salesforce-cloud
IntegrationDatabases & dataConnect your AI to your Salesforce CRM so it can look up opportunities and accounts, run queries, and pull analytics on your pipeline. Once added, your AI can answer questions about deals, summarize opportunity details, and generate reports like business cases from live CRM data.
This server has no hosted endpoint yet, so ahel can't serve it. You can still add it. It stays paused until ahel can serve it.
After adding it, connect your Salesforce account and try asking your AI to search your open opportunities or summarize a specific deal. From there you can ask for pipeline analysis or a business case for any opportunity.
What your AI can do with it
- Search opportunities by name, account, or stage
- Pull full details on any opportunity, including custom fields
- Run queries against standard and custom Salesforce objects
- Analyze pipeline health and deal performance metrics
- Generate business case reports for an opportunity
- Find similar opportunities based on past deals
Tools it gives your agents (18)
| Tool | What it does |
|---|---|
| batch | Execute multiple operations in a single call with result references. Use $N.field to reference prior results (e.g., $0.id for the ID from operation 0). Destructive operations require confirm: true. |
| analyze | Run analytics on any Salesforce object — group by categorical fields, aggregate numeric fields, and compute custom expressions. Uses field-type metadata for validation. |
| analyze_conversation | Analyze conversation activity and engagement patterns for an opportunity. Extracts insights from Gong calls, emails, and other activities to provide engagement recommendations. |
| generate_business_case | Generate a markdown business case report for an opportunity. Fetches opportunity details, contacts, conversation insights, and similar won deals to produce a complete report. |
| enrich_opportunity | Enrich an opportunity with market intelligence, industry insights, and strategic recommendations based on similar deal patterns and best practices. |
| find_similar_opportunities | Find opportunities similar to a reference opportunity or based on specific criteria. Includes pattern analysis and similarity scoring to identify market trends and success patterns. |
| opportunity_insights | Generate detailed insights and analytics from opportunity data including pipeline health, performance metrics, industry trends, and strategic recommendations. |
| get_opportunity_details | Get detailed information about a Salesforce opportunity including all available fields (both standard and custom), related records, and... |
| search_opportunities | Search for Salesforce opportunities by name, account, and stage. Returns matching opportunities ordered by close date. Results include both standard and custom fields. |
| search_fields | Find the field(s) that carry a concept, when you know what you want to query but not the API name. |
| execute_soql | Execute a SOQL query. Supports both standard and custom fields (custom fields end with __c in their API names). |
| describe_object | Get an object's full metadata, including every standard and custom field when includeFields is true. Returns the complete schema — exhaustive but unranked, and large on customised objects. |
| create_record | Create a new record in Salesforce. Supports both standard and custom fields in the data object. |
| update_record | Update an existing record in Salesforce. Supports updating both standard and custom fields. |
| delete_record | Delete a record from Salesforce |
| get_user_info | Get information about the current user |
| download_file | Download a file from Salesforce. Accepts a ContentVersionId (068...) or ContentDocumentId (069...). |
| list_objects | List all available Salesforce objects, including both standard and custom objects |
Signals
- GitHub stars
- 5
- Forks
- 3
- Last commit
- Jul 2026
- Weekly downloads
- 70
- Tools captured
- 18
ahel review
S4info
community integration — published by aaronsb, not salesforce
Automated review, not a security audit. Ruleset v1.
Advanced
- Delivery
- salesforce-cloud MCP server → your ahel gateway (mcp.ahel.ai) → every connected AI client.
- Catalog kind
- mcp-server
- Gateway key
io-github-aaronsb-salesforce-cloud- Source
- github.com/aaronsb/salesforce-cloud