors: https://corespeed.io/docs/connectors - Salesforce REST API Developer Guide: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm - Salesforce SOQL and SOSL Reference: https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm Reviewed 2026-11-10. ## Links - Product overview: https://corespeed.io/ (Markdown: https://corespeed.io/index.md) - All integrations: https://corespeed.io/integrations (Markdown: https://corespeed.io/integrations.md) - Documentation: https://corespeed.io/docs - Pricing: https://corespeed.io/pricing (Markdown: https://corespeed.io/pricing.md)