Compatible clients shown. Connect the client and tools that fit your workflow.
The connection, explained
A clear path from your agent to Salesforce.
Start with a defined Salesforce task. Connect the account, choose the tools, then bring them into the AI client you prefer.
01
Connect Salesforce
Add your Salesforce connection in Engini. Use the relevant account access and validate the workflow in a sandbox when appropriate.
02
Choose the tools
Select the Engini tools you want to make available through MCP. Keep the initial scope focused on the work your agent needs to do.
03
Bring your preferred client
Connect Engini MCP in Claude, Cursor or ChatGPT. Follow the setup instructions for your client, including its access and plan requirements.
Imagine your first use case
A question. Your CRM. Useful context.
Start with a focused question about accounts or opportunities. Configure the relevant Salesforce tools in Engini, then make them available to your agent through MCP.
Your AI agent
“Which opportunities need my attention?”
Engini MCPExample selected tool
Read opportunitiesSalesforce connection
SAMPLE OPPORTUNITIES
Fictional opportunities used to illustrate a potential Salesforce workflow
The MCP guide explains how to select your tools and connect a supported AI client. The Salesforce guide covers the connection and available record actions.
Official Engini tutorial. General MCP setup, not a Salesforce demo.
Build around your workflow
Your AI. Built for business.
01
Enterprise controls
Secure auth, tool permissions and audit logs.
02
No-code setup
Choose connections and tools in Engini.
03
Managed connectivity
No custom connector code to maintain.
04
Lean AI context
Expose only the tools your agent needs.
A few things to know
Good questions. Clear answers.
Which AI clients can I connect?
Engini's MCP documentation lists Claude, Cursor and ChatGPT as compatible clients. Setup, authentication and feature availability can vary by client and plan. Check the current MCP guide before getting started.
What can the Salesforce connection do?
The Salesforce connector documentation describes getting, creating, updating and deleting records. What your agent can do depends on the tools you configure and select, your Salesforce access and the client's support. The sample on this page illustrates a read scenario only.
Can I bring my own agent?
Yes. Build with a compatible client such as Claude, Cursor or ChatGPT, connect Engini MCP and select the Salesforce tools your workflow needs. Follow the setup requirements for your client and Salesforce account.
Is the Salesforce example a live demo?
No. The account and opportunity data are fictional and the workflow is illustrative. The example on this page does not connect to Salesforce, execute tools or show a verified Salesforce product recording.
What do I need to get started?
An Engini account, access to the relevant Salesforce environment and a compatible MCP client. Review the official setup guides and validate the selected tools before relying on their results.
Your next question. Connected to Salesforce.
Build with the client you prefer. Start with the tools you need.
Claude
Cursor
ChatGPT
MCP
