Salesforce

Active

An AI agent for Salesforce. It works in a scene with a live connection to Salesforce. It asks before it writes, and every run is traced.

Connect your Salesforce org to query any standard or custom object with SOQL, inspect object metadata, and read or write records — so pipeline, account, and case data can meet the rest of your systems.

Productivity OAuth 2 asset types

What you can connect

Add these to your scene and AI gets access.

Account Accounts

A connected Salesforce org

OrgInstance URL

Guide Guides

Salesforce setup guides, troubleshooting, and reference — pin one to read it in-scene, or ask the agent.

TitleSummary

Connect Salesforce over MCP

Daslab is itself an MCP server.

Connect Salesforce in a scene, then pin that scene's URL in Claude Code, Cursor, or any MCP client. The agent there gets your Salesforce tools, and your approval gate and trace travel with them.

https://daslab.run/mcp/<your-world>/<your-scene>

One scene can hold Salesforce and everything else you connect, so a single endpoint carries them all. Set up a client.

Use cases

Query pipeline and account data with SOQL
Inspect object and field metadata before writing
Create and update contacts, leads, and opportunities
Join CRM records against finance or ERP data

Knowledge base

Querying Salesforce with SOQL querying-with-soql
How SOQL differs from SQL, the describe-then-query loop for custom objects, pagination via nextRecordsUrl, and date literals that make period reporting easy.

Ships with the integration — agents read these with docs_read, before the account is connected. Knowledge bases →