MCP Server: Live Salesforce Data Where You Work

Hello everyone, and welcome to this demo. I have some really exciting topic to talk about today. We at GPTfy have now enabled the capability to turn your agent prompts into MCP tools. So GPTfy allows the users to make agents inside Salesforce, and then you can then have agent prompts, have MCP Claude, ChatGPT or whatever MCP-enabled client you leverage. You can pull in now live Salesforce data on demand. So before jumping into the demo, I would like to take thirty seconds to tell you guys what an MCP server actually is, as that is the engine behind everything that you're about to see. So think of your AI agent like a smart employee that you have. He's sitting in a room. On its own, it can think, it can come up with answers and reasons, and give you answers. But what happens when you want to check a Salesforce record, or you wanted to check an email, or you want him to look at your particular calendar record? So it needs a way to connect to those systems, and that's exactly what an MCP server does. An MCP server stands for Model Context Protocol, and to put it in plain English, it is like a universal connector. So MCP gives your AI one standard way to connect to anything. It can be your Salesforce, it can be your Gmail, it can be your database, it can be your calendar, you name it. So one plug, endless possibility. Now let's see it in action. All right, so for this demo, I'm gonna do everything from my Claude. So this is a normal Claude window. A new chat is opened over here. And let's say I'm a sales rep and I'm new. It's my first job, it's a new team, and I don't know how exactly an account plan works. So normally how we do things these days, go to any LLM, and I'm gonna ask, "What is an account plan?" And LLM being LLM, it's gonna bring all that information to me. Okay, it's an account overview, parent relationships, opportunity maps, action plans. This is how everybody works these days. But I am new to the firm, and I have a responsibility to make an account plan for Apple. Now, that's a very big account, and so I really don't wanna mess this up. And now if I have to get access to my Salesforce data, whatever we have stored for the Apple account, I would have to stop this instance, go over there and look, download, copy/paste information. But with MCP server, I really don't have to. I can just ask my Claude, "Okay, can you bring me all the information for Apple account from my Salesforce?" As simple as that. So in the background, this instance has used our agent prompts that we have built using GPTfy, and it's gonna go inside my Salesforce, look up that Apple account, and then use prompts to find opportunities, tasks, cases, everything. It's gonna give me like a complete 360 of the Apple account right here in my Claude. And this is live Salesforce data coming into this instance. So I really don't have to jump anywhere to access this information. Okay, let's see what it has brought for me. So it has brought all the contacts and opportunities. It says eleven open cases, one closed case. I have everything. Okay. Now, I want— As I said, I don't know how to make an account plan. I'll just ask my Claude, "So can you help me analyze this data and make an account plan?" I'll just hit enter. And I'm just gonna sit back and let Claude do his thing. All right, I have my account plan. Let's see what Claude gave us using the Salesforce data I've got. Okay, account overview, executive summary, stakeholder map. Wow. Stakeholder strategy notes, opportunity analysis, opportunity deep dive. Do you see how detailed it is? Expansion opportunities, account health, and open cases. And you can see everything is referenced. Everything is coming from our Salesforce. And this solves a lot of things. This is the future. And I can just access my live Salesforce data on demand from anywhere. And as I made an account plan for this, I can use it for forecast, I can do this for generating outreach strategies for new prospects, everything on the go. If you like this demo, and if you wanna see this in action or you wanna see it for your particular cases in action, do book a demo with us and we would love to have a conversation. Thank you so much.