Now Available — Connect Salesforce + AI

# AI-Power Your Salesforce in 2 Clicks

MCPEngage connects Salesforce to any AI model via MCP.
Manage opportunities, qualify leads, and track accounts — all through conversation.

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View on GitHub
app.mcpengage.com/salesforce

#### Q1 Enterprise Deal — $280K

Acme Corp • Stage: Negotiation

90%
Close: 14 days Enterprise

#### Cloud Migration — $155K

TechFlow • Stage: Proposal

75%
Close: 21 days Strategic

#### SMB Expansion — $42K

DesignHub • Stage: Qualified

60%
Close: 35 days Upsell
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0+
Salesforce Tools
$0
Setup Cost
0min
Install Time
24/7
AI CRM
Quick Install

## Up and Running in
One Command

~/projects
Open source — view the full code on GitHub
The Difference

## Before vs. After

### Before MCPEngage

- Report purgatory

  Build custom reports just to answer simple questions like "Who's my top rep?"

- Lead black holes

  Leads sit unqualified for days because reps can't keep up with volume

- Opportunity rot

  Deals stall in pipeline stages while you scramble to find context

- Forecast chaos

  Weekly forecast meetings turn into arguments over stale spreadsheet data

### After MCPEngage

- Instant insights

  "Show me stalled opportunities over $100K" — answer in 2 seconds, not 20 minutes

- Auto-qualification

  AI scores and routes leads based on behavior, firmographics, and fit

- Context on demand

  Pull full opportunity history, stakeholder map, and next actions instantly

- Live forecasting

  Real-time weighted pipeline analysis with win probability by rep and region

The Problem

## Your Sales Ops Team Is
Buried

Salesforce has the power, but your team drowns in clicks, reports, and manual data entry.

### Dashboard Overload

You have 47 dashboards, 200+ reports, and still can't answer "Which deals need attention right now?" without digging for 15 minutes.

### Lead Response Lag

Hot inbound leads wait hours (or days) for qualification because reps are busy updating opportunities and building reports.

### Forecast Guesswork

Your forecast is a negotiation between reps sandbagging and managers hoping. Real-time accuracy is a fantasy.

The Solution

## Three Steps to
AI-Powered Revenue

1

### Connect Your Salesforce

Authenticate via OAuth or use a Connected App token. MCPEngage scans your org and builds 80+ tools covering objects, fields, workflows, and custom metadata. Zero configuration required.

2

### Ask in Plain English

"Show me opportunities over $100K closing this quarter." "Update Acme stage to proposal." "Which leads haven't been touched in 48 hours?" Your AI understands Salesforce like a veteran admin.

3

### Automate Your Revenue Ops

Set up workflows: auto-score leads, flag at-risk deals, sync data to your BI tool, generate pipeline snapshots, and alert reps on Slack — all running 24/7 without human touch.

Features

## Everything to
Supercharge Salesforce

80+ Salesforce tools accessible through one natural-language interface.

### Opportunity Management

Create, update, and close opportunities through conversation. "Move all stage 3 opps to negotiation if amount > $50K."

### Lead Scoring & Routing

AI-powered lead qualification using behavioral data, firmographics, and engagement. "Show me MQLs from Fortune 500 companies."

### Account Intelligence

Pull account hierarchies, contact roles, opportunity history, and engagement timelines in one query.

### Pipeline Analytics

Real-time pipeline coverage, win rates by stage, rep performance, and weighted forecasts. "What's our Q1 commit number?"

### Workflow Automation

Trigger Salesforce flows, update records in bulk, and execute Apex actions through natural language commands.

### Custom Object Access

MCPEngage auto-discovers your custom objects, fields, and relationships. Full CRUD operations on any Salesforce data.

FAQ

## Common Questions

MCP (Model Context Protocol) is an open standard created by Anthropic that lets AI models securely connect to external tools and data sources. Think of it as a USB port for AI — MCPEngage uses MCP to give your AI real-time read/write access to Salesforce.
You authenticate via OAuth (recommended) or provide a Connected App token with API access. MCPEngage uses the Salesforce REST and Bulk APIs to create 80+ tools covering standard and custom objects. Your credentials are encrypted and never stored on our servers.
Absolutely. MCPEngage operates within the permissions of the authenticated user. If a user can't delete opportunities in Salesforce, they can't delete them through MCPEngage either. All actions respect profiles, permission sets, and sharing rules.
Yes! MCPEngage auto-discovers your entire org schema including custom objects, fields, relationships, and record types. It works with ISV packages, managed packages, and any customizations your admins have built.
MCPEngage is free during the beta period. After launch, pricing starts at $29/month per platform connection. Enterprise plans with custom integrations and priority support are available on request.
Yes! MCPEngage supports 66+ platforms including HubSpot, Zendesk, Jira, Slack, Stripe, GitHub, and many more. Each platform gets its own MCP server with platform-specific tools. Connect as many as you need.

## Start Automating Salesforce
Today

Join thousands of revenue teams using MCPEngage to supercharge Salesforce.

### You're on the list!

We'll notify you as soon as MCPEngage for Salesforce is ready.

Free during beta. No credit card required.