Add contact to campaign
Add contact to campaign in Salesforce.
AI CRM
A CRM that builds itself and remembers everything.
Max
A personal AI agent for every team member.
AI Agents
Scale your team with an AI workforce.
Workflows
Automate processes end to end.
Integrations
Connects with the tools you already use.
Guide
50 Claude CRM Skills
Your playbook to building the perfect CRM for your business using Claude.
Get the guideFrontline50 Claude CRM Skills
Customer stories
Case studies and success stories.
Blog
Latest insights and product updates.
Help Center
Learn more about Frontline's features.
Developer Docs
Start building with the Frontline API.
Trust Center
Security, compliance, and data privacy.
Guide
50 Claude CRM Skills
Your playbook to building the perfect CRM for your business using Claude.
Get the guideFrontline50 Claude CRM Skills
Connect Salesforce to Frontline's AI CRM
Give Max controlled access to Salesforce accounts, contacts, leads, opportunities, campaigns, tasks, notes, files, reports, dashboards, list views, searches, SObjects, composite actions, and UI API resources.
Includes
MCP Server
207Use the available Salesforce tools through this server.
Workflow Triggers
6Start workflows from this integration's verified events.
Try Salesforce with Frontline
Describe the outcome. Max or a Studio workflow can take it from there.
SalesforceAvailable Salesforce tools
Give Max and your AI workforce the 207 verified Salesforce actions available through this connection.
Add lead to campaign
Add lead to campaign in Salesforce.
Add opportunity line item
Add opportunity line item in Salesforce.
Apply lead assignment rules
Apply lead assignment rules in Salesforce.
Associate contact to account
Associate contact to account in Salesforce.
Clone opportunity with products
Clone opportunity with products in Salesforce.
Clone record
Clone record in Salesforce.
Close or abort a job
Close or abort a job in Salesforce.
Complete task
Complete task in Salesforce.
Composite graph
Composite graph in Salesforce.
Create account
Create account in Salesforce.
Create a record
Create a record in Salesforce.
Create campaign
Create campaign in Salesforce.
Create contact
Create contact in Salesforce.
Create custom object
Create custom object in Salesforce.
Create lead
Create lead in Salesforce.
Create note
Create note in Salesforce.
Create opportunity
Create opportunity in Salesforce.
Create s object record
Create s object record in Salesforce.
Create task
Create task in Salesforce.
Custom invocable actions
Custom invocable actions in Salesforce.
Delete account
Delete account in Salesforce.
Delete campaign
Delete campaign in Salesforce.
Delete contact
Delete contact in Salesforce.
Delete file
Delete file in Salesforce.
Delete job query
Delete job query in Salesforce.
Delete lead
Delete lead in Salesforce.
Delete note
Delete note in Salesforce.
Delete opportunity
Delete opportunity in Salesforce.
Delete sobject
Delete sobject in Salesforce.
Describe global
Describe global in Salesforce.
Execute sosl search
Execute sosl search in Salesforce.
File information
File information in Salesforce.
File shares
File shares in Salesforce.
Get account
Get account in Salesforce.
Get all custom objects
Get all custom objects in Salesforce.
Get all fields for object
Get all fields for object in Salesforce.
Get all navigation items
Get all navigation items in Salesforce.
Get an app
Get an app in Salesforce.
Get api
Get api in Salesforce.
Get apps
Get apps in Salesforce.
Get a batch of records
Get a batch of records in Salesforce.
Get a directory of supported objects
Get a directory of supported objects in Salesforce.
Get campaign
Get campaign in Salesforce.
Get chatter resources
Get chatter resources in Salesforce.
Get child records
Get child records in Salesforce.
Get compact layouts
Get compact layouts in Salesforce.
Get composite resources
Get composite resources in Salesforce.
Get consent
Get consent in Salesforce.
Get consent
Get consent in Salesforce.
Get contact
Get contact in Salesforce.
Get dashboard
Get dashboard in Salesforce.
Get data uiapi actions list view
Get data uiapi actions list view in Salesforce.
Get file content
Get file content in Salesforce.
Get global actions
Get global actions in Salesforce.
Get job failed record results
Get job failed record results in Salesforce.
Get job info query
Get job info query in Salesforce.
Get job query result
Get job query result in Salesforce.
Get job successful record results
Get job successful record results in Salesforce.
Get job unprocessed record results
Get job unprocessed record results in Salesforce.
Get last selected app
Get last selected app in Salesforce.
Get lead
Get lead in Salesforce.
Get limits
Get limits in Salesforce.
Get limits recordcount
Get limits recordcount in Salesforce.
Get list view for an object
Get list view for an object in Salesforce.
Get list view metadata batch
Get list view metadata batch in Salesforce.
Get list view metadata per api name
Get list view metadata per api name in Salesforce.
Get list view records per api name
Get list view records per api name in Salesforce.
Get list view records per ID
Get list view records per ID in Salesforce.
Get list view results
Get list view results in Salesforce.
Get lookup field suggestions
Get lookup field suggestions in Salesforce.
Get most recently used list view records
Get most recently used list view records in Salesforce.
Get mru list view metadata
Get mru list view metadata in Salesforce.
Get note
Get note in Salesforce.
Get opportunity
Get opportunity in Salesforce.
Get org limits
Get org limits in Salesforce.
Get parameterizedsearch
Get parameterizedsearch in Salesforce.
Get photo actions
Get photo actions in Salesforce.
Get picklist values by record type
Get picklist values by record type in Salesforce.
Get quick actions
Get quick actions in Salesforce.
Get record edit page actions
Get record edit page actions in Salesforce.
Get related list actions
Get related list actions in Salesforce.
Get related list prefs batch
Get related list prefs batch in Salesforce.
Get search layout
Get search layout in Salesforce.
Get search result layouts
Get search result layouts in Salesforce.
Get sobjects sobject describe approvallayouts
Get sobjects sobject describe approvallayouts in Salesforce.
Get sobject approval layouts
Get sobject approval layouts in Salesforce.
Get sobject listviews
Get sobject listviews in Salesforce.
Get sobject quick action default values
Get sobject quick action default values in Salesforce.
Get sobject relationship
Get sobject relationship in Salesforce.
Get support
Get support in Salesforce.
Get support knowledge articles
Get support knowledge articles in Salesforce.
Get s objects
Get s objects in Salesforce.
Get s objects describe layouts record type ID
Get s objects describe layouts record type ID in Salesforce.
Get s objects updated
Get s objects updated in Salesforce.
Get s object by external ID
Get s object by external ID in Salesforce.
Get s object collections
Get s object collections in Salesforce.
Get s object list view
Get s object list view in Salesforce.
Get s object quick action default values
Get s object quick action default values in Salesforce.
Get s object record
Get s object record in Salesforce.
Get theme
Get theme in Salesforce.
Get uiapimru list info account
Get uiapimru list info account in Salesforce.
Get uiapi actions mru list account
Get uiapi actions mru list account in Salesforce.
Get uiapi list info account all accounts
Get uiapi list info account all accounts in Salesforce.
Get uiapi list info account recent
Get uiapi list info account recent in Salesforce.
Get uiapi list info account search result
Get uiapi list info account search result in Salesforce.
Get uiapi lookups opportunity account ID
Get uiapi lookups opportunity account ID in Salesforce.
Get uiapi related list preferences
Get uiapi related list preferences in Salesforce.
Get ui api actions lookup account
Get ui api actions lookup account in Salesforce.
Get ui api actions record related list
Get ui api actions record related list in Salesforce.
Get ui api apps user nav items
Get ui api apps user nav items in Salesforce.
Get ui api list info recent
Get ui api list info recent in Salesforce.
Get ui api mru list records account
Get ui api mru list records account in Salesforce.
Get ui api records batch
Get ui api records batch in Salesforce.
Get ui api records batch recordids
Get ui api records batch recordids in Salesforce.
Get ui api record ui
Get ui api record ui in Salesforce.
Get user info
Get user info in Salesforce.
Get user password expiration status
Get user password expiration status in Salesforce.
Head actions custom
Head actions custom in Salesforce.
Head actions standard
Head actions standard in Salesforce.
Head appmenu salesforce
Head appmenu salesforce in Salesforce.
Head process rules s object
Head process rules s object in Salesforce.
Head quick actions
Head quick actions in Salesforce.
Head sobjects global describe layouts
Head sobjects global describe layouts in Salesforce.
Head sobjects quick
Head sobjects quick in Salesforce.
Head sobjects user password
Head sobjects user password in Salesforce.
Head sobject quick action default values
Head sobject quick action default values in Salesforce.
List accounts
List accounts in Salesforce.
List analytics templates
List analytics templates in Salesforce.
List campaigns
List campaigns in Salesforce.
List contacts
List contacts in Salesforce.
List dashboards
List dashboards in Salesforce.
List email templates
List email templates in Salesforce.
List leads
List leads in Salesforce.
List notes
List notes in Salesforce.
List opportunities
List opportunities in Salesforce.
List pricebooks
List pricebooks in Salesforce.
List pricebook entries
List pricebook entries in Salesforce.
List reports
List reports in Salesforce.
List view results
List view results in Salesforce.
Log call
Log call in Salesforce.
Log email activity
Log email activity in Salesforce.
Mass transfer ownership
Mass transfer ownership in Salesforce.
Parameterized search
Parameterized search in Salesforce.
Parameterized search post
Parameterized search post in Salesforce.
Patch composite sobjects
Patch composite sobjects in Salesforce.
Patch s object by ID
Patch s object by ID in Salesforce.
Patch ui api records
Patch ui api records in Salesforce.
Post composite graph
Post composite graph in Salesforce.
Post composite sobjects
Post composite sobjects in Salesforce.
Post composite sobjects sobject
Post composite sobjects sobject in Salesforce.
Post composite tree sobjectname
Post composite tree sobjectname in Salesforce.
Post parameterized search
Post parameterized search in Salesforce.
Post sobjects sobject ID
Post sobjects sobject ID in Salesforce.
Post sobject quick actions
Post sobject quick actions in Salesforce.
Post uiapi lookups case contact ID
Post uiapi lookups case contact ID in Salesforce.
Post uiapi lookups opportunity account ID
Post uiapi lookups opportunity account ID in Salesforce.
Post ui api records
Post ui api records in Salesforce.
Post ui api related list records contacts
Post ui api related list records contacts in Salesforce.
Query
Query in Salesforce.
Query all
Query all in Salesforce.
Quick actions
Quick actions in Salesforce.
Remove from campaign
Remove from campaign in Salesforce.
Retrieve lead by ID
Retrieve lead by ID in Salesforce.
Retrieve opportunities data
Retrieve opportunities data in Salesforce.
Retrieve specific contact by ID
Retrieve specific contact by ID in Salesforce.
Run report
Run report in Salesforce.
Run soql query
Run soql query in Salesforce.
Search
Search in Salesforce.
Search accounts
Search accounts in Salesforce.
Search campaigns
Search campaigns in Salesforce.
Search contacts
Search contacts in Salesforce.
Search leads
Search leads in Salesforce.
Search notes
Search notes in Salesforce.
Search opportunities
Search opportunities in Salesforce.
Search result layouts
Search result layouts in Salesforce.
Search suggested queries
Search suggested queries in Salesforce.
Search suggest title matches
Search suggest title matches in Salesforce.
Search tasks
Search tasks in Salesforce.
Send email
Send email in Salesforce.
Send email from template
Send email from template in Salesforce.
Send mass email
Send mass email in Salesforce.
Set user password
Set user password in Salesforce.
Sobject collections create
Sobject collections create in Salesforce.
Sobject collections delete
Sobject collections delete in Salesforce.
Sobject platformaction
Sobject platformaction in Salesforce.
Sobject rows update
Sobject rows update in Salesforce.
Sobject tree
Sobject tree in Salesforce.
Standard invocable actions
Standard invocable actions in Salesforce.
S object approval layouts
S object approval layouts in Salesforce.
S object rows delete
S object rows delete in Salesforce.
S object user password
S object user password in Salesforce.
Tooling query
Tooling query in Salesforce.
Update account
Update account in Salesforce.
Update a favorite
Update a favorite in Salesforce.
Update a record
Update a record in Salesforce.
Update campaign
Update campaign in Salesforce.
Update contact
Update contact in Salesforce.
Update lead
Update lead in Salesforce.
Update list view preferences
Update list view preferences in Salesforce.
Update note
Update note in Salesforce.
Update opportunity
Update opportunity in Salesforce.
Update related list preferences
Update related list preferences in Salesforce.
Update task
Update task in Salesforce.
Upload file
Upload file in Salesforce.
Upload job data
Upload job data in Salesforce.
Upsert s object by external ID
Upsert s object by external ID in Salesforce.
Available Salesforce triggers
Start workflows and routines from verified events.
New contact
Start a workflow when a contact is created.
New lead
Start a workflow when a lead is created.
New or updated opportunity
Start a workflow when an opportunity is created or updated.
Account created or updated
Start a workflow when an account is created or updated.
Contact updated
Start a workflow when a contact is updated.
SObject record updated
Start a workflow when a generic SObject record is updated.
Salesforce + Frontline
Put Salesforce to work across Frontline
Give Max controlled access to Salesforce accounts, contacts, leads, opportunities, campaigns, tasks, notes, files, reports, dashboards, list views, searches, SObjects, composite actions, and UI API resources.
Claude Opus 4.8Enterprise CRM operations
Ask Max to manage supported accounts, contacts, leads, opportunities, campaigns, tasks, reports, files, and SObject records.
Why use Frontline for Salesforce MCP
Work in context
Salesforce actions can sit inside the same work Max and Studio already handle.
AI that can take action
Frontline combines context with 207 verified tools.
Max and Studio
Use Max for individual requests and Studio for repeatable work.
6 verified triggers
Start workflows only from the verified events.
What is Salesforce MCP?
Model Context Protocol (MCP) is an open standard that connects AI applications to external systems. This connection provides controlled access to 207 verified Salesforce tools.
Model Context ProtocolWhat you can do with Salesforce MCP
Add contact to campaign
Add contact to campaign in Salesforce.
Add lead to campaign
Add lead to campaign in Salesforce.
Add opportunity line item
Add opportunity line item in Salesforce.
Apply lead assignment rules
Apply lead assignment rules in Salesforce.
Associate contact to account
Associate contact to account in Salesforce.
Clone opportunity with products
Clone opportunity with products in Salesforce.
Salesforce MCP FAQ
Still have a question? You can talk to our team.