How to connect Salesforce to ChatGPT

  • ChatGPT gets 14 Salesforce tools through one Metorial MCP URL.
  • Setup is 4 steps; teammates then sign in with SSO.
  • You need a ChatGPT plan or workspace that allows custom MCP servers.

What ChatGPT can do with Salesforce

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Ask ChatGPT to use the search records tool in Salesforce
  • Ask ChatGPT to use the manage chatter tool in Salesforce
  • Ask ChatGPT to use the update record tool in Salesforce
  • Ask ChatGPT to use the get record tool in Salesforce
  • Ask ChatGPT to use the get org limits tool in Salesforce

Add the Salesforce MCP server to ChatGPT

Run these once. Afterwards, everyone you give access to signs in the same way.

  1. 1. Enable Salesforce in Metorial

    In your Metorial portal, enable the Salesforce MCP server and sign in with the account that owns the data. Access stays governed by your team policies.

  2. 2. Add a custom MCP server

    On ChatGPT web, open Plugins, select +, then Add custom MCP server.

  3. 3. Paste your Metorial MCP URL

    Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.

  4. 4. Create and install the plugin

    Select Create as a plugin, install it and sign in to load Salesforce tools.

Give your team Salesforce in ChatGPT

Once Salesforce is enabled in Metorial, teammates sign in with SSO and get the same connection in ChatGPT, with only the tools their role allows.

One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.

Salesforce tools available in ChatGPT

Full descriptions and inputs are on the Salesforce MCP server page.

  • Describe Object: Retrieve metadata about a Salesforce object type, including its fields, relationships, record types, and supported operations.
  • Upsert Record: Insert or update (upsert) a Salesforce record using an external ID field.
  • Manage Bulk Job: Create, monitor, and manage Salesforce Bulk API 2.0 jobs for processing large data volumes.
  • Run Report: Run an existing Salesforce report and retrieve its results, or list available reports.
  • Composite Request: Execute multiple API subrequests in a single call using the Salesforce Composite API.
  • Search Records: Perform a full-text search across multiple Salesforce objects using SOSL (Salesforce Object Search Language).
  • Manage Chatter: Interact with Salesforce Chatter feeds.
  • Update Record: Update an existing Salesforce record.
  • Get Record: Retrieve a single Salesforce record by its ID and object type.
  • Get Org Limits: Retrieve the current API usage limits and remaining allocations for the Salesforce org.
  • Query Records: Execute a SOQL (Salesforce Object Query Language) query to retrieve records.
  • Delete Record: Delete a Salesforce record by its ID and object type.
  • Create Record: Create a new record in Salesforce for any standard or custom object type.
  • Get User Info: Retrieve information about the authenticated Salesforce user from the OAuth userinfo endpoint.

Using Salesforce tools in ChatGPT

What to expect once Salesforce is connected.

  • Type @ and pick the plugin. The selection applies to that message only, so @mention it again when a follow-up needs fresh Salesforce data.
  • For write actions, ChatGPT may ask you to confirm first, depending on the app permissions and the action.
  • Once published for a workspace, ChatGPT keeps a snapshot of the tool list. When your team adds Salesforce tools in Metorial, an admin refreshes the actions in Workspace settings before they appear.
  • You can use several apps in one prompt, for example read Salesforce data and then create a ticket in another app.

Troubleshooting ChatGPT

Add custom MCP server is missing
Workspace policy controls it. On Enterprise and Edu, an admin grants the permission to create plugins with MCPs; ask them to enable it for you.
The plugin exists but no tools appear
Creating the plugin is not enough: install it from your plugins, then start a new conversation so ChatGPT loads its tools.
ChatGPT answers without using the tools
Pick the plugin with @ in the composer and name the action you want, for example "use Metorial to look up the latest ticket".

Based on the ChatGPT MCP documentation.

Frequently asked questions

Common questions about connecting Salesforce to AI agents with Metorial.

  1. Does ChatGPT support the Salesforce MCP server?
    Yes. ChatGPT connects to the Salesforce MCP server through its connector settings, pointed at your Metorial URL. You need a ChatGPT plan or workspace that allows custom MCP servers.
  2. No. You sign in to Salesforce once through Metorial, and ChatGPT uses that connection. No API keys go into ChatGPT's settings.
  3. All 14 Salesforce tools your team allows, such as Describe Object, Upsert Record, Manage Bulk Job. Admins can narrow that list per team.
  4. Yes. Role-based access control decides who can use Salesforce and which of its tools appear in ChatGPT, and every call is logged with the person's identity.
  5. Workspace policy controls it. On Enterprise and Edu, an admin grants the permission to create plugins with MCPs; ask them to enable it for you.

Connect Salesforce to other AI clients

Connect other apps to ChatGPT