I connected Claude directly to a Salesforce org using the Model Context Protocol (MCP). It took an afternoon to set up and it immediately changed how I think about what AI can do inside a CRM.
Why I wanted to do it
Salesforce is where business data lives — leads, accounts, opportunities, activities. Claude is where reasoning happens. Connecting the two means you can ask plain English questions and get answers grounded in real data, draft follow-up emails with full context, summarise account history before a call, or build reports without touching SOQL. The MCP integration makes Claude an active participant in your Salesforce workflow, not just a chatbot you switch to in another tab. Continue reading “Claude in Salesforce via MCP – The Good and the Gotchas”