Connect Claude, ChatGPT, and Cursor to your Salesforce org — securely. We run a security assessment first, fix critical gaps, then configure Salesforce MCP with proper guardrails. Working in 2 weeks.
Your team uses Claude, ChatGPT, and Cursor every day but when they need Salesforce data, they hit a wall. They're exporting CSVs, pinging sales ops, or just guessing. The solution isn't just connecting the two.
It's connecting them without accidentally exposing data you didn't mean to share. Most orgs have 40–60 security gaps they don't know about. Connecting AI to a misconfigured org doesn't just unlock your data; it unlocks the wrong data, for the wrong people.
Most orgs have 40–60 security gaps they're unaware of — missing field-level security, overly broad sharing rules, exposed sensitive fields. We scan your org with Hubble Diagnostics before connecting anything, identify the gaps, and help you fix the critical ones before enabling MCP.
Defining what data should and shouldn't be accessible through AI tools, and documenting those policies for future reference. So every admin after you knows exactly where the lines are.
Salesforce MCP respects your existing permissions, but if those permissions are overly broad, AI tools will inherit that access. We ensure field-level security, sharing rules, and object permissions are configured correctly before enabling MCP.
Validating the setup in sandbox before production deployment to catch issues early. No surprises for your users on day one.
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This isn't a pilot that goes nowhere. After the sprint, you choose your next step. No lock-in. No pressure.
Company-Wide Rollout
Scale to 100+ users across all departments.
Custom Apex Tools
Build specialized workflows for deal scoring, pipeline forecasting, or custom reporting.
Data Cloud Integration
Connect unified customer 360 profiles.
Agentforce Implementation
Use prompt patterns from employee usage to identify top automation opportunities.
Do Nothing
What we built keeps working. No ongoing fees.
Contact us to schedule a discovery call.
Got questions? We’ve got answers. Explore common queries to understand how we work and what to expect.
Not much. We run a complimentary Hubble security scan at the start of Week 1 — that's how we assess your org's readiness. You just need to give us access to run it.
The scan typically surfaces 40–60 gaps in most orgs. Minor quick-fixes — unused permission sets, obvious field-level security gaps — are included in the $5,000 fee. If we find extensive remediation work like restructuring sharing rules across hundreds of records, we'll give you a roadmap and a separate quote before touching anything.
Claude, ChatGPT, Gemini, and Cursor. These are connected to your Salesforce org via Salesforce's hosted MCP servers.
No. Your team already uses these AI tools. Connecting Salesforce data to them doesn't change how people work — it just means they can ask real questions about real data instead of waiting for a report.
Schedule a discovery call. We'll assess your Salesforce org and walk you through exactly what the integration would look like for your team.