Connect Salesforce to AI agents over MCP (with Stepper Skill Sets)

What you can let an agent do in Salesforce

These are the Salesforce actions you can add to a Skill Set. They're the same actions Stepper workflows use, listed on Stepper's Salesforce page. You choose which ones the agent gets.

For example, you could ask

• Find the lead for [email protected] and add her to the Spring Workshop campaign.
• Create a contact for the person who emailed about wholesale, then update the account's phone number.

• Create Record Creates a new record of a specified Salesforce object.
• Update Record Updates an existing record for a specified Salesforce object.
• Delete Record Deletes an existing record of a specified Salesforce object.
• Create Contact Creates a new Contact in Salesforce.
• Update Contact Updates an existing Contact in Salesforce.
• Create Lead Creates a new Lead in Salesforce.
• Update Lead Updates an existing Lead in Salesforce.
• Add Contact to Campaign Adds an existing Contact to an existing Campaign.
• Add Lead to Campaign Adds an existing Lead to an existing Campaign.
• Send Email Sends an email using Salesforce Simple Email Actions.
• Find Record Finds a record of a specified Salesforce object by a field and value you choose.
• Find Record by Query Finds a record of a Salesforce object using a SOQL WHERE clause.
• Make HTTP Request Make an HTTP request to any URL with full control over method, headers, and body.

Set it up in 5 steps

You need a Stepper account, a Salesforce account, and an AI client that supports remote MCP servers, such as ChatGPT, Claude, Cursor or VS Code. Your own agent works too, using a Skill Set token.

1. Connect Salesforce to Stepper

   In Stepper, connect your Salesforce account. Use an account that can do what you want the agent to do, and no more.

2. Create a Skill Set

   Go to Skill Sets in Stepper, create a Skill Set for this agent, and use Add Entry to add your Salesforce connection.

3. Restrict the actions

   Choose only the Salesforce actions the agent needs. An entry with no actions chosen allows every Salesforce action, so a short list is safer. To pin a value, such as one channel, table or calendar, hardcode that parameter so the agent can't change it.

4. Add the Skill Sets server to your AI client

   Add this URL as a remote MCP server:

   https://mcp.stepper.io/skill-sets/mcp Copy

   Then sign in to Stepper when your client asks. On the Stepper screen that follows, pick the Skill Set this agent should use. To switch to a different Skill Set later, remove the server and connect again.

   Chat apps (ChatGPT, Claude and others): add it as a custom connector or app, wherever your client lists remote MCP servers.

   Code editors (Cursor, Windsurf and others that use an mcpServers config):

   {
     "mcpServers": {
       "stepper": {
         "url": "https://mcp.stepper.io/skill-sets/mcp"
       }
     }
   }

   Your own agent or script: generate a Skill Set token in Stepper and send it as Authorization: Bearer sst_….

5. Test it

   Ask the agent what it can do (it checks the Skill Set's list of skills) and make sure only the Salesforce actions you chose appear. Then run one request using the lowest-risk action you allowed, such as a lookup or a draft, and check the call in the Skill Set's call log in Stepper.

Salesforce's own MCP server, and when to use it instead

Guardrails

An agent can misread a request, and some Salesforce actions change or remove real data. Set these up before you rely on it.

Add with care: Delete Record, Make HTTP Request. Make HTTP Request can call any URL with your connection, so it gives the agent far more reach than the other actions.