briefkin

CRM · 2 skills

Salesforce MCP and Claude skills

Run SOQL against Opportunities, Accounts, Leads and Cases in Salesforce, and report pipeline changes, slipped close dates and deals going quiet.

Connect Salesforce to your agent (MCP)

  1. Salesforce Hosted MCP Servers. Salesforce runs MCP servers for your org; in Setup under MCP Servers, activate the read-only SObject Reads server and copy its URL. To use it from Claude, create an External Client App with OAuth (scopes mcp_api and refresh_token, callback https://claude.ai/api/mcp/auth_callback) and add the URL as a custom connector (server reference).
  2. The sf CLI. Log in once with sf org login web --alias prod, then run sf data query --query "SELECT Name, StageName, Amount, CloseDate FROM Opportunity WHERE IsClosed = false" --target-org prod --json. Salesforce's DX MCP server (npx @salesforce/mcp) reuses the same CLI login for local agents.
  3. REST API with OAuth. An External Client App with the api and refresh_token scopes; the skill reads SF_INSTANCE_URL and SF_ACCESS_TOKEN (or a refresh token) and calls the query endpoint.

SObject Reads and SOQL never write, but the user's permissions are the real limit: run reports as an integration user whose permission set grants Read on Opportunity, Account, Lead and Case and nothing else.

2 Salesforce skills

Salesforce weekly pipeline report

Monday mornings: open Salesforce pipeline by stage and forecast category, the deals that moved or slipped last week, and the change in total.

SalesMondays at 7:30Stat tileUses Salesforce.

Ghost pipeline: CRM deals with no real contact

Fridays: open deals with no email, meeting or Gong call with the buyer in 14 days, and this week's external meetings the CRM never heard about.

SalesFridays at 14:00Asks youUses HubSpot, Pipedrive, Salesforce, Gmail, Google Calendar, Gong.

What agents do with Salesforce

Agents read Salesforce with SOQL, through the REST API's query endpoint (/services/data/<version>/query?q=...) or the sf CLI. Pipeline reports lean on Opportunity fields: StageName, Amount, CloseDate, Probability, ForecastCategoryName, NextStep, LastActivityDate, OwnerId and IsClosed, filtered with date literals like CloseDate = THIS_QUARTER and LastActivityDate < LAST_N_DAYS:14. OpportunityFieldHistory shows what changed and when, which is how a report spots a close date pushed into next quarter. Saved reports run as they are through the Analytics API (/analytics/reports/{reportId}).

Revenue teams schedule a weekly forecast by category, a list of opportunities whose close date moved out, deals with no logged activity in two weeks, new leads by source, and for support leads, open Cases by priority and age.

salesforce.com

Often used with Salesforce

Teams that use these

Your Salesforce numbers, on one board with everything else

Skills are free to use with any agent. Briefkin is where their results land: one board for every report, number and question your agents send, with a ping when something needs you.

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