CRM & Sales

Connect Salesforce to your AI agent

One-click hosted OAuth. 13 tools your agent can call from chat. No OAuth plumbing, no API key juggling. ClawLink hosts the connection so your agent can act on Salesforce right away.

Connect Salesforce, free OpenClaw guide

13Salesforce tools

Callable the moment you connect. No per-tool setup, no API client to maintain.

List objectsDescribe objectList object fieldsFind recordsGet record by IDGet related recordsSoql querySosl search+5 more

Setup

Three steps. About two minutes.

1
Install ClawLink
Add the plugin to your agent once.
2
Connect Salesforce
One-click hosted OAuth in the dashboard.
3
Use it from chat
Ask your agent in plain English.

Salesforce uses OAuth. You connect it in the browser: click Connect, sign in, approve. ClawLink stores the token and refreshes it on its own. You never touch a key or wire up a redirect URL.

bash

$npx -y @useclawlink/cli login
$npx -y @useclawlink/cli connect salesforce

Run these in your terminal. The first opens a browser to sign in to ClawLink; the second opens a browser to authorize Salesforce. No API keys to create or paste. Works with any agent that runs shell commands: OpenClaw, Hermes, Claude Code, Cursor, Codex, Cline, and more.

Use cases

What you can do with Salesforce from chat

Move the pipeline from chat

Update deals, log follow-ups, and edit Salesforce records without leaving the conversation.

Research before you reach out

The agent reads the Salesforce contact, account, and deal history before drafting a reply.

Less CRM busywork

Status changes, notes, owner swaps in Salesforce. All the small stuff that breaks your flow.

Capabilities

The Salesforce actions your agent can call

13 Salesforce tools, ready the moment you connect.

List objects
Describe object
List object fields
Find records
Get record by ID
Get related records
Soql query
Sosl search
Text search
Get current user
Create CRM record
Update CRM record

+ 1 more Salesforce tool after you connect.

Examples

Ask in plain English

These map to real tool calls ClawLink makes against your connected account.

List objects

“List the relevant items in Salesforce, group them by priority, and tell me what to do next.”

Describe object

“Use Salesforce to describe object and walk me through it.”

List object fields

“List the relevant items in Salesforce, group them by priority, and tell me what to do next.”

Find records

“Use Salesforce to find records and walk me through it.”

ClawLink vs DIY

Building the Salesforce integration yourself, or hosting it?

DIY

ClawLink

Connection

Build it yourself. You register a developer app with Salesforce, set up redirect URLs, handle the consent screen, store and refresh access tokens, and redo the wiring when scopes change.

Hosted hosted OAuth. Connect once in the browser. ClawLink owns the lifecycle.

Maintenance

Token refresh, permission debugging, env config, every edge case. All yours.

ClawLink handles the plumbing. You focus on the workflow.

Time to first call

Days to weeks. Auth, storage, tool wiring, testing. Then the agent can act.

About two minutes from sign-up to the agent calling Salesforce.

FAQ

Quick questions

How do I connect Salesforce to my AI agent?

Install ClawLink, open the dashboard, click Connect next to Salesforce, and finish the hosted OAuth flow. Your agent can call Salesforce from the next message. Two minutes, total.

Is there a Salesforce MCP server I can use?

Yes. ClawLink exposes Salesforce as 13 tools your agent calls through a hosted MCP-compatible runtime. You don't run a local server or edit a config file. The tools are there the moment you connect.

Do I need Salesforce API credentials?

No separate API key. You sign in to Salesforce through the normal OAuth flow and ClawLink handles the token after that.

How much does it cost?

Your first integration is free, plus a 14-day trial of the full catalog. Paid plans unlock the rest of the library.

Can I set this up from the terminal instead of the dashboard?

Yes. Run npx -y @useclawlink/cli login, then npx -y @useclawlink/cli connect salesforce. The first opens a browser to sign in to ClawLink. The second opens a browser to authorize Salesforce. No API keys to create. Works with OpenClaw, Hermes, Claude Code, Cursor, Codex, and any agent that runs shell commands.