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One MCP connection. Full Salesforce context. No more tab-switching — just ask.
Stop waiting for Salesforce Marketing Cloud Intelligence reports that cost $2,200/month and still don't answer your actual question. Ask your AI agent for pipeline health, account history, opportunity status, and revenue forecasts — across every object in your org — in plain language.
Your AI agent reads harmonized data across 500+ platforms. "Cost" in Google Ads and "spend" in Meta Ads resolve to the same field automatically.
Log calls, update opportunities, create tasks, and move deals through stages — without opening Salesforce. Capture field notes directly from conversation and let your AI agent handle the CRM hygiene.
250+ governance rules enforce naming conventions, budget limits, and KPI thresholds. SOC 2 Type II certified.
Set AI-powered watches on pipeline health, deal velocity, and data quality. Get proactive alerts when deals go stale, forecast accuracy drops, or key accounts show disengagement signals.
Automated weekly reports, anomaly flagging, and budget alerts — all from a single conversation. No more morning check-ins across 5 dashboards.
Log calls, update opportunities, create tasks, and move deals through stages — without opening Salesforce. Capture field notes directly from conversation and let your AI agent handle the CRM hygiene.
Every phase runs through the same MCP connection. One protocol, all platforms, full governance. No switching between tools.
Marketing teams pay a $2,200/month add-on for SFMC Intelligence to answer questions like 'what's our email attribution by channel?' — questions that should be answerable without a premium tier. When the license covers only one team, others resort to manual exports and spreadsheets, creating data silos that undermine the single source of truth Salesforce was supposed to provide.
Improvado MCP connects your AI agent directly to Salesforce data across all objects — Campaigns, Opportunities, Accounts, Contacts, and custom objects — without requiring a premium Intelligence license. Ask any cross-object question in plain language and get an answer that would have previously required a custom SOQL query or a paid add-on.
Sales reps know they should log everything in Salesforce, but the friction of navigating to the right record, clicking through tabs, and filling in required fields means they defer updates — or skip them entirely. The result is a CRM full of stale data that leadership can't trust for forecasting. Managers spend hours chasing updates in standups instead of coaching.
Your AI agent logs Salesforce activities from natural language in seconds. Reps describe what happened in plain text — the agent finds the right account, creates the activity record, updates the opportunity stage, and sets the next task. Zero navigation required.
Revenue leaders need to see Salesforce pipeline alongside marketing spend, campaign attribution, and customer health scores — but Salesforce only shows its own data. Getting a full picture means exporting from Salesforce, pulling data from the marketing platform, and manually joining them in a spreadsheet. This process takes half a day and produces a view that's already outdated.
Improvado MCP connects Salesforce to your AI agent alongside your other data sources. Ask a single question that spans CRM pipeline, campaign performance, and revenue data — and get a synthesized answer that would have previously required a BI team and a custom dashboard.
Same MCP connection, different workflows for every team member. Agency CEOs get portfolio health. Media Strategists get campaign QA. Analysts get cross-platform reports. Account Managers get auto-generated QBR decks. Creative Directors get performance-based briefs.
Each role asks in natural language. The MCP server handles the complexity — rate limits, auth, schema normalization, governance — behind the scenes.
Salesforce MCP is a Model Context Protocol server that connects your Salesforce org to AI agents like Claude, ChatGPT, and Gemini. It lets you query CRM data, pipeline health, account history, and campaign attribution in natural language — and perform write actions like logging activities or updating opportunities — without navigating the Salesforce UI.
Standard objects (Accounts, Contacts, Leads, Opportunities, Campaigns, Cases, Tasks, Events, Activities) and custom objects defined in your org. The AI agent can query, join, and aggregate across any object accessible via the Salesforce REST API.
Both. Read operations include querying any CRM object with natural language SOQL translation. Write operations include creating records, updating field values, logging activities, creating tasks, and moving opportunities through stages. Permissions are controlled by the Salesforce user credentials you authenticate with.
For many use cases, yes. If you're paying for SFMC Intelligence primarily to answer cross-object reporting questions, Improvado MCP can answer those same questions at a fraction of the cost. For native SFMC analytics features (journey analytics, audience segmentation), those remain separate.
Yes. Improvado stores Salesforce OAuth tokens in an encrypted vault certified to SOC 2 Type II. The AI agent never accesses your credentials directly. All API calls are proxied through Improvado's secure layer, and field-level security from your Salesforce org is respected.
Under 2 minutes. Authenticate with Salesforce OAuth, configure which objects to include, and add the MCP server URL to your AI agent. Improvado customers with Salesforce already connected can start querying immediately.
Connect your data to an AI agent in under 60 seconds. The closed loop starts with one conversation.
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