Your AI Tools. Real Salesforce Data.
GPTfy publishes your agent prompts as MCP tools. Claude, ChatGPT, and any MCP-enabled client pulls live Salesforce data on demand.
4 hrsper week lost toggling between Salesforce and AI tools. MCP eliminates the gap (Harvard Business Review, 2022)
Your AI Tools Are Flying Blind.
Daily app switches cost 4 hours of productive time per week
Harvard Business Review, 2022
Sales reps open Salesforce, copy account details, paste into an AI chat, and get a generic response. Every session starts blind to what the CRM actually shows.
to ship a custom Salesforce-to-AI connector
Engineering teams scope bespoke integrations, negotiate API limits, build OAuth flows, and maintain field mappings as orgs evolve. By the time it ships, the requirements have changed.
of rep time spent on tasks other than selling
Salesforce, State of Sales 2024
Without a live data connection, AI-generated account plans and pipeline summaries are built from whatever the rep pastes in. Stale data, generic output.
Salesforce Data, Available in Every AI Client
Agent Prompts Published as MCP Tools
GPTfy publishes each configured agent prompt as a named tool in the MCP protocol. When Claude or ChatGPT connects to your GPTfy MCP server, it sees your full prompt library: account 360s, opportunity summaries, case histories, and any custom prompt your team has configured in the Prompt Builder.
Any MCP Client Becomes a Salesforce Interface
Claude Desktop, Claude.ai, ChatGPT, and any other MCP-enabled client call these tools on demand. The client handles the conversation; GPTfy handles data retrieval and record access through your existing security model.
Account 360 Intelligence, On Demand
Pull Contacts, Opportunities, and Cases in Seconds
Ask Claude about an account and watch it call your GPTfy MCP tools automatically: contacts, open opportunities, active cases, assets. The AI assembles a complete 360 view without manual lookup. See a live walk-through in the pre-meeting prep demo.
Generate Planning Documents from Live Salesforce Data
From a single prompt, your preferred AI client creates account 360 documents, pipeline review summaries, and QBR decks, pulling every field from the live Salesforce record. Data is current at the moment of generation, not a static export from last week.
A2A Protocol: Agents That Talk to Each Other
Agent-to-Agent Communication Across Your Stack
GPTfy's MCP server supports the A2A (Agent-to-Agent) protocol, enabling AI agents running in different tools to call each other and coordinate across your data stack. Salesforce becomes a shared source of truth for every agent in the workflow. Pair this with GPTfy Agents for agentic workflows that span inside and outside Salesforce.
Aggregate Data Across Your Full Tool Stack
Because MCP is an open protocol, your AI client aggregates Salesforce data alongside other connected sources: files, databases, calendars, emails. GPTfy provides the Salesforce layer. Your AI client orchestrates the rest. See how this extends with API data sources and RAG.
Why Choose GPTfy MCP Server
Works With Any MCP Client
Claude, ChatGPT, and every MCP-enabled AI client connects without custom engineering on either side.
Live Salesforce Data, Every Session
No exports, no manual paste. Each AI session pulls current records directly from your Salesforce org.
Your Security Model Applies
GPTfy's existing org-level permissions and PII masking apply to all MCP tool calls. No separate security configuration.
A2A Protocol Ready
Agents across different tools coordinate using the A2A protocol, with GPTfy as the Salesforce data layer.
No Custom Connectors
The MCP server is included in your GPTfy managed package install. No middleware to build or maintain separately.
Document Generation on Demand
Generate account 360s, QBR decks, and pipeline reviews as Word documents from live Salesforce data, inside your AI client.
Powerful Capabilities
MCP Server
Publishes all configured GPTfy agent prompts as named MCP tools for any connected AI client.
A2A Protocol
Supports agent-to-agent communication so AI agents in different tools coordinate across your stack.
Live Data Access
Contacts, opportunities, cases, assets, and custom objects pulled from Salesforce at query time.
Account 360 Generation
Automated planning documents built from live Salesforce records, downloadable as Word files.
Native Security
GPTfy's Salesforce-native permission model and PII masking applies to every MCP tool call.
Open Protocol
Built on the open MCP standard, ensuring compatibility with Claude, ChatGPT, and future MCP clients.
Multi-Source Aggregation
Combine Salesforce data with other MCP-connected sources: files, databases, calendars, email.
Client Agnostic
No vendor lock-in. Switch or add AI clients without touching your GPTfy configuration.
Key Takeaways
- GPTfy's MCP server exposes your configured agent prompts as callable tools for Claude, ChatGPT, and any MCP-enabled client, with no custom integration work required.
- Live Salesforce data (contacts, opportunities, cases, assets) flows through the MCP connection on demand: no manual copy-paste, no stale exports.
- Account 360 documents, pipeline reviews, and QBR decks are generated directly by your preferred AI client using current Salesforce records.
- The A2A (Agent-to-Agent) protocol allows AI agents across different tools to coordinate, with GPTfy providing the Salesforce data layer for the workflow.
- GPTfy's existing org-level permissions and PII masking apply to all MCP tool calls, with no additional security configuration required.
- The MCP server ships inside your existing GPTfy managed package install: no separate middleware to procure, deploy, or maintain.
Frequently Asked Questions
MCP (Model Context Protocol) is an open standard that lets AI clients like Claude and ChatGPT discover and call external tools. An MCP server publishes those tools. GPTfy's MCP server publishes your configured agent prompts as tools, so any MCP-enabled AI client can call them directly to retrieve live Salesforce data.
Any client that supports the MCP protocol can connect: Claude Desktop, Claude.ai, ChatGPT, and other MCP-enabled tools. Because MCP is an open standard, compatibility grows as more AI clients adopt it.
No. The MCP server is included in your GPTfy managed package. You configure agent prompts in the Prompt Builder, and GPTfy publishes them as MCP tools automatically. Your AI client discovers them through the standard MCP connection flow.
GPTfy's existing Salesforce-native permission model applies to all MCP tool calls. Org-level access controls, PII masking, and the AI Security Trail all function identically for MCP-sourced queries as for in-Salesforce sessions. No separate security configuration is required.
Any data your GPTfy agent prompts are configured to retrieve: standard objects (accounts, contacts, opportunities, cases, assets), custom objects, and related records. The scope is determined by your prompt configuration and your Salesforce org permissions, not the MCP connection itself.
A2A (Agent-to-Agent) is a protocol that allows AI agents running in different tools to communicate and coordinate. GPTfy's MCP server supports A2A, so an agent in Claude can call a GPTfy-powered Salesforce agent as part of a larger multi-step workflow, with Salesforce acting as the shared data layer.
Yes. GPTfy's BYOM support and the MCP server are independent layers. You can connect your preferred AI model to GPTfy for in-Salesforce inference while simultaneously exposing your agent prompts via MCP to external clients like Claude or ChatGPT.
Write operations depend on the agent prompt configuration and the Salesforce permissions of the connected session. GPTfy's Apex interface integration supports CRUD operations, so write-back is possible for prompts explicitly configured to perform them.
Connect Your AI Clients to Salesforce
See how GPTfy's MCP server makes your Salesforce data available to Claude, ChatGPT, and any MCP-enabled client in your workflow.
Explore More Features
GPTfy Agents
Deploy AI agents natively inside Salesforce with full audit trail and org-level security.
Prompt Builder
Configure the agent prompts that GPTfy publishes as MCP tools.
Bring Your Own Model
Connect any AI model to GPTfy via Named Credentials for in-Salesforce inference.
API Data Sources
Pull data from external APIs into Salesforce AI workflows.
GPTfy Security Layer
Org-level permissions and PII masking that apply across all GPTfy features.