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GPTfy MCP Server
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GPTfy MCP Server

por GPTfy

Connect Claude & ChatGPT to live Salesforce data - no copy-paste, no tab-switching.

GPTfy MCP Server gives your AI clients - Claude, ChatGPT, or any MCP-enabled tool - direct, on-demand access to your live Salesforce data. Sales reps, account managers, and RevOps teams can query any account, opportunity, case, or contact directly from their AI chat window, with no copy-pasting and no tab-switching.


Powered by GPTfy's agent prompt engine, the MCP Server exposes your curated Salesforce prompts as callable tools. Ask your AI to run an Account 360, summarize open cases, build a pipeline review, or generate a full account plan. All grounded in real Salesforce data, returned in seconds.


What You Can Do

  • Ask Claude, ChatGPT and MCP compatible client about your connected Salesforce instance.
  • Pull contacts, opportunities, cases, and assets without leaving your AI chat window
  • Generate polished account plans and 360 documents, downloadable as Word files
  • Use account plans directly in pipeline reviews, QBRs, and team handoffs
  • Combine Salesforce data with other connected tools (Gmail, Calendar, and more) in one session

    • How It Works

    Your GPTfy agent prompts are automatically exposed as MCP tools. Once connected, your AI client calls those tools on demand, querying Salesforce, running analysis, and generating documents with no manual export required.

    1. Open Claude, ChatGPT, or any MCP-compatible client
    2. Ask about an account, a deal, or a set of cases in plain language
    3. GPTfy retrieves live Salesforce data and returns a structured, AI-analyzed result
    4. Optionally ask your AI to generate an account plan or review document from that data

      5. Built for the Whole Revenue Team

      • Sales Reps - Get up to speed on any account before a call, instantly
      • Account Managers - Generate full account 360s with stakeholder maps and action items from a single prompt
      • Sales Managers - Run pipeline reviews and QBRs using AI-generated summaries grounded in live data
      • RevOps Teams - Surface account health signals, open cases, and pipeline gaps across the book of business
      • New Reps - Onboard onto key accounts without manually digging through Salesforce

        • MCP + A2A Protocol Support

        Built on the Model Context Protocol (MCP), the universal connector standard for AI agents. Also supports the Agent-to-Agent (A2A) protocol for multi-step AI workflows across Salesforce and connected platforms.


        Requirements

        • GPTfy installed and configured on your Salesforce org
        • An MCP-compatible AI client (Claude, ChatGPT, or equivalent)
        • Salesforce user permissions appropriate to the records being queried

          • De un vistazo

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