Salesforce Essentials MCP

CRM (Customer Relationship Management)

Use Salesforce Essentials MCP to take action in your AI tools

Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.

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Add contact to campaign in Salesforce Essentials

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Add Contact to Campaign

Supported actions

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Create Record

Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

Update Record

Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

Find Record

Finds a record of a specified Salesforce object by a field and value you choose.

Find Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find or Create Record

Find a record. Optionally create a record if not found.

Use Salesforce Essentials MCP with any AI assistant

Zapier Salesforce Essentials MCP lets you connect Salesforce Essentials's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.

Step 1: Generate your secure MCP URL

Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.

Step 2: Choose your Zapier Actions

Customize the specific actions your AI assistant can perform within Salesforce Essentials. Select and scope actions to align with your Salesforce Essentials workflows.

Step 3: Connect with your tool of choice

Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.

Introducing the Zapier MCP integration

Why developers love Zapier MCP

No need to build or host your own APIs
Connect once, access 30,000+ Zapier actions
Secure, scoped access by default
Works across your favorite dev tools

Other apps that integrate with Zapier MCP

Mailchimp

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Google, Spreadsheets

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Wix

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Google Forms

Forms & Surveys, Google

Apollo

Sales & CRM

Calendly

Scheduling & Booking

Google Ads

Ads & Conversion, Google

Slack

Team Chat

Mailchimp

Marketing Automation

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Wix

Website Builders

Google Forms

Forms & Surveys, Google

Apollo

Sales & CRM

Mailchimp

Marketing Automation

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Wix

Website Builders

Google Forms

Forms & Surveys, Google

Apollo

Sales & CRM

Calendly

Scheduling & Booking

Google Ads

Ads & Conversion, Google

Slack

Team Chat

Frequently Asked Questions

What is MCP?

Model Context Protocol allows your AI apps to securely interact with tools. Zapier MCP connects you to Zapier's vast ecosystem of 8,000+ integrations.

Is MCP Secure?

Yes, MCP endpoints include built-in authentication for secure, reliable connections.

How much does Zapier MCP cost?

Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota.
Find the right Zapier plan

Can I use Zapier MCP with any AI platform?

Zapier MCP seamlessly integrates with platforms like Cursor, Claude, or any other app that supports MCPs.

Can I build on Zapier MCP as a developer?

Absolutely! Zapier MCP lets developers bring Zapier's 30,000+ Searches and Actions into their apps.
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How quickly can I get started?

You can set up your MCP endpoint and start running Actions in minutes.

How can I get a higher quota?

Zapier MCP is available to all accounts. One MCP tool call uses 2 tasks from your plan's quota. You can see your task usage by logging into your Zapier MCP account, and add tasks to your plan anytime.
Explore Zapier plans

Can I use Zapier MCP with my Zapier Enterprise account?

Not out of the box. Zapier MCP doesn't currently support app and action restrictions that may be in place on an Enterprise account. If you're on an Enterprise plan and would like to use Zapier MCP, please reach out to us.