Enterprise revenue teams on Salesforce need AI access without bypassing field-level security. CRM MCP routes tool calls through MCP360 with org-scoped tokens and structured logging.
Connection Overview
Authorize Salesforce in Dashboard → Accounts. Select production or sandbox as appropriate. MCP360 stores refresh tokens and respects the API user's permission set.
High-Value Workflows
Forecast reviews
> "Opportunities closing this quarter over $50k grouped by stage and owner"
Stale pipeline cleanup
> "List open opportunities with no activity in 21 days"
Stage updates with context
> "Move opportunity 006xx to Proposal Sent and add note summarizing today's demo"
Tools map to Salesforce REST APIs — you do not paste SOQL into Claude manually unless you want to.
Governance
HubSpot Comparison Path
Smaller teams on HubSpot should start with HubSpot CRM AI updates. Both run on the same CRM MCP subscription.
Ecommerce Handoff
When opportunities close, fulfillment teams may need Shopify order context in the same AI workspace via Ecommerce Stack MCP.