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Salesforce

Connects Salesforce to FlyMyAI agents via OAuth. Connect your Salesforce org once and the agent can query and modify any standard or custom object through the Salesforce REST API - no token to paste.

What it can do​

  • Run SOQL queries (and page through large result sets)
  • Run SOSL searches across multiple objects
  • Create, read, update, delete records of any sObject (Account, Contact, Lead, Opportunity, custom *__c)
  • Upsert by external Id
  • Describe an object (fields, picklists, relationships) and list all objects
  • Read org limits and run composite multi-step requests

Access is generic over the REST API, so every object and field the connected user can see is reachable - including custom objects.

The agent acts as the connected Salesforce user and is bound by that user's profile and permissions. Confirm before bulk deletes or mass updates.

How to get credentials​

Salesforce uses OAuth - there's no token to copy.

  1. In FlyMyAI, open the Salesforce MCP and start the setup flow.
  2. A Salesforce login + consent screen opens. Sign in with the org/user the agent should act as and approve access.
  3. You're redirected back to FlyMyAI; the tool flips to Configured.

Requirements:

  • A Salesforce edition with API access (Enterprise, Unlimited, Developer or Performance; some Professional orgs need API access enabled).
  • Your Salesforce admin must approve the FlyMyAI connected app and allow any IP/login ranges it uses.

To revoke access later, in Salesforce open Setup -> Connected Apps -> OAuth Connected Apps (or your personal Connections) and remove FlyMyAI.

Fields to fill in FlyMyAI​

No fields - the OAuth flow stores the access token, refresh token and your org's instance URL automatically. To switch orgs, remove the tool and reconnect.

Troubleshooting​

  • INVALID_LOGIN / OAuth denied - the user lacks the API Enabled permission, or the org blocks the connected app. Ask your Salesforce admin to enable API access and approve FlyMyAI.
  • 401 after a while - the session expired; FlyMyAI refreshes automatically, but if the refresh token was revoked (password reset, admin unlinked the app), reconnect.
  • INVALID_FIELD / MALFORMED_QUERY - a field or object name in your SOQL is wrong; use describe to get the exact API names.
  • Sandbox org - sandboxes log in via test.salesforce.com; ask the FlyMyAI team to point your tool at the sandbox login host.